Runagood® AI Business Advisor
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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.

Securing your clients on a monthly contract

You’ve chosen 3 Financial Management Methods to start implementing your client’s Finance Plan (see last post) so it’s time to sign the monthly subscription contract.

They rightly want to know how you’ll do that, what the outcome will be for them and the cost of the project.

So, using the contract template, and Business Dashboard® Forecasts, fill in:

  1. The long-term goal to keep the big picture in sight (e.g. a future value)

  2. A series of short-term goals for project continuity (e.g. one Action Plan pm)

  3. Measurements to check progress along the way (added to KPI reporting)

  4. Your implementation method to use from: 

    • Mentoring

    • Coaching

    • Consulting

    • Training

    • Project Management

  5. Your fee options (presented in terms of ROI)

My next post will cover unlocking the Action Plans and implementation options.

Practical stuff from AI Business Advisor® see the series here

Business PathwayRunagood Ltd