Business advisory diversification for accountants
Every accountant with business clients is familiar with the ‘free advice’ problem.
You’re in dialogue about the usual compliance issues that you are being paid for when the client asks you a non-accountancy question. Usually, it’s around immediate issues like how to get more sales, more profits, better cashflow, improved productivity, which technology to buy. And from there the discussion easily develops into longer term ambitions like exit, lifestyle, personal effectiveness, diversification.
You’re in dialogue about the usual compliance issues that you are being paid for when the client asks you a non-accountancy question. Usually, it’s around immediate issues like how to get more sales, more profits, better cashflow, improved productivity, which technology to buy. And from there the discussion easily develops into longer term ambitions like exit, lifestyle, personal effectiveness, diversification.
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Because it’s your valued client, you want to help by passing on what you’ve noticed other clients doing about similar problems and if the situation is serious, you’ll probably recommend a consultant with misgivings about the consequences.
You may have developed a partial solution by introducing chargeable budgeting, forecasting and management accounting services which does enable you to get paid for highlighting underperformances and attend meetings to discuss ideas that your client can consider. Even so, that still doesn’t deal with his / her critical question “so what practical actions shall I take now?”
The answer to that question is not advice ie “think about doing this…” but it’s consultancy ie “this is what we are going to do.”
And that is a step beyond what all the ‘business advisory’ software can do and a step beyond what most accountants feel comfortable doing.
That is, until RBSS Consulting Ltd, using the Runagood® Business System was here to specifically help you the accountant, move into the business consultancy, a market that spends twice as much as the accountancy market.
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We help accountants solve their clients business problems
We do this by connecting you with automated tools that provide a series of instant solutions to every business owner’s problem or ambition.
Here’s how it goes…all online
Here’s how it goes…all online
Book a free discovery call today. Find out how RBSS Business Advisory Services can enhance your accountancy practice’s offering.
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Business forecasting tools for accountants
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Would you like your accountancy firm to be able to help your clients build in strategies for their future prosperity and success? The software instantly generates a range of future performance potentials and scores the feasibility of attaining a variety of goals in size and date combinations.
This always motivates business owners to seek your advice on how to achieve these goals and the actions they should take. The quality of the discussion this provokes will result in either a new client or more work from an existing client as you move to… |
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Business planning tools for accountants
Here is where you use the software to develop a detailed implementation plan for whichever business stream is most holding the whole business back (from 12 interactive templates) and get the client’s buy-in to implementing it.
Project implementation
Drawing on a library of 2000+ practical action plans and templates you will agree with the business owner to close their performance and value gaps at a cost which is a small fraction of what s/he is currently losing, but profitably so for you.
Releasing action plans at the rate of one per month you will coach and monitor their implementation programme, watching your client’s performance and value grow, and securing long term subscription income from them. And every accountancy client is a business advisory prospect.
Releasing action plans at the rate of one per month you will coach and monitor their implementation programme, watching your client’s performance and value grow, and securing long term subscription income from them. And every accountancy client is a business advisory prospect.
Comprehensive Business Performance Reports
By combining advanced problem-solving technology with new consultancy skills accountants are empowered to take every business owner they meet on a forever journey that fulfils their every ambition.
It’s a step-by-step process that operates online. It’s very fast, simple to train, easy to operate and pays for itself from the very first client. Thereafter, every existing accountancy client is automatically assessed to determine what areas of their business could be improved and solutions presented that can be implemented for sustained new practice revenue. The same approach works when adding new clients to the practice.
It’s a step-by-step process that operates online. It’s very fast, simple to train, easy to operate and pays for itself from the very first client. Thereafter, every existing accountancy client is automatically assessed to determine what areas of their business could be improved and solutions presented that can be implemented for sustained new practice revenue. The same approach works when adding new clients to the practice.
1. Automated Business Performance Diagnostic
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Business Dashboard shows how any business compares with its industry sector for effectiveness in: • Marketing • Product and Service Quality • Technological Efficiency • People Productivity • Profitability • Market Value Identifying in money terms exactly what it’s losing in: • £Sales Revenue • £Profit • £Productivity • £Efficiency Read less
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2. AI Driven Business Trend & Forecast
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Showing the current and potential value for any business: • Compared to owner ambitions • Different time scenarios • Feasibility of closing selective value gaps • Realistic options for the Business Plan Read less
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3. Business Improvement Plan
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• Editable Mission, Vision statements • Selective Objectives • Success Measures • Precise Strategies to achieve the Objective Read less
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4. Customised Business Implementation Plan
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• 250 practical solution groups • 3000 step by step online Action Plans • An answer for every business problem and ambition • Human help to implement a business improvement project. Choosing from:
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5. Customised Business Documents
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1,000 ready-made templates • Aligned with the chosen Action Plans • Instant downloads Read less
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6. Instant Business Performance Report
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21 pages of specific performance comparisons, facts, and solutions, from which to make a practical plan that recovers lost sales, profits, efficiency and value. The foundation for all the actions needed to get started on the road to recovery. Read less
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Next step?
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Supporting you as an Accountant PartnerWe carry out a readiness assessment to establish what your business and personal goals are and whether a Partnership will achieve those for you.
If yes, we then discuss your levels of consultancy and marketing skills in order to know how to support you, the date that you wish first new income to commence and put together a special development plan, rounded off with technology training and licensing. This can be fast or slow according to when you want to see first new income. Programme lengths vary from 1-12 months. So, speak to us here please for a meaningful discussion. CollaborationWe can train you to do this new work yourself and give you the technology to use, or we can provide you with an AI Business Advisor® who will join your practice and do it all for you on a fee sharing, variable cost basis.
SupportThis is quite an exciting and big step for any accountant, who is expected to grow from the relative certainty of a past, and possibly current, focus on client’ finances to a future focus on the whole of their clients business. So, the support is 100% practical with real businesses until you are comfortable with this new way of working. But when that happens, we don’t stop. We keep coaching you and run workshops to share experiences and get guidance from others who are very experienced. We also provide you a great deal of marketing resource and this includes:
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InvestmentThe first one or two clients you enrol into the system will pay for everything here. But please speak to us for an accurate figure.
Book your free discovery call nowBook a free discovery call today. Find out how RBSS Business Advisory Services can enhance your accountancy practice’s offering.
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