KPI Reporting

Dear Accountant,

Step 15 simple KPI reporting 

In my last post I outlined how KPIs can be extracted from the business plan by modifying the Runagood® template. But before doing that check all your systems first because they have inbuilt reporting.

It’s easy to set up a spreadsheet that pulls data from them all into one place. After the initial set up it’s the work of a few minutes to generate a business-wide report every day / week / month.
 
In my next post I’ll revisit the steps needed to create the foundations for transforming an accountancy practice into a ‘Business Advisory Business’. It’s easier than it looks because I’ve compressed into 5 weeks what you may wish to take a year over at the rate of one hour per week.
 

With kind regards from

Duncan

Founder

This third series of posts reveals the steps needed to progressively evolve a practice into a business advisory business by learning to ‘take its own medicine’ first.
See the overview here https://www.runagood.com/consultancy and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted 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 one million businesses large and small. Ask him anything, anytime for free at duncan@runagood.com.

The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.