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From Idea to Incentive: Unlocking R&D Success

  • Date: 2025-06-26
  • Webinar Video URL: https://youtu.be/Tb842E_ppmY

Great ideas are just the beginning. Learn how to guide your clients from R&D concept to commercial success - using government grants, tax incentives, and early-stage funding options like ESIC and crowd-sourced funding.

We’ll walk you through a proven R&D process - from identifying innovation opportunities to lodging claims with AusIndustry and the ATO. You’ll also discover how to position your firm as a key advisor in capital raising and business growth strategies.

Help your clients innovate, grow—and get funded.

Future Proofing SMES

  • Date: 2025-03-14
  • Webinar Video URL: https://youtu.be/QW3Aq7jwWdE

Friday 14 March 2025 at 10.00am AEST

Discover how ESS BIZTOOLS can enhance your business planning and drive long-term success for your SME clients, with an overview of the following products:

  • Business Planning
  • Predictive Accounting Reports
  • Crowd Sourced Funding Equity Raising
  • Research & Development – complete system
  • Succession Planning

This webinar will also show you how you can transform your advisory capabilities and deliver unmatched value to your SME clients by utilising the ESS BIZTOOLS Financial Forecasting Package.

Guiding SMEs to Success Through Business Planning

  • Date: 2025-12-11
  • Webinar Video URL: https://youtu.be/ntl1EKVyjiQ

Thursday 11 December at 11am AEST

Every successful journey starts with a map — and for SMEs, that map is a business plan.

In this engaging webinar, you’ll discover how accountants, bookkeepers, and business advisors can guide their clients to success through structured, strategic business planning. The ESS BIZTOOLS Business Planning Package gives your firm the tools to help SMEs define direction, identify roadblocks, and set measurable goals for growth.

You’ll learn how to:

✅ Facilitate insightful planning sessions that uncover hidden opportunities

✅ Create tailored business plans for different industries — from trades to tech

✅ Build recurring annual review processes that strengthen long-term relationships

Helping Tradies Run Great Businesses

  • Date: 2023-07-27
  • Webinar Video URL: https://youtu.be/8tOJrLYG2HY

Thursday, 27 July  2023 at 12.00pm AEST

There are thousands of “tradie” businesses all over Australia. Most accountancy firms in Australia have tradie clients. What types of services are you offering them? Are you just supplying them with an annual set of accounts and income tax return? Is the service that your offering tradies helping them run their businesses?

Some accountants who are utilising ESS BIZTOOLS Product Packages are supplying a great range of services to tradies and, in turn, are earning significant fees.

This webinar will provide an overview of how you, as their accountant, can offer the types of services your tradie clients need to add value to their business and also to yours.

How to Sell Advisory Services with Confidence

  • Date: 2025-09-24
  • Webinar Video URL: https://youtu.be/YUvkr3hNmO8&t

Wednesday 24 September 2025 at 11am AEST

Advisory isn’t just an add-on service – it’s the future of accounting. Firms that know how to position, package, and deliver advisory services are the ones that will thrive in today’s SME landscape.

In this powerful webinar, discover how to confidently embrace and sell advisory services by leveraging resources like Trevor Marchant’s “The Boss Factor” library – a proven system that helps firms build trust and communicate value.

We’ll also highlight ESS BIZTOOLS’ practical frameworks, including the Characteristics of a Well-Run Business, which give accountants and bookkeepers clear, actionable insights to share with SME clients. These tools make it easier to start meaningful conversations, demonstrate real impact, and secure long-term client relationships.

Walk away with the confidence, strategies, and resources to transform advisory from a concept into a core revenue stream for your firm.

Implementing 1 Inch Wide / 1 Mile Deep Knowledge

  • Date: 2023-04-20
  • Webinar Video URL: https://youtu.be/em8oJnKFwNk

Thursday, 20 April 2023 at 12pm AEST

There is a lot more to SME businesses than the preparation of annual accounts and taxation returns.

Offering virtual CFO services requires the accounting team to have knowledge of the complete business journey from the first activity through to the final activity, and to have documented any internal control issues that have been noticed.

This webinar will explore the steps for you to have “an inch wide and a mile deep” knowledge of your client’s business.

Implementing Strategies to Achieve Key Strategic Partner Status

  • Date: 2026-03-06
  • Webinar Video URL: https://youtu.be/A2EmzkDJ7kk

Join Peter Towers, Managing Director of ESS BIZTOOLS, for a practical webinar on how accounting firms, bookkeepers and business advisory firms can move beyond compliance and achieve recognition as a true Key Strategic Partner. Discover how benchmarking, predictive accounting, advisory tools and training can help your firm deliver greater value, strengthen client relationships, and build a more profitable and future-focused firm.

Innonvation Journey: Helping SMEs Create, Grow, and Prosper

  • Date: 2025-12-01
  • Webinar Video URL: https://youtu.be/zZPF-w299XM

Monday 1 December at 11.00am AEST

Every great business starts with an idea — but transforming that idea into a profitable, sustainable enterprise requires strategy, structure, and sound financial management.

In this webinar, Peter Towers from ESS BIZTOOLS will take accounting, bookkeeping, and advisory firms through the Innovation Journey — from concept to commercial success. Discover how to guide your SME clients through:

✅ Research & Development Tax Incentive

✅ Building a practical Business Plan that drives action

✅ Understanding Budgets and Cash Flow Forecasts for financial control

✅ Implementing Business Enhancement Systems for ongoing success

✅ Exploring funding options for growth and innovation

✅ Delivering Virtual CFO services to innovative SMEs

This is your opportunity to position your firm as the strategic partner every innovating SME needs — and to unlock a new level of value in your advisory services.

Introduction to Research and Development

  • Date: 2024-11-27
  • Webinar Video URL: https://youtu.be/NaIGCpmMolE

Wednesday, 27 November 2024 at 1.00pm AEST

Ready to help your SME clients tap into the benefits of Research and Development?

This webinar will provide an introduction to Research and Development (R&D), and your role as their accountant/business advisor in providing expert guidance to SMEs undertaking R&D activities, boosting innovation and growth.

Know Your SME's Worth: Charge-Out Rates that Work

  • Date: 2025-08-28
  • Webinar Video URL: https://youtu.be/ktTKK49p_Ng

Thursday 28 August at 11am AEST

Are your clients charging enough to hit their profit targets?

In this practical webinar, you’ll discover how to use purpose-built calculators for tradies, professional firms and retailers, to set accurate charge-out rates and markup strategies.

You’ll also learn how to track performance with monthly financial reviews and KPIs - ensuring pricing stays aligned with business goals. Help your clients take control of their profitability with systems that work.

Smart pricing. Strong margins. Better business outcomes.

Knowing your Client an Inch Wide and a Mile Deep

  • Date: 2023-03-15
  • Webinar Video URL: https://youtu.be/9GTuRnEsixo

Wednesday, 15 March 2023 at 11am AEST (12pm AEDT)

Most accountants are going to need to undertake a familiarisation with the business processes that apply within a client’s business, when you commence offering a broad range of Business Advisory Services. When an accountant supplies the traditional services of preparation of annual accounts and an income tax return, very little attention is normally paid to internal control issues, documenting the flow of goods and services to the business, understanding the production process, understanding the selling process and the debtors system and probably the PPSR processes that your client may or may not have implemented.

This webinar enables us to explore the product package that ESS BIZTOOLS have developed, to guide you on this in-depth due diligence review of your client’s processes, to assist you to supply an outstanding commercial range of services which will add value to your client’s business.

Launching Advisory Services - Why?

  • Date: 2023-05-04
  • Webinar Video URL: https://youtu.be/PSD94GnHSuw

Thursday 4 May 2023 at 12pm AEST

The “why” has been clearly summarised as follows: “Ominous words were used to describe what the majority of SMEs have faced over the last couple of years – challenging, difficult, unprecedented, demanding.”

However, looking forward, the new mantra for SMEs should be: “The past has no future.”

In 2023 and beyond, turning the focus to strategies that can bring growth to revenue and profit is key for SMEs”. Thomson Reuters, white paper “Leading Australian SMEs in 2023s Changing Economy”.

Accountants are the logical service providers to supply the information and data that SMEs require in these challenging times. SMEs will not acquire that information and data just from the preparation of annual financial accounts and income tax returns.

They need more!

For the last 30 years, the accountancy profession has nibbled at the concept of supplying a broader range of professional services. There have been many false starts, excuses and delays.

The above quotation clearly identifies there is no more time for delays.

Thousands of businesses are suffering in Australia. This webinar will explore how accounting firms and your team members can assist your clients to survive.

We look forward to you joining us in this informative webinar. Please remember – it is only 60 days to 30 June 2023 – now is the time for action!

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

Leaders are Readers

  • Date: 2023-03-01
  • Webinar Video URL: https://youtu.be/sSpo7CPkC4w

Wednesday, 1 March 2023 at 11am AEST (12pm AEDT)

This webinar will provide an overview of some of the articles within The BOSS Factor Library for Accountants, which currently includes 75 articles and is expected to increase to 100 articles in the next couple of months.

The individual articles highlights a wide range of marketing/sales and other commercial issues that confront SME operators with which we believe modern accountants should have familiarity. This will allow you to provide recommendations and, where necessary, advice to clients on a range of commercial matters – not just taxation, audits and the preparation of annual accounts. The library is a perfect companion to the detailed “how to do it” material contained within ESS BIZTOOLS.

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

Maximise Business Sale Value for SMEs

  • Date: 2025-11-06
  • Webinar Video URL: https://youtu.be/MCnERk1_SdI

Thursday 6 November at 11am AEST

It’s a buyer’s market — but preparation determines who wins.

Thousands of baby boomer business owners are preparing to sell, yet many are unprepared for the valuation reality. This webinar will show accountants, bookkeepers, and advisers how to help clients achieve top value by identifying and bridging the valuation gap — the difference between what a business is worth and what the owner expects.

Discover proven strategies, planning tools, and checklists from the ESS BIZTOOLS Selling a Business Product Package to guide your clients from preparation to a successful sale.

Offer Services Over 52 Weeks

  • Date: 2023-03-22
  • Webinar Video URL: https://youtu.be/3vyY3RY6oZU

Wednesday, 22 March 2023 at 11am AEST (12pm AEDT)

More and more clients are expected to be seeking a 52-week-of-the-year accounting service, rather than periodic discussions during the year and a one-hour meeting after the annual financial accounts and income tax return have been prepared.

Clients who are keen to scale up their business and grow it, so that the business value increases, know that they need to have strong financial controls within their business.

In the ESS BIZTOOLS system, this starts with the weekly performance report and then moves into detailed monthly accounts, compared to budgets and cash flow forecasts and KPI analysis, together with a financial report on the month’s performance that is submitted for discussion, at the monthly business review meeting attended by the leadership team.

Plan, Predict, Perform. Advisory That Drives Growth

  • Date: 2025-06-12
  • Webinar Video URL: https://youtu.be/8jJoVMlflUE

Thursday 12 June 2025 at 11am AEST

Ready to help your clients plan smarter and grow faster? This practical webinar will show you how to deliver high-impact advisory services using:

  • strategic planning
  • budgeting
  • cash flow forecasting
  • performance analysis tools

Discover how to implement predictive accounting, track KPIs and build advisory systems that give your SME clients clarity, direction, and confidence. Plus, learn how to position your firm as the go-to advisor for succession planning and business growth.

If you want to shift from compliance to real influence—this is your next move.

Predictive Accounting - Helping Clients Navigate the Future

  • Date: 2023-06-29
  • Webinar Video URL: https://youtu.be/GOl5soVawlU

Thursday 29 June 2023 at 12pm AEST

As their accountant, you are trying to show your SME client the outcome as outlined in the business plan, or identified in the strategic review. This can include the end result of expansion, R&D, patent registration, acquisition of another business, raising capital by issuing shares, and so on.

This webinar will explore the components of Predictive Accounting, including:

- budgets

- cash flow forecast

- projected balance sheets

Predictive Accounting Helps SMEs

  • Date: 2023-07-18
  • Webinar Video URL: https://youtu.be/oOPd0GyBXD8

Tuesday, 18 July 2023 at 10.00am AEST

Predictive Accounting is one of the most exciting and interesting activities for accountants in a public practice to be involved with – why?

As their accountant, one of the services that you can offer to SMEs is to show the outcome of their business, either identified in the strategic review or based on the business plan. This can include the end result of expansion, R&D, patent registration, acquisition of another business, raising capital by issuing shares, and so on.

This webinar will explore the components of Predictive Accounting, including:

- budgets

- cash flow forecast

- projected balance sheets

R&D Tax Incentives Explained: A Game-Changer for SMEs

  • Date: 2025-10-15
  • Webinar Video URL: https://youtu.be/jwQg-FY3LZg

Wednesday 15 October at 11am AEST

Innovation drives business success – but too many SMEs are missing out on valuable government support. The Research & Development (R&D) Tax Incentive rewards companies investing in innovation, yet many don’t realise they qualify or fail to maximise the benefit.

This webinar will cut through the complexity and show accountants, bookkeepers, and advisors how to help clients access this game-changing incentive. You’ll learn:

✅ What activities qualify for the R&D Tax Incentive

✅ The financial benefits available (cash refunds and tax offsets)

✅ Common misconceptions that stop businesses from claiming

✅ How advisors can position themselves as trusted partners in driving innovation

Real-Time Results: Turning Reports into Action

  • Date: 2025-07-17
  • Webinar Video URL: https://youtu.be/Mr6negrsyCk

Thursday 17 July 2025 at 11.00am AEST

How healthy is your SME client’s business?

In this webinar, you’ll learn how to deliver fast, insightful financial interpretations using business health checks, valuations, performance metrics, and benchmarking tools.

Discover how to turn daily, weekly, and monthly data into actionable advice that helps SME clients improve profitability, spot issues early, and stay on track for long-term growth. If you're ready to offer more than compliance, this is your chance to lead with insight.

Help your clients make smarter decisions—faster.

Research and Development - Do You Want to Know More?

  • Date: 2023-07-12
  • Webinar Video URL: https://youtu.be/4zgF-XZyxzA

Wednesday, 12 July 2023 at 12.00pm AEST

Research and Development (R&D) presents a challenge to many accountants in public practice in Australia. It’s surprising to find an accountant who promotes this as part of their service offering.

Thousands of SMEs all over Australia participate in the R&D program, and in so doing, gain significant taxation advantages. This is proven by the statistics released by the Department of Industry, Science and Resources, which indicated that in 2021/22, the refundable tax offset for small companies (annual turnover less than $20million) was estimated to be $2.54billion.

This a lot of tax offset that is earned by SMEs. However, several accountants indicate that they know very little about R&D. Where will the SMEs go for advice?

This webinar will provide an overview of how R&D operates, which will give you adequate knowledge and understanding to enable you to provide an initial advice to your SME clients.

Scaling Up SME Success

  • Date: 2025-05-28
  • Webinar Video URL: https://youtu.be/ueNU1Rah4IU

Wednesday 28 May 2025 at 11am AEST

Take your advisory services to the next level and help your SME clients scale up with confidence. This webinar

✅ virtual CFO services

✅ capital raising strategies

✅ succession planning

✅ R&D support

✅ corporate governance guidance

Learn how to position your firm as the strategic partner SMEs need for growth, funding, and long-term success. If you're ready to move beyond compliance and into premium advisory, this webinar is your launchpad.

Selling Advisory Services

  • Date: 2023-01-24
  • Webinar Video URL: https://youtu.be/mjHJ8HtTXAM

Peter Towers together with Guest Presenter Trevor Marchant, Managing Director of Marchant Dallas have discussed – how to get more referrals than you can poke a stick at …when you want and of the type you want and finally …a service which will actually help them show the clients HOW to improve and grow their business including how to create more sales.

Services that Small/Medium Accountants Could Provide

  • Date: 2022-04-20
  • Webinar Video URL: https://youtu.be/yojpBAF2qhs

Wednesday, 20 April 2022 at 12.00pm AEST

Peter Towers, Managing Director of ESS BIZTOOLS will discuss the services that accountants could provide.

Setting a 50/50 Target

  • Date: 2022-04-07
  • Webinar Video URL: https://youtu.be/Pz3nUhP4cgk

Thursday, 7 April 2022 at 12.00pm AEST

Skills Attraction - Important for Businesses

  • Date: 2023-05-24
  • Webinar Video URL: https://youtu.be/PALMYtKgRI4

Wednesday 24 May 2023 at 12pm AEST

Time Update – It Is Only 37 Days (from the day of this webinar) to 30 June 2023!

“Much of the Australian labour market has been described as tight and candidates short. In fact, the current unemployment rate for Australia of 3.5% is the lowest it’s been since 1974. Businesses have struggled to attract, hire and retain staff and this has become a key hurdle to growth across all sectors.” This is an excerpt from Thomson Reuters’ White Paper, “Leading Australian SMEs in 2023s Changing Economy”.

Team members want to engage in meaningful work. As the key financial advisor to SMEs, it is part of our responsibility to discuss with to them “the power of meaningful work”.

“Through eternal surveys and external data, employees tell us that purposeful, meaningful work is an important driver attached to job satisfaction and retention.”

What role can you play to assist your SME clients to improve their performance of attracting and retaining staff?

The SMEs track record as a reliable employer of choice is very important.

Prospective team members need to be able to clearly identify the purpose and values of the organisation that they are considering applying to join.

Your clients will benefit from gathering feedback continuously during the year as to how the firm is rated by team members – activities such as pulse surveys, and specific research activities.

Some employers have found that focusing on a social impact agenda will assist in the attraction of outstanding applicants and retaining the key talent within their business.

This webinar will further explore this concept of attracting and retaining suitable talent for your firm.

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

Small Firms Benefits of Advisory Services

  • Date: 2023-06-22
  • Webinar Video URL: https://youtu.be/hZV5Or2AKaU

Thursday 22 June 2023 at 12pm AEST

This webinar will explore the dilemma that many more practitioners are in. We will use practical examples made by Andrew Geddes, an Australian accounting industry Guru, as outlined in the recent episode of Business Advisory Services Podcast.

- Are you caught in a “compliance trap”?

- Implementing advisory services by a small firm

SME Advisory Essentials

  • Date: 2025-02-27
  • Webinar Video URL: https://youtu.be/LLPqnzjPPP4

Thursday, 27 February 2025 at 10.00am

Discover how to jump start or enhance your business advisory services with:

  • SME Needs Analysis
  • Fiscal Management – Debtors/Suppliers
  • Research and Development Introduction
  • Retail Pricing to Earn Targeted Profits

plus an overview of the ESS BIZTOOLS’ Starter Package, to assist you to deliver an outstanding financial, commercial and management accounting support to your SME clients.

Solid Foundations: Essentials for SME Success

  • Date: 2025-08-14
  • Webinar Video URL: https://youtu.be/Cm7EGDfIols

Thursday 14 August at 11am AEST

Strong businesses are built on solid foundations. In this must-attend webinar, you’ll learn how to help your SME clients get the essentials right - from cash flow forecasts and KPIs to debtor systems, business plans, and the all-important rhythm of meetings.

We’ll show you how to implement structures that support fiscal discipline, improve performance visibility, and boost business resilience. Perfect for advisors who want to deliver lasting impact - not just short-term fixes.

Help your clients build better businesses—one solid step at a time.

Starter Package Overview

  • Date: 2024-12-05
  • Webinar Video URL: https://youtu.be/jKy9DIRi1ro

5 December 2024 at 3.00pm AEST

Starter Package Overview

  • Date: 2025-03-26
  • Webinar Video URL: https://youtu.be/Y9IQIPxUH3Q

Wednesday, 26 March 2025 at 10.00am AEST

Discover how the ESS BIZTOOLS Starter Package can help accountants, bookkeepers, and business advisors expand their services beyond compliance. This webinar will walk you through essential tools and strategies to provide value-driven advisory services, helping your SME clients improve profitability, cash flow, and business sustainability. Learn how to position yourself as a trusted advisor and unlock new revenue opportunities!

Starter Package: Your Launch Into Advisory Services

  • Date: 2025-11-13
  • Webinar Video URL: https://youtu.be/wibEGlW1J7w

Thursday 13 November at 11am AEST

Ready to take the first step into advisory without feeling overwhelmed?

The ESS BIZTOOLS Starter Package is designed for small accounting and bookkeeping firms eager to provide consistent, high-value communication to their SME clients — through professional newsletters, practical information papers, and structured engagement tools.

In this webinar, you’ll discover how this package helps your firm:

✅ Deliver valuable educational content effortlessly

✅ Strengthen client relationships with regular touchpoints

✅ Build confidence in offering Business Advisory Services

With 16 ready-to-use content packages and optional training sessions, this is your launchpad into becoming your clients’ trusted strategic partner — not just their compliance provider.

Strategic Funding for SME Growth

  • Date: 2025-07-31
  • Webinar Video URL: https://youtu.be/Yk-jjcD0-1o

Thursday 31 July at 11am AEST

Need to help your SME clients fund their next stage of growth?

In this essential webinar, you’ll discover the key funding options available:

✅ Government Grants

✅ R&D Incentives

✅ Venture Capital

✅ Early-Stage Innovation Company

✅ Section 708 of Corporations Act

✅ Crowd Sourced Funding

Learn how to guide clients through loan applications, capital strategies, and grant opportunities like the Export Market Development Grant. This session will equip you to become a trusted advisor in growth finance and funding readiness.

Funding is out there - learn how to help your clients secure it.

Strategic Review for an Accountancy Firm

  • Date: 2023-06-08
  • Webinar Video URL: https://youtu.be/9R5Xfqhx5BY

Thursday 8 June 2023 at 12pm AEST

This webinar will examine the presentation of a strategic review to a client, including the following key components:

- Where are we now and what do we want to look like?

- Utilising a “TOWS” (Trends, Opportunities, Weaknesses, Strengths) analysis to gain a comprehensive understanding of the business now and where it could head.

- The most suitable time of the year to perform strategic reviews in preparation for the next financial year.

- How to utilise strategic review to set the framework for 2023/24 – a year that is going to have significant challenges for most SMEs.

Strategic Reviews - It's Not Too Late!

  • Date: 2023-07-06
  • Webinar Video URL: https://youtu.be/uYiEoW2uJDY

Thursday, 6 July 2023 at 12pm AEST

Every business benefits from the leadership team, utilising “quality time” at least annually, to sit down with key advisors and think about what will happen in the next financial year.

This is a “STRATEGIC REVIEW”!

- What trends are affecting the business?

- What opportunities exist for us?

- What threats/risks exist?

- What do we want to look like in 3/5 years’ time?

- Why do we do what we do?

- What is the business focus – what outcomes do our stakeholders want?

- What 3 things do we have to nail this quarter?

- He is there a change needed for functional responsibilities allocation in the business?

This webinar will outline the importance of STRATEGIC REVIEWS and how it will help develop a more intimate understanding of what motivates not only the CEO or the owner but the whole leadership team of the business.

Succession Planning

  • Date: 2024-12-04
  • Webinar Video URL: https://youtu.be/63xMkolT9ks

Wednesday, 4 December 2024 at 3.00pm AEST

SYSTEMISING BUSINESS ADVISORY SERVICES - SESSION 1

  • Date: 2021-11-26
  • Webinar Video URL: https://youtu.be/s1v1Csa9YEE

Friday, 26 November 2021 at 7.00am AEST/8.00am AEDT

Host presenter: Peter Towers Managing Director ESS BIZTOOLS

Topics to be discussed:

  • Research And Development
  • Accelerating Commercialisation Grant
  • Early-Stage Innovation Company Capital Raising
  • Debtors Management
  • Personal Property Securities Register
  • Government Grants Overview

SYSTEMISING BUSINESS ADVISORY SERVICES - SESSION 2

  • Date: 2021-11-26
  • Webinar Video URL: https://youtu.be/jSW2Zd5TtgY

Friday, 26 November 2021 at 8.00am AEST/9.00am AEDT

Host presenter: Peter Towers Managing Director ESS BIZTOOLS

Keynote presenter: Andrew Geddes

Topics to be discussed:

  • Business advisory services training – SME needs analysis
  • Business planning
  • Crowd sourced funding Equity raising
  • Strategic business mentoring
  • Succession planning

SYSTEMISING BUSINESS ADVISORY SERVICES - SESSION 3

  • Date: 2021-11-26
  • Webinar Video URL: https://youtu.be/lU3fug1efiA

Friday, 26 November 2021 at 9.00am AEST/10.00am AEDT

Host presenter: Peter Towers, Managing Director, ESS BIZTOOLS

Keynote presenter – Amanda Gascoigne, Principal, Amanda Gascoigne Consulting

Topics to be discussed:

  • Business Plus Newsletter
  • Business Health Checks
  • Buying a Business
  • SME Debtors Manual
  • Survival In Difficult Times

SYSTEMISING BUSINESS ADVISORY SERVICES - SESSION 4

  • Date: 2021-11-26
  • Webinar Video URL: https://youtu.be/SmsBeFZrqrc

Friday, 26 November 2021 at 10.00am AEST/ 11.00am AEDT

Host presenter: Peter Towers, Managing Director, ESS BIZTOOLS

Keynote Presenter Paul Barnaby – Regional Integration Consultant Asia-Pacific for PlanGuru and CEO of Beyond Accounting Technologies

Topics to be discussed:

  • Cash Flow Management
  • Budgets and Cash Flow Forecasts
  • Tradie Charge out Calculator
  • Professional Charge out Calculator
  • Retailer/Wholesaler Pricing Calculator
  • Predictive Accounting – Budgets – Cash Flow Forecasts – Projected Balance Sheets

SYSTEMISING BUSINESS ADVISORY SERVICES - SESSION 5

  • Date: 2021-11-26
  • Webinar Video URL: https://youtu.be/m6_wawTyRcM

Friday, 26 November 2021 at 11.00am AEST/ 12.00pm AEDT

Host presenter: Peter Towers, Managing Director, ESS BIZTOOLS

Keynote Presenter – Priscilla Bea Smith, Director, Cloud Nine Associates

Topics to be discussed:

  • Client Seminars/Webinars
  • Chief Financial Officer Services
  • Selling a Business
  • Leadership
  • ESS BIZTOOLS Papers

Systems Assist Success

  • Date: 2025-02-20
  • Webinar Video URL: https://youtu.be/4QhaSITI2fg

Thursday, 20 February 2025 at 10;.00am AEST

The opening webinar briefing of the Systems Assist Success Series is being presented on Thursday, 20 February 2025 at 10.00am AEST and will feature brief presentations on:
• Advisory services training
• Rhythm of meetings
• Starting a business
• Business Plus Newsletter
• Trades charge out rate calculator
• Together with a brief overview of the Advisory Intro Package developed by ESS BIZTOOLS to assist Accountants and Bookkeepers who are interested in establishing Advisory Services for their clients.

Take The Lead from Uncle Sam

  • Date: 2022-11-22
  • Webinar Video URL: https://youtu.be/7yLzg35XYSs

Tuesday, 22 November 2022 at 1.00pm AEST / 2.00pm AEDT

The Past has no Future

  • Date: 2023-05-10
  • Webinar Video URL: https://youtu.be/6QG8i2ZoGFA

Wednesday 10 May 2023 at 12pm AEST

“The past has no future” was the key quotation in the “Leading Australian SMEs in 2023 Is Changing Economy” White Paper, produced by Thomson Reuters.

The key messages from this White Paper for public accountants were as follows:

- “For many, cash is tight” – we all know that, but what are you doing for your clients? For example, have you conducted a line by line review of their expenses to see what savings could be made?

- “Online training is very important” and there is the possibility that some of your clients could undertake this activity has a revenue producer.

- “We must grow to survive” – how can you assist your clients to grow so that they can survive? Most of them will need assistance on the preparation of growth strategies, which could then be incorporated into their business plan, budgets, cash forecast and projected balance sheets.

- What is the “potential for the development of new markets” for your client? Prepare SWOT analysis on individual projects to firm up on a strategy.

- Your client might need additional funding for the business – it could be very beneficial for your client if you raise that question now and explore where that funding might be sourced. Whichever funding source is chosen – loans or capital raising by the issue of shares in the company – your client is going to require a business plan, budget, cash way forecasts and projected balance sheets. Exactly the same kind of data that clients will need in their endeavours to grow to survive.

There is a clear message here for accountants. In the past, many of us have ignored these key documents that are definitely required by business in the future if they are going to be successful.

It is now only 53 days to 30 June 2023!

This webinar will provide an understanding of how you can implement strategies for your client which are not relying on the past.

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