Expert to Process Consultancy Grid

Dear Accountant,

Step 1 Taking Business Advisory into Clients

In my last 16 posts I set out a step-by-step process that transitions a Compliance Practice into a Business Advisory Business. Now you’re ready to give the same medicine to clients and profit from the investment in your reorganisation.
 
The first and vital thing to understand is the difference between an expert consultant (accountant) and a process consultant (business advisor).

Edgar Shein’s diagram explains it well. As a Compliance Accountant you start at the bottom right of the grid and using Runagood® technology as your expert base, Model scenarios for your client. From there you Teach, as you build the improvement plan together, Coach as you guide the implementation and finally as Partner, ie ‘Trusted Advisor’ in all things.  
 
In my next post I’ll start on how to navigate these stages throughout a client project. This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships.

See the overview here https://www.runagood.com/consultancy/product-4 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 profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly 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.