A scorecard for your client’s business – Bolt-on to Annual financial statements

Bolt-on to Annual financial statements

Annual financial statements should be more than just a set of compliance documents for submission to tax authorities and to Banks.

They present an opportunity for you to engage with your client around the growth of their business.

A bizval valuation provides a 3rd dimension, by providing an annual scorecard as to underlying value of the client’s business.

What

  • bizval can be offered as a “bolt-on” to the preparation of Annual Financial statements (AFS).

Why

  • Business owners want insight into their business. They need to be reminding that what they are building has value.

Who

  • Offer this to all your clients for whom you prepare AFS

How

  • Have a discussion with your client and offer this as an additional service before prepping AFS.

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