Description
USING SWOT AS A TOOL TO SAVE YOU BOTH TIME, MONEY AND SANITY!
As bookkeepers, we often find ourselves knee-deep in numbers, ledgers, and spreadsheets, ensuring that every penny is accounted for. But when you take on a new client, it’s essential to look beyond the balance sheets and dive into a SWOT analysis. Not only does it offer a strategic overview of your client’s business landscape, but it also gives you a roadmap for how to best support their financial health, and it’s a great tool for deciding if
you’re going to take them on as a client to begin with.
This guide and templates allow you to learn about what SWOT is, how to utilise the SWOT to determine what risk you or your client is in business.
The guide also recommends other options to a SWOT analysis to help you to deep dive into a risk analysis. This guide gives you all the questions to ask to help you analyse the risks and making that final decision to work with a client or not.
