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Posted: 18 June 2024
Empower Your Accountancy/Bookkeeping Firm

Empower Your Accountancy/Bookkeeping Firm

Advisory Services News - Issue 23

Good day!

We hope this message finds you well. We want to extend an exclusive invitation to you to explore ESS BIZTOOLS and discover how our tailored solutions can empower your Accountancy/Bookkeeping Firm to deliver a range of “Enhanced Advisory Services” to your SME clients.

Recently, we debuted our revamped Financial Forecasting Webinar series with a highly informative session titled “Familiarity Update – Financial Forecasting Package.” This session covered a broad spectrum of topics essential for SMEs, including:

  • Chief Financial Officer Services – providing "real accounting services to SMEs."
  • Business Planning – essential for every business.
  • Crowd Sourced Funding Equity Raising – accessible to almost every company in Australia with a turnover under $25 million, with a maximum capital raise of $5 million possible.
  • Early-Stage Innovation Company – aimed at small companies engaged in innovative activities, with significant government incentives for investors.
  • Research and Development – while thousands of SMEs engage in R&D annually, many accountants overlook this opportunity to support companies on the "Innovation Journey." ESS BIZTOOLS has developed product packages to assist you in servicing your clients through part or all of the research and development journey.
  • Debtors Management and Debtors Systems Manual – SMEs need a clear understanding of debtors for effective Fiscal Management. These packages help you guide your clients in implementing systems to ensure regular monitoring of debtors, a critical aspect of Fiscal Management.
  • Personal Property Securities Register – ignorance of this legislation can lead SMEs into financial difficulties. This package equips you with resources to mentor your clients on effectively utilizing this legislation.
  • Strategic Business Mentoring – CEOs at all levels need proactive communication from their key financial advisor. This package provides insights into the issues your clients may seek advice on but might hesitate to ask about, fearing you only focus on "taxation matters."
  • Succession Planning – crucial not only for CEOs and Leadership Teams but for the entire team, ensuring ongoing training to enable internal promotions, thus avoiding the costly, time-consuming, and risky process of hiring new staff.
  • Business Evaluation Workshop – resources to help you ask the right questions as your client completes a detailed analysis of "Survival in Difficult Times." Every year in Australia, businesses face challenges from droughts, floods, cyclones, bushfires, or a major business closure that threatens SME survival. This workbook and associated articles will assist you in guiding clients through such emergencies.

For those who missed the webinar or wish to revisit the session, you can access the recording by clicking here.

Additionally, we are thrilled to announce our upcoming special webinar featuring Paul Barnaby, FCA, a Predictive Accounting Expert. Join us on June 13th at 12 noon AEST to explore the "PlanGuru Software for the Preparation of Predictive Accounting Reports." Register now by clicking here.

To make things even better, we’re excited to announce our End of Year Sale. This is a fantastic chance to get our Financial Forecasting Package at a special discounted price. It’s a limited-time offer, ending on Monday, 1 July 2024, so don’t miss out on the savings and the opportunity to gear up your firm with essential tools.

Later this year, we will present another “Familiarity Update Webinar” covering additional aspects of our “Financial Forecasting Product Package.” Stay tuned for updates on this insightful session.

For more information on any of our services or to discuss how ESS BIZTOOLS can support your specific needs, please do not hesitate to reach out. We are committed to providing exceptional service and helping you achieve your business objectives.

The team at ESS BIZTOOLS looks forward to the opportunity of supplying the ESS BIZTOOLS Product packages to you to assist in the delivery of “Enhanced Advisory Services” to your SME clients.

You are most welcome to visit our website www.essbiztools.com.au where you will find full details of the Advisory Services included within the ESS BIZTOOLS Product Packages.

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