Consulting and Advisory

Budgeting and Forecasting

Helping businesses create realistic budgets and financial forecasts by analyzing historical data and market trends. These projections aid in strategic planning, resource allocation, and financial goal setting.

Financial Analysis

Evaluating financial statements and key performance indicators (KPIs) to provide insights into profitability, cost management, and operational efficiency. Identifying trends, risks, and opportunities for financial improvement.

Business Planning

Assisting entrepreneurs and business owners with comprehensive business plans, financial projections, and funding applications. Providing strategies for growth, risk management, and operational scalability.

Startup Advisory

Guiding new businesses through the complexities of financial structuring, tax registration, and compliance requirements. Advising on funding options, bookkeeping systems, and cash flow management to support long-term success.

Succession Planning

Developing structured transition plans for business ownership transfers, whether through family succession, mergers, acquisitions, or business sales. Ensuring financial continuity and legal compliance while maximizing business value.