Our services

The most professional service for your business

Growing companies need financial professionals who understand their business environment and who can provide essential strategic financial guidance. At Proximo, we are experienced in working with small to mid-sized companies at all stages of the development process. We offer a wide range of finance support options.

Chief financial officer

Business plan & budget

  • Preparation of company budget
  • Financial support for the preparation of Business plans and business forecasts
  • Dynamic revenue modeling & pricing
  • Collaborating with the company’s external accountants for tax planning
  • Building and analysing the employee compensation and incentive plans, ESOP

Funding & equity

  • Preparation of company budget
  • Financial support for the preparation of Business plans and business forecasts
  • Dynamic revenue modeling & pricing
  • Collaborating with the company’s external accountants for tax planning
  • Building and analysing the employee compensation and incentive plans, ESOP

Cash flow & process management

  • Due-diligence process leadership and support
  • Assistance with capital funding and investments
  • Discovery and assessment of government grants

Controller

Ongoing assimilation & control of the financial plans & processes

  • Preparation of financial reports to be submitted to the external accountant
  • End of year financial closing
  • Track and manage the financial processes
  • Supplier negotiation
  • Accounting system implementation
  • Cash management
  • Opening and managing bank accounts and credit lines
  • Oversight of bookkeeper
  • Maintain company budget
  • ESOP maintenance (Options plans)

Bookkeeping

Preparation Of Bank And Accounting Reconciliations

  • Accounts receivable and payable services
  • Financial reporting services
  • General ledger maintenance
  • Inventory reconciliation
  • VAT and tax reporting and payment
  • Payroll administration
  • Manage all salary-related compensation issues
  • Conformity with all taxation issues
  • Appropriate transaction with relevant authorities
  • 4 monthly hours of CFO consultation

Preparation of bank & accounting reconciliations

  • Accounts receivable and payable services
  • Financial reporting services
  • General ledger maintenance
  • Inventory reconciliation
  • VAT and tax reporting and payment
  • Payroll administration
  • Manage all salary-related compensation issues
  • Conformity with all taxation issues
  • Appropriate transaction with relevant authorities
  • 4 monthly hours of CFO consultation

Salary Preparation

Expert Advice

Preparation of bank & accounting reconciliations

For start-ups that have just raised Seed funding, but do not yet wish to hire a regular CFO service, we offer an “Hours Bank” of consulting time, to allow for “On-Demand-Consultations”.
  • Oversight of financial decisions
  • Budget Planning
  • Tax Planning
  • Banking
  • Company Valuation
  • Cap Table

We provide high-quality audits by using our knowledge, skills and experience to deliver financial statements as requested by the accounting principles.
The financial statements is an important management tool that contributes to the ability to analyze and evaluate the organization’s performance, both in the operational field and in the financial field.

Edi Alev

CPA

Audit

VCs

We work with the VC and preparing the following:

  • Bookkeeping for the fund according to the Tax Ruling and the LP
  • Maintain the fund’s investments in bookkeeping software
  • Bank reconciliation
  • Prepare quarterly trail balance
  • Capital Calls & Distribution
  • Maintain valuation in the book
  • Answering the investors’ questionnaires
  • Calculation of Management fees, catch ups, late payment Interest, Carried interest, discounts for LPs
  • Gross and Net IRR
  • Financial statements for relevant parties

Controllers help you navigate the complex ecosystem of fund accounting

  • Consultation and accompanying the funds during the preparation of the LPA and the Tax Rulings
  • Answering the investors’ questionnaires
  • Calculation of: Management fees, catch ups, late payment Interest, Carried interest, discounts for LPs
  • Gross and Net IRR
  • Financial statements for relevant parties

Our wealth management is based on the following key principles:

  • Loyalty – your family’s best interests are served with no conflicts involved, out of a clear understanding, based on your true needs and wishes
  • Your family’s gate keeper – we manage all negotiations relating to investments, credit rates and fees with banks and/or third parties
  • Planned and managed investment strategy – including professional analysis, setting investment policy and producing regular reports. Supervising investments in real-estate, start-up companies and more
  • Trust – introducing and accompanying the client to the best known trust companies worldwide
  • The family’s future – preserving and planning the assets transference to the next generation, connecting and accompanying to the best pension advisers and lawyers who specialize in final testaments, inheritance and prenuptial agreements
  • Boutique service – Proximo provides your family with the best professional and personal treatment

Wealth Management

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