UDOO! Level III – Planning Using Performance Reports and Charts

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Course Content

3.0100 Diamond 10 Topics

Lesson Content

0% Complete 0/10 Steps

3.0101 The 8 Tab Reporting Binder

3.0102 Cushion Report

3.0103 Open Invoices

3.0104 Sales Reports

3.0105 Balance Sheet

3.0106 Income Statement

3.0107 Budget Overview

3.0108 Budget Verses Actual Report

3.0109 Coding Stamp

3.0110 Employee Expense Reports

3.0200 Sapphire 12 Topics

Lesson Content

0% Complete 0/12 Steps

3.0211 Working with CPA Firm to File Taxes

3.0212 Starting New Year Tasks

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3.0300 Ruby 10 Topics

Lesson Content

0% Complete 0/10 Steps

3.0301 Annual Review Internal Systems and Documented Processes

3.0302 Systems Operating Check Off List

3.0303 Recruiting Staff

3.0304 Creating Job Descriptions

3.0306 Employment “At Will” Agreement

3.0305 Creating Tasks Lists

3.0307 Documenting Tasks

3.0308 Onboarding Staff

3.0309 Staff Training and Development

3.0310 Staff Performance Reviews

3.0400 Pearl 11 Topics

Lesson Content

0% Complete 0/11 Steps

3.0401 Benefits and Retaining Quality Staff

3.0402 Health Insurance

3.0403 Life Insurance Choices

3.0404 Disability Insurance

3.0405 Retirement Annuities

3.0406 Financial Planning Model

3.0407 Time Value of Money

3.0408 My Financial Plan

3.0409 Risk Tolerance & Aging

3.0410 Short Term and Long Term Planning

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