Business Dashboard® Report by Stealth

Dear Accountant,

Step 5 Taking Business Advisory into Clients

In my last post I showed the Business Dashboard® screen view which you processed in advance of the client meeting. The next step is to download the automated pdf report (carrying your logo).

This continues the Modelling stage by highlighting 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. And it also suggests remedies in each of the underperforming areas.
 
In my next post we’ll look at how to edit the report to form an agenda for the next meeting.
 
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.