Choosing your level of involvement

In my last post you agreed with your client to start implementing their Finance Plan with the ‘Budgeting and Forecasting’ Method to raise long term financial performance, and we opened the Action Plans to agree which ones to start with.

So your client is now hopeful that as their accountant you’re going to do this work within the fee s/he’s already paying for existing work. But you aren’t!

You’re going to give them these choices:

You’re going to sell them access to the Action Plans in a range of hands-off to hands-on options. At one extreme they will self-implement for a low fee because you’re only going to check in once a month to see if they are progressing (and upsell if they aren’t) and at the other extreme you’re going onsite to do it all for them at a high fee.

You will likely start with consultancy at a highish fee and settle back to coaching as the optimum mix of affordable control (by you) and results (for them).

We can help you with a suggested pricing table, by the way.

In the next post I’ll deal with how to build on this and work through the Financial Methods to become their ‘Trusted Advisor’ and move from there into Business Management Methods.

Practical stuff from AI Business Advisor®