Budgeting Action Plan

Dear Accountant,

Your client has accepted that s/he needs to start implementing their Finance Plan by introducing F06 ‘Budgeting and Forecasting’ (see last post).

Opening this Method exposes many detailed Action Plans, so again, you now use your skill to decide the best order of implementation, according to the situation to identify revenue and cost sources line by line with your client.

In this highlighted case you have concluded that the level of expertise needed is beyond your client’s alone and that you will therefore be implementing it for them using Consultancy.  

As you can see, the choices range from ‘hands off’ to ‘hands on’. Each has a cost / investment implication for your client and for you, time, and profit.  We’ll look closer at these in the next few posts which will deal with the practicalities of making things happen. 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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