How to finish preparing for Meeting 2
‘For Accountants taking Clients Along the Runagood® Business Pathway’
You’ve already gained a clear informal picture of your client and their business through structured discussion and external research.
Now for the financials, and hopefully you’ll have more than last year’s shoe box with access to the online bookkeeping system.
So, use it to load Business Dashboard® (from Runagood®) and carry out a benchmark assessment to download a unique report on the client’s measured performance in winning new customers, retaining old ones, operating efficiency, people productivity, net profit, and business market value.
Write into the editable section of the 20-page automated report your observations, bringing together all 3 data sources to show:
Where the business (and its owner) are now
Where they could and should be
What they can do (with your help) to close the performance gaps
The value payback from taking action.
Do not give the report to your client but ask them if it’s worth investing an amount in the low hundreds per month to make it happen
Practical stuff from AI Business Advisor®