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If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

Operations Methods Group

Dear Accountant,

In my last 3 posts were a diversion into our Exit Methods because of short term demand.

So back to where I was, working with your client as FD Advisor, producing and reviewing their management accounts. You discovered that their new business sales were persistently below budget, so you implemented Runagood® Marketing Methods and new business started to improve.

The next revelation from reviewing management accounts was that repeat business was declining. So, you recommended implementing Runagood® Operations Methods.

A good start point with any client project is to establish where they are before diving in with an instinctive solution. Remembering that we insisted on research before launching the Marketing project, we will now do the same with Operations.

So, Method 1 has a series of Action Plans that find out what’s happening for customers. My next post will look at what we found. Meanwhile, you can take a closer look at this and all the tech here.

With kind regards from

Duncan


This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers via accountancy practices, profitably, by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of running, helping, buying, selling businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

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