1. Business Development Plan
What better satisfaction for an accountant than helping their clients business to prosper?

2. This pitch has got to be genuine – else do not get involved
‘I like this business, there seems to be quite a lot of potential in it – would you like to meet up for a quick chat to see how we can make something of this firm’
Stake holders include staff, us, customers, suppliers, investors, family etc etc
This pitch has got to be genuine – else do not get involved

3. Engaging people into this project
Engaging Clients Development Potential (DP) will be considered after completion of Stage 6 Analysis & / or Stage 4 Filings After discussion if we think it worthwhile, we contact the client to explain what we are trying to do What we are trying to do is to explore if there are any possibilities of making anything of this firm Then we perform the FACT FIND Engage Prospects is merely one step back from the starting point with clients …the issue here is to get client recruitment methodologies going
Engaging people into this project

4. OUR goal is to find out (or instil what the client wants) – quantify it into monetary terms, which then guides’ financial targets and tends to dictate the steps & facilities necessary to achieve the goal Simples! The core products we can draw from are Listed are described on the following pages
Products

5. Deeper Accountancy Services • Tax Planning • Deeper analysis & Metrics • Structure (offshore, PLC management etc.) • Credit Control • Bank Management
Products

6. Back office management This is effectively salesforce management & will involve system analysis & implementation – We will need to identify key work flows, people, trigger points etc. and assignees of tasks, s etc. We will as with all departments require area specific metrics and monitoring routines
Products

7. Marketing This will require a DBMS (salesforce
Marketing This will require a DBMS (salesforce?), on- going campaigns & Metrics It will require specific goals, follow ups procedures, budgets & metrics for each campaign • We may need to manage events and other database acquisition methodologies • We may need SEO, Campaigns & general social media routines & Management
Products

8. Software & Web Development Software requirements can be to facilitate or automate company workflows & communications. The software may enhance current, less efficient or manual systems and create new directions or markets We will develop or oversee the roll out of new software & systems Software often runs through web sites and/or standalone and in-house Examples of common software are listed below • Booking systems • Stock Control • On Line sales (shop) • Compliance systems (bookkeeping) • Metrics • Web sites (to all sorts of sophistication) • Metric Design & Automations • Back office systems • Sales routines
(1)So they do not get caught up or waste time with lessor issues – All clients want to speak to Steven, if not Steven, then Andrew or Tony – This is why we employ concierge
Don’t simply put through the call just because the client says so unless client is returning a call or you know it to be important
(2) If CRM/Accountant can take the call simply advise they are in a meeting but you have left a note for them to call back (this will be the task you have created)
The more details you note on the task, the less likelyhood the crm will be to get you to call back for more informatioon
Products

9. Franchising We know all about this?
Products

10. MBO/MBI management The fall back low end version of this is BTA MBOs are generally pitched to private and targeted lists; BTAs are pitched to the world MBOs will often require imaginative packaging, marketing & chargeable due diligence – BTAs not so much
Products

11. Stock & Materials • Sourcing • Procurement • Design • Biotech • Import Management
Products

12. THE FACT FIND As always the process starts with a fact find which includes but is not exhaustive, questions to prompt and record procedures and SWOT
Fact Find & Analysis

13. Phase 1 - …is always – what the client is trying to achieve, what’s the end game? – Every other question in this phase is to establish this & what the core attitudes & commitment capability of our client is This is the vision – the end goal (start with the end in mind) • Clients may only take a single module • We may have to shelve the project • Complete the BDP Business plan at phase 1 and do some research about what we can actually and what it is likely to cost • Come up with the ideas • Prove the system first • Find a suitable payment or price plan The review and your experience and commitment will guide the way
Fact Find & Analysis

14. Phase 2 …is to find out where they are now, suggest some ideas or a plan of action – all with good estimates of cost and then present the whole proposal to our client This includes the analysis of Accounts, Systems, Finances, Marketing, General Admin, Logistics, Staff in fact every area of the business Several conversation and meeting may have to take place
Deliver the plan

15. Phase 2 …is will also identify the steps required and therefore the services, expertise and facilities needed Phase 2 will allow us to estimate resources needed, costs and our rolls and therefore Present and facilitate the job
Deliver the plan

16.  
Phase 3
Once we have agreed our appointment to oversee the expansion project – we need to undertake Phase 3 business Plans
Theses are several individual plans which specialise in the specific area we are developing Eg
Franchise
Video
Social Media
These areas by now will have been highlighted with notes in regard to an overview
Milestones, Reviews & allocated tasks will need to be set
Hi John, its Bill from the accountants, Tony asked me to give you a quick call because the accountants noticed some potential issues with your accounts and he wanted be to clarify the situation before he calls you
Is that Ok?
Performance

17. Ideally we want to take a retainer for our general over seeing work, to which we can add (or have separate standing orders for) additional products & services. This will be as well as invoiced facilities and specific work Because of the nature of these undertakings we will need an up-front payment for around 25 % of the job role We can negotiate or accept subject to approval • Stage payments • 3rd Party Finance (factoring or bank loans) • Profit/Company share • Speculative work • MBI
Fees

18. People who have not had a call back should be called back to advise that the person they wanted to speak to has been in meetings all day, but will call them ASAP Check log first and then with CRM before calling as there may be a good reason why the caller has not been called back, rather than the CRM has forgot or simply not got round to it
Calls - Reminder

19. Call Log This is an important report After all you took the call
Make sure its been dealt with
wNX
Change the date to last 7 days and see whats going on
Any issues with CRM etc. – please create a task or your team leader or SE
No one gets into trouble and are often greatful for the extra help and reminders
Call Log

20. Calls Always be polite Always record calls properly
Deal with call where you can (update notes and/or escalations)
Escalate where Necessary
Escalate to relevant person(s)
Remember people phone us for a reason
If we deal with calls quickly and PROPERLY we get less unproductive calls
A person calling repeatedly is someone with a problem that is not being sorted
Calls