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
Downloads
Powerpoint PDF
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
Documents
Powerpoint PDF
YOUTOOLS Agenda for 6.9.20
- April 2020 Anchor Report Review (Dropbox)
- Member List (Dropbox or Slide 15)
- Year to Date 1st half of PDF Report (Page 1-18)
- Monthly 2nd half of the PDF Report (Page 11-19)
