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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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Powerpoint PDF

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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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