Equity Code

Services

Our integrated services

An accounting, finance, and management system that covers your business cycle end to end.

01

Accounting Services

Financial Statements & Review

Accurate financial statements prepared and reviewed in line with approved accounting standards.

  • P&L and balance sheet preparation
  • Periodic balance review
  • Complete supporting documentation

Accounting Systems Development

Setting up accounting systems and the document cycle to match how your business actually runs.

  • Selecting and configuring the accounting system
  • Building the chart of accounts
  • Setting up the document cycle

Bank Reconciliation & Trial Balance

Accurate bank reconciliation and a disciplined monthly close with no dangling differences.

  • Monthly bank reconciliation
  • Audited trial balance
  • On-time monthly close

VAT Advisory

Preparing VAT returns and keeping every obligation on schedule.

  • Preparing and filing returns
  • Reviewing tax treatment
  • Due-date alerts

02

Finance Services

Budget Preparation

Building realistic, measurable budgets and tracking them monthly against actuals.

  • Operating budgets
  • Actual vs. plan comparison
  • Variance analysis

Cash Flow Analysis

A clear view of cash in and out, with forecasts that protect your runway.

  • Periodic liquidity reports
  • Cash forecasting
  • Working capital management

Contract & Project Analysis

Assessing the financial viability of contracts and projects before you commit.

  • Project profitability analysis
  • Financial risk assessment
  • Pricing structure

Profit Maximization & Cost Reduction

Finding leakage and waste, then building a practical plan to lift margin.

  • Cost structure analysis
  • Operational waste detection
  • Margin improvement plan

03

Management Reporting

Profit & Loss Statements

An accurate, current view of financial performance to back management decisions.

  • Regular monthly reporting
  • Margin analysis
  • Period-over-period comparison

Purchasing & Sales Reports

Tracking purchasing and sales movement and analysing the trends.

  • Sales analysis by client and product
  • Supplier tracking
  • Demand trends

VAT Reports

Filing-ready VAT reports and a proactive review of every obligation.

  • Filing-ready reports
  • Compliance review
  • Document archiving

Live Management Dashboard

Live dashboards and KPIs that shorten the distance between a number and a decision.

  • Cash and margin dashboard
  • Core KPIs
  • Continuously updated

Specialized advisory

Specialized solutions for growth & investment

These solutions cover budget building, feasibility studies, investor file development, and turning numbers into strategic tools that help founders and management make confident expansion decisions.

Advanced Financial Analysis

Turning numbers into a strategic read that exposes the real profitability drivers.

  • Profitability analysis by segment
  • Scenario modelling
  • Benchmark indicators

Investor-Ready Pitch Files & Data Rooms

Financial files and models that hold up under investor scrutiny.

  • Complete financial model
  • Organized data room
  • Convincing investor deck

Budgeting & Financial Forecasting

Multi-scenario budgets and forecasts that support expansion decisions.

  • 12-month forecasts
  • Growth scenarios
  • Quarterly tracking

Cash Flow & Working Capital Management

Tightening the cash cycle and improving working capital to protect liquidity.

  • Collection and payment cycle
  • Inventory management
  • Liquidity plan

Financial & Operational Feasibility Studies

Feasibility studies built on real market data, not assumptions.

  • Market study
  • Financial model
  • Risk assessment

Executive Financial Advisory (CFO Services)

A full-experience CFO at your side, without the permanent headcount cost.

  • Regular sessions with management
  • Leading the finance function
  • Supporting expansion decisions

FAQ

What owners ask before starting with us

How are you different from a regular accounting firm?

An accounting firm records what happened. We run the accounting cycle itself and then turn its numbers into decisions: margin and liquidity monitoring, leakage detection, and KPIs that back pricing and expansion calls. Our team holds CPA, CMA and MBA credentials along with certified Odoo accountants, and works on analysis and hands-on execution rather than analysis alone.

When does my company need a CFO?

Usually when decisions start costing more than simple bookkeeping can support: you do not know the margin on each product, pricing calls are made on instinct, you are preparing for a funding round, or your financials arrive past the middle of the following month. Our executive CFO service gives you that experience without a permanent hire.

How long does it take to get our accounting in order?

We start by assessing the current state and structuring the data, then run the accounting cycle on a weekly and monthly rhythm. Across past engagements, measurable results appeared within two to four months — a monthly close cut from 20 days to 5, or cash flow moving from negative to positive. The timeline depends on the state of the records at the start.

Is our financial data safe with you?

Yes. We work under signed non-disclosure agreements with every client, and confidentiality is one of the pillars of how we operate. Some of our clients appear on this site by sector only, without being named, under exactly those agreements.

Do you work on a specific accounting system?

We work primarily on Odoo, with certified accountants on it, and have built manufacturing, real estate and multi-branch models from scratch. We also use sector-specific analytics tools. If you already run a system, we assess it before proposing any migration.

Ready to start?

Book a free assessment and walk away with a practical plan for your finances.

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