Business Advisory Services Introduction Product Package

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

The ESS BIZTOOLS Business Advisory Services Introduction 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 Package

The training package 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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Package Content

The Business Advisory Services Introduction 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:

Team Training
Step 4:

Leadership
Step 5:

SME Needs' Analysis
Step 6:

Marketing Strategies

Step 7:

Review of Products
Step 8:

Planning Seminar to Launch Business Advisory Services
Step 9:

Selling Business Advisory Services
Step 10:

One-on-One Meeting with Client
Step 11:

Implementation of Business Advisory Services for your Clients

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Business Advisory Services Introduction Training Modules

View Breakdown of all 11 Modules

Module 1 - Introduction to Business Advisory Services
Facilitator:

What do SMEs want? Assistance on Non-Compliance Financial Services
Procedure Control Form for each Module
Partner Evaluation
Team Member's Survey
Client Surveys
Industry Groups
Attributes of "A" & "B" Class Clients
Predictions of Accountancy Business Evolution 2018-2021

Module 2 - Getting Organised for Business Advisory Services
Balanced Scorecard Questionnaire

SWOT Analysis
Competitive Advantage
Foundation Work
Do you want to be different?
What is the CFO's role?
Business Advisory Centre
Setting the scene
Future services that you could offer your clients

Module 3 - Team Training for Business Advisory Services
Meetings with Team Members

Mentoring Program
Product Champions
Industry Champions
Career Development Plans
Coach
Team Member Responsibilities
The Right People Checklist
Training Program for BAS
Mentor(s)
Business Development Manager

Module 4 - Leadership Strategies for Business Advisory Services
8 Steps to Introduce Change

Pre-Facilitation Survey
Leadership Evaluation Record
Leadership Development - Evaluation Survey

Module 5 - SME Needs' Analysis

SME Needs' Analysis
Current Business Performance
Taxation Planning
Future Planning
Wealth Creation
Risk Management
Capital Raising Opportunities for SMEs
Succession and Estate Planning
Business Improvement
Finance
Business Advisory Services
Other Services

Module 6 - Marketing Strategies

Checklist for BAS Marketing Plan
Checklist of Conversion Rate Techniques & Tactics
Checklist for Successful Marketing Hints for Business Advisory Services
Marketing Positioning Checklist
Performance Standards
Identification of Clients for Business Advisory Services
Digital Disruption… Is it a Disruption or an Opportunity?
Small Business Surveys

Module 7 - Review of Products

Potential Products/Services
Performance Standards
Gold Package of Bundled Services
Silver Package of Bundled Services
Bronze Package of Bundled Services
Individual Product Packages

Introduction of Individual Product Modules:

Debtors' Management
SME Debtors' Management
PPSR Due Diligence Review
CFO Services
Cashflow Management
Budgets & Cashflow Forecasts
Succession Planning
Strategic Business Mentoring
Business Planning Consulting
Business Evaluation Workshop
Buying a Business
Selling a Business
Grants for SMEs - ESS BIZGRANTS
Business Health Checks:
Pharmacies
Road Transport
Supermarkets
Clothing Retail
Commercial Building Industry
Crowd-Sourced Funding Equity Raising
Early Stage Innovation Company
Capital Raising
Leadership
Mentoring Sessions
Business Plus+ Client Newsletter
Chief Financial Officer Services Package
Budgets & Cashflow Forecasts
Cashflow Management
PPSR Due Diligence System

Module 8 - Planning Seminar to Launch Business Advisory Services

Organisational Checklist - Seminar for BAS
Venue Booking Confirmation
Seminar Invitation
Seminar Timetable
Handout for each Product
Seminar Attendees' List
Script for Introduction of New Services
Script for each Product
Script - How do we assist our Clients?
Planning Seminar to Launch BAS

Module 9 - Selling Business Advisory Services

Guidelines for Submitting the BAS Proposal
Work Flow Process for BAS Checklist
BAS Selling Guide
Quotation Form - for each Product
Client's Work Brief
Work Program Budget Quotation Form - for each product
Proposal - for each product
Selling Business Advisory Services

Module 10 - One-on-One Meeting

SME Needs' Analysis
CFO Services
Strategic Management Consulting
Work Program Budget Quotation Form Succession Planning Consultancy
Proposal for Succession Planning Consultancy Assignment

Module 11 - Implementation of a Business Advisory Services Strategy for your Clients

Assignment Completion Checklist
Introductory Seminar Checklist
Overcoming Perceived Objections
Offering BAS Checklist
Management of the Practice Development Enterprise
Turning your Accountancy Firm into a "Client Business Centre"

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