Sharing Your Thoughts

Dear Accountant,

Step 15 Taking Business Advisory into Clients  

In my last post I told you to book the next meeting with your client and not leave them with any material. The reason is that whatever you took there will need to be modified by what you learned and the last thing you need is them showing your WIP to a competitor or their mate who’s got an MBA!   

Now do your final edit of the Business Dashboard® Report (page 15) setting out informally the client’s situation, ambitions, and intentions. Pages 13/14 will automatically be populated with the client’s information that was used to generate the report which you can now hand over at next meeting (with your logo on it).   

Take your laptop along because you’ll need to discuss the client’s options going forward which may involve him / her implementing one of your 14 plan models.  

My next post will advise how to manage the meeting for a positive result (but no selling).  

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.