Two Ears One Mouth

Dear Accountant,

Step 11 Taking Business Advisory into Clients  

In my last post I showed how to present the Financial Trends Analysis and LISTEN. 

Now hand them page 3 of the Business Dashboard® Report saying you’ve run a performance benchmark assessment against their SIC group and would like to hear what they think. It shows what the system believes they are losing in sales, productivity, capacity, and business value.  
 

They may be interested, indifferent,  or disagree. Just explain that you’ve used data from their own accounting system plus some estimates which you can show them on screen if they wish to amend them. Just listen, it isn’t your role to judge, but to understand.   
 

My next post will explain (in the same meeting) how to follow that by presenting the Business Dashboard® on screen and line up 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.