Runagood® AI Business Advisor
Business Consultancy Skills Training & Support

Runagood® Blog

If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

How to assess your client's personal goals?

You are now firmly established as your client’s locum FD and AI Business Advisor® implementing a series of Action Plans covering Marketing, Operations, Systems, People, Finance, at the rate of one per month. You now have several years of steady subscription income work ahead of you and a client who will keep growing and stay close to you.  

So, it’s now time to cement the relationship forever by also helping your client get from the business what they need personally.   

It starts by carrying out a Personal Dashboard® assessment.

Use these measures to determine whether the business owner is mostly driven by the need to: 

  • Sell by a given date

  • Grow to a certain size

  • Develop a particular lifestyle

  • Improve their personal effectiveness

  • Diversify into new products or markets

So in the next post we’ll start a series of Action Plans to help the business owner get more out of the business personally by looking at each of these.

Practical stuff from AI Business Advisor® see the series here

Business PathwayRunagood Ltd