Financial Plan

Dear Accountant,

‘Breakthrough’. Your client has finally accepted that you also know what you’re talking about when it comes to Financial Management and has asked “so how does this Plan work?”.

At the press of a button, you open this pre-populated template and ask their views on what they want to achieve. Note that you’re asking, not telling. Out of that discussion, and by displaying the possibilities presented comes choices as to the Objectives to start with, which in turn generate automatic KPIs.

Following approval of the plan, your client will now ask “what next, who does what and when, and what the cost will be?” So, in my next post I’ll look at the available Methods (Strategies) and set about answering these questions. 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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