Chief Financial Officer Services Product Package

The product package will assist your firm to deliver an outstanding Chief Financial Officer service to clients who want to have a closer involvement with their accountant as a VIP adviser.

About This Package

Gold Silver
  • Many SME operators (especially with turnover of $2.5M plus) are seeking an accountant who is aware of a broad range of commercial issues who can proactively supply an enhanced service as a Chief Financial Officer.
  • This product package will assist you to supply a service to take your client to the “next level” and “add value” to their business.

Webinar Recording

Included in This Product Package:

  • This is thirteen step training program:
  • Introduction to Business Advisory Services
  • Getting organised for Business Advisory services
  • Offering Business Advisory Services
  • Team Training for Business Advisory Services
  • Leadership Strategies for Business Advisory Services
  • Marketing Strategies for Business Advisory Services
  • Review of Product Services that could be Offered
  • Use of SME Needs’ Analysis
  • Selection of products to be offered Product Champions
  • Planning Seminar to launch Business Advisory Services
  • Selling Business Advisory Services
  • Implementation of Business Advisory Services
  • One on One Meetings for Business Advisory Services
  • ESS BIZTOOLS will provide 2 x 1 hour coaching via Zoom for an individual firm
  • 12 Months Subscription
  • A newsletter targeted at your SME clients
  • Concentrates on Commercial Matters
  • 13 Editions Annually
  • Marketing and Promotional Material
  • 12 Months Subscription

Package Content

The Chief Financial Officer Services Product Package is coordinated by the “Procedure Control Form”.

  • The key sections are as follows:
  • Quotation and Proposal
  • Financial Functions
  • Commercial Functions
  • Business Performance and Growth
  • Company Secretarial
  • Retail Businesses
  • Trade Businesses
  • Manufacturers
  • Professions
  • Hotels/Motels Industries
  • Tourism
  • Contractors

Want To Know More?

The technology, communication systems and software packages now available enable accountants/business advisers to be able to deliver a Virtual Chief Financial Officer service to small/medium enterprises (particularly with turnovers over $2.5 million per annum) situated anywhere in Australia, irrespective of where the accountants/business adviser is located.

Over the last 15 years, the small business community has been asking, in survey after survey, for a wider range of commercial services to be made available to them.

The Chief Financial Officer Product Package gives accountants/business advisers the tools to be able to deliver an outstanding range of services to your small/medium enterprise clients who want to go to the “next level” and want “value” added to their businesses.

The package was developed following a review of advertisements for Chief Financial Officers, Chief Accountants and Finance Directors, which were placed for positions within listed public companies and major charities/not-for-profit organisations.

When these advertisements were analysed it was obvious that many of the duties that had been identified by these types of organisations also applied to small/medium enterprises. Unfortunately most small/medium enterprise organisations do not have skilled, full-time qualified team members responsible for activities like accounting, where as in a listed public company, in most cases they do.

From this research we have developed a series of forms, templates, PowerPoint slides and spreadsheets to assist accountants/business advisers to implement an appropriate range of Chief Financial Services that you have configured for the benefit of an individual client.

The key functions in the Chief Financial Officer Services Product Package are:

Compliance Function:
  • Taxation
  • Audit

Financial Function:
  • Expenses and cost control
  • Capital expenditure
  • Financial accounts
  • General ledger integrity
  • Analysis of financial data
  • Management overview of accounting system

Commercial Functions:
  • Information Technology Functions

  • Human Resources

  • Finance (Treasury functions)

  • Risk Management

  • Budgets and Cashflow Forecasts

  • Working Capital

  • Grants

Business Performance and Growth:
  • Business Performance

  • Customers

  • Selling

  • Business Valuations

  • Due Diligence Report

  • Research and Development

  • Investment Readiness

Company Secretarial:
  • Company secretary
  • Corporate governance
  • Directors

  • Retail businesses
  • Trades businesses
  • Manufacturing businesses
  • Professionals
  • Hotels/motels industries
  • Tourism
  • Contractors

Gold, Silver, Bronze Packages:
  • Gold package of bundled services

  • Silver package of bundled services

  • Bronze package of bundled services

Other tasks (for consideration):
  • What if questions

  • Vision Statement for the business

  • Monitoring the businesses performance

  • Advice on potential affect from digital disruption

What is also Included in this Package:

ESS BIZTOOLS will provide 2 x 1 hour coaching via Zoom for an individual firm

Business Advisory Services Briefings
ESS BIZTOOLS will conduct monthly 30 minutes group update sessions with subscribers’ Business Advisory Services Managers.

Business Plus Newsletter
Business Plus+ is produced monthly (February to December) with two additional editions being produced in May - "Federal Government's Budget Effects on SMEs" and "End of Year Tax Planning". Business Plus+ includes information on business development items, which will encourage your clients to use a wider range of services from your accountancy business. We also enclose links to the appropriate ESS BIZTOOLS material that contains additional information on the subject matters raised within Business Plus+ for internal reference.

By offering Chief Financial Officer services to your clients, who wish to avail themselves of a more “commercially orientated accounting service”, an accountancy/business advisory business will be satisfying client requirements but at the same time developing a varied income stream for the accountancy/advisory business and also offering a significant variation of work for the accounting team.

There are thousands of businesses in Australia with turnovers over $2.5 million that have aspirations to grow their businesses. Most of these businesses cannot afford a full-time Chief Financial Officer, but they would like to receive the range of services that they would expect to receive if they did have a full-time CFO. This gives a tremendous opportunity to accountancy/business advisory businesses to supply a broader range of very interesting, professional services to your clients.


Get Started

Learn How to Provide Business Advisory Services Now