Should Your Firm Include Advisory Services to SMEs
Advisory Services News - Issue 7
Hi…..
Welcome to this update on ESS BIZ TOOLS ADVISORY SERVICES NEWS.
There are some big questions to be considered by Bookkeepers and Accountants as we approach the end of the first quarter of 2024. Should your Bookkeeping/Accounting Firm include Advisory Services in the schedule of services that you are offering SME clients?
If you are interested in offering Advisory Services I would like to talk to you. The first opportunity for having a conversation is tomorrow – Tuesday at 1:30pm AEST when I will be presenting ESS BIZTOOLS “Advisory Intro Webinar”.
To register for this free 45 minute webinar please click here.
In the webinar I will explore the resources that are included within the ESS BIZTOOLS “Advisory Intro Product Package” which assists Bookkeepers and Accountants who are wanting to commence offering Advisory Services to your clients. I look forward to talking to you Tuesday, 26 March 2024 at 1:30pm AEST.
Last Friday we conducted a Q&A overview of the Business Advisory Services Starter Package presented by ESS BIZTOOLS. We have prepared an Advisory News briefing on that Q&A session. You can access Advisory News Briefing Issue 6 by clicking here.
In the Q&A session we discussed Research and Development because many SMEs are undertaking Research and Development activities and one of our concerns is Research and Development is an Advisory Services Opportunity that many Bookkeepers and Accounting Firms miss out on. To assist you with a understanding of how we approach Advisory Services at ESS BIZTOOLS you can access Flowchart Number 050 “Flowchart for the Determination of New Knowledge – Planning a Research and Development Project” that assists in communicating to your client what the basic requirements are if the client wishes to be able to make a claim under the Research and Development Tax Incentive.
You can access Flowchart Number 050 – by clicking here.
If you have any questions on any aspect of the services supplied by ESS BIZTOOLS to assist Bookkeepers and Accountants to deliver a broad range of Advisory Services to SME clients please do not hesitate to contact us. You can send us an email or Telephone 1800 232 088 and we will be happy to organise a complimentary Zoom meeting with you and your colleagues to discuss the Advisory Services Resources that our subscriber members are able to access that you could be utilising in your firm.
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.
