FINANCIAL CONSULTING

What Does a Financial Consultant Do?

Close-up of a computer monitor displaying a financial chart with candlestick patterns, a person gesturing with their hand, a calculator, and financial documents with charts on a desk.

•A financial consultant helps a business increase shareholder value and improve capital efficiency.

•A financial consultant offers internally-focused advice to corporations.

•Financial consultants help companies understand and improve their financial situations.

•They break down how a company operates, determines where its strengths and weaknesses lie, and

•Determine how to improve upon areas such as inventory management, cost control, cash flow management, and productivity.

Why should the client use these services?

Expertise and Guidance

They offer specialized knowledge and experience in areas like financial planning, budgeting, forecasting, investment strategies, and risk management, which can be crucial for business success

Enhanced Cash Flow Management

They can help optimize cash flow by streamlining processes, improving expense management, and developing strategies for efficient receivables management, ultimately improving the business's financial health.

Improved Financial Decision Making

They can analyze financial data, identify trends, and provide insights to help businesses make informed decisions about resource allocation, investments, and overall financial strategy.

Cost benefit

The consultant is not a permanent employee and can be engaged only when needed.  This allows potential cost savings

Improved Efficiency

By streamlining financial operations, implementing efficient systems, and automating processes, consultants can help businesses save time and reduce errors, allowing them to focus on core activities.

Specialties

Two men in business attire reviewing documents at a table, with a potted plant in the foreground.

  • Develop, interpret, and implement accounting policies under US GAAP and IFRS accounting standards.

  • Preparation, coordination and completion of financial statements.

  • Preparation of monthly, quarterly, and annual financial statements and data for audit and tax return reporting.

  • Evaluation, development, testing, reporting and remediation of internal controls.

  • Budgeting and forecasting.

  • Assess, evaluate and implement new financial systems.

  • Evaluate prospective acquisitions and divestitures leading to potential purchase/sale decisions.

  • Develop, implement, and assess standard cost accounting methodologies.

  • Experience in small, medium and large organizations.