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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
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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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Discussion and Notes Formation and Review
1 -10 rating of your operations this year 2021+Anchor+ScoreCARD
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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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SOP Formation and Review
0407–3-SOP – Financial YOUTOOLS Review
So valuable Brian wanted to share it with everyone!
Massive Takeaways:
Just one more car per day
Must use all FIVE Tools
Page 6 of the Anchor (most valuable)
Questions answered:
Which comes first: Financial Savvy or Financial Health?
What do these have in common?
When are they used? Why are they used?
Why the ScoreCARD and the Anchor Report?
Anchor Report
ScoreCARD
Daily Snapshot
Budgeting for Profits Spreadsheet
Trending Tool
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