Financial Planning

Our Services

Financial Planning

Every day, companies are confronted with factors that affect their finances. Therefore, it is essential to have a financial plan tailored to the needs of the business.

Relying on the financial advice of external professionals can be key to having an objective vision that helps to adjust the economic and financial plan. In addition, with our collaboration, our financial advisors will seek the appropriate mechanisms at all times and according to the needs.

The consultants of the different areas of Norgenic work on the management control of our clients. We are proactive in proposing improvements in the management of companies thanks to our detailed study.

Below are some of the management control services:

  • Adaptation of the chart of accounts and accounting practices to the budget outline.
  • Analytical accounting by project.
  • Forecast of the profit and loss account for the year. Monthly and year-end.
  • Forecast of cash flow, indebtedness and financial expenses for the year.
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FAQ

General Questions

Here are the most frequently asked questions from our customers. If you have any further questions, please do not hesitate to contact our great team.

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Why is a Financial Plan important?

A financial plan describes and analyses all the variants that make up a business. Basically, it defines the financial objectives and explores how they can be achieved. Having a structured financial plan helps to deal with problems before they become detrimental to the business.

The 4 keys to financial planning: objectives, timelines, budgeting and control of decisions.

The financial planning process comprises four steps:

  1. The establishment of the objectives pursued and their prioritization.
  2. The definition of deadlines for achieving these objectives.
  3. Drawing up the financial budget, i.e. identifying the different items necessary to achieve satisfactory results: investment in fixed income, equities, selection of funds, pension plans, etc.
  4. Measurement and control of the financial decisions taken to avoid deviating from the route that leads to the objective(s) set.
In which state can I set up my company?

You can incorporate your LLC or C Corporation in any of the 50 US states, or even in the federal district.

However, there are different criteria for choosing the right state. If you would like a professional to analyse your situation and recommend a particular state, we recommend that you contact us.

What is an LLC?

An LLC or Limited Liability Company is a business category available in the United States and is known to be a simpler and more flexible option compared to the C CORP, another of the most chosen options by entrepreneurs.