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Financial Forecasting Package

Financial Forecasting Package

Powerful Predictive Tools for SMEs
Price: $455 (incl GST)
(12 x Monthly)
Price: $4200 (incl GST)
(Yearly)

The Advanced Package With Benefits

Financial Forecasting Package

Empower Your Practice: Deliver Strategic Financial Forecasting with Ease


Our Financial Forecasting Package has all the benefits of our Advanced Package with the following extra added features.

Package Overview

Package Contents

You get access to the following content...
A total of 36 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
- 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
- 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
 
Price: $36 (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
- 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
- Starter Package
 
Price: $36 (incl GST)
(12 x Monthly)
Price: $330 (incl GST)
(Yearly)
  • 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
 
Price: $55 (incl GST)
(12 x Monthly)
Price: $500 (incl GST)
(Yearly)
  • 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
- 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
- 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: $55 (incl GST)
(12 x Monthly)
Price: $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
- Starter Package
- Debtors’ Management System Package
 
  • Debtors Due Diligence Review System
  • Marketing and Promotional Material
Included in the...
- Financial Forecasting Package
- Advanced Package
 
Price: $55 (incl GST)
(12 x Monthly)
Price: $500 (incl GST)
(Yearly)
  • Eligibility as an ESIC
  • Preparation of Documents
  • Preparation of Documents
Included in the...
- Financial Forecasting Package
- Advanced Package
- Starter Package
 
Included in the...
- Financial Forecasting Package
- Advanced Package
 
Price: $36 (incl GST)
(12 x Monthly)
Price: $330 (incl GST)
(Yearly)
Included in the...
- Financial Forecasting Package
- Advanced Package
- 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
 
Price: $36 (incl GST)
(12 x Monthly)
Price: $330 (incl GST)
(Yearly)
  • 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
- Starter Package
 
Price: $55 (incl GST)
(12 x Monthly)
Price: $500 (incl GST)
(Yearly)
Included in the...
- Financial Forecasting Package
- Advanced Package
 
Price: $82 (incl GST)
(12 x Monthly)
Price: $770 (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
- Starter Package
 
Price: $36 (incl GST)
(12 x Monthly)
Price: $330 (incl GST)
(Yearly)
  • 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
- Starter Package
 
Price: $36 (incl GST)
(12 x Monthly)
Price: $330 (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
- 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
 
Price: $40 (incl GST)
(12 x Monthly)
Price: $360 (incl GST)
(Yearly)
  • 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: $55 (incl GST)
(12 x Monthly)
Price: $500 (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
- Starter Package
 
Price: $55 (incl GST)
(12 x Monthly)
Price: $500 (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
 
Included in the...
- Financial Forecasting Package
 
  • The Corporations Act
    Applies to large public companies as well as small private companies
  • Corporate structure
  • Identifying strategic goals
  • Responsibilities of Directors
  • Liabilities of Directors
  • Risk management strategies to protect the company’s assets
  • Workplace health and safety issues for a Director to be aware of
  • Team
  • Understanding Financial Accounts and Budgets
  • Director’s Duties for Financial Statements
  • Portfolio allocations
  • Board of Directors meetings
  • Appointment of new Directors
Included in the...
- Financial Forecasting Package
 
  • Best practice corporate governance for a Board of Advice
  • Board of Advice Terms of Engagement document
  • Board of Advice meetings
  • Board of Advice acting only in an advisory capacity
Included in the...
- Financial Forecasting Package
 
  • Budgets for all Business Operations
  • Key Drivers – Subaccounts Relating to items such as:
    • Inventory Raw Materials
    • Inventory Completed Stock
    • Labour Manning Plans
    • Labour Costing
    • Debtors
    • Work In Progress
    • Research And Development
    • Capital Expenditure
    • Creditors
    • Loans
  • Cash Flow Forecasts
  • Predicted Balance Sheets
  • Calculation Of Key Performance Indicators and Business Metrics which can be compared to the actual performance
Included in the...
- Financial Forecasting Package
 
  • Corporate governance not only applies to Directors but to the Leadership Team as well
  • Information Memorandum
  • Not-for-profit organisations
  • Investment Pitching
  • Business Angel Investors
  • Investment Readiness
  • Due Diligence
Included in the...
- Financial Forecasting Package
 
  • Introduction to Venture Capital
  • Vision Documents
  • Creating Value Is the Founders Prime Objective
  • Founder’s Due Diligence
  • Research and Development Activities
  • Financial Terminology Utilised in Venture Capital
  • Advisors
  • Capital Raising Structures
  • The Funding Process
  • Valuation Process
  • Funding Types
  • Business Angels
  • Venture Capitalists
  • Venture Capital Documentation
  • Government Monitoring
  • Innovation Journey

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

Price: $455 (incl GST)
(12 x Monthly)
Price: $4200 (incl GST)
(Yearly)