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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

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

video

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

video

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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Anchor Financial Process

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SOP Formation and Review

  • 0407-4-SOP – Collateral Damage & Repair & Consequences

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Anchor Financial Process

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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?
  1. Anchor Report
  2. ScoreCARD
  3. Daily Snapshot
  4. Budgeting for Profits Spreadsheet
  5. Trending Tool

Documents

Powerpoint PDF

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SOP Formation and Review

  • 407–1-SOP–Sawtooth Page YTD and Monthly
  • Deep Dive into the Sawtooth with attendees
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