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Financial Process

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FAST – Can you take someone on?

  • A Financial Savvy SIX Tour
  • Of all the YNR Financial Tools
  • Plus what other tools you use

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Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

Today’s Think Tank Questions & POV Discussion

  • What are your BIGGEST Financial Challenges right NOW?
  • Mastering Your Results Financial Content Review
  • Online Library Financial Review
  • Financial $avvy Language Review
  • Anchor Report comparing YTD July 2022 to Dec.Year End 2015 and 2008
  • By using Sawtooth Page 10 and Page 6
  • Budget Spreadsheet Review of tab to create TCODB
  • Challenge for next time was to calculate your TCODB using the tab

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Anchor Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

Think tank discussion:

  • If a staff member asked you what you made each year, what would you tell them? Listen to the answers.
  • Plus Anchor Report Page 8
  • Supplemental Statistics Discussion

Introducing the YOUTOOLS BIG Three

  1. TENAnchor FinancialTools
    Connecting the DOTS
  2. TENFinancial
    Knowledge Principles
  3. Turnaround Point
    Finding Your Financial Points

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Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

  1. “We need your help!” survey – so you can create Your Best Results.
  2. Comparing Jan 2021 – March 2021 to Jan 2022 – March 2022 Discussion
  3. ScoreCard Review with brian

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Anchor Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

  • #407–8-SOP-TCODB Tracker
  • ScoreCard Review
  • TCDB In Depth Discussion
  • Mastering Your Results Review

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SOP True Cost of Doing Business Tracker

Anchor Financial Process

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SOP Formation and Review

Mastering Your Results Review

  • Fuel Maximizer Service Creation
  • ScoreCard Review
  • Introducing the Financial Recipe Spreadsheet
  • E-Myth FN-0060 Review
  • TCODB using Dec 2021 Anchor Report discussion

Description

  • FOR Daily Operation Library
  • SOP Fuel Maximizer Service #0541
  • Fuel Maximizer Service Opportunity, when fuel prices are higher than normal – so we can help our customers achieve the best fuel efficiency by offering service that can make a difference and save them $

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Anchor Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

  • State of the Shop delivered by each attendee
  • Budget for Profit Spreadsheet Tabs Review
  • November 2020 versus 2021 page 10 review
  • November 2020 versus 2021 page 6 review

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Anchor Financial Process

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SOP Formation and Review – Budget Goals #0402-5

WOIT Discussion and Notes Formation and Review

So I can look forward to the coming year, predict and project budgeted goals, then determine what needs to be done to achieve them. Always ask, “How do we achieve these Budget Goals?”

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Anchor Financhial Process

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Discussion and Notes Formation and Review

1 -10 rating of your operations this year 2021+Anchor+ScoreCARD

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Anchor Financial Process

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SOP Formation and Review

WOIT Discussion and Notes Formation and Review

See SOP 0401-1 TEN Financial Tools

YOUTOOLS TEN Anchor Financial Tools Connecting the DOTS

  • 1.Your P&L
  • 2.Your BalanceSheet
  • 3.YourPOS Reports
  • 4. SnapshotSpreadsheet
  • 5. Budgeting for Profit Spreadsheet
  • 6. Trending Spreadsheet
  • 7.Your BankStatements
  • 8.Anchor FinancialReport (MTD & Monthly)
  • 9. ScoreCARD
  • 10. Financial Now – When – Exit – Recipes
    • LD-YNR – 0119 – SOP – Now Recipe
    • LD-YNR – 0120 – SOP – When Recipe
    • LD-YNR – 0121 – SOP – Exit Recipe

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