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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

Downloads

Powerpoint PDF

Anchor Financhial Process

video

Discussion and Notes Formation and Review

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

Downloads

Powerpoint PDF

 

Anchor Financial Process

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  • Overall Anchor Financial Report SOP #407, Usage and Review
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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)
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  • Anchor Library review
  • Reporting Forms discussed
  • PPP Money Questions
  • GS Labor cost – where to show and how? FYI: A firm decision on the answers to the questions asked will be forthcoming

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Rollout for the upcoming Anchor Financial Reporting, and PPP discussion:

  • still many questions unanswered from when do I get it, how do I account for it on BS and P&L
  • CPA needs to help you with all of that
  • GS Labor discussion – where it goes on the monthly report? This is what the instruction say:COST OF SALES:  The cost of shop labor sold to customers Technician and (General Service gross pay…If they actually work on vehicles and you gain revenue from work performed.)

 

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Topics discussed

  • Overview of Anchor Financial Process
  • Overview of the Financial Reporting Process
  • The reporting template
  • The reporting instructions
  • Reasons to do it yourself
  • Brian shares some of his aspects of budgeting

Your money is in the numbers! Andy, Joe N. and Joe E. each share some of their valuable experience with numbers.

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