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500-020 - Using The Accountancy Business Development Checklist

The Business Development Checklist is an ideal way to ensure that every type of service being offered by your accountancy business can be reviewed and discussed with your client to determine whether the client wishes you to include that service in the package of services being offered. Never assume ...Read more
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  • Description
  • Specifications

The Business Development Checklist is an ideal way to ensure that every type of service being offered by your accountancy business can be reviewed and discussed with your client to determine whether the client wishes you to include that service in the package of services being offered.

Never assume that the client will not want a particular service.  Most of the items in the Business Development Checklist could be considered mandatory for all well run businesses to be using.

The accountancy business needs to have developed the skills and the confidence to sell the services to their client.  This paper gives an overview of the Business Development Checklist under the following headings:

  • Why Use The Checklist?
  • Weekly Performance Estimates
  • Detailed Financial Management Accounts
  • Business Activity Statement Preparation
  • PAYG Taxation Review
  • Key Performance Indicators
  • Benchmark Comparisons
  • Financial Performance And KPI Review And Report
  • Budgets And Cashflow Forecasts
  • Update Of Budgets And Cashflow Forecasts
  • Board Of Advice/Directors' Meetings