Accounting due
diligence

What makes us different from traditional accounting offices?

Due diligence of the financial function of a portfolio company:

analysis of the financial function in the future portfolio company with a set of observations and recommendations regarding, among others:

  • circulation of documents
  • financial ecosystem
  • chart of accounts
  • management reports
  • financial processes
    • thanks to this, the owner/management board can have an action plan for the future financial director/manager.
    • this is a different type of service than financial due diligence.

Building a financial function in portfolio companies:

we can support the development of the financial function of a portfolio company in all areas of the financial department, that is

  • HR and payroll
  • bookkeeping/accounting,
  • controlling,
  • finance director

support can be provided for a defined period of time (so-called interim) or defined and partial (so-called part-time)
support may include:

  • providing ongoing services
  • building of the financial ecosystem
  • introducing circulation of documents
  • digitization of accounting information
  • elimination of double work
  • introducing changes to the chart of accounts and controlling dimensions
  • etc

Building a portfolio company reporting tool in the fund:

  • based on a direct connection to databases
  • not depending on the information generated by the company itself
  • significantly reducing the time spent by portfolio companies on reporting
  • giving a live preview of each company.

Are you interested in our services?