Starting Or Buying A Small Business - BOOKLETS

When you consult with a client looking to start or buy a business what information does your client leave the office with? Most clients leave with their head spinning due to information overload and the accounting firms we surveyed suggested that their clients leave virtually empty handed or with just a photocopy of your scribbled notes from the meeting. The advice is generally all verbal and probably forgotten within 48 hours.

Not any more … Our 44 page booklet, Starting or Buying a Small Business answers all your clients’ questions about starting or buying a business including sections on topics such as alternative business structures, the various tax registrations, insurances, accounting software options, issues to consider when employing staff or working from home, legal matters and preparation of a cash flow budget and business plan. The booklet serves as a reference guide that clients can read at their leisure and it can also be a marketing tool for your practice with your firm name and logo on the front cover.

The booklet is designed to be used in conjunction with the software program, Business Start-Up Manager that gives you an electronic checklist of topics to discuss during the client meeting. You systematically work your way through the tabbed sections and click on the appropriate boxes with your selection. For example, if you need to register the client for a TFN, ABN and GST you simply tick those boxes on the screen. The program will then generate a five to seven page letter of advice and pre-fill this information in the letter. It will also itemise the selections on your tax invoice for the consultation and produce a two page summary of the nominated business structure including the pro's and con's.

The software program in conjunction with the booklets offer a systemised approach for accountants consulting with clients starting or buying a business. It provides quality control and ensures that you (or your staff) have covered all aspects of starting a business with your client. At the end of the meeting your client walks away with a tangible and valuable booklet and within 24 hours of the appointment they also receive a detailed five to seven page letter of advice (depending on what options you tick), a two page summary of the nominated business structure and your invoice for the consultation.

Clearly, putting the advice in writing improves the value of the consultation, reduces the risk of future litigation and improves the likelihood of future referrals. Accountants who use the software and booklets suggest they are ‘brilliant tools’ and Business Start Up Manager software plus 10 of the 'Starting or Buying a Small Business' booklets are available for only $297. If you require the booklets printed with your firm logo and contact details on the front cover there is an additional artwork charge of $104.50 if you have never purchased any overprinted products from us in the past.

Additional booklets can then be purchased in lots of 10 for $16.50 each complete with your logo and the booklets are labelled with a recommended retail price of $49 so clients perceive real value when you ‘gift’ it to them at their meeting. They also serve as a valuable marketing tool when customised with your firm logo.

To order the booklets simply complete your details below and click on 'Order Product'. We will then contact you regarding the booklets and discuss the artwork process if required.


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Starting Or Buying A Small Business Booklets