Business Consulting
Analysis and planning of finances, strategy, pricing, sales management and taxes. The project starts with the decision under consideration and available data.
In this insight
Finance and management accounting
Financial and profitability assessment. Development of budgets, indicators and reports. Analysis of costs, prices and margins by product, service, customer or channel.
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The project may assess working capital and investments. The proposal defines the data, units of analysis and decision the work should support.
Strategy and management
Objectives, priorities and targets. Review of processes, responsibilities and routines. Feasibility studies for expansion, new units and businesses. Monitoring of execution and observed results when contracted.
Sales management and pricing
Assessment of sales operations and channels. Review of prices, discounts, terms and commissions, considering margins and collection. The scope may include the sales funnel, CRM, targets and indicators.
Tax planning
Tax assessment and planning, review of operations and benefits, identification and validation of eligible credits and applicable administrative recovery. Preparation for tax reform through simulations and monitoring of agreed adjustments.
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Credit eligibility and tax effects depend on the assessment of each situation. Savings or recovery are not automatic.
How the project is scoped
We define the question, data base, scope, deliverables, owners and deadlines. A margin analysis identifies products or channels; a sales review specifies prices, terms or processes.
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Implementation and monitoring are included when contracted. A one-off analysis does not automatically include ongoing execution or financial routines.
Project outputs
Reports, models and monitoring tools are defined by the project question. Delivery does not transfer the business’s decisions or automatically include implementation.
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Assessment
The situation examined, available information, gaps and issues that need verification.
Analyses and scenarios
The relationship between assumptions, alternatives and financial or operational effects.
Plan and follow-up
Measures, responsible people and stages for decision and execution, with follow-up when included in the engagement.
Organise the project question
An initial look at performance or a review checklist can help identify the question. The tools do not replace examination of operations and documents.
Frequently asked questions
Does consulting take over financial routines?
Implementation and monitoring are included when contracted. A one-off analysis does not automatically include ongoing execution or financial routines.
Does the project guarantee tax savings or credits?
Credit eligibility and tax effects depend on the assessment of each situation. Savings or recovery are not automatic.
Do I need to engage every area?
Each project has its own scope. The proposal specifies the analyses and work needed for the decision.
What information is needed to begin?
It depends on the decision. A financial review may need statements and controls; a sales analysis may require prices, terms, costs and sales. The initial contact can describe the question and the availability of this information.
Describe the decision under consideration
For this first contact, describe the context without sending documents or sensitive financial information.
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