Advisory
Corporate Finance
At Dynamic Associates we understand the difficulties that businesses and individuals face today in accessing credit and managing banking relationships.
Our experience, gained from working in lending and asset management positions for various financial institutions, allows us to fully understand the policies and procedures which govern the credit process.
We can support you with securing new banking facilities, by developing your business plan and a funding model to support negotiations with the bank.
Business Advisory
At Dynamic Associates we can provide a management accounting service that can assist in the preparation of periodic management accounts, budgets and cash flow forecasts to enable you to meet your business objectives.
While annual accounts are historic in nature, management accounting can be forward looking and dynamic which can assist in day to day managerial decisions, performance measurement and accurate strategic planning of your business.
Our management accounting service can be incorporated within our bookkeeping services or in conjunction with your bookkeeping software.
Trade Advisory
Dynamic Associates Trade Advisory (DATA) desk provides consulting services to companies involved in international trade, typically importing and exporting companies and banks. DATA provides training and consulting services in trade products including commercial and standby letters of credit, incoming and outgoing collections, bank-to-bank reimbursements, bankers’ acceptances, demand guarantees, international standard banking practice, and the rules related to these products. These rules include the Uniform Customs and Practices for Documentary Credits (UCP 600), Uniform Rules for Collections (URC 522), Uniform Rules for Bank-To-Bank Reimbursements (URR 525), and the Uniform Rules for Demand Guarantees. Consulting and training is also available in the areas of Fraud Recognition and Prevention, Risk Mitigation in Trade, and Anti-Money Laundering Compliance. Training is available at both the management and staff level and includes the rules, risks and rewards associated with the chosen method of payment. Working closely with clients and banks, Dynamic Associates can advise you the best possible options available to suit your specific needs and facilitate a smooth transaction flow.
Dynamic Associates provides consultancy and training on wide range of trade products including:
- Advice on contractual terms relating to import and export of goods;
- Advice on terms and conditions of offer documents like Proforma Invoice, Purchase Orders, Sales Order, Tender, Sales offer etc
- Advice on the best available transportation and payment modes suitable to specific needs of customers
- Advice on Open Account Trading
- Advice on terms and conditions of Documentary Credits including Sight, Negotiation, Acceptance, Deferred Payment, and Standby LCs.
- Advice on all types of Inco Terms including risk and responsibilities involved in various shipment modes
- Advice on import and export documentary requirements;
- Scrutiny of Export documents and advice on how to make them credit compliant documents
- Advice on Advance Payments
- Advice on Documentary Collections
Our advisory services include:
- Business Plans and Banking Proposals
- Preparation of periodic management accounts
- Preparation of cash flow projections and budgets
- Assistance and advice with banking products and services
- Provision of outsourced financial controller service
- Advice on Trade Finance Related Matters