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Financial Services Packages

"Financial check up" PACKAGE

Analysis of financial business processes:

A detailed examination of current financial procedures, accounting practices, and cash flows.

Assessment of accounting systems and policies:

Evaluation of existing accounting systems and their alignment with business requirements and goals.

Meetings with the finance department:

Collaborative discussions with the client’s team on functions, areas of responsibility, and development of a RACI matrix.

Review of management reports:

Collection and analysis of management reports for the previous period.

Recommendations for improvement:

Suggestions for enhancing accounting systems, KPIs, reports, and financial processes.

Action plan:

Development of a step-by-step plan to optimize the finance department and improve accounting efficiency.

Pricefrom45000uah

"Transformation" PACKAGE

Development of customized management and financial reporting forms:

Creating reporting forms, processes, and procedures to ensure the efficient operation of the finance department and timely decision-making based on financial indicators.

Selection and integration of software for process automation:

Consulting and support in choosing software that best optimizes financial processes.

Team support and development:

Assistance in recruiting and training key specialists to ensure the stable operation of the finance department.

Analysis of business unit profitability:

Assessment of departmental performance and recommendations for improving profitability.

Implementation of tax planning processes and systems:

Development and implementation of strategies to optimize the company’s tax obligations.

Organization and oversight of tax and accounting service providers:

Managing interactions with contractors to ensure high-quality service delivery.

Securing bank loans and grants:

Consultations on obtaining financing to support business growth.

Pricefrom45000uah

PACKAGE "Chief Financial Officer"

Preparation of monthly financial statements:

Creation of key financial reports, including the balance sheet, income statement, and cash flow statement.

Period-end closing control:

Ensuring accuracy and timeliness of financial period reporting.

Controlling:

Monitoring financial indicators to ensure compliance with established standards and regulations.

Continuous improvement of accounting systems:

Analysis and updating of accounting systems, business processes, and procedures to enhance efficiency and meet business needs.

Price per Month — 6-Month minimum contractfrom45000uah

PACKAGE "Strategy"

Mission definition:

Clear formulation of the business’s main goal, which will determine its strategic direction.

Goal setting:

Defining specific, achievable, and measurable objectives for the company.

Values formulation:

Identification of the core principles and values that guide the business.

Business design using the CANVAS methodology:

Creating a business model that considers key aspects of the company, such as value propositions, customer segments, distribution channels and more.

SWOT analysis:

Evaluation of all factors to enable effective risk management.

SMB Pricingfrom20000uah
Enterprise Quarterly Pricingfrom80000uah

“Strategic Navigator” Package

6 online consulting sessions, 1 hour each, over the course of a quarter

Current strategy analysis:

Assessment of the effectiveness of the existing strategy and its alignment with market conditions.

Identification of problem areas:

Identifying key challenges in the business and providing recommendations for their resolution.

Development of corrective measures:

Formulating actions to improve the situation, optimize processes, and increase profitability and other financial indicators.

Performance monitoring:

Regular tracking of progress and adjusting the action plan as needed.

Decision-making support:

Assisting the business owner in making strategic decisions that drive company growth.

Quarterly Price for SMBfrom50000uah
Enterprise Quarterly Pricingfrom90000uah