Services

Comprehensive Financial Solutions

Our comprehensive services ensure integrated financial management aligned with global standards.

"Investment & Wealth Management with Professional Financial Planning"

Accounting services Type Services:

2- Internal auditing services

3- External auditing services – accounts auditing

4- Taxes services

5- Company Incorporation and administrative services

6- Economic feasibility studies services, company fair value determination

7- Various consultancy services

8- Training and operation skills strengthening services

Type Services:

Keeping accounting books according to the executive regulations.
Designing an accounting guide according to the activities of the company and administration reports requirements.
Preparing accounting entries according to the Egyptian Accounting Standards classifications.
Execution and updating accounting cycle and forms according to the followed auditing system to insure internal control.
Integrating accounting entries on computerized programs or manual books according to the accounting guide and financial reports.
Presenting periodic financial reports to the administration (Budgets- financial statements- other related reports).
Enforcing tax laws on disburse, receivables and tax deduction documents.
Evaluating and following up taxes and monthly insurance payments.
Location of the service: Company headquarter – Consultancy Expertise House office
Performance of the service: The service is offered by trained qualified accountants working under the supervision the director of the accounting and auditing group

Type Services:

Performing internal auditing according to the Egyptian Auditing Standards and directives.
Performing internal auditing according to the company business guide and internal procedures.
Performing internal auditing according to the company executive regulations and procedures.
Performing internal auditing according to stock cost and control updated systems.
Performing auditing according to the cycle and forms used by the company.
Performing internal auditing to ensure the application of internal control on all financial operations.
Performing internal auditing to enforce control over stocks and assets.
Performing internal auditing to serve the company financial, regulatory and economic goals.
Performing internal auditing to protect the company from financial fraud, preventing incapacity and avoiding lacks leading to fraud high risk and financial losses.
Performing internal auditing to help the company financial department in orienting and listing accounting entries according to the Egyptian and international accounting standards.
Our internal auditing will helping the financial department in producing periodic and yearly financial reports.
Performing internal auditing to avoid the company financial department the legal auditor remarks.
Location of the service and duration: The company headquarters on daily, monthly, quarterly or half annually terms
Performance of the service: The service is performed by trained auditor’s qualified in internal auditing operations working under the supervision of chief of auditing group

Type Services:

Performance of the profession according to the articles regulating account auditor's work according to the law no. 159 of 1981 and its executive regulations.
Performance of the profession according to the Egyptian and international auditing Standards.
Performing the auditing to ensure that all financial reports are issued according to the Egyptian Accounting Standards.
Evaluating the administration auditing notes for the period and their effects according to the recommendations issued to correct these notes according to auditing and accounting standards.
Timing of the service: Quarterly, half annually, annually, periodically
Performance of the service: The service is performed by auditors specialized in external auditing granted professional certificate, member of the Egyptian Accountants and Auditors Association, who followed up internal and external training and studies courses in accounting and auditing under the supervision of the auditing managers and executive partner of the House

Type Services:

Performance of the service according to the taxes laws their amendments and executive regulations, including income tax, sales tax and stamps tax.
Following up the application of the tax system in all related departments of the company.
Offering advice and different tax information at request when applying taxes laws.
Sending Tax Authority instructions and periodic books to the companies as soon as they are issued and offering information courses to the companies tax employees.
Preparation of the yearly tax return and accrediting it by the tax consultant of the House.
Reviewing the tax forms and companies periodic tax returns before sending them to the Tax Authority.
Representing the companies in all Tax Authority departments and different tax branches.
Preparation of all data and information for tax inspection.
Assisting at the tax inspection as per the directives of tax inspection and tax laws, obtaining the best results from the tax inspection
Assisting to internal tax committees – tax appeal committees.
Representing the companies in front of economic, civil and commercial courts, Ministry of Justice accounting expert offices in case of legal action with the Egyptian Tax Authority and Ministry of Finance, preparation of the defense pleading memorandum and required documents to present the company's view with the help of specialized legal advisors in the field.
Timing of the service: Daily, weekly, quarterly, half annually, annually
Performance of the service: The service is performed by specialized tax auditors with professional certificates and who have achieved studies in different tax subjects, who followed up internal and external training and studies courses in taxing under the supervision of the taxes manger department and partner of the House
Why are we involved in this service? We have a strong relations network with all tax departments due to our previous experience in this field which extends to 24 years of experience in providing auditing and tax services

Type Services:

Incorporation and amendment of the legal status all types of companies (individual- partnership companies- stock companies- professional companies- representations offices of foreign companies till obtaining the CR and granting the company the status of corporation and all amendments to the company incorporation memorandum and CR during the life of the company.
Transforming the companies and amending their legal status from partnership companies to stock companies, limited companies to joint stock companies.
Merging companies, companies partition.
The House accepts company liquidation jobs till CR erasing by appointing legal liquidators from the House office.
Preparation of the administrative regulations, penalties and rewards regulations, the companies administrative affairs system, all according to the labor law issued by the Labor Ministry and work flow and conduct, increase of productivity and performance.
Preparation of the full job description of all employees according to the organizational chart of the company, company activity and purpose of each administration in the company.
Preparation of the social insurance system of the company according to the enforce laws and rights of employees.
Setting various company employees evaluation policies and relating them to professional and financial promotion.
Preparing training systems for employees helping to raise performance and productivity for the benefit of the company.
Representing the companies in front of the national social insurance organization- notarization offices – The General Authority For Investment- Egyptian Financial Supervisory Authority- Labor offices- The General authority for Exports and imports- different companies activities license authorities- passports department etc…, and other governmental authorities the companies are due to deal with.
Advertising in the name of the companies and clients for employment positions, conducting employee's interviews and tests for the required positions. Due to our previous experience in dealing with employment offices and companies and experience of the employees House in the field, we are able to select the appropriate employees according to companies specifications and help companies to provide position the financial sector through a data base for financial position owned by the House.
Timing of the service: when required and periodically
Performance of the service: The service is offered by employees specialized in company incorporation and administrative services working under the supervision of the House manager and the responsible partner
Why are we involved in this service? The incorporation of the company is made with 72 hours as of the date of the request and provision of the required documents at the least governmental and non-governmental expenses according to the views of the founders and partners.
Conducting a workshop meeting with the founders and partners to select the best company types and activities according to their purposes and goals.
Investment and project opportunities in Egypt are presented, pointing up on the importance and advantages of each project during the workshop with the founders and partners to provide secured investment.
Credibility in presenting the best investments opportunities and company legal status according to the purposes of the founders.
Credibility governmental and non-governmental expenses evaluation during the whole process of incorporation.

Type Services:

Preparing project's economic feasibility studies and investment opportunities offered in Egypt from a data base available at the Consultancy Expertise House, as well as suggesting the investments revenues of these projects.
Offering financial consultancy regarding the standards and principles required in determining the company fair value used in Egypt and abroad to help companies in their decision of merging, increasing capita, expansion or obtaining credit facilities from banks.
Habilitation of small and medium companies financially, administratively and structurally in order to transform them into a greater legal corporation- stock companies- or share trading on the stock exchange market.
Preparing government programs for family businesses or quasi-family business according to the standards issued by the General Investments Authority and Egyptian Financial Supervisory Authority.
Habilitation of companies financially, administratively and structurally in order to obtain ISO and quality systems.
Expertise, pricing, auctions, machinery and equipment price evaluation and real estate price evaluation.
Timing for rendering service: At client's request
Performance of the service: The service is rendered with the collaboration of licensed professional offices in some of the previously mentioned activities, academics, specialized experts for economic feasibility studies, companies fair value evaluation and habilitation of companies, presenting the required conditions and standards from the competent licenses authorities under the supervision of the founder and the executive partner of the House

Type Services:

Financial consultancies.
Administration consultancies.
Economic consultancies.
Tax consultancies.
Specialized accounting consultancies.
Helping in offering other consultancy services not related to our professional services in order to provide our clients with data base according to the activities and services they are providing.
Timing for the service: When required
Performance of the service: The service is rendered by specialized consultants and experts under the supervision of the founder and the executive partner of the House

Type Services:

Training services in accounting and auditing fields coupled with field practice training with the help of the team work.
Training services in taxes coupled with file practice training with the help of the team work.
Financial analysis, budgeting and costs training coupled with filed training with the help of the team work.
Providing the companies qualified accountants and auditors.
Timing for rendering service: At the client's request
Performance of the service: The service is rendered by specialized consultants and experts under the supervision of the founder and the executive partner of the House

Buying and selling companies

Financial and Tax Solutions for Businesses and Individuals

July 15, 2025 No Comments

Managing finances and taxes effectively is crucial for both businesses and individuals to achieve financial stability and compliance. This article explores practical financial and tax solutions to optimize resources, ensure compliance, and maximize savings. Financial Solutions 1. Budgeting and Cash Flow Management Creating a detailed budget helps track income and expenses, ensuring funds are allocated efficiently. For businesses, cash flow forecasting is essential to anticipate shortfalls and plan for growth. Tools like QuickBooks or Xero can streamline this process. 2. Debt Management High-interest debt can cripple financial progress. Prioritize paying off high-interest loans and consider debt consolidation to lower interest rates. 3. Investment Diversification Diversifying investments reduces risk and enhances returns. Explore options like stocks, bonds, real estate, or mutual funds based on risk tolerance and financial goals. 4. Emergency Fund Creation An emergency fund acts as a financial safety net. Aim to save 3-6 months’ worth of expenses for individuals or 6-12 months for businesses to cover unexpected costs. Tax Solutions 1. Tax Planning and Optimization Proactive tax planning minimizes liabilities. Work with a tax professional to identify deductions, credits, and exemptions. 2. Compliance with Tax Regulations Staying compliant with local and international tax laws avoids penalties. Use accounting software to track taxable income and file returns accurately. 3. Utilizing Tax-Advantaged Accounts Take advantage of tax-advantaged accounts like IRAs or 401(k)s for individuals, or SEP-IRAs for small businesses, to reduce taxable income. 4. Outsourcing Tax Services Hiring certified accountants or tax consultants ensures accuracy and saves time. They can also provide insights into new tax laws and opportunities. Technology in Financial and Tax Management Modern tools simplify financial and tax processes: Conclusion Implementing effective financial and tax solutions requires planning, discipline, and the right tools. By budgeting wisely, managing debt, diversifying investments, and optimizing tax strategies, both individuals and businesses can achieve financial security and compliance. Consulting professionals and leveraging technology further enhances efficiency and savings.