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ESS BIZ Briefs - Click to Read Description
If you have not already reviewed the material within Business Advisory Services Introduction we recommend that you do so.
Why not appoint a Facilitator (a Partner, Manager or a Consultant) to organise the training of the team? The Facilitator would then assemble the team and schedule one hour training sessions each week so that over a three month period the team will work their way through the thirteen modules within Business Advisory Services Introduction.
Each module has a “Procedure Control Form” to guide you through utilising the material.
A brief summary of some of the modules is as follows:
- Introduction to Business Advisory Services: Partner survey forms/client survey forms.
- Offering Business Advisory Services: Balanced scorecard to be completed by all team members participating in the training.
- Team Training:Team member survey forms/introducing the concept of product champions and industry champions targeting the services your firm will be offering and the key industry groups of your clients.
- Leadership: Leadership articles to equip your team members with leadership knowledge to assist them in performing their duties when working with clients.
- Marketing Strategies: Identification of clients who might be interested in the various services/marketing hints.
- Review of Products/Services: Introduction of product packages being offered to your clients.
- SME Needs Analysis: Checklist of services for clients to identify the services they would like your firm to provide to them.
- Planning Seminar to Launch Business Advisory Services to your Clients: Scripts/handouts to be utilised in a series of small seminars/webinars to communicate to your clients the wider range of professional services that your firm is now providing.
- Selling Business Advisory Services: Hints on “selling” business advisory services.
- Implementation: The most important part of this process/one-on-one meetings with clients who attended the seminars/preparation of proposals/submission of proposals to clients/getting your clients “order”/starting the work!
If you have any questions relative to the training program or you require additional mentoring support, please do not hesitate to contact the team at ESS BIZTOOLS.
Thank you for your support of ESS BIZTOOLS.
Have a great day!
Small to medium sized businesses rely on professional advice and services to increase their profits. In fact, an MYOB survey shows that 52% of business owners turn to their accountant for assistance or information on better ways in which to run their business. So what is the other 48% doing? It’s reasonable to assume that some may not be aware of the non-compliance services you offer. Considering over half of the businesses surveyed turn to their accountants it would appear to be an area, within your accountancy business, worth developing.
Moving from compliance work to business advisory services however, may not be a simple transition. This is why we've developed the above systemised process...
For the complete systemised process, ensure you are logged into your account and click on the relevant links below...
Training Modules - Preparing for Delivery
| Module | Download |
|---|---|
Introduction to Business Advisory Services (570-001) | |
Getting Organised for Business Advisory Services (570-002) | |
Offering Business Advisory Services (570-003) | |
Team Training for Business Advisory Services (570-011) | |
Leadership Strategies for Business Advisory Services (570-012) | |
Marketing Strategies for Business Advisory Services (570-013) | |
Review of Products Services That Could be Offered (570-014) | |
Use of SME Needs' Analysis (570-015) | |
Selection of Products to be Offered Product Champions (570-016) | |
Planning Seminar to Launch Business Advisory Services (570-017) | |
Selling Business Advisory Services (570-018) | |
Implementation of Business Advisory Services... (570-019) | |
One-on-One Meetings for Business Advisory Services (570-032) |