Proving What Your Client is Missing

Dear Accountant,

Step 12 Taking Business Advisory into Clients  

In my last post I showed how to present the Business Dashboard® Analysis on paper and LISTEN.  

So, now open your laptop screen to show how much £ they are losing in sales, profits, capacity and  value and if they want, show the inputs you used when creating the report. If they disagree with any, change them immediately to produce a new screen report straight away. Thus, they  ‘buy in’ and the performance gaps become their issues, not yours.  

Do not attempt to sell (nor at any stage in this whole process). Just move to the next screen which is a Business Valuation Forecast to show them what is possible and how easy that would be.  

In my next post, I’ll explain how to manage that.  

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.