Choose the Right Plan

Dear Accountant,

My posts up to now have dealt with how you move into selling business services by engaging with business owners to learn their hopes and fears then showing them what is possible and how you can help.

You succeeded by using Runagood® ‘Psychology with Technology’ meaning it’s now time to deliver. Always remember that you are not ‘a’ or ‘the’ expert but a process consultant who works in collaboration with the business owner.

Start with a plan. The Runagood® Business Pathway contains all you’ll ever need. But with 14 to choose from, which one?

It depends what the Business Dashboard® Report identified as the pressing issue. But, if the business is not into Financial Management, by which I mean, cashflow forecasts, budgeting, management accounts, I urge you to start with a foundational Financial Plan, whatever the client says. Otherwise, s/he won’t know for sure what’s working, or not.

Next post, I’ll open the Finance Plan template. Meanwhile, you can take a closer look at this and all the tech here.

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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 for every Business Owner Ambition and Problem