Financial planning and audit in the UAE

FINANCIAL PLANNING AND AUDIT IN THE UAE

We build a financial model, set up accounting, and prepare for audit and corporate tax.

You see the numbers, the bank sees order. Transparent, legal, and profitable.

Get a consultation Contact us

Why this matters for businesses in the UAE

CORPORATE TAX AND VAT

Rules are changing, and fines are real. Keeping your reporting in order saves money and stress.
Banking compliance

Accurate reports and account activity speed up KYC and simplify operations.
Management decisions

Budget, margin, balances, receivables: the owner sees the full picture, not guesses.
Growth and investments

Without numbers, you can’t attract partners or expand credit lines and limits.

Complete services

Financial Planning
- - Budgets P&L / Cash Flow / Balance Sheet.
  - Revenue models, scenario analysis, unit economics.
  - Policies: limits, payment schedule, reserves
Accounting and reporting
- - - Setting up and restoring accounting, selecting ERP/software.
    - Management and regulatory reporting (IFRS).
    - Preparing comprehensive reports for banks and investors.
Taxes and compliance
- - - Corporate tax (9% on profits above the threshold), preliminary tax burden assessment.
    - VAT 5%: registration, filings, desk support.
    - Economic Substance / ESR, Transfer Pricing (if applicable): policies, documentation, procedures.
Audit and audit readiness
- - - Annual statutory / freezone audit (where required).
    - Internal audit: processes, controls, risks.
    - Audit readiness: closing gaps and preparing evidence files.

5 steps

DIAGNOSTICS

We review accounting, statements, contracts, and taxes.
ROADMAP

What needs fixing, deadlines, and responsible parties.
CLEAN-UP

Accounting, policies, source documents, archives, processes.
REPORTING AND TAXES

Period closing, filings, package for bank/auditor.
ONGOING SUPPORT

Monthly reports, KPI monitoring, audit support.

Cases

Case №1. Salary and Benefits Comparison at the University
Task

The university wanted to make salaries and benefits fair, ensuring that roles with equal responsibility received comparable compensation according to the UAE market.
Solution
We analyzed the positions: met with managers and reviewed role requirements and qualifications.

Compared salaries and benefits with other universities in the UAE, identifying where payments were below average.

Prepared a new salary scale, updated the benefits policy, and set rules for pay reviews and promotions.
Result

Within three to four months, the university implemented the new system. Salaries were fairly aligned with roles, and benefits matched the market. Employees became more confident about their pay, and the university strengthened its ability to attract professors and administrative staff.
Case №2. Company Registration in Dubai
Task

The client needed to set up a company in Dubai and organize its structure so the business remained under their control without unnecessary risks.
Solution
We created a structure: an offshore company owns a stake in the local firm.

Prepared the memorandum of association, registered the company name, and obtained the license.

Set up operating procedures: meetings, signatures, and legal reporting requirements.
Result

Within two months, the company was ready to operate. The client has a license, a clear structure, and full management rights. They can conduct business in Dubai and bring in partners without any issues.
Case №3. Company Registration in a Dubai Free Zone
Task

A client from the trading sector wanted to open a company in Dubai, retain full ownership, and get a bank account.
Solution
We selected the JAFZA free zone because it offered the right conditions and a solid business base.

Prepared the documents: company name, memorandum of association, passport copies, and business plan, and submitted everything to the free zone authority.

Assisted the client with opening a bank account and obtaining a residence visa.
Result

Within two weeks, the company was registered and received its license. The bank account was opened within a month. The client obtained a company with full ownership, a residence visa, and all the rights to conduct business in the UAE.

Other cases

Put your finances in order and pass the audit on the first attempt.
Leave your contact details — after a brief diagnostic, we’ll send you a work plan and a timeline