Want to know what your clients want?
Business Advisory Services Update
Ask a receptive client some questions…
How’s the business and the role you play in it?
How is the Financial Performance? Profit? Cash? Margins?
Are you dispensable? Have you ever had 4 weeks leave since you started your business?
Consequences for tax?
Creating wealth with what’s left?
Protecting your assets and family?
Succession plans?
Estate plans?
Finance needs?
IT initiatives?
What Keeps You Awake at Night?
What other services would you like us to provide?
Are you confident that the VISION for your business will be achieved?
Are significant secrets of your business kept in your head?
ESS BIZTOOLS has developed the SME Needs Analysis which will guide you through this process of gaining an understanding of the issues that are of concern to an individual client, so that you can tailor your Advisory Services program to fit your client’s needs.
Want to know more? Andrew Geddes discussed these matters in the recent episode of ESS BIZTOOLS Business Advisory Services Podcast. A snippet discussing this particular are is featured in today’s video.
ESS BIZTOOLS is offering an outstanding package with a special 30 June incentive, to assist small accounting/bookkeeping firms to get started delivering advisory services. Click here to find out more about our Starter Package and to subscribe.
If you are not a small accounting firm and already have some experience in offering advisory services, click here to find out more about our special 30 June offer on Advanced Package.
