Compliance Dashboard® Assessment
Dear Accountant,
My previous posts have dealt with how to establish and manage business owner relationships, which makes it easy to collect information for assessing them and their business.
Then the Runagood® Pathway begins, by simply entering basic data, and your system does the rest, comparing where the business, and its owner could, and should be, from a Compliance viewpoint.
Here is the first of four Dashboards to share with every client…
The ‘traffic light’ assessment spells out where the risks are, their severity and in the automated pdf report, the actions you intend taking to make every measure turn green. That sets you up for an evidence-based compliance services sale.
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
There is a ‘Runagood® Business’ Process
for every Business Owner Ambition and Problem