Start With Budgeting and Forecasting

Dear Accountant,

Step 21 Taking Business Advisory into Clients  

In my last post I explained why you must start any client transformation project with a Finance Plan (because without it they risk wasting any investments in marketing, operations, people initiatives). 

Having taken them through the 13 Method choices, select Budgeting and Forecasting (because they probably aren’t doing any) explain that each Method contains an average of 10 detailed Action Plans that you’ll be implementing together.   

My next post will look at how to select the best Action Plan to start with.  

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.