In this episode, Peter Towers, Managing Director of ESS BIZTOOLS, shares a compelling roadmap for accountants, bookkeepers and business advisors ready to transition from tax-focused work to delivering high-impact advisory services for SME clients.
Discover how to implement a structured business planning process, identify key client concerns with the SME Needs Analysis, and coordinate meaningful leadership team discussions. Peter outlines the critical steps in developing business plans that don’t just sit in drawers – but actively drive performance. From predictive financial reports and budgeting per business unit to real-time performance tracking and KPI management, this episode is a practical guide to becoming your client's trusted advisor.
If you're ready to help clients survive and thrive with a systemised advisory approach, this episode is your blueprint. Don’t miss Peter’s insights into the ESS BIZTOOLS Financial Forecasting Package, including the training and tools that can elevate your firm’s services in 2025 and beyond.
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