Financial Action Planning

Dear Accountant,

Step 22 Taking Business Advisory into Clients  

In my last post I explained how to choose the best Method to start implementing your client’s Finance Plan. It was Budgeting and Forecasting because they aren’t doing any and you want them to have a sound reporting foundation before investing in any more business initiatives.   

Your next step is to take them through the 7 Action Plan choices to select the best implementation sequence which is a simple matter of ticking off existing resources.

You’ll therefore start with the first one they don’t have which in a worst case will be an online bookkeeping system… 

My next post will look at how to agree and cost the implementation method you’ll be using.  

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.