There Is Much To Navigate When It Comes To Developing Financial/Commercial/Management Accounting Advisory Services Within Your Accounting/Bookkeeping Firm…
– selecting the right clients, knowing who in the team should be doing what, how to successfully market and 'sell' advisory services in a way that demonstrates value to the client.
Let our “Guide to Diversifying to Include Financial/Commercial/Management Accounting Advisory Services as an Allied Service to Compliance”, help clarify what you need to know about these types of engagements. Read through the articles linked below and if you have any questions, of course do not hesitate to reach out.

Getting Started
Should we even bother in providing Financial/Commercial/Management Accounting Advisory Services to our clients? If it does make sense, how do we this get started? Let this series of articles address these common questions and concerns to help you make an informed decision as to whether or not this journey is right for your firm.
Marketing & 'Selling' Financial/Commercial/Management Accounting Advisory Services
When you establish yourself as an invaluable tool in a client’s business toolbox, you go a very long way to advancing your status from “tax return preparer” to “business advisor”. However, it can be difficult finding a way to approach clients and prospects about your Financial/Commercial/Management Accounting Advisory Services Package, particularly if most of the work that you have done before relates to the preparation of Annual Accounts and Income Tax Returns. Let this series of articles address some of the ways you can begin to market and sell Financial/Commercial/Management Accounting Advisory Services to your clients and prospects.
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How To Approach Marketing Business Advisory Services
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Creating The Perfect Proposal When It Comes To Advisory Engagements
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Developing a point of difference for your firm
Delivering Financial/Commercial/Management Accounting Advisory Services
If you don’t understand how the engagement should flow end to end, you’ll struggle to introduce non-compliance related services into your accounting/bookkeeping firm. The good news is that through ESS BIZTOOLS PRODUCT PACKAGES, you will be able to leverage our pre-existing materials and engagement templates to help you to understand how to execute advisory services with confidence. Let this series of articles address some of the ways to implement Financial/Commercial/Management Accounting Advisory Services with your clients.
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Why Your Accounting/Bookkeeping Firm Should Consider Offering Strategic Financial/Commercial/Management Accounting Advisory Services To Clients
The Accounting/Bookkeeping profession is presently undergoing a great transformation caused by various forces:
- Technology developments
- Taxation Office system upgrades
- team members work preferences contributing to Talent Attraction and Retention Problems for many firms
- Communication facilities
- The increasing rate of business failures identifying that many Small Medium Enterprises require Financial and Commercial Services input from someone – preferably accountants/bookkeepers!
These forces represent an incredible opportunity for accounting/bookkeeping firms open-minded enough to sense the business opportunity that these forces are delivering.
It is our observation that these forces represent a significant opportunity for accountants/bookkeepers to diversify their service offerings by utilising today’s technology and communications to deliver services which will assist SME clients to grow and prosper whilst the professional firms will be rewarded from the input of diversified income streams and Talent Attraction and Retention issues will be reduced as a consequence of their Team Members undertaking interesting and challenging work.
A commitment to offering financial/commercial advisory services will free entrepreneurial, ambitious and client focused accountants/bookkeepers from the 90% plus shackles of compliance-based services towards a world of diversified high impact engagements with SME clients achieved through the delivery of Financial/Commercial Advisory Services.
The ESS BIZTOOLS PRODUCT PACKAGES are written to be easily digested and understood, this short paper reviews the diversifying of accountancy/bookkeeping services and identifies why this is important, not only for the accountancy profession but also for the SME market, on which thousands of accounting /bookkeeping firms are reliant.
To obtain your complimentary copy of “Diversifying Accounting Services – Why?” please complete the following and you will be able to download YOUR FREE E-BOOK.
