Getting Your Client Onside for a Project

Dear Accountant,

Step 26 Taking Business Advisory into Clients  

In my last post I showed you a readymade template for quoting clients that positions you as an investment rather than a cost. Develop the relationship and trust continually by using RIADISECT, eliminating any need to sell by bringing the client around in their own good time. Get the ‘how to’ sheet here.  

My next post will assume the client has asked you to help them implement the Finance Plan and we’ll get into how that works.  

 

Find out here how Business Solutions Club membership turns you into a ‘Trusted Advisor’ and NEFD

 

With kind regards from 

Duncan


Duncan Collins founded Runagood® to make practical solutions affordable for owner managers whilst profitable for accountancy practices to deliver through pioneering AI technology. He has automated the 000’s of practical consultancy techniques he developed used during 60 years of 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.