Smart Start Package

This is a great opportunity for accountants/business advisers to make a “smart start” to offering business advisory services to your SME clients.

The Smart Start Package includes:

  • Chief Financial Officer Services Package
  • Debtors’ Management Package
  • SME Debtors’ Systems Manual
  • Business Advisory Services Introduction Training Package
  • Business Advisory Services Mentoring Session
  • Business Plus+ Client Newsletter (four editions)

This product package is an excellent way for accountants/business advisors to commence offering a broader range of professional services to their small/medium enterprise clients.

This package saves accountant/business advisors spending hundreds of hours in developing similar material.

The hard work has been done; the package has been developed by an experienced accountancy team headed by Peter Towers an Accountant, Business Consultant and Company Director who has been a Chief Financial Officer/Company Secretary of a Listed Public Company, Partner in an Accountancy Business, Business Consultant, Business Advisor for a major government program and a writer on issues confronting the accountancy profession and small/medium enterprises.

We believe that your small/medium enterprise clients and your team members will be excited that your accountancy business/business advisory business has shown a significant commitment to the development of a new range of services for the benefit of your small/medium enterprise clients and the accountancy team and other team members that work for your business.

We hope that a number of your accountancy team members will be able to say to you “Thank you, I am now doing real accountancy work”

 

Signup for Smart Start Package – Now $799 (incl GST) and save $1,452

  Smart Start Package $799
Value $2,251 Saving $1,452

This package will be available for a limited time so we therefore encourage you to take advantage of this very attractive 56% discount price offering:


What’s Included?

BAS Introduction Training Preview normally – $440
The Business Advisory Services Training Package incorporates eleven modules that will assist in laying the foundations for your business to adequately prepare for business advisory services to be a major product offering within your firm.
     
Debtors’ Management Preview normally – $440

The Debtors’ Management system assists accountants to conduct a full review of a client’s debtors’ management system with particular emphasis on:

  • reduction in debtors’ days outstanding
  • review of the systems operating for registering of customers on the Personal Property Securities Register

Training video and material included.

     
SME Debtors’ System Manual Preview normally – $242

SME Debtors’ Systems Manual is a written manual that can be edited so as to customise a Debtors’ Systems Manual for individual clients.  Customise the system and then charge your client for their own Debtors’ Systems Manual.

Training video and material included.

     
Chief Financial Officer Services Preview normally – $550

Chief Financial Officer Services gives accountants/business advisers the opportunity to deliver a “virtual chief financial officer service”.  This is probably the most important aspect of business advisory services as a product offering for small/medium enterprises.  The Chief Financial Officer Services Product Package will assist you to get this right so you can offer an outstanding service to your clients to assist in adding value to your clients’ businesses. 

Training video and material included.

 
 1 Hour Private Mentoring Session
 Preview  value – $440
  • Each mentoring session will be designed specifically to suit your firm’s requirements.
  • ESS BASIP will prepare an agenda for each mentoring session.
  • The agenda will be sent to you 48-hours prior to a session.
  • The mentoring session will be presented on “GoToWebinar” or Skype.
  • The mentoring sessions will be taped for your convenience and further use.
  • The mentor will work through the agenda for the session to get input from your team and to make suggestions on how a product should be utilised within your firm, identifying issues to be included in your firm’s “Action Plan”.
  • ESS BASIP will prepare an “Action Plan” from each mentoring session and send that to your firm within 2 working days of a mentoring session.
 
 4 x Client Newsletter Templates  Preview  value – $139
You will also receive four editions of the ESS BIZTOOLS Business Plus+ client newsletter from February onwards.  You can edit the material and distribute the Business Plus+ newsletter to your clients, prospects and professional affiliates.
 

Webinar Recording:

 


Are you ready to start offering your SME clients real Business Advisory Services?

You can get started on this journey by signing up for the Smart Start Package:

Signup for Smart Start Package – Now $799 (incl GST) and save $1,452