Dear Accountant,

Your client now wants to know how you propose to implement the Finance Plan you’ve recommended (see last post) and s/he has accepted.

Here are the strategies that will achieve any chosen Objective in a Finance Plan. Review these against your knowledge of the client’s current financial state and the start point will become clear. If things are dire, choose any or all of F01-F05. If it’s stable, but lacking in management information, choose F06–F08. And if it’s sophisticated, F09-F12.

Mostly, you’ll be going for the middle group and introducing management control strategies to show and teach them the power of timely financial information and its beneficial impact on business decision making. So, my next post will look at how to do that. Meanwhile, you can take a closer look at this and all the tech here.

With kind regards from

Duncan

This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

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

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Financial Methods