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Trusted Business Advisor | Financial Services | FinAccDirect

Trusted Business Advisor

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Trusted Business Advisor

Becoming your trusted business advisor will help your organisation plot a course for your future success. Our Trusted Business Advisor service is an enhancement to our Monthly financial management Services. This is based on our unique combination of skills, ability, knowledge, and strategic alliances. Although we may not have the answers in all of these areas, we have the resources available to act as a “general contractor” in obtaining the expertise in these areas.

Our goal as your trusted advisor and member of your management team is to hold you accountable to address these business decisions on a regular basis.

  • Review monthly board pack with you
  • Help you to identify performance improvements and profitability
  • Assist you with tackling cash flow challenges
  • Provide help on strategic direction for the business
  • Review Internal control procedures
  • Address accounting problems
  • Update on any new tax or accounting legislation changes
  • Build business plan & investment packs for investor meetings
  • Maintain relationship with Bank
  • Tax Planning
  • Provide access to lender/ bank loans
  • Exit Planning
  • Forex Hedging