Client Trends Assessment by Stealth

Dear Accountant,

Step 2 Taking Business Advisory into Clients

In my last post I explained the skills route by which an accountant travels from ‘expert’ to ‘process’ competence by using consultancy techniques throughout a client project. So, starting with accountancy, generate a financial trends report from the accounting system, make observations about the direction of travel and place it in the client folder ready for your next meeting.

This starts the Modelling stage which will focus on revealing to your client what they are missing and the potential causes. In my next post I’ll continue that by loading the Business Dashboard® program that benchmarks their business potential.  
 
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.