Business Planning Package

Business Plans for business people are like maps for tourists.

About This Package

Gold Silver
  • Assisting a small/medium enterprise business to prepare a business plan is a very satisfying project for an accountant’s/business adviser’s team. You will gain a far more in-depth insight into your client’s business than what you will ever obtain preparing annual accounts and income tax returns. You can use that knowledge to assist the business to add value by going to the “next level”.
  • This is a process which should be repeated every 12 months to review progress, discuss problems and to plan how to develop the business in the next 12 months.

Webinar Recording

Package Content

The Business Planning Package incorporates commentary on the following areas:

  • Articles on the business planning process.
  • Business Planning Module Control Form.
  • Briefing templates for the client to use with other professionals:
  • marketing
  • intellectual property
  • technology etc
  • Business planning articles for your client.
  • Business planning proposal template.
  • Business Plan Questionnaire selection for:
  • Food Retail
  • Manufacturing
  • Trades
  • Professionals
  • Other Retail
  • New Technology
  • Hotels/Motels
  • Tourism
  • Private Schools
  • Wholesalers
  • Farming
  • Exporters/Importers
  • Think Tank Meeting Template.
  • Staff Interview Form.
  • Shareholder Interview/Survey Form
  • Customer Survey Form
  • Other Key Stakeholder Interview Form
  • Review of Assignment Checklist (Peer Review)

Want To Know More?

Welcome to this overview on Business Planning.  The preparation of business plans is a task that I am very keen to see more and more accountants become involved with.

The following are my comments on the benefits for your clients and your accountancy business from the preparation of business plans.

Accountants, business plans are “real accountants’ work”, and that’s what I want to talk to you about today. “Real accountants’ work”.

The majority of small/medium enterprises want more information, more commercial information and more business information from their principal advisers… their accountants.

The majority of SMEs crave for this additional information, but you will have to be proactive in marketing and communicating to your clients that you are able to offer business advisory services if, indeed, you offer business advisory services or you’re planning to do so; don’t expect your clients to know that you are performing these tasks unless you tell them and market your services to them.

Purchase Package

Subscribe to this single package and get access to its content.
If, after 60 days, you are not completely satisfied with ESS BIZTOOLS, we will gladly refund your subscription.
or

Purchase Subscription

Get access to multiple or all ESS BIZTOOLS' content via a subscription option below.

All content available with Gold Level Subsacription

Subscribe

All content available with Silver Level Subscription

Subscribe

Partial content available with Bronze Level Subscription

Subscribe

Partial content available with Free Trial Access Subscription

Subscribe



View detailed list of accessible material

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

Want to know more or keep updated with ESS BIZTOOLS?
Sign up for our FREE newsletter, download our information brochure or view a webinar...

FREE Webinar

Attend one of our free webinars specially focused on helping accountants offer exceptional services to their SME clients.

Webinars

FREE Report

Do you really know what advice your clients want from you? To find out request a copy of 'Advice That Your Clients Want'.

Email

Free Articles

Affiliates Wanted

Become an affiliate and earn additional income.
ESS BIZTOOLS’ AFFILIATE CAMPAIGNS
ESS BIZTOOLS is conducting a series of product campaigns for sales of products/services to accountancy businesses, business consultants, advisers and bookkeeping businesses.
AFFILIATE PARTICIPATION ON ESS BIZTOOLS
We are happy to extend an invitation to an affiliate to participate as a supplier of services in promotions to our subscribers. If you are interested in this, could you please contact us?
SMALL/MEDIUM ENTERPRISE MARKET
We have launched the ESS Small Business website which is primarily targeted at small/medium companies and enterprises as well as not-for-profits, charities, sporting and social organisations.

Contact Details

12 Eclipse Street, ROWES BAY, QLD 4810
(07) 4724 1118
Toll Free: 1800 232 088
sales@essbiztools.com.au

  • Tax Work Avoid the Famine
    Accountant's Minute 184: It’s sad, but true. Tax compliance work alone isn’t going to keep your practice running in the years to come. Recent research amongst the Top 100... more
  • Clients Aren't Mushrooms
    Accountant's Minute 183 - Don't Keep Them In The Dark: How often do you stay in contact with your SME clients? Is it just once a year to remind them it’s tax time again, or maybe, every three months for their... more
  • What Do Your Clients Expect From You in 2019
    Accountant's Minute 182: Have your clients, as part of their New Year resolutions, asked themselves….  “Am I getting everything I should be getting from my accountant?”... more
  • Complacency - A Good Way To Go Broke
    Accountant's Minute 181: When you hear of new, innovative ideas in the world of accounting, is your first reaction to say “Oh well, my clients wouldn’t be interested in that”?... more

New Year Sale 2019

Until the 31st January 2019
40% off
Gold & Crowd Sourced Funding Equity Raising Package
Gold Code: GOLDC40 CSF Code: CSFC40