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Advisory
 

Tax Advisory

Our taxation advisory service address both local and international tax requirements. We assist our clients through:

  • appropriate group structuring;
  • the appropriate use of double taxation agreements; and
  • advising on place of effective management.

We assist our clients through taxation forecasting and scenario planning. We perform international and in-country tax computations and report on compliance. We regularly work with in-country experts to confirm local laws and practices.

Transaction Advice

We assist our clients to structure deals and we support the negotiations through to the drafting of heads of agreement. We offer the service of profiling the optimal funding structure for any given business, division or asset. In doing so, we take cognisance of desired risk profiles, desired hurdle rates and access to funding. Typical engagements include the structuring and implementation of fresh equity issues, raising of debt finance, share buybacks, sale of shares and restructuring of balance sheets.



Agility Investments - Services

Legal Support

Agility has extensive experience in providing expertise to assist law firms with the financial and accounting aspects of their legal matters. Our services offered to the legal profession include the following:

  • quantification of losses or gains;
  • financial modelling to determine optimal structures;
  • summarising of large volumes of data;
  • reviews of accounting systems and accounting information;
  • reporting on controls and control adherence;
  • reports on irregular transactions; and
  • reporting on the duties of the auditor.

Special Purpose
Accounting Services

Accounting

We perform the write-up of books and records, including the construction of chart of accounts, reconstruction of accounting records, balancing of intercompany balances and completion of consolidations, in instances where accounts processing has fallen behind or been lost or destroyed.

We assist with reviews of accounting policies and advise on reporting and technical accounting. We are able to assist with the accounting for complex transactions and provide technical accounting and tax opinions. Where estimation and areas of accounting judgment exists, we are able to provide the necessary guidance and documentation to support these assertions. We have experience in drafting annual financial statements in accordance with IFRS, UK GAAP and US GAAP.

In addition, we regularly oversee the accounting function on an on-going monthly or quarterly basis, ensuring that month-end procedures, cut-off, provisioning, and related party transactions have been properly accounted for, prior to reporting.

Accounting Processes & Controls

In conjunction with the above, we have competence in accounting processes and controls. We focus on the design, implementation and review of financial controls, policies and procedures. Processes are closely linked with controls. We assist with a review of processes to ensure that controls such as authorisation, documentation, evidence of segregation of duties and automated systems of internal controls are operating as intended on an ongoing basis. We perform risk based adequacy and effectiveness control reviews for both manual and system controls and provide status reports and improvement recommendations.

Where significant changes in business processes have occurred we can assist in determining the potential impact of the changes in terms of both inherent and control risks and design new control procedures to suit the new processes.

Through our legal support service, we have significant experience and knowledge in fraud detection and prevention. Leveraging off this, we are able to assist you in identifying which areas are more susceptible to misstatement as a result of fraud or misappropriation. These include accounts that are more complex, involve estimates and require journal entry adjustments. For these accounts we can perform a review of processes and controls governing such accounts and provide recommendations as to management practices to mitigate these risks.

Accounting Outsourcing & Assignments

Beyond the books of accounts and its controls our experienced accountants are able to assist our clients with the preparation of budgets and forecasts, business modelling, scenario planning and cost containment programmes. We have skills in restructuring of balance sheets. Our registered tax practitioners can assist with the provisional and company tax computations and supporting tax schedules and reconciliations.

Our outsourced CFO and financial reporting services operate either on an outsourced or assignment basis. We are able to deliver the key functions of the office of the finance director, which includes the delivery of the monthly strategic finance cycle (planning, budgeting, reporting & forecasting), the maintenance of financial controls, systems and fiscal discipline.

We are able to support, perform and oversee the on-going month end process and management accounting and reporting function. These include design and preparation of monthly accounts and reporting packs for companies and groups, including specific shareholder reporting requirements.

We can prepare annual financial statements, consolidated financial statements as well as regular management accounts and performance reports. Whether implementing, migrating or upgrading the accounting system, enterprise performance reporting or ERP systems, we can support your company from an accounting, project execution or independent advisor capacity.

Audit Facilitation

Our audit facilitation service provides pre-audit accounting, year-end journal processing, accrual and provision accounting, asset register construction and cut-off entries. In assisting companies to prepare for audit, we prepare the financial statements as well as the schedules and supporting documentation needed for the auditors to perform the audit. We draft the annual financial statements in accordance with IFRS, UK GAAP, or the appropriate accounting framework. The liaison with auditors is included in this service.