Business Advisory Services Training

13 Modules to assist a firm to prepare for the delivery of BAS

The ESS BIZTOOLS Business Advisory Services Training Modules provides accountants/advisers with a training package to introduce the team to a range of new business activities relative to non-compliance services.

About This Product

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The training modules will assist in the introduction of your team to business advisory services so as to assist you to:

  • become a business advisor to your SME clients
  • stay up to date with new business opportunities for accountants to offer to small/medium enterprise operators
  • reduce accountants/advisers research and preparation costs
  • build report and relationships with your SME clients
  • retain staff by offering “real accounting work”
  • increase revenue from “new revenue streams”
  • deliver product solutions for a wide range of SME concerns

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Product Content

The Business Advisory Services Training Module incorporates commentary on the following areas

  • Step 1:
    Introduction to Business Advisory Services
  • Step 2:
    Getting Organised for Business Advisory Services
  • Step 3:
    Offering Business Advisory Services
  • Step 4:
    Team Training for Business Advisory Services
  • Step 5:
    Leadership Strategies for Business Advisory Services
  • Step 6:
    Marketing Strategies for Business Advisory Services
  • Step 7:
    Review of Product Services that could be Offered
  • Step 8
    Use of SME Needs’ Analysis
  • Step 9
    Selection of products to be offered/Product Champions
  • Step 10
    Planning Seminar to launch Business Advisory Services
  • Step 11
    Selling Business Advisory Services
  • Step 12
    Implementation of Business Advisory Services
  • Step 13
    One on One Meetings for Business Advisory Services
  • ESS BIZTOOLS will provide 2 x 1 hour coaching via Zoom for an individual firm

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Business Advisory Services Introduction Training Modules

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