Predictive Accounting - An Outstanding Diversified Service!

Predictive Accounting enables accountants to utilise their skills to assist SME clients to navigate future problems in addition to recording the financial history of what has already occurred.  It’s too late to change what has already occurred, but there is a great opportunity for accountants to be a valued partner with clients in the development of winning strategies for the future by helping to interpret a Business Plan into a “Financial Plan Incorporating Budgets for each Operation, Cashflow Forecast and Projected Balance Sheets.”

This is an outstanding diversified service – CommBank Accounting Market Pulse, released in May 2021, indicated that 95% of the accountants who were interviewed for the preparation of that report had stated that they would be implementing “diversified services” over the next couple of years.

Predictive Accounting is a “High Level Value Adding Service” for your SME clients.

ESS BIZTOOLS has joined with PlanGuru and Beyond Accounting Technologies to develop a unique product package for Australian accounting, bookkeeping, business advisory and Chief Financial Officer firms, incorporating world-class software licensed to be used with 10 clients as part of the basic subscription (normally 3 clients), high levels of support and training, CPD training via the “Certified Predictive Accounting (CPA) Training Process”.

PlanGuru:

“PlanGuru offers a full suite of affordable budgeting/forecasting software that provides advisors the optimal approach to build 3-way forecasts for both their simplest and most complex clients.  With QuickBooks, Xero and Excel imports available, a fully structured 3-way model (with KPIs) can be set up in minutes.  Then with 20+ prebuilt forecasting methods, debt modelling tools and KPI predictors, you’ll be able to create multiple scenarios that will enable your clients to make better, more informed decisions.  Later this year, PlanGuru is rolling out its new fully cloud-based App, enabling advisors to engage and guide their clients with a more interactive, real-time reporting and analytics experience”.  Tripp Graham, Marketing Director, PlanGuru.

“Become a CPA - Certified Predictive Accountant:

The process to become qualified as a CPA - Certified Predictive Accountants is as follows:

1. Subscribe to ESS BIZTOOLS’ Predictive Accounting Package, to ensure access to PlanGuru software.
2. Participate in three online, collaborative training sessions, conducted by Beyond Accounting Technologies, where we:
   1. Create client case study file and import historic data.
   2. Decide on key drivers applicable and link to Budget accordingly.
   3. Finalise Budget for one or more years, for Income Statement, Balance Sheet and Cashflows.
   4. Import actuals and prepare Variance Statement(s).
   5. Archive Budget and Prepare Rolling Forecasts.
   6. Design appropriate Cloud and other client reports.
   7. Discuss client review meetings and other interaction.

The case studies are prepared by each participant and individually submitted to Beyond Accounting Technologies for marking and review.

On release of a satisfactory report, the Certificate and Badge are issued to the graduating participant”.

Paul Barnaby, Managing Director, Beyond Accounting Technologies.

Want to know more about this outstanding diversified service to add value to your clients?  Why not join us for a free webinar on Friday 20th August 2021 at 12-noon AEST with presenters:

• Tripp Graham, Marketing Director, PlanGuru from California;
• Paul Barnaby, Managing Director, Beyond Accounting Technologies and Australasian Representative for PlanGuru; and
• Peter Towers, Managing Director, ESS BIZTOOLS

To register - click here.

Extension of 50% discount offer:

We know that many accountants, bookkeepers, business advisors and Chief Financial Officers are experiencing significant difficulties because of the COVID-19 lockdowns.  We have extended our 50% discount offer until 6th September 2021:

• Business Advisory Services Starter Package – 50% discount – your investment $999 (including GST) for 12 months access.
• Advanced Package (previously known as Gold) (this package includes all of the ESS BIZTOOLS material, including access to ESS BIZGRANTS) – 50% discount – your investment $3,250 (including GST) for 12 months access.
• Chief Financial Officer Service Package – 50% discount – your investment $1,375 (including GST) for 12 months access.
• Innovation Package – 50% discount – includes Research and Development, Accelerating Commercialisation Grant, Early Stage Innovation Company Capital Raising Process and Business Advisory Services Training – $2,500 (including GST) for 12 months access.

Upcoming Webinars Presented By ESS BIZTOOLS

• “Business Advisory Services Implementation Training - Client Seminars/Webinars - Characteristics of a Well Run Business” - Tuesday 17th August 2021. To register (click here).
• “Predictive Accounting” - Friday 20th August 2021 at 12-noon AEST. To register (click here).
• “Business Advisory Services Implementation Training - Retail Pricing Calculator - Aligning Product Mixes & Mark-ups to Earn Targeted Profits” - Wednesday 25th August 2021 at 12-noon AEST. To register (click here).
• “Business Advisory Services Implementation Training - Business Health Checks - Pharmacy & Supermarkets” - Tuesday 31st August 2021 at 12-noon AEST. To register (click here).

Did You Miss Our Recent Webinar?

We’re happy to be able to give you access to the webinar recordings:

• “Business Advisory Services Implementation Training - Client Seminars/Webinars - Characteristics of a Well Run Business - Tuesday 10th August 2021 - click here.

Want To Know More?

You are invited to “Book A Demo” on ESS BIZTOOLS with Peter Towers, Managing Director, ESS BIZTOOLS to gain a better understanding of the services that are available within ESS BIZTOOLS and ESS BIZGRANTS? 

You can book a demo at www.essbiztools.com.au or contact Peter Towers:

• Email:
• Telephone: 1800 232 088

Stay safe!
Have a great day!