Financial Management Dashboard®

Dear Accountant,

My previous posts have dealt with how to establish and manage business owner relationships, which makes it easy to collect information for assessing them and their business.

Then the Runagood® Pathway takes over with technology doing the rest, comparing where the business, and its owner could, and should be.

Here is the second of four Dashboards to share with every client…

‘Traffic lights’ spell out how well the business’s finances are being managed and its impact on profits and cashflow. The automated pdf report, provides choices of actions to make every measure turn green, setting you up for an evidence-based financial performance improvement services sale.

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

There is a ‘Runagood® Business’ Process
 for every Business Owner Ambition and Problem