Client Contract Pitching

Dear Accountant,

My previous posts have dealt with how you engage with business owners about their business performance, its potential, effects on them personally and your role in that.

As a result, you’ve now secured their commitment in principle to a project that will develop the business to their chosen exit value. Now for the contract.  

This automated template accommodates all the services that an accountant can possibly offer including the Runagood® Financial, Business and Personal Management services. Insert your own prices to lock in your profit margins so when it comes to negotiations you can deal with cost down pressure by removing services instead of discounting.

Use this approach for new clients and for periodic reviews with existing clients. A crucial component is ROI calculations enabling you to present your fees not as costs but investments that show concrete returns.  

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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