Business Advisory Services Introduction Product Package

11 Modules to assist a firm to prepare for the delivery of BAS

The ESS BIZTOOLS Business Advisory Services Introduction Training Modules provides accountants/advisers with a training package to introduce the team to a range of new business activities relative to non-compliance services.

About This Package

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The training package will assist in the introduction of your team to business advisory services so as to assist you to:
  • become a business advisor to your SME clients
  • stay up to date with new business opportunities for accountants to offer to small/medium enterprise operators
  • reduce accountants/advisers research and preparation costs
  • build report and relationships with your SME clients
  • retain staff by offering “real accounting work”
  • increase revenue from “new revenue streams”
  • deliver product solutions for a wide range of SME concerns

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Package Content

The Business Advisory Services Introduction Training Module incorporates commentary on the following areas

  • Step 1:
    Introduction to Business Advisory Services
  • Step 2:
    Getting Organised for Business Advisory Services
  • Step 3:
    Team Training
  • Step 4:
  • Step 5:
    SME Needs' Analysis
  • Step 6:
    Marketing Strategies
  • Step 7:
    Review of Products
  • Step 8:
    Planning Seminar to Launch Business Advisory Services
  • Step 9:
    Selling Business Advisory Services
  • Step 10:
    One-on-One Meeting with Client
  • Step 11:
    Implementation of Business Advisory Services for your Clients

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Business Advisory Services Introduction Training Modules

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View Breakdown of all 11 Modules

Module 1 - Introduction to Business Advisory Services

  • What do SMEs want?  Assistance on Non-Compliance Financial Services
  • Procedure Control Form for each Module
  • Partner Evaluation
  • Team Member's Survey
  • Client Surveys
  • Industry Groups
  • Attributes of "A" & "B" Class Clients
  • Predictions of Accountancy Business Evolution 2018-2021

Module 2 - Getting Organised for Business Advisory Services
Balanced Scorecard Questionnaire

  • SWOT Analysis
  • Competitive Advantage
  • Foundation Work
  • Do you want to be different?
  • What is the CFO's role?
  • Business Advisory Centre
  • Setting the scene
  • Future services that you could offer your clients

Module 3 - Team Training for Business Advisory Services
Meetings with Team Members

  • Mentoring Program
  • Product Champions
  • Industry Champions
  • Career Development Plans
  • Coach
  • Team Member Responsibilities
  • The Right People Checklist
  • Training Program for BAS
  • Mentor(s)
  • Business Development Manager

Module 4 - Leadership Strategies for Business Advisory Services
8 Steps to Introduce Change

  • Pre-Facilitation Survey
  • Leadership Evaluation Record
  • Leadership Development - Evaluation Survey

Module 5 - SME Needs' Analysis

  • SME Needs' Analysis
  • Current Business Performance
  • Taxation Planning
  • Future Planning
  • Wealth Creation
  • Risk Management
  • Capital Raising Opportunities for SMEs
  • Succession and Estate Planning
  • Business Improvement
  • Finance
  • Business Advisory Services
  • Other Services

Module 6 - Marketing Strategies

  • Checklist for BAS Marketing Plan
  • Checklist of Conversion Rate Techniques & Tactics
  • Checklist for Successful Marketing Hints for Business Advisory Services
  • Marketing Positioning Checklist
  • Performance Standards
  • Identification of Clients for Business Advisory Services
  • Digital Disruption… Is it a Disruption or an Opportunity?
  • Small Business Surveys

Module 7 - Review of Products

  • Potential Products/Services
  • Performance Standards
  • Gold Package of Bundled Services
  • Silver Package of Bundled Services
  • Bronze Package of Bundled Services
  • Individual Product Packages

Introduction of Individual Product Modules:

  • Debtors' Management
  • SME Debtors' Management
  • PPSR Due Diligence Review
  • CFO Services
  • Cashflow Management
  • Budgets & Cashflow Forecasts
  • Succession Planning
  • Strategic Business Mentoring
  • Business Planning Consulting
  • Business Evaluation Workshop
  • Buying a Business
  • Selling a Business
  • Grants for SMEs - ESS BIZGRANTS
  • Business Health Checks:
  • Pharmacies
  • Road Transport
  • Supermarkets
  • Clothing Retail
  • Commercial Building Industry
  • Crowd-Sourced Funding Equity Raising
  • Early Stage Innovation Company
  • Capital Raising
  • Leadership
  • Mentoring Sessions
  • Business Plus+ Client Newsletter
  • Chief Financial Officer Services Package
  • Budgets & Cashflow Forecasts
  • Cashflow Management
  • PPSR Due Diligence System

Module 8 - Planning Seminar to Launch Business Advisory Services

  • Organisational Checklist - Seminar for BAS
  • Venue Booking Confirmation
  • Seminar Invitation
  • Seminar Timetable
  • Handout for each Product
  • Seminar Attendees' List
  • Script for Introduction of New Services
  • Script for each Product
  • Script - How do we assist our Clients?
  • Planning Seminar to Launch BAS

Module 9 - Selling Business Advisory Services

  • Guidelines for Submitting the BAS Proposal
  • Work Flow Process for BAS Checklist
  • BAS Selling Guide
  • Quotation Form - for each Product
  • Client's Work Brief
  • Work Program Budget Quotation Form - for each product
  • Proposal - for each product
  • Selling Business Advisory Services

Module 10 - One-on-One Meeting

  • SME Needs' Analysis
  • CFO Services
  • Strategic Management Consulting
  • Work Program Budget Quotation Form Succession Planning Consultancy
  • Proposal for Succession Planning Consultancy Assignment

Module 11 - Implementation of a Business Advisory Services Strategy for your Clients

  • Assignment Completion Checklist
  • Introductory Seminar Checklist
  • Overcoming Perceived Objections
  • Offering BAS Checklist
  • Management of the Practice Development Enterprise
  • Turning your Accountancy Firm into a "Client Business Centre"

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If, after 60 days, you are not completely satisfied with ESS BIZTOOLS, we will gladly refund your subscription.

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