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Our 'AFTERS' Promise

Why ‘AFTERS’ are Critical in the Delivery of Financial Storytelling

Over the last few months, ESS BIZTOOLS has released articles that may have sparked your interest in the concept of Financial Storytelling.

This summary goes one step further highlighting the importance of after-sales service or ‘AFTERS’ in the delivery of enhanced services to your clients.

We believe that Accountants wanting to supply services beyond taxation, need to develop financial storytelling skills to help explain key business development knowledge to their SME clients.

Ensuring that you have an appropriate range of ‘AFTERS’ develops confidence within your accounting team that your product packages have been professionally prepared and are being supported.

There is a growing demand amongst SME clients for virtual CFO roles and Business Advisory Services. This trend is set to continue as more SME clients look to their accountants for help in running and growing their businesses during what could be turbulent times ahead.

This trend has also evolved because of:

  • Reduction in wage earner tax returns, which will potentially reduce professional firms’ income. Just have a look at what the Australian Taxation Commissioner said publicly a few months ago – click here.

  • More businesses seeking to raise capital by the utilisation of Section 708 of The Corporations Act, Early Stage Innovation Company Capital Raising and Crowd Sourced Funding Equity Raising.
  • Capital raising requires businesses to have prepared realistic Business Plans, Budgets, Cash Flow Forecasts and Projected Balance Sheets.
  • A growing number of businesses are undertaking research and development activities expecting to claim the Research and Development Tax Rebate.
  • More SMEs are exporting, resulting in more applications being submitted for the Export Market Development Grant.

If you elect to become a member of ESS BIZTOOLS we will make the following ‘AFTERS’ promises to you:

  • We will assist in providing resources to help your team to deliver Business Advisory Services for SMEs with the ESS BIZTOOLS Business Advisory Services Training Package – 13 modules which will guide your team through the advisory process.

  • Training and mentoring services – within one week of you subscribing, we will arrange mutually suitable dates and times for the delivery of training on individual products within the ESS BIZTOOLS Package to which you subscribed by Zoom meetings.

  • How to use our SME Needs Analysis will be discussed within the training and mentoring sessions so that there is an understanding as to how this product can be put to work to determine what additional services an individual client requires.

  • You will have access to training videos on each product package.

  • We present monthly webinars exclusively for our members.  In each webinar, we discuss an individual product package in great detail.  You and your colleagues will be able to attend these events delivered via Zoom.

  • Our monthly Business Plus+ Newsletter can be badged with your firm’s name and address and sent out to your clients and prospects. Using analytics, you’ll be able to identify which clients are interested in specific topics.  We suggest that you contact them to see whether they are interested in having further discussions. This type of proactive marketing can lead interesting business opportunities for your firm.

  • We produce approximately 25 ESS BIZTOOLS podcasts each year.  These give you the opportunity to stay abreast of topical subjects generally related to Business Advisory Services, Chief Financial Officer Services and Predictive Accounting.

  • The ESS BIZTOOLS Members Alert will be sent to you on a fortnightly basis to keep you aware of issues relative to ESS BIZTOOLS and ESS BIZGRANTS products, upcoming webinars and other items of interest to Accountants, Bookkeepers, Business Advisors, CFOs servicing the SME market.

  • Hundreds of papers that you can badge with your firm’s name and send your clients and prospects.  These papers will be updated as required.  New papers will be prepared and uploaded to our website during the year.  As a member, you will have access to this material to use with your clients and prospects.

We will continue to produce updates to our material and new articles so you can confidently deliver Business Advisory Services and/or virtual CFO to your SME clients.

Remember … We will always be on hand to help you deliver the services in our ESS BIZTOOLS Package to your clients.

If you’d like to check out the details of our subscription packages.

Subscription Packages

Like to know more?

Visit www.essbiztools.com.au for more details.  You are also invited to visit www.essbizgrants.com.au, a platform that can help you identify government grant that could be suitable for your clients.

If you would like to have a discussion about how Business Advisory Services and virtual CFO Services could work for your SME clients, please call us on 1800 232 088.

We’ll arrange for a no-obligation Zoom call with our Managing Director, Peter Towers. Peter’s an expert in diversifying accounting practices and can give you all the information you need to know.

If you have any questions please don’t hesitate to contact us.