financial

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

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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

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SOP Formation and Review

  • 0411-SOP – Credit Card Points or $ Usage

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Daily Operations Process

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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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