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

Member's Menu

Contact Details

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

I know what you're thinking... I HATE POP UPS!
But this one is important

Have you noticed, things have changed?

You will see that we've made some BIG changes to our website, but DON'T PANIC...

Here are some FAQs if you are a regular user to our old website