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financial

Anchor Financial Process

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  • SOP Formation and Review
  • SOP 407-2 Summary of Cost Page 6 and 16

Financial Process Webinar

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  • SOP Formation and Review
  • FP-YNR – 0401-1 – Eight Financial Tools

Downloads

Powerpoint PDF

Anchor Financial Process

video
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  • SOP Formation and Review
  • SOP 407-1 Sawtooth Page YTD and Monthly

“Accounting Made Simple” by Hunt Demarest

Accounting Made Simple
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Accounting Made Simple

“Financial Savvy Made Easy” by Gary Gunn

"Financial Savvy Made Easy" by Gary Gunn
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"Financial Savvy Made Easy" by Gary Gunn

Anchor Financial Process

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  • Overall Anchor Financial Report SOP #407, Usage and Review

Financial Process Webinar

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SOP Review and Update

  • FP-YNR – SOP – 0401 – Budgeting for Profit Spreadsheet

Documents

Powerpoint PDF

Financial Process Workshop

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  • Brian’s Know-How and Experiential
  • Setting your target Net Goal for the month and working your budget backwards discussed with Andy, Kevin, and Leon
  • Budgeting
  • Labor rates
  • 50 cents per month plan

Documents

Powerpoint PDF

Financial Process Webinar

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  • Checking Under the Hood (Point 2)
  • The True Cost of Doing Business
  • Stacking Up Cash
  • Interesting items as Expenses
    • Rhett Smith’s Email (See Slide)
    • EIGHT Financial Tools (See Slide 19 -20)
    •  TCODB QWIK Calculation (Using Budget Spreadsheet) [start time 28:59 – 53:30 end time]

Downloads

Powerpoint PDF
TCODB QWIK Calculation Budgeting for Profit Spreadsheet

Management Process Webinar

Management Process
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Management Process

What are you managing? Where do you spend most of your time?

  • People? Process / Systems? Financial?
  • Fires? Customers? Car Count? Incoming Calls?
  • Technician Production? Oil Changes? Isolates?
  • PMI? Board? PAHR? PARP? Promises?

Mastery Management Module

  • GN-0020 Systems Evaluation Review
  • GN-0030 Systems Innovation Review
  • Top 10 Discussion

Powerpoint PDF

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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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