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Engagement Materials & Processes

Engagement Materials & Processes

Become a Bstar alliance partner Contact us

Securing engagement to grow business advisory services has been a major challenge for professional services practices. But not anymore! As an Alliance Partner of Bstar, you can access online, system generated risks surveys, scorecards, needs review materials and processes proven to secure 7 in 10 client engagements.

Business Risks Surveys & Scorecards

Bstar – Solutions to grow your business advisory revenue

The key to securing engagement is to get your clients to self-assess key business risks, rate their risks categories and identify areas for future improvement.

The surveys have been created for this purpose, once your clients complete their Risks Survey they can download a personalised scorecard. You will receive a copy of their responses and scorecard, which creates an opportunity to introduce your practice’s business advisory solutions.

The survey and scorecards have been customised for the SME sector, a range of different industries and bi-lingual versions exist for the international business investor market.

SME Risks Survey/Scorecard

Accounting Industry Risks Survey/Scorecard

Needs Review Materials & Processes

Bstar – Solutions to grow your business advisory revenue

To attract ideal clients, Bstar’s needs review materials and processes enable you to build trust and differentiate your practice by completing a thorough, in-depth needs assessment discussion.

The Needs Assessment and discussion covers business, personal and family matters and is followed by a Needs To Solution meeting. If you are not able to build sufficient trust to win a new client you can access ongoing education materials specific to the potential client key needs.

The more you educate, the higher conversion and engagement rates.

Needs Review Overview

Testimonials

  • Bstar provides a defined framework that we can scale

    "We were offering Business Advisory services to our clients, but we didn’t have a structured and repeatable way to deliver on a consistent basis. Bstar provides a defined framework that we can scale, ensuring we deliver what we say will to our clients each and every time. Without Bstar, we wouldn’t be able to offer the suite of Business Advisory Services we do today, meaning we’d miss out on a huge opportunity to grow both our business, and our client’s businesses."

    Drue Schofield, 4Front Accountants

    www.4front.net.au

  • The Bstar process and tools align perfectly with our delivery model

    "We appreciate the value in systemising an offering and Bstar was fundamental in allowing our practice to do that. The Bstar process and tools align perfectly with our delivery model and provide structure to what has always been an adhoc and somewhat intuitive process."

    Jared Favero, Godbee Favero

    www.godbeefavero.com.au

  • Industry experts

    "We see the value in partnering with industry experts and access to data that assists our clients (and ourselves) identify KPIs appropriate to their situation."

    Matt Connor, Medical Financial Group

    www.medicalfinancial.com.au

  • The latest and best tools to assist our clients prosper and grow successfully

    "To be able to provide our clients with the best possible advice and support we can, in choosing Bstar to partner with we are confident that we will have the latest and best tools to assist our clients prosper and grow successfully in any future business plans they have. We want to provide a value-added service to our clients for whom we are currently providing compliance services, in the ever increasingly complex business environment, we believe that our role is even more important as being a trusted adviser to our clients and assisting them in their future decisions."

    Stephen Noble, SJN Chartered Accountants

    www.sjnca.com.au

  • Bstar support their Alliance Partners to help them achieve results

    "We made the decision to become a Bstar Alliance Partner for several reasons. First and foremost, product quality and development, Bstar is a well-respected brand in the business arena and Support. Bstar stand behind their product and support their Alliance Partners to help them achieve results. It’s very personalised and genuine and both are happy to pass on a wealth of knowledge and experience."

    Tony Kolker & Rob Femia, ROCG Stirling

    www.asiapacific.rocg.com

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