We focus on financial services for small businesses and Corporate finance services. Corporate finance is the division of finance that deals with how corporations address funding sources, capital structuring, and investment decisions
Our financial services target Corporates and small businesses in Kenya. We carefully comprehend the local market hence we are perfectly qualified to offer accurate and strategic financial and business support geared to sustainably help our clients better undertake their businesses. We believe in offering quality financial services being in a competitive field that requires financial upright strategies for success. Our team of experienced experts combine multi diverse techniques including: financial organization and planning tools, absolute solution and calculated strategies for implementation thus enhancing business growth. We have extensive years of experience as independent trustees where we offer our expertise and years of experience to financial services. We have built confidence in the quality of financial services provided.
We focus on financial services for small businesses and Corporate finance services.
To be the leading financial solution provider in a fast-paced environment.
To meet your business needs at the point of need for sustained business growth
This entails the client giving the specific financial service we should assist in providing a solution.
This is done by our team of experts to have all the resources required to undertake the process.
Our team undertakes the service and delivers in due time and with quality output.
At financial services, we are guided by principles which enhance professionalism and quality output. The below principles guide us.
Financial Management - We help you take your money to the next level.
We are a forward-thinking, dynamic, diversified, and professional provider of a critical spectrum of company goods and services, spanning from Accounting Services to Tax Management in its many fields.
Financial Services is a high-impact digital financial services firm dedicated to assisting African businesses and people in growing through appropriate financial solutions.
Providing answers to the African entrepreneur's everyday difficulties, such as taxation, personal finance & consulting, financial analysis and fund management, and the preparation of business plans and proposals.
Financial services is an auditing, accounting, tax, financial, and strategy management consulting organization devoted to supporting clients who are confronted with strategic challenges and opportunities as they strive for long-term competitive success.
We take pride in our ability to deliver a service that is based on competence and responsiveness to the demands of our clients.
We are adaptable and flexible in addressing our clients' demands, and we strive to establish long-term relationships with them through collaboration projects that benefit both parties.
We also work hard to build and maintain reciprocal partnerships with other
service providers, with the overarching goal
of serving our clients' requirements.
To give outstanding service to our
clients, we combine a wide range of abilities and talents.
Economic empowerment via creative financial solutions. A lifetime of financial security and respect.
🔸Truth Honesty 🔸Integrity 🔸Respect 🔸Empowerment
Integrity - We uphold integrity in all our operations and encounters. Inspiring trust and confidence through maintaining ethical and professional standards, saying what we mean, doing what we say, and taking responsibility for our actions.
We demonstrate integrity, trustworthiness and honesty in every decision that we make. This is fundamental for us to create a culture of respect.
Accountability - We are always accountable to our customers and other stakeholders
Courageous - We courageously identify new opportunities in the market
Teamwork, Passion & Excellence - We have passion in all that we do and enhance excellence.
Trust, Reliability, Innovation, Simplicity Honesty, Guidance and Fairness
Relationships - We build relationships based on trust and reliability with our clients, partners and staff. These relationships are the building blocks of everything that we do.
Long-term - We take a long-term approach to how we invest in and build our businesses and relationships. Planning for the long-term is key for us to be able to express our commitment to our stakeholders.
Multi-cultural - We conduct ourselves and our businesses with an international approach and cultural sensitivity, which we believe are prerequisites to growing a successful multi-national business./p>
Results focused - Striving to deliver on our commitments with our client’s needs in mind, on time, and to the highest standard.
Openness - Fostering a collaborative way of working through information sharing, actively listening, and giving constructive challenge.
Quality and value of services - We bring value through quality of our services offered with ultimate expertise.
We offer Investment advisory services, Hedge fund management and Collective investment fund. Additionally, we offer Private equity fund, Venture capital, Financial advice and Custody services.
We focus on optimizing share holder value through short and long term financial planning and strategy implementation. Our team of experts handle financial services ranging from capital structuring, funding, and investment decisions to maximize profit.
Read MoreOur company analyzes a company's history resulting to the financial performance being projected and budgeted. Business decisions are made using the model to enhance companies performance.
We offer advice at an individual level in areas of personal investment, Individual tax planning and Individual book keeping.
We as a company relieve or clients the trouble of make wrong investments by identifying investment opportunities for example shares, stocks or other areas that are viable for maximum profitable ability and les risk. We recommend, design and monitor short-term and long-term investment strategies for your company.
We offer taxation financial services for corporates, start-up, small and medium businesses and individual businesses. This involves conducting cost and benchmarking analyses.
Our team of specialized accountants undertake various duties including: setting up Chart of Accounts as per your business requirements, setting up a new company on QuickBooks online or QuickBooks desktop, chart of accounts in QuickBooks online/Desktop as per GAAP and IFRS, financial statements profit and loss, balance sheet, cash flow, invoices & billing, bank reconciliation, account receivables, account payables, advance financial reporting, and preparation of daily, weekly, monthly, and yearly reports.
We engage in financial planning (e.g., acquisitions, mergers and loans), preparing budget reports, potential acquisitions and strategic decisions in alignment with business objectives and legislation and also participate in regular audits and recommend corrective financial action plans.
We are specialists in analysing and offering advice for all of your financial issues including analysing financial data to identify our company’s financial status, undertaking financial analysis and developing financial models for financial advice.
We are specialists in designing in detail a company’s objectives and goals and explaining strategies set to get to those goals. We create business plans that assure investors of the company’s prosperity and give them confidence hence assurance of financing or closing business deals. We also do Pitch decks, business proposal, grants as well ass market and product research.
We offer services of underwriting of debt and equity for corporates and public sector organizations seeking to raise funds, Mergers and acquisitions advisors and underwriting services. We also offer structured finance for high-net-worth people. We also offer restructuring services, investment management, research on securities, brokerage services, prime Brokerage and Private banking
We offer Insurance brokerage services, personal lines insurance underwriting, Finance and insurance services. Our F&I department is in charge of funding and covering the asset that the dealer sells. We also do reinsurance that safeguards our clients from significant losses.
We professionals of foreign exchange brokerage provide FX (foreign exchange) services all around the world. We also offer exchange of currency to our clients who can buy and sell foreign currency banknotes. Additionally, we offer wire transfer where our clients can send money to international banks via wire transfer. We also offer remittance services by helping migrant workers transfer money back to their native country via remittance.
We offer financial services to foreign corporations or persons domestically
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