- SOP Formation and Review
- SOP 407-1 Sawtooth Page YTD and Monthly
spreadsheet
- Overall Anchor Financial Report SOP #407, Usage and Review
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)
- 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
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.