Accounting and Finance Advisory Services

Audit - Optimize - Coach

Do you need a more detailed management and financial reporting mechanism? Do you need regular, timely, and reliable management reporting?

We understand that managing a small or medium enterprise through periods of growth and change involves multiple challenges. One such challenge is ensuring a sound and reliable accounting function that remains dynamic enough to adapt and manage through these changes. As accounting is a function that forms the core of any business, your management decisions will rely heavily upon the financial information generated throughout this process during all stages, from planning to execution.

Spotlight on Solutions

Performance Audits

Many entities also utilize our services to conduct performance audits which involve the review and documentation of internal controls and procedures. Such audits are invaluable in establishing how effectively the business in question is operating.  A performance audit can cover areas such as:

  • Human Resource Review – including Job Descriptions, Key Performance Indicators (KPIs), Employee Handbooks & Review procedures
  • Benchmarking and efficiency reviews
  • Setup, review, and benchmarking of accounting systems
  • Developing and implementing policies and procedures
  • Budget forecasts and cashflows

A detailed audit can help to identify potential issues, improve processes and procedures and provide invaluable insight for those who want to micromanage certain parts of their business.

Accounting Process Optimization

PBSI can help you enhance the specific finance and accounting processes that often cross multiple business units and operating silos, such as:

  • Financial and management reporting
  • Planning, budgeting, and forecasting
  • Order to cash
  • Procure to pay
  • Front-, middle-, and back-office integration
  • Account reconciliations

By identifying and prioritizing the improvement of core finance function processes and you can redefine the finance function in a relatively short period—with an outcome of increased productivity, reduced costs, and improved reporting.

Business Coaching

Do you have the following?

  • Budget and Forecasts
  • Business Plan
  • Marketing Plan
  • Disaster and Recovery Plan

PBSI can assist you in all of these areas so that you take the ‘helicopter’ view of your business.

We will undertake a comprehensive evaluation of your business including, goals and objectives, policies and procedures, and staff performance, and identify the areas that can easily be delegated to more junior staff through training, initiative building, and delegation.


This will free up your invaluable time, allowing you to focus on promoting your business.