Budgeting Tools

Business Planning and Tracking is ABSOLUTELY NECESSARY to your survival.  We’ve tried to make it as easy as possible by giving you many tools to help you analyze your current position, stake out your future position, establish goals, track progress, and make course corrections along the way. It is a relatively simple process (note process, ongoing, never ending); Step 1- evaluate where you are strategically. Step 2-analyze your financial position, compare to where you want to be. Step 3- Choose your course, set goals, make tough decisions. Step 4- apply your annual plan by planning each month and tracking results.”

NOTE: The image below is Screen Capture of the actual page on the CMS Client site. Document downloads are not available on this demonstration website. The purpose is to show you what you’ll have access to as a CMS Client. Please call Mark Davis at (801) 390-3726 for a live guided tour.