By: Josa Investments  09-12-2011
Keywords: Accounting, Financial Planning, Financial Management

  • Performance of CFO, COO and VP roles on a project basis
  • Consultative assistance complying with the provisions of the Sarbanes-Oxley Act of 2002 including risk analysis and assessment, documentation, testing and remediation
  • Consultative / Advisory services on contractual issues and financial management surrounding major sporting and cultural events
  • Consultative assistance with the design and implementation of Organizational Structures
  • Providing leadership as a project manager for business, finance and accounting engagements
  • Developing, documenting, and implementing accounting policies, procedures and controls
  • Personal Financial Planning and Money Management seminars and engagements
  • International Business Company accounting, corporate and regulatory management
  • Review of record keeping and management reports 
  • Selection and implementation of accounting software 
  • Preparation of monthly and / or defined periodic management reports
  • Preparation of annual financial statements
  • Assistance with budgets, cash flow projections and management reports 
  • Analysis and interpretation of financial information 
  • Tracking and managing accounts receivable / accounts payable 
  • Provision of bookkeeping, accounting, tax, NIS, PAYE, AP, AR, corporate and regulatory functions on an outsourced basis
  • VAT compliance, including preparation and filing of returns
  • Development of key performance indicators to monitor the performance of the business 
  • Preparation and assistance with the implementation of business plans 
  • Assistance with obtaining debt or equity financing 
  • Participation in meetings and negotiations with bankers, auditors and other parties 
  • Advice on specific business transactions involving financial implications 
  • Preparation and filing of personal and company tax returns 
  • Assistance with regularization of financial and tax records including filing of prior years unfilled returns

Keywords: Accounting, Financial Management, Financial Planning, Personal Financial Planning