Toolkits
A scorecard for your client’s business – 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.
