Business Advisory Services Introduction Training Modules

Training Accountants and Advisors to provide Business Advisory Services

ESS BASIP Training - Implementation Package

What's in the BAS Training Modules


Module 1 - Introduction to Business Advisory Services

  • Facilitator
• What do SMEs want? Assistance on non-compliance financial services
• Procedure Control Form for each module
• Partner Evaluation
• Team Member's Survey
• Client Surveys
• Industry Groups
• Attributes of A & B Class Clients
• Predictions of Accountancy Business Evolution 2016-2019
   


Module 2 - Getting Organised for Business Advisory Services

  • Balanced Scorecard Questionnaire
• SWOT Analysis
• Competitive Advantage
• Foundation Work
• Do you want to be different?
• What is the CFO's role?
• Business Advisory Centre
• Setting the scene
• Future services that you could offer your clients


Module 3 - Team Training for Business Advisory Services

  • Meetings with team members
• Mentoring Programme
• Product Champions
• Industry Champions
• Career Development Plans
• Coach
• Team Member Responsibilities
• The Right People Checklist
• Training Programme for BAS
• Mentor(s)
• Business Development Manager


Module 4 - Leadership Strategies for Business Advisory Services

  • 8 Steps to Introduce Change
• Pre-Facilitation Survey
• Leadership Evaluation Record
• Leadership Development - Evaluation Survey


Module 5 - SME Needs' Analysis

  • SME Needs' Analysis
• Current Business Performance
• Taxation Planning
• Future Planning
• Wealth Creation
• Risk Management
• Succession and Estate Planning
• Business Improvement
• Finance
• Business Advisory Services
• Other Services


Module 6 - Marketing Strategies

  • Checklist for BAS Marketing Plan
• Checklist of Conversion Rate Techniques & Tactics
• Checklist for Successful Marketing Hints for BAS
• Marketing Positioning Checklist
• Performance Standards
• Identification of Clients for BAS
• Digital Disruption Is It a Disruption or an Opportunity?
• Small business surveys


Module 7 - Review of Products

  • Potential Products/Services
• Performance Standards
• Gold Package of Bundled Services
• Silver Package of Bundled Services
• Bronze Package of Bundled Services
• Individual Product Packages
Introduction of Individual Product Modules:
• Debtors' M'ment
• SME Debtors' M'ment
• PPSR Due Diligence Review
• CFO Services
• Cashflow M'ment
• Budgets & Cashflow Forecasts

• Succession Planning
• Strategic Business Mentoring
• Business Planning Consulting
• Buying a Business
• Selling a Business
• Grants for SMEs - ESS BIZGRANTS
• Business Health Checks
- Pharmacies
- Road Transport
- Supermarkets
- Clothing Retail
- Commercial Building Industry
• Crowd Sourced Funding Equity Raising
• Early Stage Innovation Company Capital Raising
• Leadership
• Business Plus+
• Mentoring Sessions
• Smart Start Package:
- Business Advisory Services Training Package
- Business Plus+ Client Newsletter (four editions)
- Debtors' Management Package
- SME Debtors' System Manual
- Chief Financial Officer Services Package


Module 8 - Planning Seminar to Launch Business Advisory Services

  • Organisational Checklist-Seminar for BAS
• Venue Booking Confirmation
• Seminar Invitation
• Seminar Timetable
• Handout-for each product
• Seminar Attendees' List
• Script for Introduction of New Services
• Script for each product
• Script-How do we assist our Clients?
• Planning Seminar to Launch BAS


Module 9 - Selling Business Advisory Services

  • Guidelines for Submitting the BAS Proposal
• Work Flow Process for BAS Checklist
• BAS Selling Guide
• Quotation Form-for each product
• Clients Work Brief
• Work Programme Budget Quotation Form-for each product
• Proposal-for each product
• Selling Business Advisory Services


Module 10 - One-on-One Meeting

  • SME Needs' Analysis
• CFO Services
• Strategic Management Consulting
• Work Programme Budget Quotation Form Succession Planning Consultancy
• Proposal for Succession Planning Consultancy Assignment


Module 11 - Implementation of a Business Advisory Services Strategy for your Clients

  • Assignment Completion Checklist
• Introductory Seminar Checklist
• Overcoming Perceived Objections
• Offering BAS Checklist
• M'ment of the Practice Development Enterprise
• Turning your Accountancy Firm into a Client Business Centre

Signup for Signup now for all the BAS Training Modules - Now $440 (incl GST)

OR Signup for Smart Start Package - Now $799 (incl GST)


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