AUS/NZ Automated & Scalable Business Advisory Programs
de Bstar Pty Ltd
o Grow advisory services with data tech solutions that drive scalable client outcomes
Bstar’s approach to helping accountants, financial planners and other advice businesses grow advisory services focuses on data tech solutions that enable one to one but more importantly one to many client experiences.
Automation and scalability are the future of business advisory services. These factors under-pin the growth and profitability of advisory services.
Increasing the number of services per client is a key profit driver for professional and financial services businesses.
Automation supports staff development, boosts practice profit margins and values.
Bstar’s has developed automated and scalable Business Advisory Solutions that relate to three separate client groups as each group has different needs.
- Small Businesses - Business Planning and Mentoring Solutions.
- SMEs - Business Improvement Planning and CFO Services.
- Medium Enterprises - Business Valuation and Board of Advice Programs.
The solutions are fully automated, scalable with a three-step advisory process:
- Risk-Profit-Value Driver Assessment and Analysis.
- Business Planning/Improvement Planning Workshop and Reporting.
- Sounding Board Accountability and Execution Support.
- Business risk score
- Value improvement opportunity
- Concerns diagnostic
- Industry benchmarks
- Business SWOT analysis
- Improvement strategies and action items
The content has been customised to a range of high value industries and niche markets sectors including:
- Accounting
- Building and Construction
- Dentists
- Engineering Design and Consulting
- Finance Brokers
- Financial Planning
- General Insurance Brokers
- General Practice Medical Services
- Legal Firms
- Not for Profit
- Physiotherapist
- Veterinary Services
One of the key outcomes is to establish a sounding board relationship to hold clients accountable to implement the action items to improve their business performance and value.
Bstar’s data tech Accountability App. is used to achieve this goal.
The entire process is scalable. The Risk-Profit-Value Driver analysis, Workshop, Reporting and Accountability support can be offered to existing and new clients in group sessions.
Banks, Industry Associations, Corporate Companies, Government Agencies are desperately seeking to add value to their members and customers.
Scalable business improvement solutions create a 'win win' channel partner relationship and new ideal client opportunities for advisers.
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