Business asset valuation software for accountants
When an accountant needs the tangible assets of a business valued — for a sale, a restructure, a family law matter or the balance sheet — the valuer inspects and lists fixtures, fit-out, equipment, vehicles and stock, then states value on a basis the purpose dictates. The accountant then has to use the figures, so the report has to say plainly what was included, what was excluded and why.
Built for accountants running teams of roughly 3–50 inspectors.
Sample Asset valuation report
An illustrative excerpt. The site, readings and findings are fictional; the layout is yours to set.
Asset valuation report
Section 3 — Scope of assets valued
- Business
- Example Café & Bakery (fictional)
- Purpose
- Sale of business — allocation of price
- Inspection
- 5 March 2026
| Asset group | Treatment | Status |
|---|---|---|
| Commercial kitchen equipment | Valued in continued use, 34 items | Status: Included |
| Shop fit-out | Valued; landlord make-good clause noted | Status: Qualified |
| Coffee machine | Leased from supplier — not owned | Status: Excluded |
| Goodwill and intangibles | Outside the scope of this report | Status: Excluded |
Fields captured on site
Your firm builds the form in-app, so these are a starting point rather than a fixed schema. Every field is captured on the device, with or without signal, and lands in the asset valuation report where your template puts it.
Per asset group
- Group (fit-out, equipment, vehicles, stock)
- Ownership (owned, leased, financed)
- Included or excluded, with reason
Per item
- Description and quantity
- Age and condition
- Value on the adopted basis
Engagement
- Purpose of valuation
- Basis of value
- Instructing accountant
- Assumptions and limitations
Standards the report works to
- AASB 116Property, Plant and Equipment
- Where values feed financial statements, the measurement rules the client’s accountant applies.
- AASB 13Fair Value Measurement
- The definition of fair value when the purpose is financial reporting rather than a transaction.
- IVS 200Businesses and Business Interests
- Separates the tangible assets valued here from the business as a whole.
Load the standards you hold into your reference library and the drafted prose is written against them rather than against a general model.
How the asset valuation report gets built
Capture it once, offline
Your firm builds the business asset valuation form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your the subject property and its improvements
Enter the subject property and its improvements once, as a register. Every one of your comparable sales and adjustment lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The asset valuation report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Reviewed before it leaves
You write the review framework: a checklist of what a asset valuation report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs every time that template renders. Each finding comes back graded info, minor or major, quoting the sentence at fault, and a person accepts or dismisses every one.
Because the structured submission behind the report is held too, the review is a comparison rather than a proofread: The report describes a four-bedroom dwelling; the inspection form recorded three.
Checks a valuation framework usually carries
- Every section the panel instruction requires appears, in the required order
- Each adjustment traces to a comparable that is listed in the evidence
- The reconciliation supports the figure actually adopted
- Instruction basis, assumptions and disclaimers are stated in full
Questions
- Can leased or financed assets be shown separately?
- Ownership is a field on each asset group, and the template can list excluded items in their own table with the reason given on site.
- Can the same inspection serve a family law and a sale report?
- Yes. The purpose and basis are fields, and your templates can switch assumptions and wording on them, so the capture is shared and the report differs.
- Can stock counts be totalled on the form?
- A repeatable stock group with quantity and unit value columns can be summed by a calculated field and carried into the summary.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other valuation work we cover
- Plant and equipment valuationsP&E valuation report
- Quantity surveying progress claimsProgress claim report
- Residential property valuationsValuation report
- Rural property valuationsRural valuation report
- Stamp duty valuationsDuty valuation report
- Tax depreciation inspectionsDepreciation schedule
- Antique and collectable appraisalsAppraisal report
- Commercial property valuationsCommercial valuation report
Other disciplines
Rebuild your asset valuation report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.