What Services Can You Offer SMEs

Good day!

Welcome to this update on ESS BIZTOOLS ADVISORY SERVICES NEWS. 

WHAT SERVICES CAN YOU OFFER SMES?

For decades the accounting profession, and most likely your firm, has been relying on traditional accounting services – mostly renewable annual engagement centered on tax, audit and for some firms financial planning.

The shift to Advisory Services brings with it the requirement for individual firms to develop their own comprehensive range of product packages or to subscribe to an organisation like ESS BIZTOOLS to access the product packages that are required to suit the requirements of individual clients.

The ESS BIZTOOLS product packages include organisational material to assist in the delivery of a first-class service to your clients including:

• Individual products comprising – Procedure Control Forms – Checklists – Explanatory Papers for you to send to your client – Flowcharts to explain processes such as Research and Development – Business Advisory Services Forms – Videos for a range of services including:
  • Business Planning
  • Business Review Retreat Checklists
  • Predictive Accounting Reports – Budgets – Key Drivers – Cash Flow Forecast – Projected Balance Sheets
  • Charge Out Rate Calculators to achieve targeted profits – trades businesses – Manufacturing businesses – professional service firms
  • Selling Price Indicators for retailers – wholesalers based on product mix and mark-ups to achieve targeted profits
  • Risk Management
  • Personal Property Securities Register Due Diligence Guidelines
  • Business Health Checks
  • Buying a Business
  • Chief Financial Officer Services Guidelines and Checklist
  • Cash Flow Guidelines
  • Debtor’s Management
  • Debtor’s Systems Manual
  • Business Valuations
  • Fundraising for SMEs
• section 708 of the Corporations Act
• Early Stage Innovation Company
• Crowd Sourced Funding Equity Raising
• Venture Capital Raising
  • Corporate governance
• Board of Directors
• Board of Advice
  • Government grants
• Industry Growth Program
• Research and Development Tax Rebate
• Export Market Development Grant
• Numerous other Federal, State, Territory Grants
  • Selling a Business Guidelines
  • Succession Planning

ESS BIZTOOLS includes these products and more in the four product packages that are available for subscribers.  You can explore the offerings at www.essbiztools.com.au

These product packages and training programs assist Accountants and Bookkeepers to deliver effective Advisory Services to SME clients.

If you would like a one-on-one complimentary review Zoom meeting with our Founder and Managing Director, Peter Towers please email us at