Supercharge Your Firm With Financial Forecasting
Accountants Minute 396
As an accountant, bookkeeper, or business advisor, you know that SMEs often struggle with financial planning, business scaling and long-term sustainability. But what if you could be the key to transforming their growth journey?
With the ESS BIZTOOLS Financial Forecasting Product Package, you gain the tools to provide high-value advisory services that empower SMEs to successfully ‘scale-up’ and seize new opportunities.
Join us for a complimentary webinar on this game-changing product package on Friday 14 March at 10am AEST.
Business Planning: A Must-Have for SME Growth
Business planning is not just for startups – It’s a crucial annual exercise for all SMEs. It helps businesses refine strategies, assess competition, enhance corporate governance and plan for growth. However, most SMEs lack the time or expertise to undertake this process effectively.
That’s where you step in! The ESS BIZTOOLS Financial Forecasting Package equips you with structured tools to facilitate business planning, ensuring your clients have a solid roadmap for success.
Predictive Accounting: The Financial Blueprint for SMEs
Predictive Accounting bridges the gap between a business plan and its financial impact. With our Four-Way Forecasting Methodology (an enhancement of the traditional three-way forecast), you can provide clients with detailed projections across:
Budgets (Income Statement): Individual budgets for each entity/business within an organisation.
Key Drivers: Essential financial metrics to track and optimise performance.
Cash Flow Forecasting: A clear view of cash movements to enhance decision-making.
Projected Balance Sheet: A forward-looking perspective on financial health.
By mastering Predictive Accounting, you position yourself as the ‘Financial Storyteller’, guiding SMEs toward strategic, data-driven growth.
Crowd Sourced Funding: Unlocking Capital for Expansion
Did you know SMEs can raise up to $5M per year through Crowd Sourced Funding (CSF) Equity Raising? With the right financial and strategic planning, your clients can tap into this alternative funding method without an extensive compliance burden.
Our Crowd Sourced Funding Equity Raising Package equips you to assist SMEs in preparing essential documents such as:
✅ Business Plans
✅ Valuation Reports
✅ Predictive Accounting Reports
✅ Crowd Sourced Funding Offer Documents
This is a massive opportunity for accountants to add value beyond compliance and support high-growth businesses.
Research & Development: Helping SMEs Maximise Government Incentives
Many SMEs overlook Research & Development (R&D) tax incentives due to misconceptions about complexity. With the ESS BIZTOOLS R&D Package, you can guide clients through the process, ensuring they secure the tax benefits and financial support available.
Your role? Think of yourself as an internal auditor, ensuring accurate documentation, compliance, and timely submissions to AusIndustry and the ATO. This not only benefits your clients but also creates new advisory service opportunities for your firm.
Succession Planning: Preparing SMEs for the Future
Leadership transitions, ownership changes, and future-proofing businesses require structured succession planning. The ESS BIZTOOLS Succession Planning Package simplifies this process, giving you the resources to help SMEs secure long-term sustainability while mitigating risks.
Take Your Advisory Services to the Next Level!
The Financial Forecasting Product Package is designed to transform your firm into a proactive advisory powerhouse. Don’t miss this opportunity to expand your expertise and elevate your SME clients.
Join the webinar on Friday 14 March at 10am AEST & discover how to implement these services. Register to your preferred date below.
For a complimentary consultation on implementing these packages in your firm, email or call 0418 190 181 to book a 40-minute Zoom session.
Visit our website – www.essbiztools.com.au – to discover the detailed overview of the services provided by ESS BIZTOOLS. You are also welcome to contact us on 0418 190 181 or email .
HEADS UP: Discover Systems to Assist SMEs Achieve Success
Join us for an exclusive webinar series, free of charge, where we will dive into powerful solutions designed to give your firm a competitive edge. Discover how our innovative tools can help you streamline operations, enhance advisory services and drive success for your SME clients and, in turn, your firm. Register to your preferred webinar below.
Advanced Strategies for SME Growth – Thursday 6 March at 10am AEST
Future-Proofing SMEs – Friday 14 March at 10am AEST
Don’t miss this opportunity to gain actionable insights and explore how ESS BIZTOOLS can transform the way you support your SME clients.
ESS BIZTOOLS Podcast
In this episode of Accountants Minute podcast, Peter Towers, Managing Director of ESS BIZTOOLS, explores the crucial role of systems in ‘scaling up’ SMEs. Drawing from real-world business insights and MYOB research, Peter discusses how poor debtor management, inadequate supplier agreements, and lack of cash flow planning contribute to SME failures. He highlights the importance of structured processes, weekly financial tracking and strategic planning to ensure business sustainability. Tune in to discover practical strategies accountants, bookkeepers and business advisors can use to help their clients build robust financial systems and drive growth.
CLICK HERE TO LISTEN TO OUR PODCAST
Listen to more Accountants Minute Podcast episodes here
Want to know more?
Visit www.essbiztools.com.au.
If you would like to have a discussion about how this concept of virtual CFO services can be supplied by Australian accounting firms please ring our Managing Director, Peter Towers, on (07) 4724 1118 and we will arrange a complimentary 45-minute Zoom meeting to discuss your firm’s position and to give you our advice.
We believe that this is the blueprint for the delivery of an enhanced range of services by Australian Accounting and Bookkeeping firms to assist SME businesses to add value to their businesses and to assist accountants and bookkeepers not only to attract but to retain outstanding talent who want to be involved in the delivery of “real accounting services”.
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