Dear Accountant,

Review Step 18

Taking Business Advisory into Clients

In my last post I suggested that you propose to your client that they start their journey to raising the value of their business by adopting a Finance Plan as they (usually) have no financial foundation for investing safely in fresh business initiatives.

Show them the Financial Plan template (which you will have prepared) selecting the Budgeting and Forecasting Objective. Tell them that’s where, as their responsible accountant you would advise them to begin. Explain that each plan is backed by at least 12 strategies and 200 Action Plans for immediate implementation.

My next post will be a review of whether these posts are working for you and answering the questions you’ve been sending me about the transition from accountant to business consultant.

This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships.

See the overview here https://www.runagood.com/consultancy/product-4 and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly running, helping, buying, selling one million businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.