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Reporting

Customise your reports for specific opportunities

 

Business Improvement Plan

Bstar’s Alliance Partner Program enables you to generate customised reports to meet your practice QA guidelines, engage clients or create new marketing opportunities. Current report formats and content comply with International Standards and new applications under development will enhance this even further.

It will allow you to select different report format designs or create your own, filter data and generate ‘on the spot’ specific opportunity reports.

Flexibility, Innovation & Customisation

Bstar – Solutions to grow your business advisory revenue

Profile

Content displaying your practice logo, details, text fonts and colours

Compliance

Inserting specific disclaimers, liability statements unique to your practice requirements

Engagement

Reporting that quantifies value created by measuring the outcomes of your advisory services

New Clients

Filter data and create reports for new client opportunities

New value-add reporting on its way

Client Experience Tracking

View or download reports that track at what stage your clients’ are in each step of the advisory process

Staff Access & Activity

View online reporting dashboards to control what your staff can access, monitor activity & KPI targeting

Client Base Insights

Share client insights on personal and/or business risks statistics and risk and value driver data trends

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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