WEEKLY REFLECTIONS: Trusted advisor delivery is changing!
Business Advisory Services Update
Delivery of COMPLIANCE and ADVISORY SERVICES is what SMEs deserve from their TRUSTED ADVISOR.
“The role of a TRUSTED ADVISOR is crucial in helping people and businesses find ways to continue to thrive” – 2024 NAB Accounting and Financial Planning Report
The key opportunity is for accounting firms to offer SMEs a CHIEF FINANCIAL OFFICER SERVICE that is a smaller replication of what occurs for larger firms who employ a full-time CFO.
ADVISORY SERVICES starts with ‘Daily Activities’ – not at the end of the financial year!
ESS BIZTOOLS has developed a new product package to assist Accountants and Bookkeepers who are new to the delivery of Advisory Services.
To find out more, register to our complimentary webinar, to be held on Tuesday 19 March at 11am AEST. CLICK HERE to register.
