Comprehensive Business Solutions for Your Success
Our services empower businesses with tailored solutions in accounting, tax, and client management, driving success and efficiency.
Smart Succession Services delivers specialized outsourcing in four core areas
Personal CFO Services
Act as your dedicated financial advisor and strategist. Our Personal CFO Services cover everything an in-house CFO or finance director would do. We offer:
- Financial Strategy & Planning: Budgeting, forecasting, and cash flow analysis to guide growth.
- Reporting & Analysis: Customized financial reports, KPI dashboards, and variance analyses for clear decision-making.
- Audit & Compliance Support: Preparation of audit schedules, liaison with auditors, and ensuring accurate financial statements.
- Tax & Regulatory Filings: We prepare your tax returns and compliance reports, ensuring all filings are on time.
- Executive Advisory: Monthly or quarterly reviews with senior CFOs who collaborate directly with your leadership.
With an outsourced CFO, you save on recruitment fees, benefits, and downtime – studies show this can be up to ~$80k in annual savings. Our clients gain strategic financial leadership at a fraction of the cost, backed by a team of analysts and accountants.
Bookkeeping Services
Keep your books organized and accurate. Our bookkeeping team handles day-to-day financial transactions so you always have a clear picture of your finances. We provide:
- Data Entry & Ledger Management: Recording of invoices, receipts, payroll entries, and expenses.
- Bank & Credit Reconciliation: Regular matching of all bank and credit card statements.
- Financial Statements: Preparation of balance sheets, income statements, and cash flow statements every month or quarter.
- Cloud Accounting Setup: Implementing and managing software like Xero or QuickBooks for secure, paperless bookkeeping.
- Tax-Ready Reporting: At any time, your records are organized and tax-ready, thanks to our meticulous processes.
We use secure, cloud-based systems to ensure data privacy and fast turnaround. Outsourcing bookkeeping frees you to focus on core business goals while we manage the numbers accurately and efficiently.
Taxation Services
Navigate complex tax laws with confidence. Our taxation specialists ensure you comply with all relevant tax regulations in each country of operation. Key offerings include:
- Tax Planning & Advisory: Strategy to optimize your tax position and take advantage of credits or incentives.
- Tax Return Preparation: Accurate preparation of corporate, personal, GST/VAT, and other required tax filings.
- International Tax Compliance: Coordination of multi-jurisdictional reporting (e.g., cross-border VAT/GST, withholding taxes).
- Audit Support: Assistance during tax audits, with comprehensive records and timely responses.
By partnering with us, you minimize risk of penalties or interest on late filings. We stay up-to-date on changing laws so you can grow globally with peace of mind.
Regulatory Compliance Services
Ensure full adherence to laws and standards. Our compliance team functions as your external experts on regulations. Services include:
- Regulatory Framework Execution: We implement your internal compliance playbooks and policies, covering standards like GDPR, PCI-DSS, or industry-specific rules.
- Data Privacy & Cybersecurity: Controls and processes to protect customer data and IT security, aligned with global best practices.
- Corporate Governance: Support for corporate filings, board reporting, and adherence to financial reporting standards.
- Audit & Risk Management: Continuous monitoring of controls, with automated tools to reduce manual work.
Compliance outsourcing gives you flexibility and reduces cost we can quickly scale our support if new regulations arise or markets change. Our experts help fill any gaps in your in-house team, so your company remains compliant and resilient.