Financial Consulting

Financial Consulting

SZ Financial Consulting provides tailored financial management solutions to emerging and established companies.
The firm provides high quality professional services to support executives' day-to-day needs and to help them concentrate on their core business. Our team leverages its vast amount of experience along with professional tools to provide our clients with pragmatic solutions to suit their company's needs. Our knowhow, skills and unique perspective of the business environment in which our clients operate, allows us to minimize risks while creating value. Our group of professionals consists of experts from the accounting and business world. They are highly experienced, hands-on problem solvers who hold themselves to an extraordinarily high level of performance.
SZ Financial Consulting prides itself on its commitment to its clients and to the continuous professional development of its firm.

The Services Include:

CFO Services
The firm  SZ Financial Consulting provides external CFO services to companies that require financial and strategic accompaniment with a thorough understanding of their activities and business needs. SZ Financial Consulting team becomes an integral part of their company and assist in day-to-day decisions. The services offered include: work on financial models and business structure; preparing and monitoring company budget; product cost evaluation; internal company reports; monthly and quarterly financial statements; payroll; cash monitoring; day-to-day financial operations. SZ Financial Consulting  brings with it extensive experience and know-how to solve problems and reach strategic goals.

Start-up Kit
SZ Financial Consulting believes in supporting the HI-TECH ecosystem and in the importance of fully understanding the unique needs of the sector.
As such, it provides essential services to start-ups to help them reach their goals and succeed. The services include: opening and establishing a company with the Company's Registrar; creating business models; accompaniment of entrepreneurs through the process of raising funds; tax and accounting services; bookkeeping; and day-to-day financial consulting.  SZ Financial Consulting professionals have extensive experience with start-ups and understand their specific needs at each stage of development.

Bookkeeping and Payroll Services
Experienced professionals take care of client's financial issues that arise on a daily basis. SZ Financial Consulting offers in-house and outsourcing services, including: monthly and annual statutory reports to the authorities; recording of payments, receipts, invoices;  credit control services; supplier payments; producing pay slips to company employees; simulations of payroll cost for potential employees; management reports with respect to payroll per request of the management.
SZ Financial Consulting has knowledge and understanding of bookkeeping systems in Israel and abroad, including: SAP, Priority, Hashavshevet and Quick Books.

Business Development
In addition to financial services, SZ Financial Consulting also provides its clients with business development services, that include marketing, sales and business development. Due to its expertise in the financial side of its clients' operations, SZ Financial Consulting is able to offer smart, tailor-made solutions, to help companies generate a competitive advantage in an increasingly challenging business environment. Our professional team is made of highly skilled individuals with many years of experience in domestic and international business development.

Human Resources Services
SZ Financial Consulting provides external HR services to facilitate it's clients in the process of recruiting new staff and retaining key employees. The services include: facilitating the employees evaluation process, creating a training program, building compensation packages, and advising on all social and welfare issues.

SZ Financial Consulting provides external HR services to facilitate it's clients in the process of recruiting new staff and retaining key employees. The services include: facilitating the employees evaluation process, creating a training program, building compensation packages, and advising on all social and welfare issues.

Accounts Management System
Implementation ERP
Accompaniment in the implementation process of  ERP systems in terms of the accounting aspect.
Our experienced team accompany the client during the system implementation process while taking into consideration the unique aspects of each company and customizing the ERP system to the client's specific needs.

Financial Statement Preparation
In order to comply with the Israeli Securities Authority resolution (Ruling No. 105-18), SZ Financial Consulting offers financial statement preparation services, including: planning, creating, and operating the financial reporting process, while implementing  accounting principles.

Financial Resources
SZ Financial Consulting accompanies its clients in the process of raising funds from banks and various funds, including from the Chief Scientist.  Our professional team has the knowledge and experience to find the right financial tool to fit the needs of each company and the stage in which it's in.

Business Plans
SZ Financial Consultants prepare and assist their clients in creating business plans, with an emphasis on the financial sections of the plan. SZ Financial Consulting utilizes its skills and experience to analyze client's future projections and activities.

Treasury Services
The services include: opening and managing Israeli trust bank accounts on behalf of international companies that operate in Israel with branches or subsidiaries companies. r potential investors.

Financial Efficiency Services
SZ Financial Consulting professionals analyze client's on-going financial operations and advises on improving financial efficiency, by increasing market share, creating pricing systems, and using strategic efficiency models.

Due Diligence
SZ Financial Consulting provides Due Diligence services to the private and public sectors.

Second Opinions
SZ Financial Consulting provides second opinions on tax and accounting issues.