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How Accountants Gain From Business Advisory Services

  • Date: 2022-04-13
  • Webinar Video URL: https://youtu.be/1jBXjtsHZ3Q

Peter Towers, Managing Director of ESS BIZTOOLS will explore the gains that accountants will get from provide Business Advisory Services

Wednesday,, 13 April 2022 at 12.00pm

Offering vCFO Services

  • Date: 2022-10-05
  • Webinar Video URL: https://youtu.be/cuYNrrHVwOE

Peter Towers, Managing Director of ESS BIZTOOLS will present this Education Event to show accountants how these services will help their SME clients add value to their business.

Wednesday, 5 October 2022 at 11.30am AEST

"The BOSS Factor"

  • Date: 2023-02-02
  • Webinar Video URL: https://youtu.be/BdD2BT6UOzE&t

Thursday, 2 February 2023

Peter Towers, Managing Director, ESS BIZTOOLS together with Trevor Marchant, Managing Director, Marchant Dallas will discuss
‘team first, client’s second and stakeholders third’ the Sir Richard Branson approach. This idea will introduce the BOSS factor library as a personal and professional growth source to help accountants hold on to what they’ve got in terms of staff and attract more of the same.

“52-Week Business Enhancement System” – Advisory Intro Product Package

  • Date: 2024-08-07
  • Webinar Video URL: https://youtu.be/Xa8IqRFNR4w

Wednesday, 7 August 2024 at 10.00am AEST

This webinar will outline the importance of the 52-Week Enhancement System, and how you could utilise this key component of the ESS BIZTOOLS’ Advisory Intro Package to deliver real-time accounting service to your SME clients.

Processing of data and undertaking prompt analysis of performance is vital for business success. The high rate of business failure is proof that servicing SMEs on the basis that they receive an annual set of accounts, income tax return and accounting advice at that time, is not enough data or advice to enable SMEs to navigate the significant challenges confronting them.

The ESS BIZTOOLS’ 52-Week Business Enhancement System, included in the Advisory Intro Package, enables accountants and bookkeepers to provide real-time financial advice to SMEs. This system includes resources to allow you to produce the necessary financial reports on a daily, weekly and monthly basis and gives you “an inch wide and a mile deep” knowledge of your SME clients’ business operations.

“Starter Package Launches Advisory Services”

  • Date: 2024-08-22
  • Webinar Video URL: https://youtu.be/KRG9bwkBLnY

Thursday, 22 August 2024at 11.00am AEST

Peter Towers, Founder and Managing Director, ESS BIZTOOLS will provide an overview of the how Accountants and Bookkeepers can assist their SMEs clients by utilising the Starter Package.

52 Week Business Enhancement System

  • Date: 2023-04-27
  • Webinar Video URL: https://youtu.be/11zb92IsN7k

Thursday, 27 April 2023 at 12pm AEST

Most businesses operate for 52 weeks of the year, with a wide range of financial transactions occurring five or even seven days a week.

The “52 Week Business Enhancement System”, developed by ESS BIZTOOLS, gives you the tools to examine the initial preparation, planning and vision settings. Then examine daily, weekly and monthly processes to supply financial reports, KPIs and other information that the leadership team and the direct manager responsible for the activity need.

This webinar will also cover the preparation of the monthly financial report, for submission to the monthly business review meeting, that we envisage the partner/senior manager responsible for the assignment will attend and preferably chair.

Accountants/Bookkeepers Role in Assisting SMEs in R&D Claims

  • Date: 2023-03-08
  • Webinar Video URL: https://youtu.be/b0LIo9cOTGk

Wednesday, 8 March 2023 at 11am AEST (12pm AEDT)

As much as your SME clients are responsible for all aspect of their R&D claim, they will still need some preliminary advice and assistance in its administrative components.

This webinar will provide tips on how you, as their accountant or bookkeeper, can provide the type of services for your SME clients to achieve the R&D claim they’re pursuing.

We will also look through the ESS BIZTOOLS Research and Development Package, which you can use to provide this type of service.

Advanced Package

  • Date: 2024-04-19
  • Webinar Video URL: https://youtu.be/ae8BmrrrAwk

Friday, 19 April 20124 at 12.00pm AEST

Developed by ESS BIZTOOLS, this webinar will provide an overview of this package, which gives accountants and bookkeepers a wide range of resources to assist SMEs to survive.

Advanced Package - Familiarity Update

  • Date: 2024-05-20
  • Webinar Video URL: https://youtu.be/89AsG90SBjA

Monday, 20 May 2024 at 12.00pm AEST

Peter Towers will provide a Familiarity Update for Members on the Advanced Package

Advanced Product Package Overview

  • Date: 2025-04-02
  • Webinar Video URL: https://youtu.be/C7wMxUSIM2M

Wednesday, 2 April 2025 at 10.00 am AEST

Take your advisory services to the next level with the ESS BIZTOOLS Advanced Package. This webinar will showcase powerful tools designed to help accountants, bookkeepers, and business advisors deliver strategic insights, financial forecasting, and business growth solutions for SME clients. Learn how to implement structured advisory services, optimise cash flow, and drive long-term success. Don't miss this opportunity to expand your expertise and add greater value to your clients!

Advanced Strategies For SME Growth

  • Date: 2025-03-06
  • Webinar Video URL: https://youtu.be/qlBkb2_Js_Y

Thursday, 6 March 2025at 10.00am AEST

Learn how to elevate your advisory services with essential tools to deepen your understanding of your SME clients’ businesses. This webinar will provide an overview of the following ESS BIZTOOLS products:

  • Business Evaluation: to understand the business
  • 52-Week Business Enhancement System
  • Weekly Profitability and Analysis Report
  • Early-Stage Innovation Company
  • Management Accounting

This webinar will also feature the Advanced Product Package, developed by ESS BIZTOOLS.

Advisory Accelerator: Practical Solutions that Work

  • Date: 2025-05-14
  • Webinar Video URL: https://youtu.be/Bu6XwNG5zjE

Wednesday 14 May 2025 at 11.00am AEST

Ready to take the first step into advisory services?

This practical, high-impact session is designed for accountants, bookkeepers, and business advisors who want to expand beyond compliance and deliver real value to SME clients.

We’ll walk you through essential tools, including:

  • charge-out rate calculators for tradies and professionals
  • product markup strategies for retailers
  • business planning
  • debtor management
  • R&D
  • and more.

You’ll also discover how to implement advisory systems that support business survival, growth, and profitability.

Don’t miss this opportunity to learn how to position your firm as a trusted advisor—equipped to guide clients through cash flow challenges, pricing decisions, and strategic planning.

Unlock new revenue streams. Deliver results. Start here.

Advisory in the Age of ATO Digital Transformation

  • Date: 2025-09-10
  • Webinar Video URL: https://youtu.be/HgrrJka05A0

Wednesday 10 September 2025 at 11am AEST

In 2022, former Tax Commissioner Chris Jordan AO delivered a bold message at Xerocon: “Tax will never ‘just happen’ without you.” Three years on, his warning has only grown more urgent.

With the ATO’s digital transformation racing toward Tax Administration 3.0, compliance work is being streamlined and automated. High-volume, low-margin tax return firms are already feeling the squeeze. The question is: where does this leave you?

This webinar explores how accountants, bookkeepers, and business advisors can seize this once-in-a-generation shift to become brilliant and trusted advisors to SMEs. We’ll revisit Jordan’s key messages, review industry responses, and highlight the advisory opportunities that are now critical for firm survival and growth.

Join us to discover:

✅ Why the traditional compliance model is under threat

✅ How to reposition your firm as a trusted advisor in the digital era

✅ Practical advisory services that SMEs urgently need

✅ How ESS BIZTOOLS can equip your firm with proven systems, training, and resources

This is your chance to get ahead of the curve, strengthen client relationships, and build a future-ready practice.

Advisory Into Package Q & A Sesssion

  • Date: 2024-04-08
  • Webinar Video URL: https://youtu.be/awAwcAlDqdg

Monday, 8 April 2024 at 12.00pm AEST

We are hosting a “Q & A Session” to give you the opportunity to ask questions about the Product Package previewed the previous day. This is your opportunity to sit back with a coffee and participate in a Q & A Session on how the ESS BIZTOOLS Product Package will assist you to deliver “Advisory Services” to your SME clients and prospects.

Advisory Intro

  • Date: 2024-04-24
  • Webinar Video URL: https://youtu.be/N40TKm02-4o

Wednesday, 24 April 2024 at 4.00pm AEST

 

Advisory Intro Package Q & A Session

  • Date: 2024-03-20
  • Webinar Video URL: https://youtu.be/f4r9y4xPZls

20 March 2024 at 11.00am AEST (12.00pm AEDT)

We are hosting a “Q & A Session” to give you the opportunity to ask questions about the Product Package previewed the previous day. This is your opportunity to sit back with a coffee and participate in a Q & A Session on how the ESS BIZTOOLS Product Package will assist you to deliver “Advisory Services” to your SME clients and prospects.

Advisory Intro Product Package Overview

  • Date: 2025-03-19
  • Webinar Video URL: https://youtu.be/q5wFRAAMCh8

Wednesday, 19 March 2023 at 10.00am AEST

Join us for an insightful webinar on the Advisory Intro Package, designed to help accountants, bookkeepers, and business advisors expand their services beyond compliance and into value-driven advisory solutions.

Discover how this package equips you with practical tools and resources to:
✅ Assess and understand your SME clients’ businesses
✅ Provide structured business evaluations and health checks
✅ Introduce cash flow forecasting and profitability analysis
✅ Deliver proactive, data-driven insights that drive client success

Whether you're new to business advisory or looking to enhance your current offerings, this webinar will show you how to position yourself as a trusted business strategist for your clients.

Don’t miss this opportunity to take your advisory services to the next level!

Advisory on Demand: The Advanced Package Advantage

  • Date: 2025-11-20
  • Webinar Video URL: https://youtu.be/FnLBBU6Ky1s

Thursday 20 November at 11am AEST

Imagine giving your clients round-the-clock access to expert business development insights — all branded under your firm.

The ESS BIZTOOLS Advanced Package takes your advisory services to the next level by granting Publishing Rights, allowing you to host ESS BIZTOOLS’ professional papers, mentoring modules, and client seminars directly on your firm’s secure website.

In this webinar, you’ll discover how the Advanced Package helps your firm:

✅ Deliver continuous value and education to clients and prospects

✅ Position your firm as a proactive, forward-thinking advisory partner

✅ Build deeper engagement and stronger client loyalty

With 31 comprehensive content packages and optional personalised training sessions, the Advanced Package is your firm’s gateway to a fully branded, always-on advisory experience.

Transform your website from a static brochure into a 24/7 advisory hub.

Advisory Services are Important!

  • Date: 2023-08-02
  • Webinar Video URL: https://youtu.be/ERKsq7rR964

Wednesday, 2 August  2023 at 12.00pm AEST

The SME market in Australia is now estimated to be around 2.5 million businesses. Many of them aspire to “scale up” by offering new services and expanding employment opportunities as they seek out new markets both in Australia and overseas.

These businesses need advice, just the same as the CEO operating a larger business needs advice. The real difference is that larger businesses employ most of the expertise that might be required in-house, whereas the vast majority of SMEs cannot afford to do this or they simply do not have enough work to keep a highly qualified motivated person fully engaged.

Nevertheless, they still need this critical input from a range of experts – not just accountants – if they are going to succeed.

In this new financial year, there is going to be a lot of challenges for the SME market, due to high interest rates, high inflation and the ever present threat of recession.

The services that you offer to your SME clients will have a significant bearing on their survival rate in business.

This webinar will provide an overview of the packages ESS BIZTOOLS has developed, which will help you to deliver an outstanding range of Advisory Services, to help your SME clients to not only survive, but to achieve their vision for their businesses and succeed.

Are You Going to Participate?

  • Date: 2023-05-31
  • Webinar Video URL: https://youtu.be/zVruNtLR3ic

Wednesday 31 May 2023 at 12pm AEST

Over the last month, we have commented on the unique opportunity that is available for Australian accounting firms who embrace the concept of being the key financial advisor on all things financial to your SME clients – not just the preparation of annual financial accounts and income tax returns.

The White Paper produced by Thomson Reuters, “Leading Australian SMEs in 2023s Changing Economy”, has clearly identified that thousands of SMEs require assistance now!

If you do not make this commitment to become the key financial advisor to your SME clients by 30 June 2023, we all know that you will not think about it again (if it all) until 10 or 12 months’ time. By that time, some of your clients may have failed and others will have missed an opportunity to develop new strategies for their businesses.

You will probably still be complaining that you have problems in attracting and retaining talent for your firm. The Australian Accounting Industry Guru, Andrew Geddes, has been advising accountancy firms for years that you need to improve your firm’s performance if you are going to attract and retain talent.

Andrew’s suggestions is that you develop new services for your team to deliver – services that your accounting team members will find interesting and challenging, rather than having them achieving 80% productivity from the preparation of income tax returns. In other words, they need some variety – as do your clients – built around “turning the focus to strategies that can bring growth to revenue and profit is key!

In this webinar, we will explore the concept of this new opportunity for accountants to offer business building commercial services for your SME clients.

Why not invest 45 minutes of your time and join us in this webinar, where we will outline an overall summary of the strategies which will make your firm a winner in the eyes of your accounting team members and, in turn, your clients and your firm will get the spinoff benefit of a new diversified income stream for your firm?

The Clock is ticking down – It is only 30 days (from the day of this webinar) to 30 June 2023!

NOTE: CPD point eligibility for CPA Australia members (must attend the duration of the webinar).

Assisting SMEs on the Innovation Journey

  • Date: 2023-02-22
  • Webinar Video URL: https://youtu.be/M8-Oyi2MWEk

Wednesday, 22 February 2023 at 11.00am AEST / 12.00pm AEDT

If you, as an accountant, are planning to offer a broader range of commercial services or business advisory services to your clients, chances are, you will be faced with the prospect of advising an SME client on how to get their invention from the drawing board to market.

This webinar will discuss ways on how you can provide the most appropriate Research and Development (R&D) strategies to benefit your clients, and guide them through this “innovation journey”.

We will also provide an overview of the R&D package we’ve developed to assist you to give the right advice to your clients on every stage of the innovation journey.

CPD Point eligibility for CPA Australia members (must attend the duration of the webinar)

Be The Change You Want To See

  • Date: 2026-02-27
  • Webinar Video URL: https://youtube.com/live/2KM8_9f-JBY

Friday 27 February at 11.00am AEST

Presenter: Peter Towers, Managing Director of ESS BIZTOOLS  will discuss:

  • Advisory services are not bought – they are sold!
  • Client mentoring – promoting services
  • Setting retail prices to achieve profit target

Beyond Tax: The Future is Advisory

  • Date: 2025-09-03
  • Webinar Video URL: https://youtu.be/iLqIUf_7hkw

Wednesday 3 September at 11am AEST

Compliance margins are shrinking and automation is accelerating – SMEs now need more than tax returns. In this webinar, discover how to deliver business plans, predictive financial reports, cash flow strategies, funding guidance, and performance monitoring that position you as a trusted advisor. Learn how advisory services can future-proof your firm, attract top talent, and help your clients survive, thrive, and scale up.

Board of Advice - Part of Advisory Services

  • Date: 2023-06-15
  • Webinar Video URL: https://youtu.be/xfSsWLz-8Ng

Thursday 15 June 2023 at 12pm AEST

Boards of Advice are becoming far more popular with SMEs who realise that they need advice from a number of people with different specialities – such as accounting, legal, marketing, sales, business operations.

Boards of Advice are only empowered to advise the directors/owner/leadership team. However, they can offer considerable input on business matters to assist the key people to operate the business.

Accountants can play and indeed do play, an important role in the formation of Boards of Advice which can be offered as one of the services that your firm offers to your clients.

Business Advisory Services Starter Package

  • Date: 2024-04-03
  • Webinar Video URL: https://youtu.be/i5115iJDWp8

Wednesday, 3 April 2024 at 1.30pm AEST

Developed by ESS BIZTOOLS, this webinar will provide an overview of this package, which gives accountants and bookkeepers a wide range of resources to assist SMEs to survive.

Business Advisory Services Starter Package

  • Date: 2024-03-21
  • Webinar Video URL: https://youtu.be/Fng5XqT5Ar0

21 March 2024 at 11.00am AEST (12.00pm AEDT

Gives Accountants and Bookkeepers a wide range of resources to assist SMEs to survive.

(Includes all packages in ‘Advisory Intro’.)

 

Business Advisory Services Starter Package

  • Date: 2024-04-11
  • Webinar Video URL: https://youtu.be/E3g3uAD3bLY

Thursday, 11 April 2024 at 12.00pm AEST

Developed by ESS BIZTOOLS, this webinar will provide an overview of this package, which gives accountants and bookkeepers a wide range of resources to assist SMEs to survive.

Business Advisory Services Starter Package Q & A Session

  • Date: 2024-04-04
  • Webinar Video URL: https://youtu.be/H8Feg3JzRXs

Thursday, 4 April 2024 at 1.30pm AEST

We are hosting a “Q & A Session” to give you the opportunity to ask questions about the Product Package previewed the previous day. This is your opportunity to sit back with a coffee and participate in a Q & A Session on how the ESS BIZTOOLS Product Package will assist you to deliver “Advisory Services” to your SME clients and prospects.

Business Advisory Services Starter Package Q & A Session

  • Date: 2024-04-12
  • Webinar Video URL: https://youtu.be/ozqjx7Vq9GM

Friday, 12 April 2024 at 12.00pm AEST

We are hosting a “Q & A Session” to give you the opportunity to ask questions about the Product Package previewed the previous day. This is your opportunity to sit back with a coffee and participate in a Q & A Session on how the ESS BIZTOOLS Product Package will assist you to deliver “Advisory Services” to your SME clients and prospects.

Business Advisory Services Starter Package Q & A Session

  • Date: 2024-03-22
  • Webinar Video URL: https://youtu.be/R_D6idDkIsM

 22 March 2024 at 11.00am AEST (12.00pm AEDT)

We are hosting a “Q & A Session” to give you the opportunity to ask questions about the Product Package previewed the previous day. This is your opportunity to sit back with a coffee and participate in a Q & A Session on how the ESS BIZTOOLS Product Package will assist you to deliver “Advisory Services” to your SME clients and prospects.

Business Planning

  • Date: 2024-12-05
  • Webinar Video URL: https://youtu.be/cbX8wzo2LFc

Thursday, 5 December 2024 at 1.00pm AEST

Buying a Business: Guiding Clients to Buy Smarter

  • Date: 2025-10-22
  • Webinar Video URL: https://youtu.be/pD2TInuO6Tw

Wednesday 22 October at 11am AEST

It’s a buyer’s market — and your SME clients will expect your guidance when assessing multiple business opportunities.

This webinar introduces ESS BIZTOOLS Buying a Business Package — a complete toolkit to streamline every stage of the Due Diligence Review. Learn how to help clients evaluate financial, operational, and commercial factors before they commit.

You’ll discover practical checklists and templates covering:

✅ Buyer motivation and market analysis

✅ Business performance and risk assessment

✅ Due Diligence and documentation control

Equip your firm to deliver true advisory value — helping clients buy smarter and succeed faster.

Charge Out Rates for Tradies

  • Date: 2022-11-29
  • Webinar Video URL: https://youtu.be/mp7NGIaQdGY

Tuesday, 29 November 2022 at 1.00pm AEST / 2.00pm AEDT

Crowd Sourced Funding: Capital Raising Opportunities for SMEs

  • Date: 2025-10-30
  • Webinar Video URL: https://youtu.be/rw62G9nbGO4

Thursday 30 October at 11am AEST

Since 2018, both private and unlisted public companies in Australia have been able to raise capital directly from the public through Crowd Sourced Funding (CSF) Equity Raising — yet few accountants truly understand how it works or the advisory potential it creates.

This webinar will unpack how the CSF framework operates, who qualifies, and where accountants can play a crucial advisory role — helping SMEs prepare the business systems, financial forecasts, and governance processes needed to attract investors.

Join us to discover:

✅ How CSF Equity Raising really works

✅ Eligibility rules for private companies

✅ The accountant’s role in preparing SMEs for capital raising

✅ How your firm can deliver new, high-value advisory services

Debtors Management

  • Date: 2024-11-29
  • Webinar Video URL: https://youtu.be/PTH2bdl8-cw

Friday, 29 November 2024 a 11.30am AEST

Debtors Management Tools Every SME Need

  • Date: 2025-10-08
  • Webinar Video URL: https://youtu.be/1hZg9FcB4Fw

Wednesday 8 October at 11am AEST

Late payments and poor debtor control are crippling Australian SMEs, with many business owners unaware that they don’t have to offer credit to everyone – or how to properly enforce terms of trade. In this webinar, we’ll show accountants, bookkeepers, and advisors how to implement practical debtor management systems that reduce Debtors Days Outstanding, strengthen cash flow, and protect clients from insolvency risks. Learn how to position this as a powerful advisory service and become the strategic partner your clients can’t do without.

Debtors System: Vital for Effective Fiscal Management

  • Date: 2024-10-02
  • Webinar Video URL: https://youtu.be/FJcCVhaHixY

Wednesday, 2 October 2024 at 3.00pm AEST

Want to help your SME clients improve their cash flow?

ESS BIZTOOLS is presenting an informative webinar, providing an overview of the Debtors Management System and how it can assist accountants and business advisors to help SMEs stay on top of their finances, reducing bad debts and improving their overall cash flow.

Delivering Fiscal Skills Improvement for SMEs

  • Date: 2024-08-14
  • Webinar Video URL: https://youtu.be/Jk68jwwTxf8

Wednesday, 14 August 2024 at 10.00am AEST

ESS BIZTOOLS presented a webinar, together with Amanda Gascoigne of Amanda Gascoigne Consulting, to discuss strategies that accountants can implement to improve their SME clients’ understanding of FISCAL MANAGEMENT.

The webinar explored the following:

  • The current challenges for SMEs
  • The role of accountants in supporting SMEs
  • Addressing the knowledge gap
  • How can accountants help

Delivering Virtual CFO Services

  • Date: 2023-03-29
  • Webinar Video URL: https://youtu.be/R_3l_e2NSh0

Wednesday, 29 March 2023 at 11am AEST (12pm AEDT)

To effectively deliver a virtual CFO service, the accountant will need to understand the firm’s vision.

The product package which ESS BIZTOOLS has developed will assist you to undertake a due diligence review, so that you clearly understand the leadership team’s vision for this business.

This webinar will highlight the following:

  • The key document that should reflect the vision is the business plan and we recommend that you read the current business plan, then evaluate what is happening at present in order to work with the leadership team to develop an updated business plan.
  • Predictive accounting reports are a key part of this process and they should be the financial interpretation of what is contained within the business plan, prepared in three documents: budgets, cash flow forecasts and projected balance sheets.

Driving Business Growth

  • Date: 2023-05-18
  • Webinar Video URL: https://youtu.be/FGw_VJze5D8

Friday,  19 May 2023 at 12.00pm AEST

“Not all businesses are created equal! “ In fact, very few are created equal.

Your client has a responsibility to employ, motivate and train a leadership team that is able to inspire and lead the team members and create a great rapport with customers so that they continue to support the business as it grows.

“We must grow to survive” was one of the key items contained in the “Leading Australian SMEs in 2023’s Changing Economy” by Thomson Reuters.

The CEO of a business was quoted as saying – “for us it’s going to have to be growth otherwise we won’t be in business. It’s as simple as that”.

“We can’t maintain the level of overhead and the losses that we’re having with our infrastructure that is been built, being utilised, and fully deployed unless our volumes increase significantly”.

If you were the CFO of this business on a full-time basis, what contribution would you be making to driving business growth? Your primary responsibility would not be to keep record of past events. Instead, you would collaborate with other members of the leadership team to develop strategies and policies that could be implemented. This would then create new activities in the marketplace, thus driving business growth.

The great excitement about this whole new activity for public accountants of delivering virtual CFO Services is that you can be involved with your team in the creation of business strategies, which will stimulate business growth for your clients.

This webinar will explore this exciting concept of driving business growth, which involved more than preparation of annual financial accounts and income tax returns. We need to make these activities a by-product of “real accounting services”.

Time is running out – it is only 42 days (from the day of this webinar) to 30 June 2023!

NOTE: CPD point eligibility for CPA Australia members (must attend the duration of the webinar).

Empower Tradies with an Effective Pricing System

  • Date: 2025-12-04
  • Webinar Video URL: https://youtu.be/4XPv3U96sN8

Thursday 4 December at 11am AEST

Every accounting and bookkeeping firm has tradie clients — but how many of them truly know how to price their work for profit?

Most tradies set their charge-out rates by “looking around” or “adding a bit more than last year.” In this webinar, we’ll show you how to change that conversation — and position your firm as a true strategic advisor.

Discover how the ESS BIZTOOLS Tradies Charge Out Rate Calculator helps tradies understand productivity, overheads, mark-ups, and profit targets — producing tailored charge-out rates that reflect their real costs and desired margins.

Join us to learn how you can:

✅ Help tradie clients calculate accurate, profit-focused charge-out rates

✅ Introduce monthly financial reviews and KPI tracking

✅ Deliver proactive advisory services that keep clients accountable and profitable

ESS BIZTOOLS & The Boss Factor Library Live Podcast

Thursday, 5 March 2026 at 11.00am AEST

Presenters: Trevor Marchant, Director The Boss Factor Library  and Peter Towers, Managing Director of ESS BIZTOOLS

  • Confidence, conversations and advisory results embedded in the sales factor course
  • Budgets and cash flow forecast the commencement of predictive accounting
  • Client’s seminars assist in communicating your vision to your clients

Export Market Development Grant Offers Assistance

  • Date: 2024-10-23
  • Webinar Video URL: https://youtu.be/PlrgWhb4okE

Wednesday 23 October 2024 at 3.00pm AEST/4.00pm AEDT

Looking to support your SME clients to expand their international markets?

This webinar will look into the Export Market Development Grant, how this grant can help businesses fund their export activities, and how accountants and business advisors can provide guidance on securing this grant.

Financial Forecasting Package

  • Date: 2024-04-30
  • Webinar Video URL: https://youtu.be/Ml7iWx0foaY

Tuesday, 30 April 2024 at 3.00pm AEST

This webinar will show the ESS BIZTOOLS' dream package - Financial Forecasting Package. We will show the detailed material on Predictive Accounting, PlanGuru Predictive Accounting Software Package, training and mentoring on the effective use of PlanGuru software, and training for recognition as a 'Certified Predictive Accountant'.

Financial Forecasting Package: Advisory With Vision

  • Date: 2025-11-26
  • Webinar Video URL: https://youtu.be/9waCa4PB5d4

Wednesday 26 November at 11am AEST

Step beyond compliance and start shaping your clients’ futures with confidence.

The ESS BIZTOOLS Financial Forecasting Package equips accounting, bookkeeping, and advisory firms with the tools to deliver meaningful insights — not just numbers.

Building on the power of the Advanced Package, this system adds specialised financial forecasting tools that help you model profitability, cashflow, and long-term growth strategies for your SME clients.

With 31 comprehensive content packages, publishing rights, and customisable client access, you’ll gain everything you need to position your firm as a forward-thinking strategic partner — guiding clients to make smarter, data-driven decisions that drive success.

Financial Forecasting Product Package

  • Date: 2025-04-09
  • Webinar Video URL: https://youtu.be/zfEKDJ2BGYY

Wednesday, 9 April 2025 at 11.00am AEST

Unlock the power of financial forecasting with the ESS BIZTOOLS Financial Forecasting Package. This webinar will guide accountants, bookkeepers, and business advisors on how to create accurate cash flow projections, budget effectively, and provide proactive financial insights to help SME clients navigate growth and challenges. Learn how to implement forecasting tools that drive better decision-making and long-term success. Don't just track numbers—predict the future!