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500-070 - Turning Your Accountancy Business Into A Client Business Centre

There is no doubt that the accountancy profession is changing. This has been driven by the greater expectations from small/medium enterprises, technology development, changes originating from the Australian Taxation Office relative to the lodgement of wage earner tax returns and the introduction of ...Read more
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There is no doubt that the accountancy profession is changing. This has been driven by the greater expectations from small/medium enterprises, technology development, changes originating from the Australian Taxation Office relative to the lodgement of wage earner tax returns and the introduction of Standard Business Reporting. Many accountancy businesses are now planning (or already have done so) to introduce new products and services so as to be more involved with their clients in the future.

To be able to successfully introduce new products and services for clients it will require a whole range of other activities to dove tail in so that the grand plan can be properly executed.

One such activity is "Business Advisory Services". The key vehicle to delivering Business Advisory Services is to turn your accountancy business into a "Client Business Centre".

Some of the topics covered in this paper are:

  • Accountancy Industry
  • Client Requirements
  • Development Of A "Client Business Centre"
  • Team Building
  • Management Of The "Client Business Centre"
  • Services That Could Be Offered By A "Client Business Centre"
  • Seminars For A "Client Business Centre"
  • Client Education Material In ESS BIZTOOLS
  • Using ESS BIZTOOLS
  • Client Survey Form
  • SME Needs Analysis Form