Clients Need Accountant's Assistance
Business Advisory Services Updates
Crowd Sourced Funding presents accountants with an opportunity to be able to undertake a significant range of professional services to assist clients to be able to raise capital direct from the public.
The process includes:
- Briefing your client on the Crowd Sourced Funding journey from the initial discussion through to receiving a list of the new shareholders from the Intermediary.
- Mentoring your client on the Crowd Sourced Funding Intermediary’s role and responsibilities.
- Preparation of – Business Plan, Budgets, Cashflow Forecasts.
- Introducing your client to Crowd Sourced Funding Intermediaries and assisting in the selection of the Intermediary to be utilised by your client.
- Preparation of the CSF Offer Document.
- Negotiations with the Intermediary relative to the acceptance of the Offer Document.
Full details of the entire journey are summarised in the ESS BIZTOOLS' Crowd Sourced Funding Product Package.
Book a Demo: https://www.essbiztools.com.au/booking-calendar
