Improvement Plan Options

Dear Accountant,

Step 16 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!   

You’ve now got an accurate and completed Business Dashboard® Report to handover with your name and theirs on it. A high value piece of work which was an effort to put together but now very simple to update at every future twice yearly review. 

Take your laptop along to show them their options which range from doing nothing to implementing going forward to implementing one of your 14 plan models.  

My next post will feature one of 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.