Professional services and areas of work.

The scope may include statutory requirements, internal review, tax audit or another defined assurance assignment, depending on the organisation and the applicable framework.

Representative scope

• Statutory, internal, tax, concurrent and regulatory audit work, where professionally eligible
• Engagement planning, financial reporting review, documentation and reporting
• Identification and communication of control, process and compliance observations

Support is available for routine compliance as well as assessments, written submissions and transaction-related matters under income tax and GST.

Representative scope

• Income-tax and GST compliance, tax audits and statutory certifications
• Assessment, scrutiny, reassessment and appellate documentation
• Replies, reconciliations, written submissions and transaction-specific tax analysis

Every valuation is undertaken for a stated purpose. The approach and assumptions are selected after considering the nature of the asset, available information and applicable requirements.

Representative scope

• Business, equity share and other financial asset valuation
• Discounted cash flow, comparable company, precedent transaction, market multiple and asset-based approaches, as relevant
• Review of historical performance, management projections, assumptions and key value drivers

Models may be prepared or reviewed for valuation, project assessment, funding discussions, budgeting and other business decisions.

Representative scope

• Integrated financial projections and model development or review
• Scenario and sensitivity analysis across operating and financing assumptions
• Analysis of revenue, margins, capital expenditure, working capital, cash flow and terminal value

Support may include analysis of past performance, projected cash flows, funding requirements, repayment capacity and the information required for a credit proposal.

Representative scope

• Financial statement, cash flow, leverage, working capital and repayment capacity analysis
• Project feasibility, funding requirement, capital structure and debt-servicing assessment
• Project reports, projected financial statements, working capital assessments and funding proposals

This work helps business owners and management understand their financial position, improve reporting and controls, and assess the financial impact of important decisions.

Representative scope

• Cash flow, working capital, management information and performance review
• Financial implications of funding, capital and commercial choices
• Internal control, finance process and reporting assessment

Sessions can be structured for students, professionals, business owners, internal teams and other groups. The content and format are adapted to the audience, subject and learning objective.

Representative scope

• Financial literacy, including the practical understanding of income, budgeting, borrowing, insurance, taxation, savings and long-term financial decisions
• Valuation, financial modelling, financial management and financial analysis
• Audit, taxation, credit, risk assessment and other related finance subjects
• Workshops, classroom sessions and professional learning programmes

Mentoring is intended for students, trainees and junior or early-career professionals who want to evaluate career options in accounting and finance and plan the next stage of their development.

Representative scope

• Discussion of interests, current qualifications, experience and career objectives
• Comparison of paths in chartered accountancy practice, audit, taxation, valuation, financial modelling, credit, finance and related areas
• Guidance on relevant qualifications, technical skills, software exposure and practical experience
• Development of a realistic learning and career plan
• One-to-one mentoring or small-group sessions