/ SERVICES

Seven practices.
One operating philosophy.

Pick the practice closest to your problem. We typically run several in parallel — assurance hand-in-hand with advisory, transformation tied to tax, fund work tied to corporate setup. The combinations are where the value compounds.

01
ASSURE · ADVISE

Finance & Tax

The technical core. UAE Corporate Tax, KSA tax, VAT, transfer pricing and reporting — led by Big-Four-trained partners with real engagement experience.

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  • A.

    Corporate Tax Advisory ASSURE

    UAE, KSA and cross-border. Impact assessments, group structuring, qualifying-income reviews, ongoing CT compliance.

  • B.

    VAT & Indirect Tax ASSURE

    Health checks, voluntary disclosures, refund claims, ongoing FTA / ZATCA compliance.

  • C.

    Transfer Pricing & Economic Substance ASSURE

    Local file, master file, CbC compliance, benchmarking, and ESR filings.

  • D.

    Regulatory & Financial Reporting ASSURE

    IFRS / US GAAP financial statements, regulatory submissions, listings work.

  • E.

    Tax Health Checks & Risk Reviews ASSURE

    Pre-audit diagnostics for groups facing FTA / ZATCA review or M&A diligence.

  • F.

    E-Invoicing Compliance ASSURE

    ZATCA Phase 2 process design, integration and go-live support.

02
ADVISE · ACCELERATE

CFO & Strategic Advisory

Embedded senior finance leadership when you don't yet need a full-time CFO — or when your in-house CFO needs a peer for the next move.

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  • A.

    Fractional / Virtual CFO ADVISE

    Senior finance leadership on a fractional basis, with operating support from our delivery team.

  • B.

    Planning, Budgeting & Forecasting ADVISE

    Three-statement models, rolling forecasts, scenario planning tied to strategic priorities.

  • C.

    Cash Flow & Working Capital ADVISE

    13-week cash forecasts, working-capital optimization, banking and lender relationships.

  • D.

    Board, Investor & Lender Reporting ADVISE

    Reporting packs that get to the point. KPIs, narrative, variance — without filler.

  • E.

    Transaction & Deal Support ADVISE

    Buy-side and sell-side. Diligence, modelling, negotiation support, and integration planning.

  • F.

    Corporate Financing ADVISE

    Debt and equity raises, refinancing, lender selection, and term-sheet negotiation. Sourced through our regional banking and family-office network.

03
ASSURE

Governance & Risk

Internal controls and governance frameworks that scale with the business — without the bloat of a Fortune-500 program imported wholesale.

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  • A.

    Internal Controls (ICFR) ASSURE

    Design, document, and test internal controls over financial reporting — proportional to risk.

  • B.

    SOX / SOX-lite Frameworks ASSURE

    Full SOX programs for listed groups, and lighter equivalents for groups preparing for IPO or scale.

  • C.

    Governance Frameworks & Board Advisory ADVISE

    Board composition, charters, delegation of authority, and board effectiveness reviews.

  • D.

    Risk Management & Controls Reviews ASSURE

    Enterprise risk assessments, key-risk indicators, and operational control reviews.

  • E.

    Policies, Procedures & Documentation ASSURE

    Practical policies that match how the business actually runs — not shelf-ware.

04
ACCELERATE

Transformation & Digital

We help finance functions move faster — through targeted automation, cleaner data, and tooling matched to the operating reality (not the aspiration).

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  • A.

    Finance Function Transformation ACCELERATE

    Operating-model design, close optimization, role and responsibility realignment.

  • B.

    ERP & Software Implementation ACCELERATE

    Vendor-agnostic selection, implementation delivery, and post-go-live stabilization across NetSuite, SAP, Oracle, MS Dynamics and mid-market platforms.

  • C.

    E-Invoicing Process Design & Integration ACCELERATE

    End-to-end process design, ERP integration, and KSA ZATCA Phase 2 readiness.

  • D.

    AI & Automation ACCELERATE

    AI-assisted and rule-based automation of high-volume, low-judgement work — close, recs, AP, regulatory filings.

  • E.

    Management Dashboards & Decision Support ACCELERATE

    Reporting that surfaces decisions, not just metrics. Power BI, Tableau, and ERP-native.

  • F.

    Process Flow Review & Optimization ACCELERATE

    End-to-end mapping of finance and back-office processes — close, AP/AR, intercompany, regulatory filings — with redesigned flows, control points, and ownership.

05
ADVISE

Corporate Services & Structuring

Setting up — and keeping clean — the corporate skeleton your operations sit inside. Mainland, free-zone, offshore, and cross-border holding structures.

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  • A.

    Company Formation & Licensing ADVISE

    UAE mainland, free-zone, KSA and offshore. Activity selection, licensing, and visa frameworks.

  • B.

    Corporate Secretarial & Compliance ASSURE

    Resolutions, filings, registers, AGMs, and ongoing renewals.

  • C.

    Economic Substance & UBO Support ASSURE

    Filings, beneficial-ownership registers, and ongoing maintenance.

  • D.

    Group Structuring & Holding Companies ADVISE

    Tax-efficient group structures with substance, designed for the operating reality.

  • E.

    Corporate Governance Support ADVISE

    Board secretariat, governance frameworks, and director-level operating support.

06
SPECIALIST · ALL THREE A's

Investment & Fund Advisory

A specialist practice for managers and family offices: fund structuring, oversight, and value creation across the lifecycle of a private capital vehicle.

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  • A.

    Fund Structuring & Setup ADVISE

    PE, VC and family-office vehicles. ADGM, DIFC and offshore jurisdictions.

  • B.

    Fund Accounting & Reporting Oversight ASSURE

    NAV oversight, LP reporting, capital-call administration coordination.

  • C.

    ICFR & Governance for Fund Structures ASSURE

    Control frameworks for GPs, LP advisory committees, and fund-of-fund vehicles.

  • D.

    Regulatory & Tax Advisory for Funds ASSURE

    Manager regulatory compliance, FATCA / CRS, and investor-level tax considerations.

  • E.

    Portfolio Company CFO & Transformation ACCELERATE

    Embedded value-creation work at the portfolio level — through to exit.

  • F.

    Exit Readiness & Value Creation ACCELERATE

    Pre-sale diligence, financial-narrative preparation, and earn-out structuring.

07
ASSURE

Compliance & Audit

The umbrella practice for everything that keeps the regulator, the auditor, and the board comfortable. Audit support, internal audit, AML, and ongoing regulatory compliance — under one roof.

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  • A.

    Statutory & Voluntary Audit Support ASSURE

    Audit-readiness, working papers, schedules, and auditor liaison through to sign-off — for statutory, voluntary, and group audits.

  • B.

    Internal Audit ASSURE

    Risk-based internal audit plans, fieldwork, reporting to audit committees, and follow-up testing — co-sourced or fully outsourced.

  • C.

    AML / CFT Compliance & Reporting ASSURE

    AML / CFT framework design, KYC procedures, transaction monitoring, suspicious-activity reporting, and goAML / regulator filings.

  • D.

    Regulatory Compliance ASSURE

    Ongoing compliance programs across FTA, MoF, Central Bank, ZATCA, DIFC, ADGM, SCA and free-zone authorities. Monitoring, filings, and remediation.

  • E.

    Forensic Reviews & Investigations ASSURE

    Targeted reviews where something has gone wrong — fraud, dispute, whistleblower complaint — with findings that hold up in front of regulators or counsel.

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