Choosing the Right Plan

Dear Accountant,

Step 17 Taking Business Advisory into Clients  

In my last post I showed how to prepare for the second meeting with your client at which you’ll suggest actions they could take to move from their present business valuation to the one they want, at their chosen point in the future.    

Hand them the completed Business Dashboard® Report with ‘no strings attached’, asking if they would like to see your ideas on where to start. Assuming ‘yes’, open your screen to show them the 14 plans at your disposal.  

Usually, they’ll want Marketing but unless they are already into budgeting, management accounting and cashflow forecasting, you will resist, telling them you would not be comfortable with that as they have no financial foundation for investing safely in fresh business initiatives.  

Explain that as their responsible accountant that’s where you would like them to begin and that you can show them how to do it if they’d like help. From there, the discussion can take many directions which my next post will deal with.   

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.