Be The Expert - Financial Forecasting

Welcome to this update on ESS BIZTOOLS ADVISORY SERVICES NEWS. 

BE THE EXPERT – FINANCIAL FORECASTING

Accountants and Bookkeepers if you wish to improve the performance of your professional firm you need to embrace the delivery of commercial services that will assist your clients to survive, thrive and scale up.

Preparing a set of Financial Accounts quarterly or annually and the Income Tax Return does not assist SMEs to Survive, Thrive or Scale up!

You need to offer a range of commercial services and implement a system to deliver real-time information – daily, weekly, monthly and then repeat the process each month thereafter.

At the end of the year you can then prepare the Income Tax Return which does not contribute to the challenges of survival, thriving or scaling up a business.

If you disagree with this comment – Do you think offering Advisory Services is viable for your firm?

What is viable is “being the expert” and one of the most important introductions to the Advisory Process is the “Financial Forecasting Package” developed by ESS BIZTOOLS.

You are invited to view the webinar that we produced this week – “Be The Expert – Financial Forecasting Package”

The key headings within the webinar are:

• Be the expert – virtual Chief Financial Officer services
• 52-week business enhancement system
• Business due diligence essential
• Perform as the virtual CFO
• Benefits from adopting “big business approach” – management/accounting disciplines

ESS BIZTOOLS assists bookkeepers and accountants “Deliver Real Accounting Services”:

• Business Plan
• Predictive Financial Reports – Budgets All Operations – Calculating Charge Out Rates and Selling Prices to Achieve Budget – Key Drivers of Subaccounts – Cash Flow Forecast – Predictive Balance Sheet
• Daily Reports for each operation
• Weekly performance and profitability estimate for each operation
• Monthly Financial Accounts with KPIs and Business Metrics
• Comparison of Actual Performance to Budget for each operation
• Balance Sheet Analysis – Debtors – Creditors – Inventory – Cash Flow
• Rolling Forecast for revised Financial Forecasts
• Monthly Financial report

Periodic Work:

• Strategic Review – preferably March – June each year
• Income Tax Returns

Chief Financial Officer Service Assignments:

• Business Funding Proposals
• Loans
• Capital raising:
  • Section 708 of the Corporations Act
  • Crowd Sourced Funding Equity Raising
  • Early Stage Innovation Company Capital Raising
  • Venture Capital Raising
• advising CEO relating to the business
• Corporate Governance Mentoring
• Risk Management Monitoring
• Personal Property Securities Register
• Government Grants
• Internal Control Reviews
• Performing Company Secretary Duties
• Being the “Financial STORYTELLER” for the business

Commercial Services:

• Buying a Business
• Selling a Business
• Debtors Management
• Succession Planning
• Survival in Difficult Times

Predictive Accounting Reports

• PlanGuru software included

Your investment for the ESS BIZTOOLS Financial Forecasting Package

Special offer available until 7 May 2024

• 12 monthly payments of $1,056 including GST = $12,672

Or,

• 12 months upfront subscription payment including GST of $10,560

Group Training – 10 presentations per annum

INTERESTED IN SUBSCRIBING?

Please go to www.essbiztools.com.au click on “Packages And Pricing” and then click on Financial Forecasting

If you have any questions about the “Delivery of Advisory Services to SMEs” please do not hesitate to contact us –   or Telephone (07) 4724 1118