Managing The Feedback Meeting

Dear Accountant,

Step 10 Taking Business Advisory into Clients  
 

In my last post I showed how to ‘psych yourself up’ for a first-time client meeting. So, print the Financial Trends Report you prepared; pages 3 and 15 from the prepared Business Dashboard® report; and have your laptop connected to your Runagood® online account for the client’s account.

Start by handing the Financial Trends page to him / her saying you’ve analysed their trading history and made some comments that you hope are helpful. Ask what they think and listen. They may be seriously interested and start a discussion, or disagree, in which case you explain that you’ve merely extracted data from their own accounting system. Or they wish to explain why the figures look as they do, giving you valuable background information that you didn’t already know. Just listen, it isn’t your role to judge, but to understand.   
 

My next post will explain (in the same meeting) how to follow that by presenting the Business Dashboard® and its implications.
 

This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships. 

See the overview here https://www.runagood.com/consultancy/product-4 and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly 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.