Reviewing the Financial Methods

Dear Accountant,

Step 27 Taking Business Advisory into Clients

In my last post I showed you how to use the RIADISECT process to eliminate selling by bringing the client around in their own good time. Assuming that worked and the client has asked you to help them implement the Finance Plan (see Step 20), here’s where you start…

Walk your client through each of these Methods to establish the state of their finances and what processes they have in place already. Typically, you’ll be recommending Budgeting and Forecasting as few have it and it’s the best route to a sound basis for Financial Management.
 
In my next post we’ll open that up and look at how to implement it.

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With kind regards from 

Duncan

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers whilst profitable for accountancy practices to deliver through pioneering AI technology. He has automated the 000’s of practical consultancy techniques he developed used during 60 years of 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.