All Roundtables members are required to submit these six additional reports at the same time you complete and submit your Company Focus Data Input Form. You should submit your Additional Documents to OnBoard; review the upload tutorial here.
- Company Summary Letter
- P&L Statement with Percentage Column (example)
- Balance Sheet with Previous Year Same Period included (example)
- Organization Chart (example)
- Annual Budget (Current Year) (example)
- WIP (Be sure to use the Remodelers Advantage WIP Form from the Remodelers University site.)
Spring 2021 – Also complete this 2021 Spring Focus Time PowerPoint for your meeting.
If your Roundtables group has agreed that they will review any other documents not listed above, feel free to include them.