How to agree on your client's strategy
You’ve drawn up your client’s performance and value improvement plan, (see last post) starting with Finance as the essential foundation stone. So now you need to choose the Method (Strategy) to start with.
And having established that the business is not in trouble financially but underperforming, and unplanned, you decide to start with budgeting, followed by management accounting then financial management. The Client is already on Xero, and you are doing the bookkeeping, so the 3 Methods you’ve selected are likely to take 6 months.
Next step is to map that out in a Client agreement, which I’ll cover in the next post.
Practical stuff from AI Business Advisor® see the series here