ess biztools overview - great opportunities from digital disruption

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Helping you and your business clients T H R I V E

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We provide the TOOLS to help your accountancy business make the transition from compliance to Business Advisory Services such as papers, templates, scripts, forms, proposal letters & powerpoint slides. All covering a wide variety of areas: Business Health Checks Business Evaluation Workshop Budgets/Cashflow Forecasts Cashflow Management Succession Planning CFO Services Strategic Business Mentoring Buying a Business Selling a Business Business Planning Making Clients Aware of Business Advisory Services

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Page 1: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

Helping you and your business clientsT H R I V E

Page 2: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

Helps accountants deliver non-compliance services to

SMEs

What is ESS BIZTOOLS?

www.essbiztools.com.au

Page 3: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

24/7 Access to ESS BIZTOOLS Products and ToolsWhat’s in ESS BIZTOOLS?

PRODUCTS:

Page 4: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

24/7 Access to ESS BIZTOOLS Products and ToolsWhat’s in ESS BIZTOOLS?

PRODUCTS:

Page 5: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

24/7 Access to ESS BIZTOOLS Products and ToolsWhat’s in ESS BIZTOOLS?

TOOLS:

Page 6: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

24/7 Access to ESS BIZTOOLS Products and ToolsWhat’s in ESS BIZTOOLS?

TOOLS:

Page 7: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

24/7 Access to ESS BIZTOOLS Products and ToolsWhat’s in ESS BIZTOOLS?

How it works

Page 8: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Small to medium sized businesses rely on

professional advice and services to increase their

profits

CCH and MYOB Surveys have identified services

that SMEs want

ESS BIZTOOLS can help make the transition from

compliance work to business advisory services

easier by providing a systemised process to follow

Why Business Advisory Services?

Business Advisory ServicesAn Exciting New Direction For Accountants

Page 9: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

What is the problem?

Page 10: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Professional services – including accountancy

businesses will face a 32% disruption over the next

2 ½ years

Deloitte Report “Digital Disruption”- a short-fuse, big bang?

Business Advisory ServicesAn Exciting New Direction For Accountants

Page 11: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Page 12: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Accountants - Grasp The Opportunity!

Treat digital disruption as an

OPPORTUNITY

Provide services that SMEs want

Offer business advisory services

Page 13: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Building the foundation

Getting PREPARED to offer

business advisory services

using ESS BIZTOOLS

Page 14: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Identify Government Grants For SMEs

Page 15: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Program to ensure IMPLEMENTATION of business

advisory services

Page 16: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Page 17: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

Deliver the dreamCFO services for SMEs

ESS BASIP –

Implementation

ESS BIZTOOLS – Templates

ESS BIZGrants – Grant Reports

Page 18: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Advisory ServicesAn Exciting New Direction For Accountants

$4B disruption

Significant opportunity

NO action not an option

Page 19: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Health Checks Business Evaluation

Workshop Budgets/Cashflow

Forecasts Cashflow Management Succession Planning

What’s in Business Advisory Services? We provide the TOOLS to help you make the transition from compliance to Business Advisory Services such as papers, templates, scripts, forms, proposal letters & powerpoint slides. All covering a wide variety of areas:

Business Advisory ServicesAn Exciting New Direction For Accountants

CFO Services Strategic Business

Mentoring Buying a Business Selling a Business Business Planning Making Clients Aware of

Business Advisory Services

Page 20: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Business Plus+Client Newsletter

Keep clients up-to-date with the latest business tips and developments with your own monthly

newsletter Useful for both SME clients and accountants Rebrand with your firm’s logo & details Able to be sent as an E-newsletter Valuable content that covers topics your SME

clients want & need Articles encourage clients to ask you

questions A great way of staying in contact with your

clients 13 editions annually

Page 21: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

36 seminars/webinars targeted at SMEs including:

PowerPoint Slides Relevant Papers Seminar/webinar Organisational Material Ready for use by accountants

Client Seminars/Webinars

Page 22: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Client Seminar/Webinar Material

Organisational material includes:

General Hints Invitations Timetables Booking Forms Survey Forms Thank you letters

Delegate Notes

PowerPoint Slides

Page 23: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Client Mentoring and Coaching

Selected material to assist clients’ knowledge on business development subjects including:

Purchasing or Commencing a Business

Introductory Management

Experienced Management

Dealing with Banks Business Planning Corporate

Governance

Business Networks Preparation & use of

Periodic Financial Accounts

Exporting Marketing Family Business Getting Investment Ready

Page 24: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

Series 1

Cove

r Let

ter

Surv

ey F

orm

Series 1 Download Topics

www.essbiztools.com.au

Client Mentoring and Coaching

Page 25: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

Leadership Modules

Team and Teamwork Leadership: Making

the Difference Developing

Leadership People Skills

Developing Relationships and Trust

Specifically prepared training modules for team members on leadership:

Motivation Counseling and

Coaching Delegation Problem Solving

and Decision Making

Page 26: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

Identify government grants for your clients

www.essbizgrants.com.au

Page 27: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbizgrants.com.au

ESS BIZGrants enables accountants to easily identify any possible government grants which

may be available for their clients

What’s in it for accountants? a better service for your clients an efficient way to identify

information an opportunity to earn fees

ESS BIZGrantsUsing Technology To Identify Government Grants

Page 28: ESS BIZTOOLS Overview - Great Opportunities from Digital Disruption

www.essbiztools.com.au

ESS BIZTOOLS

ESS BIZTOOLS – Membership ESS BIZTOOLS – Membership FeesFees

ATSA PACKAGESPECIAL GOLD SUBSCRIPTION

(including ESS BIZGrants)

33% discountreduced to $1,989.90 (GST inc.)

Registration by 30th November 2013