Business & investment advisory
The same data we keep for compliance, put to work for decisions.
A business that keeps proper books already holds the material needed to make better decisions. The task is to turn it into information that answers specific questions: where the money goes, what earns its keep, what the cash position can bear.
What it covers
- Profitability analysis by activity, unit or period
- Budget preparation and variance monitoring
- Cash flow forecasting and management, particularly for seasonal activity
- Costing of products and services, pricing policy
- Appraisal of investment projects and examination of alternative plans
- Preparation of files for bank financing
- Review of subsidised and development programmes
- Business planning and viability studies
A necessary clarification
The advice we provide concerns the financial dimension of your business decisions: cost, return, liquidity and tax effect. We do not provide investment advice on financial instruments and do not recommend positions in securities.