Accredited Professional Accounting

and Financial

services.

Your trusted partner in Accounting and financial services

YOUR TRUSTED PARTNER IN ACCOUNTING AND FINANCIAL SERVICES

We specialize in providing tailored solutions to businesses in the dynamic world of finance. With a team of experienced professionals, we navigate the complexities of the financial landscape to help our clients achieve their goals and minimize risk.

Mergers and Acquisitions (M&A) Advisory

We offer expert support through every stage of M&A transactions, from strategic planning to post-merger integration. Our team helps with identifying targets, conducting due diligence, negotiating terms, and structuring deals to enhance value and ensure a smooth transition.

Industry Research and Analysis

We provide insights into market trends, competitive dynamics, and emerging opportunities. Using industry reports, market data, and expert analysis, we help clients assess market conditions, spot growth opportunities, and make informed strategic decisions.

Management Consulting Services

Our consulting services focus on optimizing operations and driving growth. We address challenges and uncover opportunities, offering tailored solutions across strategy, operations, and finance to enhance organizational effectiveness and achieve long-term success.

Startup Advisory

We provide comprehensive pitch decks (following the BCG Framework), financial models, and fundraising strategies to help startups secure investment and navigate early growth stages effectively.

Financial Modeling and Analysis

We create customized financial models and conduct thorough analyses to aid decision-making. Our services include evaluating investment opportunities, forecasting performance, and providing insights to optimize financial outcomes.

Bookkeeping Services

We handle ERP and accounting software implementation, maintain accounting records, and manage monthly or periodic book closures. Additionally, we offer BI dashboard reporting for clear financial insights.

Bio

Jawad is a Chartered Accountant, CFA Level II candidate and KPMG alumnus with over 14 years of global experience across the US, UK, GCC, and Asia. He has worked for a both private and public listed corporations, private equity firms, and a boutique investment bank.

VISION OF CEO

We are committed to delivering top-tier professional services rooted in transparency, professionalism, and integrity. Our goal is to empower SMEs by connecting them with globally accredited offshore professionals, all under the supervision of seasoned U.S.-accredited experts. This approach bridges the gap between affordability and access to high-quality services without sacrificing excellence.

Team of accredited professionals

Navigate Your Financial Future With Us

As a financial research and advisory firm, we guide businesses through the dynamic financial landscape with expert insights and tailored solutions. We provide accurate market analysis and personalized financial strategies to help you achieve your goals while minimizing risk. Just as a navigator charts a course, we offer clear guidance to navigate changing markets, stay ahead of trends, and seize opportunities. Contact us today to discover how our comprehensive services can lead your business to financial success.

Milestones

Globaltech Listing

Successfully facilitated the OTC listing of Globaltech Corporation, achieving a market capitalization of $300M

$30M Debt Financing

Secured debt financing for a $30M residential project in Chicago.

TMT Funding Support

Assisted several TMT sector startups and mature businesses across the U.S. and UK in securing funding and M&A process.

$200M Due Diligence

Conducted financial due diligence on several acquisition targets, enabling clients to negotiate favorable deals worth more than $200 million.

Attraq Integration

Led the successful financial integration of Attraq UK into Crownpeak Inc.

AI Project

Data Annotation Services to F100 company

Testimonials

How We’ve Made a Difference

Wayne Arthur

CEO

Sydney, Australia

5/5 for all areas. I would very highly recommend Jawad and will certainly be working with him again!

Salman K

CEO

Chicago, Illinois

Great team leader. Worked on financial plans and made our lives so much easier, will continue to use him for any future acquisitions planning.

Tariq A

CEO

Reno , Nevada

Jawad is familiar with public filings in the United States. He knows GAAP accounting and the requirements of the Securities and Exchange Commission. He has converted financial statements to GAAP from overseas companies.

Kevin Nohl

Senior Vice President

NYC, NY

Jawad is a skilled and experienced finance lead and project manager with outstanding communication and analytical skills. He has a great attitude and creative problem solving acumen. Would recommend him without reservation.

Walter Leicher

CEO

Atlanta, Georgia

Jawad has demonstrated outstanding proficiency in harmonizing financial systems post-acquisition showcasing expertise in both US GAAP and IFRS standards in a cross-border transaction. His financial acumen and precise execution facilitated a smooth transition, enhancing efficiency and cost-effectiveness. I would highly recommend Jawad for those seeking top-tier M&A financial guidance.