ESS BIZTOOLS has developed a comprehensive range of Financial, Commercial, and Management Accounting Advisory Services to assist accountancy, bookkeeping, business advisory, and Chief Financial Officer firms in delivering business-enhancing services to small and medium enterprises.
Our objective is to supply services that encourage SMEs to rate their professional adviser as their key strategic partner, in accordance with the definition used by Intuit QuickBooks in the SMB Navigator Report 2025.
Key strategic partner – they are a key partner in our business and our go-to professional for advice, and they are extremely valuable to our business’s growth and success.
The Starter Package has been developed to assist professional advisers in offering a range of services that introduce clients to advisory services, distinct from the preparation of annual accounts and income tax returns.
The Starter Package is an ideal entry point for bookkeeping firms or accounting firms that have not previously offered a significant amount of advisory services.
Starter Package Components
A. Preplanning for a Successful Business
- Dreaming Room – questions to consider when visualising how the business will operate.
- Development of a system for the business.
- Understanding Business – short articles explaining services that accountants and bookkeepers can provide to SMEs.
B. Preparation for the Delivery of Services
- Business Advisory Services Firm Training – 13 modules to assist your team in preparing to deliver business advisory services.
- Business Insights – weekly short articles highlighting business advice that accountants and bookkeepers can offer. Subscribers are invited to badge these articles and email them to clients and prospects.
- Business Plus Newsletter – a monthly newsletter that you can badge with your firm’s name and send to clients and prospects as a valuable marketing tool.
- This communication tool helps confirm to clients and prospects that your firm can offer a broad range of advisory services.
- Each edition of Business Plus normally contains four to six articles targeted at SMEs at various stages of their business journey.
- The newsletter is designed to discuss issues that may prompt SMEs to seek further advice from their accountant or bookkeeper.
- View a sample of a recent Business Plus edition
- Client Mentoring and Coaching Modules – promotional resources you can send to clients to demonstrate your ability to assist with a range of non-taxation issues in Financial, Commercial, and Management Accounting Advisory Services.
- Client Seminars – 35 pre-prepared seminars on a range of business topics that can be used for team training or as examples when preparing your own presentation material for clients and prospects.
C. Business Enhancement Tools for Accounting and Bookkeeping Firms – Stage I
- ESS Papers – 330 papers covering 60 different topics affecting business operations, ready to badge and send to clients and prospects.
- SME Needs Analysis – helps identify key discussion points so clients understand the wide range of financial management services you can offer.
- Business Evaluation Workshops – survival strategies for all types of businesses.
- Buying a Business – a complete analysis of items to evaluate during due diligence.
- Debtors’ Management – guidance on managing debtors, an essential area of knowledge for small business operators.
- Debtors’ Systems Manual – an important document for staff responsible for monitoring debtors.
- Government Grants – updates on government grants targeted at SMEs.
- Fee Settings for Professionals – an ESS BIZTOOLS calculator to help professional firms determine charge-out rates required to achieve targeted profitability.
- Trades Industry Charge Out Rates – a calculator designed to help tradies and advisers address undercharging.
- Research and Development Introduction – an introduction package to help clients understand how the Research and Development Tax Offset system operates.
- Selling a Business – guidance on the preparation required to achieve top value from the sale of a business.
- Setting Retail Prices – a calculator to assist with determining stock category quantities and mark-ups needed to achieve profit targets.
Subscription Offer
Accountancy and bookkeeping firms subscribe to ESS BIZTOOLS for a licence to use the Starter Package for an initial term of one year.
After that period, you will be invited to renew your subscription for ongoing access to information packages that are regularly reviewed and updated to support the delivery of value-adding advisory services to your SME clients.
You may upgrade your subscription level at any time.
Other Resources Included in the Starter Package
- Members’ Alert – a monthly newsletter featuring information on a wide range of matters relating to the delivery of business advisory services and upcoming member training courses.
- Accountants Minute – a weekly newsletter discussing issues of importance to accountants, bookkeepers, business advisers, and Chief Financial Officer firms.
Training Resources Offered as Part of the Starter Package
Training Support
You will be able to access the Starter Package Introduction Video explaining the processes discussed in the package.
Members’ Training
ESS BIZTOOLS provides 10 member training sessions for the Starter Package each financial year. You will receive notifications of the training program, and your team members are entitled to attend each of these 45-minute sessions.
You will also be advised of training sessions presented for Advanced and Financial Forecasting Product Package members. Your team members are entitled to attend these training webinars at no additional charge.
Additional Training
You can request additional training in any aspect of the services provided by ESS BIZTOOLS.
View details of additional training options and investment
Licence Agreement
Every new member or subscriber of ESS BIZTOOLS is required to agree to the Licence Agreement.
View the Licence Agreement
If you have questions about any aspect of the Licence Agreement, please contact our Managing Director, Peter Towers, on 0418 190 181.
Package Contents
After reading this welcome letter, you can move down to the Package Contents section for the Starter Package. These are the packages currently included within the Starter Package.
Additional packages will be uploaded to the Starter Package during 2026.
To obtain more information about what is included in the package, click More Information.
Some packages are available on a standalone basis. Details of standalone package subscriptions are shown when you click More Information.
To obtain details of the content of an individual package, click Learn More.
Talent Attraction and Retention
Attracting and retaining good people is becoming one of the biggest challenges facing our profession.
If this challenge is not addressed, the future growth and sustainability of many accountancy and bookkeeping firms may be affected.
The new generation of accountants is looking for something different.
Financial, Commercial, and Management Accounting Advisory Services introduce important business services that SMEs need to survive and thrive, and that differ from the traditional services provided by many accounting and bookkeeping firms in Australia.
Offering these advisory services can assist accountancy and bookkeeping firms with attracting and retaining talent.
Please Contact Us If You Have Questions We Haven’t Answered
You can Book a Demo by completing the form, and we will contact you to confirm a time for a short meeting.
If you require any other information about ESS BIZTOOLS services to assist accountants and bookkeepers in delivering an outstanding range of advisory services, please complete the Contact Us form on the homepage.
Thank you for your interest in the ESS BIZTOOLS Starter Package. If you would like to review the Advanced Package and/or the Financial Forecasting Package, please return to Packages and Pricing and select the package you would like to review.
We look forward to being of service to you and your colleagues within your firm.
Ready to Subscribe?
If you are ready to subscribe to the package of your choice, please click Subscribe Now and complete the subscription form.
You will then be able to log on to your selected package within 24 hours, except on weekends when access may take a little longer.
Thank You for Visiting ESS BIZTOOLS
Thank you for your interest in reviewing the package offerings developed by ESS BIZTOOLS. Have a great day.
Kind regards
Peter Towers
Founder and Managing Director
Telephone: 0418 190 181
Email:
Website: www.essbiztools.com.au
