Elite - Financial and business consulting is a freelance ACCA office of certified accountants and business consultants who work with companies (SMEs) or individuals to plan for their financial futures and help in their daily accounting & Financials by offering information and guidance on topics that include taxes, investments and insurance decisions. Elite works closely with clients to offer perso
nalized financial advice. Elite's duties:
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Creating, Developing and assessing Entity's policies & procedures to ensure it's up-to-date.
- Help in accomplishing organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities.
- Help individuals & freelancers to report their Statement of Profit & Loss and Financial Position; tracking their financial & accounting transactions.
