Client ‘Surprise Agenda’ Preparation

Dear Accountant,

Step 6 Taking Business Advisory into Clients

In my last post I showed a diagram of the Business Dashboard® report pdf download (which will have your logo on it) and the highlights page (3) that summarises your client’s performance gaps and the £losses from each.

You can now edit the summary page (15) with your observations and questions for the meeting with your (as yet unsuspecting) client using your observation and reasoning skills to see mismatches, contradictions, untapped opportunities, and adding your considerable knowledge as their accountant to form the agenda for your meeting.
 
In my next post I’ll deal with client reactions and how to manage them.
 
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.