OB Consultancy
Services
OB Consultancy’s work is organised into five practice areas covering assurance, accounting and tax, financial advisory, and transactions.
Assurance & Related Services
Audit, review, compilation and agreed-upon procedures engagements, performed in accordance with the applicable professional standards and the requirements of each engagement.
Typical situations
- A statutory or regulatory audit requirement.
- A financing or shareholder agreement that requires audited or reviewed financial statements.
- Group reporting to a parent company or head office.
- A specific matter a third party needs independently checked, addressed through agreed-upon procedures.
Services
- Audit
- Review
- Compilation
- Agreed-Upon Procedures
Internal Audit & Governance
Internal audit, policies and procedures, and governance advisory for boards and management.
Typical situations
- A board or audit committee that needs an internal audit function, or a co-sourced internal audit resource.
- Gaps or inconsistencies in financial and operational policies and procedures.
- Preparation for external audit, investment, or a change in ownership.
Services
- Internal Audit
- Policies & Procedures
- Governance Advisory
Accounting, Tax & Financial Management
Outsourced accounting, tax compliance and advisory, financial consulting, and budgeting and forecasting.
Typical situations
- A company that needs its accounting function operated or supplemented.
- Monthly and annual financial statements prepared under the applicable framework.
- Tax registration, filing and compliance obligations, and questions on tax treatment.
- Annual budgets and forecasts built from management’s operating assumptions and plans.
Services
- Accounting Outsourcing
- Tax Services
- Financial Consulting
- Budgeting & Forecasting
Transactions, Valuation & Investment Advisory
Financial due diligence, business valuation, financial modelling, investment memorandum preparation, and feasibility studies.
Typical situations
- An acquisition, investment or disposal that requires financial due diligence.
- A valuation for a transaction, a shareholder matter, or financial reporting.
- A financial model for business planning, investment analysis, a valuation, a transaction, or a feasibility study.
- Raising investment, where an investment memorandum is required.
- Assessing whether a new project or venture is financially feasible.
Services
- Financial Due Diligence
- Business Valuation
- Investment Memorandum Preparation
- Feasibility Studies
- Financial Modelling
Management & Business Advisory
Performance improvement, restructuring support, and other management and business advisory work.
Typical situations
- Profitability or cash flow below expectations, with the causes unclear.
- A business that needs operational and financial restructuring.
- A management question that calls for financial analysis and an independent view.
Services
- Performance Improvement
- Restructuring Support
- Other Management and Business Advisory Services