Benchmarking Data by Stealth

Dear Accountant,

Step 3 Taking Business Advisory into Clients

In my last post we completed the Financial Trends Assessment and filed it in the client’s folder. Continuing with accountancy skills and adding some human knowledge about them, take 30 minutes to import data from their accounting system into the Business Dashboard® program.

This continues the Modelling stage which focuses on revealing to your client what they are missing and the potential causes. In my next post I’ll display the Business Dashboard® screen showing where they are now and where they should be. 
 
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.