Once you have visualized your business model and designed compelling services, it’s time to put your strategic building blocks in place. It’s time to flesh out the business model and make important decisions.
Resourcing your Strategy:
Process Creates the Plan
Just as every good strategy has some key elements, every good plan needs a process; in fact, the process is often just as important as the plan itself.
Key Elements in a Good Strategy Normally Incorporate:
It doesn’t need to be much more complicated than that, but do invest time and effort in doing this right.
Make sure your objectives are clear and specific. Include actions, responsibilities and deadlines.
Scaling your Virtual CFO Services with Spotlight
Spotlight Reporting is designed by accountants for accountants. The tool was created to empower you to do work of value and purpose for clients. Spotlight reports are designed to encourage the Accountant to advise, to move from being a recorder of past events to being an architect of future events.
By using Spotlight you can analyze and visualize key client data, alongside your interpretation, guidance and recommendations - you will have engaged clients who view you as their trusted advisor.
Onion Rings of Opportunity
A number of great advisory services can be built around the client, opportunities beyond reporting. Which allows you to add depth and scale.
Service opportunities that can be incorporated into your cadence of client activity: