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Gain comprehensive access to our tools and templates designed to help you execute the more advanced commercial engagements

Reserved for those experienced accountants, our BAS Advanced Package subscribers gain access to a greater suite of tools and templates designed to give your firm a sustainable point of difference.

Subscribers to our BAS Advanced Package gain access to everything in our BAS Starter Package, as well as the tools templates and marketing materials necessary to execute the following advanced engagements:

52 Week Business Enhancement System

To deliver Business Advisory Services a new level of knowledge about a client’s business affairs is required by accountants, equivalent to “an inch wide and a mile deep”.

Significantly more knowledge than required for the preparation of Annual Accounts and Income Tax Returns is required.

The material with ESS BIZTOOLS traces the journey that is required for accountants to undertake including:

  • Leadership Team meetings – with Questionnaire

  • Review of current Business Plan (if prepared)
  • Review of current Budgets and Cash Flow Forecasts (if prepared)
  • Review of Projected Balance Sheets (if prepared)
  • Review of current KPI and Data System
  • Due Diligence review of the “Business Journey” – from start to finish with Checklists, file note, incorporating “1 inch wide and 1 Mile Deep Analysis”
  • Daily Reporting System – very important for some businesses
    • Checklist provided
  • Weekly Reporting System – necessary for every business:
    • Weekly Performance Report and Profitability Estimate
    • KPIs / Data Alerts
    • Budget Variations
  • Monthly Financial Accounts – all business operations
  • Comparison to Budget
  • Key Performance Indicators / Data update
  • Analysis of KPIs and Data statistics and report to Leadership Team
  • Working Capital / Cash Flow Forecast Analysis and Report
  • Monthly Financial Report for Business Review Meeting – Leadership Team
  • Participant (hopefully) as a Board of Advice Member
  • Report to Board of Directors

Virtual Chief Financial Officer SERVICES

  • Business Plan Preparation

  • Predictive Accounting Reports
    • Budgets (all Business Units)
    • Key Drivers
    • Cash Flow Forecasts
    • Projected Balance Sheets

The technology, communication systems and software packages now available enable accountants/business advisers to be able to deliver a Virtual Chief Financial Officer service to small/medium enterprises (particularly with turnovers over $1 million per annum).

When the engagement is structured correctly, the accountant can perform a vCFO engagement from anywhere in Australia, irrespective of where the accountant’s business is physically located.

Virtual Chief Financial Officers gives accountants a series of forms, templates and spreadsheets to assist them to implement an appropriate range of commercial services that you have configured for the benefit of an individual client.

Research and Development Engagement

The Research and Development Engagement Package developed by ESS BIZTOOLS contains a series of papers, forms, videos, flow charts, and Excel workbook that will help suitably qualified accountants obtain R&D Tax Rebates for their clients.

You’ll receive:

White label documents to guide you step-by-step through the engagement and that you can badge with your firm’s branding.
52 Business Advisory Services Forms to assist in completing the wide range of tasks required to be attended to for the Research and Development journey.
14 papers on various matters relating to Research and Development from the identification of an “idea” through to the completion of the annual registration form with AusIndustry and the information to be included in the company’s taxation return relative to research and development activities.
Research and Development workbooks to facilitate the recording of Research and Development expenditure comprising labour, labour on costs, other direct costs, supporting Research and Development costs and the total Research and Development costs.

The system includes Instructions and forms to facilitate the calculation of feedstock adjustment and clawback of government grants and government reimbursements for Research and Development expenditure.

Procedure form for the calculation of a company’s Research and Development incentive rebate for the financial year.

Raising Capital

As an experienced accountant, it is our strong belief that you are well placed to complete the documentation and advise on the process to help suitable clients raise capital. The majority of companies interested in Crowd-Sourced Funding Equity Raising, Early Stage Innovation Company Capital Raising or Section 708 of the Corporation Act Capital Raising will require assistance from accountancy/business advisory firms for the preparation of their Crowd-Sourced Funding Offer Document and possibly associated documents. This gives an outstanding opportunity for your firm to offer proactive advice to your clients and prospects and to differentiate your services from those of other accountants

Corporate Governance

Product Package to assist accountants to mentor SME Directors on the duties and responsibilities of Directors, Company Secretary and Leadership Team Members.

Other Key Components of the Advanced Package:

  • All of the Product Packages include in the Starter Package
  • Personal Property Securities Register (PPSR)
  • Strategic Business Mentoring
  • Risk Management
  • Business Health Checks (KPI and Data Analysis)

ONE-ON-ONE TRAINING / GROUP WEBINARS / ADDITIONAL TRAINING

As a new subscriber to the Advanced Package, your firm will receive 1 x 60 minutes training session for your firm via Zoom.

This session gives your firm an overview of the system package to inform your firm on the delivery of Business Advisory Services.

In addition, you'll receive access to our monthly group webinar for our subscribers. Hosted by Peter Towers, these webinars allow you to ask questions on an ongoing basis, and learn from other subscribers who are executing Business Advisory Services within their firms. The theme for each webinar will relate to a Product Package within ESS BIZTOOLS.

Can't make a live webinar? No problem - each webinar is archived and made available as a recording for you to listen to at your leisure.

If you require additional training / mentoring, no problems, your firm can subscribe for additional training at a day and time to suit you and you can specify the items to be covered.

Please Note: 50% upfront payment.
After each session 50% of the effective hourly fee – payable within 30 days.

 

Optional Extras

Additional Support – Business Advisory Services

Should you require additional support or assistance ESS BIZTOOLS will provide the following:

  • 1 hour Training Session: PRICE: $ 440 (inclusive of GST)

  • 3 x 1 hour Training Session: PRICE: $1,221 (inclusive of GST)

  • 6 x 1 hour Training Session: PRICE: $2,376 (inclusive of GST)

  • 12 x 1 hour Training Session: PRICE: $4,488 (inclusive of GST)

 

At Each Training Session

  • You are welcome to submit discussion points (please send 48 hours prior to the session time)

  • We will conduct a Briefing Review on the Action your firm has taken on the previous session Action Plan.

You will receive after each Training Session

  • Video recording of the Training Session
  • Action Plan for the matters discussed
Money Back Guarantee
If after 60 days, you are not completely satisfied with ESS BIZTOOLS, we will gladly refund your subscription.