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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.

Choosing action plans with your client

In my last post you agreed (in this case) to start implementing your client’s Finance Plan with the ‘Budgeting and Forecasting’ Method. It has all the detail needed in a series of separate but linked action plans as you can see from this small extract.  

Take your client through all 7 action plans here using the preview button (otherwise you’re giving everything for free) and work out the right order.  

Once you open the full action plans you and your client can edit columns 3 and 4, messaging one another as implementation progresses.    

So, all that remains now is to agree which implementation method to use, the ROI and the price.

I’ll cover how to do that in my next post.

Practical stuff from AI Business Advisor®

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