Business Dashboard® Assessment by Stealth

Dear Accountant,

Step 4 Taking Business Advisory into Clients

In my last post we imported client accounting system data into the Business Dashboard® program, added some human knowledge, and it ran this automated result to get us ready for the next client meeting.   

This continues the Modelling stage by revealing performance gaps in their marketing, operations, systems, people, and financial management, showing how much they are losing in sales, productivity, unused capacity, profits, and business value.
 
In my next post we’ll look at the automated report that explains this display.
 
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.