Selecting the Implementation Method

Dear Accountant,

Step 23 Taking Business Advisory into Clients  

In my last post I explained how to choose the best Action Plan to get started on implementing your client’s Finance Plan (within the Budgeting and Forecasting Method).  

You now need to agree and cost the implementation method you’ll be using. And here are the 6, ranging from ‘hands off’ to ‘hands on’. 

Show these to your client explaining that the final selection will be the optimum mix of expertise, time, and cost for both of you. Discuss all 3 and be ready for the killer question, “how much?”.  

So, my next post will look more closely at how to deal with 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 whilst profitable for accountancy practices to deliver through pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way 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.