Welcome to Safety in Numbers. Staying on top of what’s happening financially in our business can be a job unto itself. An important one at that. Over the next few videos I’m going to be sharing our process for tracking our income and outflow of money. Watch each video in the order you see it here and feel free to send any questions to sydney@sydneyfletcher.com.

In this video we open the template that you were provided and make a copy. Making a copy of the template will allow you to edit it. I also give you a quick orientation of the tabs at the bottom.

In this video we are filling out the first tab (named 'Set Up') with our income streams. I'm also going to explain why this tab matters.

In this video I orient you to the monthly tabs. These tabs are going to be where you will spend the majority of your time in our meetups. The numbers you input into them will automatically populate the Totals tab (which is your accountant's FAVOURITE page of this whole system).