Hey tclark
Yes I got the spreadsheets and began diving into it, but am overwhelmed with my business these days. I did it give it a good look over and am VERY impressed with what you did, and amazed with how it has developed with the help of competent others. In a month or so, I hope to allow for a day or two to fully study it, and maybe I can add some helpful feedback.
I manage money for clients, and I am using the system for my business - a system I have been desiring for several years now, but not had the time to develop. Several weeks ago I asked pt where to send a check -g-.
My plan is to "walk" with the system for a year, before I let it go automatic, if ever I can do that. My own TA skills have done well, but to put my business on "autopilot" is appealing.
My appreciation for what you and many others have done is great.
Keith