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Special! (Monthly Rate)
WAS $594
NOW: $297 (incl GST)
(12 x Monthly)

Special! (Yearly Rate)
WAS $5,940
NOW: $2,970 (incl GST)
(Yearly)

Advanced Package

What do you get with the Advanced Package?

Advanced Package subscribers have access to Publishing Rights.

Publish ESS BIZTOOLS’ content to the secure area of your website, giving your clients 24/7 access to business development material. 

Package Content

You get access to the following content...
A total of 31 packages available!
Included in the...
- Financial Forecasting Package
- Advanced Package
 
  • Setting Retail Price Calculator
  • Setting Trades Price Calculator
  • Setting Trades Price Calculator
  • Setting Professional Fees Calculator
Included in the...
- Financial Forecasting Package
- Advanced Package
- BAS Starter Package
- Debtors’ Management System Package
 
  • This is thirteen step training program:
  • Introduction to Business Advisory Services
  • Introduction to Business Advisory Services
  • Getting organised for Business Advisory services
  • Offering Business Advisory Services
  • Team Training for Business Advisory Services
  • Leadership Strategies for Business Advisory Services
  • Marketing Strategies for Business Advisory Services
  • Review of Product Services that could be Offered
  • Use of SME Needs’ Analysis
  • Selection of products to be offered Product Champions
  • Planning Seminar to launch Business Advisory Services
  • Selling Business Advisory Services
  • Implementation of Business Advisory Services
Included in the...
- Financial Forecasting Package
- Advanced Package
- BAS Starter Package
 
  • Evaluate your client's performance with:
  • Survival in Difficult Times Workbook - 47 key items in conjunction with
  • Survival in Difficult Times Workbook - 47 key items in conjunction with
  • Business Evaluation for SMEs Reference Paper
  • How Well do You Know Your Business? Checklist
Included in the...
- Financial Forecasting Package
- Advanced Package
 
  • Clothing Retail checklists
  • Commercial Building Industry checklists
  • Commercial Building Industry checklists
  • Pharmacy checklists
  • Road Transport checklists
  • Includes the following
    5 Individual Packages:

    • Business Health Check – Clothing Retail
    • Business Health Check – Commercial Building Industry
    • Business Health Check – Pharmacy
    • Business Health Check – Road Transport
    • Business Health Check – Supermarkets
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $33 (incl GST)
    (12 x Monthly)
    Price: $330 (incl GST)
    (Yearly)
    • Questionnaires
    • Templates for Individual Types of Businesses
    • Templates for Individual Types of Businesses
    • Think Tank Meetings
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
    - Debtors’ Management System Package
     
    • A newsletter targeted at your SME clients
    • Concentrates on Commercial Matters
    • Concentrates on Commercial Matters
    • 14 Editions Annually
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Buying a Business Consultancy
    • Buying Shares in a Company
    • Buying Shares in a Company
    • Using ABS Data
    • Due Diligence Review on a Business
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    • Work in Progress
    • Stock Control
    • Stock Control
    • Debtors
    • Cashflow Cycle Calculation
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    • Offer a “Virtual Service”
    • Forms and Templates for a wide range of commercial accounting work
    • Forms and Templates for a wide range of commercial accounting work
    • Marketing and Promotional Material
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Client Mentoring & Coaching Modules - 13 business topics to help you assist and educate your SME clients.
    • Purchasing or Commencing Business
    • Purchasing or Commencing Business
    • Introductory Management
    • Experienced Management
    • Dealing With Banks
    • Business Planning
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Choose from 35 business topics to keep your SME clients informed or use the powerpoint presentations as staff training.

      • Seminar Organisation Material
      • The Beginning Of Business Management
      • Business Bookkeeping Seminar (3 x 3 hours)
      • Business Management - Firm Foundations
      • Management Of The Business Of Business Seminar
      • Financial Matters For People Who Are Not Financial
      • Plus more...
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $1,500 (incl GST)
    (Yearly)
    • For Small Proprietary Companies and Eligible Public Companies

      • Overview of CSF
      • Identifying clients who might be interested
      • Marketing and promotional material to inform clients
      • Explanation of CSF Intermediary’s role and responsibilities
      • Step by step guide to producing a CSF Offer Document
      • Overview of the Offer Platform process
      • Post capital raising guide
      • Check lists for each step of the capital raising process
      • Mentoring Package – 1 x 60-minutes
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
    - Debtors’ Management System Package
     
    • Debtors Due Diligence Review System
    • Marketing and Promotional Material
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $1,500 (incl GST)
    (Yearly)
    • Eligibility as an ESIC
    • Preparation of Documents
    • Preparation of Documents
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $275 (incl GST)
    (Yearly)
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Assisting SME Clients with Government Grants

      • Help SME clients understand and access available government grants.
      • Assist clients in the grant application process.

      Potential Opportunities for Accounting Firms

      • Undertake projects with 50% government funding, including:
        • Business/Strategic Plans.
        • Predictive Accounting: Budgets, Cashflow Forecasts, Projected Balance Sheets.
        • Recordkeeping for Research & Development Tax Incentive Rebate claims.
        • Export Market Development Grant applications.
        • Leadership Team Mentoring and Training.
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    • Personal Property Securities Register (PPSR) Due Diligence System

      • Explanation of Process
      • Checklists for Various Types of Business
      • Identification of Personal Property for Potential Risk Assessment
      • Marketing and Promotional Material
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    Price: $33 (incl GST)
    (12 x Monthly)
    Price: $330 (incl GST)
    (Yearly)
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $3,950 (incl GST)
    (Yearly)
    • Use for team training and for the marketing, promotion, quotation preparation, updates from the Australian Taxation Office and AusIndustry.

      • Accountant’s & White label documents
      • 50 Business Advisory Services Forms
      • 13 papers on various matters relating to Research and Development
      • Plus more...
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Selling a Business” Consultancy
    • Getting Ready for Sale
    • Getting Ready for Sale
    • Strategies to Bridge the “Valuation Gap
    • Selling Memorandum
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    Special! (Yearly Rate)
    WAS $330
    NOW: $99 (incl GST)
    (Yearly)
    • Debtors System Template ready for personalisation to suit an individual business
    • Marketing and Promotional Material
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    • Using the SME Needs’ Analysis with clients to get their input on the services they would like you to provide to them.
      • A very detailed word document that you can either sit down with your client or send the document to your client with a meeting to be held to discuss their comments.
      • An Excel Spreadsheet which has been broken down into various sections.
      • A very Simple Questionnaire that you can send to your client.
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    • Executive & Finance Director Type Services to SMEs
    • Company Secretarial Duties
    • Company Secretarial Duties
    • Mentoring the Business CEO
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
     
    Price: $33 (incl GST)
    (12 x Monthly)
    Price: $330 (incl GST)
    (Yearly)
    • Questionnaires
    • Strategic Plan for Succession Planning
    • Strategic Plan for Succession Planning
    • Family Charter/Constitution/Family Council
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - BAS Starter Package
     
    Special! (Yearly Rate)
    WAS $330
    NOW: $99 (incl GST)
    (Yearly)
    • The Tradie Charge Out Rate Calculator enables you to work with your client to analyse the workforce relating to labour on costs, wages and salaries, expected productivity percentage, overhead expenses, targeted profit set by your client, to determine individual charge out rates which will ensure that the targeted profit is earned if the other aspects of the calculations are achieved.
    • With regular monthly reviews you can reset the charge out rates at any time to ensure that the profit target is achieved.
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - Business Health Checks
     
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - Business Health Checks
     
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - Business Health Checks
     
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - Business Health Checks
     
    Included in the...
    - Financial Forecasting Package
    - Advanced Package
    - Business Health Checks
     

    Publishing Rights

    The Advanced Package includes an exclusive licence for a Advanced Package Subscriber to place ESS BIZTOOLS’ papers, mentoring and coaching modules and client seminars, branded by the customer, to a secure area of the customer’s website, accessible only to the customer’s clients and invited prospects by use of a unique password.

    Information Videos

    Please Note: 50% upfront payment.
    After each session 50% of the effective hourly fee – payable within 30 days.

     

    Optional Extras

    Additional Support – Business Advisory Services

    Should you require additional support or assistance ESS BIZTOOLS will provide the following:

    • 1 hour Training Session: PRICE: $ 440 (inclusive of GST)

    • 3 x 1 hour Training Session: PRICE: $1,221 (inclusive of GST)

    • 6 x 1 hour Training Session: PRICE: $2,376 (inclusive of GST)

    • 12 x 1 hour Training Session: PRICE: $4,488 (inclusive of GST)

     

    At Each Training Session

    • You are welcome to submit discussion points (please send 48 hours prior to the session time)

    • We will conduct a Briefing Review on the Action your firm has taken on the previous session Action Plan.

    You will receive after each Training Session

    • Video recording of the Training Session
    • Action Plan for the matters discussed

    Get Started

    Learn How to Provide Business Advisory Services Now

    Special! (Monthly Rate)
    WAS $594
    NOW: $297 (incl GST)
    (12 x Monthly)

    Special! (Yearly Rate)
    WAS $5,940
    NOW: $2,970 (incl GST)
    (Yearly)