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financial

Financial Process

video
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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Financial Process

video
SOP Formation and Review

WOIT Discussion and Notes Formation and Review

0407-7-SOP-Credit Card Fees Profit Eater

Supreme Auto Care

Mike Meer, Shop Owner of Supreme Auto Care, shares what he has discovered
about Credit Card Fees.

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Anchor Financial Process

video
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

video

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

video

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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Financial Process

video

SOP Formation and Review

  • 0411-SOP – Credit Card Points or $ Usage

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Daily Operations Process

video

SOP Formation and Review

WOIT Discussion and Notes Formation and Review

  • 0539 – SOP- Going Paperless, How, Why, When and Where
  • Brian Beatty shares how he does it

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