Business Advisory Services Firm Training

Module 1 - Introduction to Business Advisory Services
Facilitator:

• What do SMEs want?  Assistance on Non-Compliance Financial Services
• Procedure Control Form for each Module
• Partner Evaluation
• Team Member's Survey
• Client Surveys
• Industry Groups
• Attributes of "A" & "B" Class Clients
• Predictions of Accountancy Business Evolution 2018-2021

Module 2 - Getting Organised for Business Advisory Services
Balanced Scorecard Questionnaire

• SWOT Analysis
• Competitive Advantage
• Foundation Work
• Do you want to be different?
• What is the CFO's role?
• Business Advisory Centre
• Setting the scene
• Future services that you could offer your clients

Module 3 - Team Training for Business Advisory Services
Meetings with Team Members

• Mentoring Program
• Product Champions
• Industry Champions
• Career Development Plans
• Coach
• Team Member Responsibilities
• The Right People Checklist
• Training Program for BAS
• Mentor(s)
• Business Development Manager

Module 4 - Leadership Strategies for Business Advisory Services
8 Steps to Introduce Change

• Pre-Facilitation Survey
• Leadership Evaluation Record
• Leadership Development - Evaluation Survey

Module 5 - SME Needs' Analysis

• SME Needs' Analysis
• Current Business Performance
• Taxation Planning
• Future Planning
• Wealth Creation
• Risk Management
• Capital Raising Opportunities for SMEs
• Succession and Estate Planning
• Business Improvement
• Finance
• Business Advisory Services
• Other Services

Module 6 - Marketing Strategies

• Checklist for BAS Marketing Plan
• Checklist of Conversion Rate Techniques & Tactics
• Checklist for Successful Marketing Hints for Business Advisory Services
• Marketing Positioning Checklist
• Performance Standards
• Identification of Clients for Business Advisory Services
• Digital Disruption… Is it a Disruption or an Opportunity?
• Small Business Surveys

Module 7 - Review of Products

• Potential Products/Services
• Performance Standards
• Advanced Package of Bundled Services
• Optimum Package of Bundled Services
• BAS Starter Package of Bundled Services
• Individual Product Packages

Introduction of Individual Product Modules:

• Debtors' Management
• SME Debtors' Management
• PPSR Due Diligence Review
• CFO Services
• Cashflow Management
• Budgets & Cashflow Forecasts
• Succession Planning
• Strategic Business Mentoring
• Business Planning Consulting
• Business Evaluation Workshop
• Buying a Business
• Selling a Business
• Grants for SMEs - ESS BIZGRANTS
• Business Health Checks:
• Pharmacies
• Road Transport
• Supermarkets
• Clothing Retail
• Commercial Building Industry
• Crowd-Sourced Funding Equity Raising
• Early Stage Innovation Company
• Capital Raising
• Leadership
• Mentoring Sessions
• Business Plus+ Client Newsletter
• Chief Financial Officer Services Package
• Budgets & Cashflow Forecasts
• Cashflow Management
• PPSR Due Diligence System

Module 8 - Planning Seminar to Launch Business Advisory Services

• Organisational Checklist - Seminar for BAS
• Venue Booking Confirmation
• Seminar Invitation
• Seminar Timetable
• Handout for each Product
• Seminar Attendees' List
• Script for Introduction of New Services
• Script for each Product
• Script - How do we assist our Clients?
• Planning Seminar to Launch BAS

Module 9 - Selling Business Advisory Services

• Guidelines for Submitting the BAS Proposal
• Work Flow Process for BAS Checklist
• BAS Selling Guide
• Quotation Form - for each Product
• Client's Work Brief
• Work Program Budget Quotation Form - for each product
• Proposal - for each product
• Selling Business Advisory Services

Module 10 - One-on-One Meeting

• SME Needs' Analysis
• CFO Services
• Strategic Management Consulting
• Work Program Budget Quotation Form Succession Planning Consultancy
• Proposal for Succession Planning Consultancy Assignment

Module 11 - Implementation of a Business Advisory Services Strategy for your Clients

• Assignment Completion Checklist
• Introductory Seminar Checklist
• Overcoming Perceived Objections
• Offering BAS Checklist
• Management of the Practice Development Enterprise
• Turning your Accountancy Firm into a "Client Business Centre"