Financial Services
Finwize assists its clients in finding result driven solutions.
Business Coaching
- How to grow your business
- Setting goals
- Business improvement strategies
- Fundamentals of Financial Statements
- Report writing and business correspondence
- Change management
Corporate Transactions
- Due diligence reports
- Due diligence investigations for mergers, acquisitions or sale of a business or shares
- Drafting prospectus for the sale of shares
- Mergers and Acquisitions
- JSE Listing preparations (including prospectus)
- Research
- South African representatives for foreign companies and branches
- Consulting
- General consulting and practical financial advice
Financial Statement Preparation
- Quarterly and annual financial statements
- Pro-forma financial statements
- Interim financial statements
- Provisional financial statements
- Consolidated financial statements
- Consolidated financial statements
- Using Modified Cash Standard (MCS), Generally Recognised.
- Accounting Practice (GRAP) and International Financial.
- Reporting Standards (IFRS) Accounting frameworks.
Budgets
- Budgeting and forecasting
- Scenario planning
Management Accounts
- Monthly management accounts
- Financial analysis
Year End and Audit Preparation
- Preparing a suitable audit timetable
- Planning the audit
- Preparing the schedules, files and information required by the auditors
- Preparing financial statements
- Drafting provisional and audited results in terms of the Companies Act and JSE requirements
- Dealing with audit queries
- Creation of organisational knowledge
Business Plans
- Cash flow management
- Budgeting
- Strategic planning
- Succession planning
Corporate Governance
- Implementation of the King Code of Corporate Governance
- Setting up sub-committees
- Preparing charters / terms of reference
Company Secretarial Services
- Ensures a business complies with legal/ regulatory requirements by managing statutory records, filings and board/shareholder meeting logistics.
- Preparing agendas for meetings
- Preparing meeting packs
- Preparing minutes of meetings
- Induction courses
Training
- Fundamentals of Financial Statements
- Mentorship
- Training (your staff)
Legal Matters
- Damage calculations
- Settlement calculations
- Settlement negotiations
- Business valuations
- Corporate structures
- Contract management
- Trusts (set up and administration)
Tutoring Scholars and Students
- Accounting syllabus