SERVICE CATALOG: SMART HERITAGE ACCOUNTING (SHA)
Role within the group: Specialized division for advanced managerial accounting, reporting, and financial advisory services for entrepreneurs.

1. STRATEGIC ACCOUNTING & MANAGEMENT REPORTING
   (“Numbers That Truly Reflect Your Business”)
   
   

• Full accounting services (KPiR / General Ledger) focused on generating actionable data.
  
  

• Preparation of monthly management reporting packages (P&L, cash flow, industry-specific KPIs).
  
  

• Development of interactive financial dashboards using Power BI / Tableau.
  
  

2. OPERATING COST AUDIT & OPTIMIZATION
   (“Where Are Your Margins Leaking?”)
   
   

• Detailed analysis of cost structures (materials, labor, energy, logistics, overhead).
  
  

• Identification of unjustified or excessive expenses.
  
  

• Recommendations for targeted cost-reduction measures with projected savings.
  
  

3. CASH FLOW MANAGEMENT
   (“Confidence That There’s Enough for Everything”)
   
   

• Creation and maintenance of precise, multi-month cash flow forecasts.
  
  

• Early warnings for potential liquidity shortages.
  
  

• Optimization of accounts receivable and payable cycles.
  
  

4. FINANCIAL & INVESTMENT ADVISORY FOR OWNERS
   (“What to Do With the Surplus in Your Company?”)
   
   

• Investment and business project analysis (CAPEX, NPV, IRR).
  
  

• Guidance on optimal financing mix (equity, grants, leasing, loans).
  
  

• Owner payout strategies (dividends vs. salary) with tax implications considered.
  
  

5. PREPARATION FOR DUE DILIGENCE
   (“Cleaning Up Finances Before a Sale”)
   
   

• “Polishing” financial statements and organizing documentation for review.
  
  

• Simulation of potential questions and concerns from prospective buyers.
  
  

• Support during financial negotiations in transactions.
  
  

6. PRODUCTION PROCESS CONTROLLING
   (“Cost Accounting for the Factory”)
   
   

• Accurate calculation of product manufacturing costs (absorption costing / ABC).
  
  

• Profitability analysis of products, production lines, or orders.
  
  

• Collaboration with SHE to evaluate the financial impact of implemented operational improvements.
  
  

7. SUBSCRIPTION FINANCE MANAGEMENT (CFO AS A SERVICE)
   (“Your External Chief Financial Officer”)
   
   

• Full management of the client’s finance and accounting department.
  
  

• Participation in board meetings and strategic advisory based on data.
  
  

• Oversight of budget execution, financial risk management, and banking relationships.
  
  

GROUP SYNERGY: SHA acts as the strategic financial partner for the entire group. It provides reliable financial data for SHC (valuation, succession models), SHE (ROI assessment of improvements), and SHL (tax and legal analyses). For external clients, SHA ensures financial order—the foundation of every serious business decision.