Independent financial advisor – Independent financial advice for companies
Financial chaos? It doesn’t have to be that way! As an independent financial advisor, we help companies to organise their finances efficiently and keep on top of things. A lack of accounting and controlling structures often makes sound decisions difficult and can cause investment opportunities to be missed.
With customised, independent solutions precisely tailored to your needs, we work completely independently of banks and specific financial tool providers. Our aim is to make your finances clearer, more efficient, more digital and future-proof.
Our services as an independent financial advisor
1.
Financial analysis
We assess your current financial structures and identify potential for optimisation. During this, as an independent financial advisor, we analyse your accounting and controlling processes in order to make specific suggestions for improvement. In doing so, we create a solid basis for your future financial decisions.
2.
Financial accounting & controlling
From accounts payable and receivable accounting to payroll accounting – as an independent financial advisor, we create clear structures that simplify your processes and make your financial management more efficient. Our motto is: manage finances as simply as possible!
3.
Tax consulting
Via our partner network, we offer you specialised tax consulting tailored to your individual needs. Together with experienced tax accountants, we optimise your tax obligations and help you to make the most of tax advantages.
4.
Digitalisation consulting
We assist you in selecting and implementing the best digital tools for your company. This enables you to automate and optimise your financial processes. Our consulting remains independent and focuses on your business goals.
Why SHRI? – Your independent financial advisor
Our consulting is objective and coordinated with your individual needs. We help you to keep track of your finances, minimise risks and make sound investment decisions.
By working with us, you create clear structures that make your company more efficient and competitive.
Your benefits at a glance
Greater return
Through optimised financial processes and targeted investments, you boost your profits and reduce unnecessary costs.
Saved time
Automated and efficient financial processes save you and your team valuable time that you can invest in other important areas.
Process optimisation
We streamline your internal workflows and make your processes more efficient so that your company can become more agile.
Knowledge transfer
We give you and your team the necessary expertise and train your employees on how to use digital finance tools so you can remain independent and successful in the long term.
Reduced workload in financial management
By digitalising and structuring your financial processes, we take pressure off you in your day-to-day business and reduce your administrative workload.
Simplified annual financial statements
Our systematic approach makes drawing up your annual financial statements simpler and more efficient.
Digitalised financial processes for greater clarity and efficiency
As an independent financial advisor, we use the best tools for your company, including, for example, DATEV, SAP and Agicap. We automate and digitalise your financial processes so that you can always keep track of everything. Our solutions not only offer you clarity in the moment, but also ensure you have financial transparency and planning security in the long term.
Our principles
1.
Independence
As an independent financial advisor, we work independently of third-party providers and offer you objective consulting that keeps sight of your goals.
2.
Long-term workload reduction
Our solutions aim to permanently reduce your workload by creating efficient and future-proof structures that take care of things for you in the long term.
Clear finances and smart solutions
No matter whether you require support with financial analysis, investment planning or the digitalisation of your accounting – we are here for you. Together, we develop simple and comprehensive solutions that move your company forward and help you to keep control of your finances.
Independent financial advisor – Work with us
Do you have any questions or would you like to find out more about our services as an independent financial advisor? We will be happy to offer you a no-obligation initial consultation. Feel free to use our contact form or contact us personally. It’s time to empower your finances!
Would you like to become part of our partner network?
Feel free to contact us for a possible collaboration.
