
Business Advisory Services Firm Training
13 Modules to assist a firm to prepare for the delivery of BAS
The ESS BIZTOOLS Business Advisory Services Training Modules provides accountants/advisers with a training package to introduce the team to a range of new business activities relative to non-compliance services.
About This Product
The training modules will assist in the introduction of your team to business advisory services so as to assist you to:
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become a business advisor to your SME clients
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stay up to date with new business opportunities for accountants to offer to small/medium enterprise operators
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reduce accountants/advisers research and preparation costs
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build report and relationships with your SME clients
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retain staff by offering “real accounting work”
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increase revenue from “new revenue streams”
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deliver product solutions for a wide range of SME concerns
Webinar Recording
Product Content
The Business Advisory Services Firm Training Module incorporates commentary on the following areas
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Step 1:Introduction to Business Advisory Services
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Step 2:Getting Organised for Business Advisory Services
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Step 3:Offering Business Advisory Services
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Step 4:Team Training for Business Advisory Services
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Step 5:Leadership Strategies for Business Advisory Services
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Step 6:Marketing Strategies for Business Advisory Services
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Step 7:Review of Product Services that could be Offered
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Step 8Use of SME Needs’ Analysis
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Step 9Selection of products to be offered/Product Champions
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Step 10Planning Seminar to launch Business Advisory Services
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Step 11Selling Business Advisory Services
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Step 12Implementation of Business Advisory Services
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Step 13One on One Meetings for Business Advisory Services
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ESS BIZTOOLS will provide 2 x 1 hour coaching via Zoom for an individual firm
Want To Know More?

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"
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