A Conversation with the Client
Advisory Services News - Issue 10
Hi…..
Welcome to this update on ESS BIZTOOLS ADVISORY SERVICES NEWS.
A CONVERSATION WITH THE CLIENT
SMEs welcome the opportunity to have a discussion with their bookkeeper/accountant on issues relating to their business activities and not always on taxation matters.
The art of ‘Delivering Advisory Services’ to SME clients is centred on open communication. Utilising ‘SME Needs Analysis’ can assist with this.
The SME Needs Analysis, developed by ESS BIZTOOLS, is a series of ‘discussion points’ that you could raise with your client, to gauge whether there is any interest and possibly submitting a proposal to your client for undertaking specific activities.
The best approach is to visit your client at their premises for a cuppa and have a chat about matters that could include:
How is the Business?
Are you happy with your profit?
Is the cash flow okay?
Are the day-to-day activities satisfactory – are there changes needed?
Are you happy with department sales?
Gross profit percentage?
Stock levels?
Team member productivity?
Financial goals – is there need to improve?
Sales? Margins? Cash flow?
Do you need more information?
Daily – are you receiving the daily report?
Weekly – would a Performance/Profitability Report which summarises all of the key data for the week and the profitability estimate be helpful for you?
Would an analysis of your monthly performance assist you to continue to operate a good business?
These are some of the follow-on discussion points that can emerge from utilising the ‘SME Needs Analysis’, to assist Bookkeepers and Accountants to have meaningful conversations with your clients about their worries – their concerns, many of which you can probably fix for them to give them improved information so that they are able to concentrate on improving the business’ overall performance.
CLICK HERE to find out more about the SME Needs Analysis.
You are most welcome to have a go and utilise the SME Needs Analysis. CLICK HERE to download your complimentary copy.
WEBINARS
You are invited to join us for a free webinar which will give you a better insight into the Product Packages developed by ESS BIZTOOLS to assist you to “Deliver Advisory Services” to your clients:
Advisory Intro Package (Level I)
Friday 5 April 2024 at 11.00am. AEST – to register click here; or
Wednesday, 10 April 2024 at 2.00pm AEST – to register click here
Starter Package (Level II)
We presented the Starter Package (Level II) webinar yesterday, if you missed the webinar, please click here to view the webinar or join us on Thursday 11 April 2024 at 12 noon AEST to register click here.
If you would like to know more about our services please visit www.essbiztools.com.au or send us an email or Telephone (07) 4724 1118
We look forward to hearing from you as we proceed with the launch of Advisory Services for Bookkeeping and Accountancy Firms.
Thank you for investing the time in reading this email and we do look forward to your participation in our webinar.
