Accounting & Advisory Firm of Saint-Barthélemy

Accounting & Advisory

Guiding and supporting our clients throughout their professional journey

Our priorities

Our firm provides recognised expertise in financial, tax, social, legal, IT, and management matters, in constant communication with your company's decision-making bodies.

Specialties

Bookkeeping & auditAccounting expertiseBusiness advisoryBusiness valuationAcquisition auditFinancial forecastingAncillary legal work

Accounting missions

Financial statement preparation

◆Setting up the chart of accounts adapted to the business
◆Bookkeeping supervision and maintenance
◆Oversight of accounting departments
◆Implementation and monitoring of operational management accounting
◆Accounting assistance of any kind
◆Preparation of periodic statements, balance sheets, and income statements
◆Preparation of forecast statements
◆Preparation of group accounts and balance sheet consolidation
◆Preparation of cash flow statements

Audit & certification

◆Contractual audit of accounts
◆Review of internal control procedures
◆Statutory audit (statutory audit services are provided by our CCIN entity)
◆Pre-acquisition review
◆Contribution audit

Expert assessment

◆Amicable expert assessment
◆Business and share valuation (in particular for sales, disposals, contributions, successions, divisions, gifts, or at the request of various bodies)

Legal and tax missions

Corporate law

◆Choice of corporate form
◆Execution of all operations (incorporation, capital increase, share transfer, merger, transformation, demerger, dissolution, liquidation)
◆Restructuring operations
◆Company secretarial services: board and general meeting minutes and related formalities
◆Wealth law
◆Social insurance for business owners
◆Business succession

Tax law

◆Studies and consultations on tax issues, in particular those linked to the specific characteristics of Saint-Barthélemy
◆Assistance with tax return preparation
◆Real estate taxation
◆Registration duties and transfer taxes
◆Other taxes and duties

Advisory and management missions

General management

◆Forecasting and planning
◆Cost, margin, and profitability analysis
◆Investment projects: cost and return analysis
◆Dashboards and budgetary control
◆Contribution to safeguarding company assets
◆Management ratios
◆Assistance in preventing and dealing with business difficulties
◆Restructuring of legal groups

Financial management

◆Financial management analysis and return on invested capital
◆Financial ratios
◆Working capital analysis and management techniques
◆Equity investment (study, assistance, practical implementation)

Banking and financial relations

◆Cash flow planning
◆Medium and long-term financing plans
◆Choice of financing methods