Personal Dashboard® Assessment

Dear Accountant,

My previous posts have dealt 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 takes over with technology doing the rest, comparing where the business, and its owner could, and should be.

Here is the fourth of four Dashboards to share with every client…

This defines the business owners’ personal goals, how far distant they are and prioritises them. The automated pdf report spells out the choices of actions needed to close the gaps and crucially, drives modifications to the business plan to ensure alignment.

Most implementations fail because this doesn’t happen. Getting it right sets you up for a long-term personal wealth services sale as their long term ‘trusted advisor’ / NED.

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