The New Consultant's Quick Start Guide

Index

NOTE: Page references in italics refer to reproducible forms.

• 3x Rule, 52
• 13 Truths (ebb associates inc), 244–247

A

• AARP, 47
• ABCs (Assess, Build client base, Contact) of marketing, 180–181
• Accountants and accounting: accounting software, 137; and assessing first year of business, 240; Big Four accounting firms, 104, 105; hiring accountants, 70–72. See also Record keeping; Taxes
• Administrative tasks: and assessing first year of business, 242; for time management, 212. See also Record keeping
• Advertising: by competition, 158, 163; expenses of, 183; on social media, 198. See also Marketing
• Agents, insurance, 84
• All-in-one services, for office needs, 128
• Annual Marketing Activity, 184, 194, 195
• Appendices, to business plan, 108–109
• Apps, for organization/communication/tools, 148–149
• Assessment: ABCs (Assess, Build client base, Contact) of marketing, 180–181; of business plan, 97–98, 111, 117, 240; competitive analysis, 105–106, 161–162; of financial issues and balance of life/business, 219; for future of business, 229–232, 239–244; market analysis, 104–105; of marketing plan, 184; needs analysis for clients' needs, 155, 176, 200; self-assessment about competition, 160; of time management, 215. See also Business plan
• Association for Talent Development, 99, 104
• Association of Management Consulting Firms, 99
• Attorneys: and assessing first year of business, 240; hiring, 70–72
• Automobile insurance, 86
• Azulay, Halelly, 173

B

• Balance of life and business: assessment and expectations ...