Advisory

Our advisory services enable our clients to obtain expert recommendations and conclusions for efficient decision-making purposes. As external consultants, we ensure to remain objective and bring in a fresh perspective that considers the larger market our clients operate in and bring to the table emerging best practices and innovative methodologies. The Ezzy and Associates advisory team embrace a learning culture that allows them to remain up to date on new developments in their chosen field of expertise, process techniques, and other mechanisms that ultimately facilitate our clients to gain the best advice at great value for money.

Business Planning

The ever-evolving operating environment and the changing regulatory requirements require businesses to frequently review their business plans and forecasts and implement stringent…

  • Resource utilization and allocation reviews
  • Budgeting and forecasting
  • Creating financial management processes
  • Creating business dashboards for streamlined monitoring
  • Review of internal controls and financial processes
  • Benchmarking services
Fractional CFO Services

Our experience in accounting and advisory services and the expertise gathered over time working for various organizations in different industries make us an ideal partner for outso…

  • Business planning services
  • Support in developing a business plan
  • Financial planning and modeling assistance
  • Financial budgeting, forecasting, and management
  • Development of a pricing model
  • Identification and set-up of key performance indicators (KPIs)
  • Development and implementation support for internal financial control mechanisms
  • Identification and implementation of an electronic accounting system
  • Assistance with financial and accounting troubleshooting
  • Advisory services for cash flow management, systems implementations, raising capital, and managing unexpected changes in the operating environment
Financial Process Efficiency

Our years of experience working in the accountancy and financial field enables us to guide our clients in developing, improving, and implementing financial control mechanisms that…

  • Streamlining authority levels
  • Restructuring accounts payable and accounts receivable processes for greater efficiency
  • Minimizing manual data entry by automating repetitive tasks
  • Simplifying or automating payment processes
  • Rationalizing the reporting processes and financial report preparation activities
  • Setting up financial dashboards for closer monitoring
  • Strengthening internal control mechanisms
  • Implementing security systems and processes
Electronic Accounting Systems

Our experience working with small and medium-sized companies has given us ample insight into the need to identify and implement electronic accounting software that best fits busine…

  • Evaluation of preferred systems in the marketplace and identification of the right-fit system to meet client's business needs
  • System/software customizations to meet client-specific requirements
  • Training to client's accountants and accounting department staff on using the system
Business Valuations

Our business valuation services support our clients in obtaining a true and fair unbiased view of business values derived from accepted valuation methodologies. Whether obtaining i…

  • Financial performance evaluation
  • Assets and liabilities report
  • Financial projection reports based on plans
  • Valuation of intangibles such as reputation, intellectual capital, etc.
  • Evaluation of industry environment and business growth plans
  • Employee skills and experience report