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spreadsheet

Anchor Financial Process

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  • SOP Formation and Review
  • SOP 407-1 Sawtooth Page YTD and Monthly

Anchor Financial Process

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  • Overall Anchor Financial Report SOP #407, Usage and Review
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YOUTOOLS Agenda for 6.9.20

  • April 2020 Anchor Report Review (Dropbox)
  • Member List (Dropbox or Slide 15)
  • Year to Date 1st half of PDF Report (Page 1-18)
  • Monthly 2nd half of the PDF Report (Page 11-19)

Financial Process Webinar

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  • Language Review
  • TOCDB Review
  • Budgeting for Profit Spreadsheet Review
  • Snapshot Spreadsheet Review
  • Plus, a very interesting “elephant in the room” conversation about outdoor waiting areas and wearing masks.

Documents

Powerpoint PDF

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Topics discussed

  • Overview of Anchor Financial Process
  • Overview of the Financial Reporting Process
  • The reporting template
  • The reporting instructions
  • Reasons to do it yourself
  • Brian shares some of his aspects of budgeting

Your money is in the numbers! Andy, Joe N. and Joe E. each share some of their valuable experience with numbers.

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