SME BUSINESS DEVELOPMENT PACK · Benefits of using UCL Significant Financial Savings The real value...

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SME BUSINESS DEVELOPMENT PACK

Transcript of SME BUSINESS DEVELOPMENT PACK · Benefits of using UCL Significant Financial Savings The real value...

Page 1: SME BUSINESS DEVELOPMENT PACK · Benefits of using UCL Significant Financial Savings The real value of outsourcing accounting is that it reduces costs. By outsourcing your bookkeeping

SME BUSINESS

DEVELOPMENT PACK

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Content

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WHO WE ARE

OUR SERVICE OFFERINGS

OUR BOARD

KEY STAFF

CONTACT INFORMATION

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DETAIL #

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For today's companies looking to achieve high performance through an effective and

efficient finance organization, UCL offers its Finance and Accounting Business Process

Outsourcing (BPO) Services.

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At UCL we offer the following services:

Accounting Services Process Outsourcing

Technical Accounting Services

Business Process Outsourcing (BPO) in

accounting and finance departments

Interim staffing services

Administrative support Services

Internal Audit Services

Tax Compliance and Tax Reporting

Benefits of using UCL

Significant Financial Savings

The real value of outsourcing accounting is that it reduces

costs. By outsourcing your bookkeeping operations, you’re

only paying for the accounting help you need when you need

it with absolutely zero employee-related cost to deal with.

Worry no more on the typical employee expenses like

benefits, insurance, payroll taxes, paid leaves, etc. Generally,

you only pay for what you need—nothing more, nothing less.

Enjoy secure book-keeping and accounting

You can outsource any core accounting function to us,

without the fear of security, privacy or confidentiality issues

Focus on Core Competencies

When you outsource to us, you get relieved to concentrate on

your core business

Expertise on Your Side

By teaming up with us, you will have an access to expert

advice and confidence in financial reports that meet

regulatory and compliance standards.

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Our holistic Accounting Service Process Outsourcing cover a wide range of tasks that are handled by

your internal accounting and finance department. We integrate and optimise all aspect of your finance

and accounting task to minimize cost

Our solution include:

Maintenance of books of accounts;

Transaction processing

Financial and management reporting in compliance with IFRS

Supporting finance team during audit process

Providing budget allocation

Implementation of internal controls and business processes

Benefit of Accounting Services Process Outsourcing

With our specialized Accounting services;

SMEs can focus on their core business to give more room for efficiency

SMEs are guided to implement better business processes and improve internal controls

Save over 70% of cost while hiring experience and competent Accounting professional. Our team is

able to reduce unnecessary expenses

You are assured of regular, high quality, transparent and secured performance reporting

Our Accounting Services Offering

Accounting Services Process Outsourcing

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The Business Process Outsourcing service involves taking over the duties of the accounting and

finance department. Our approach results in the following:

Optimized working capital;

Improved revenue;

Reduction in operating cost;

Reduction in receivables;

Enhanced customer and supplier relationships and

Improved and efficient financial controls

Our Accounting Services Offering

Finance and Accounting Business Process Outsourcing

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The Technical Accounting Services is designed to assist SMEs who need technical accounting

knowledge for complex transactions. Our team is able to provide guidance in the following

technical issues:

Preparation of financial statement in accordance with International Financial Reporting

Standards (IFRS)

Preparation of accounts for presentation to external auditors, shareholders and potential

lenders;

Drafting disclosure notes for financial statements;

Fulfilling regulatory or statutory reporting requirements;

Drafting and preparing policy memoranda;

Analysis of complex revenue recognition transactions and policies;

Functional currency determination and foreign currency issues and

Any other technical accounting issues

Our Accounting Services Offering

Technical Accounting Services

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Our management accounting service include:

Preparation of management accounts (monthly, quarterly and annually) in the form and style

that suits business objectives.

Provide detailed cash flow projections to enable management and Board plan

Present financial data and analysis for quick managerial decisions

Preparation of financial statements

Maintenance of subsidiary and general ledges.

Our Accounting Services Offering

Management Accounting

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Tax Compliance and Reporting services is designed to help SMEs to meet their tax compliance and

Reporting needs.

Coordinate all your tax compliance activities and provide a holistic range of services such as:

Corporate tax advice

VAT returns

Withholding tax

Corporate tax compliance

Preparation of tax accounting and provisions

Our Accounting Services Offering

Tax Compliance and Reporting

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Interim staffing Internal Audit Services

Our Accounting Services Offering

UCL understands that excellent employees

are important to business however; it is

difficult to attract and recruit the best

employees as quickly as possible. Our team

offers unparalleled experience in providing

interim staffing solution to all organisation

Through our networks and exposures, we are

able to get your company the right blend of

short-term and long term professionals in the

shortest possible time. We ensure that, we

carefully match the right professions to the

skills you need.

UCL’s Internal audit solution provides support to end

to end functionality for managing the complete audit life

cycle including:

Evaluation of internal controls effectiveness

Design of risk management framework

Development of standardized audits and checklists

Audit planning and scheduling

Integrated audit service

Financial audit service

Review of audit recommendations

We draw on our experience and sector insight to help

SMEs turn their internal audit function into a strategic

asset.

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We offer administrative services in the following areas:

Incorporation services

Business registration

Providing registered office

Preparation of proposals, agreements etc.

Maintaining the day-to-day management of SMEs

Our Accounting Services Offering

Administrative Services

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Who we are

Union Capital Limited (UCL) is an impact-investment banking firm providing Corporate

Finance, Investment Advisory, Fund Management and Private Equity and Venture Capital.

Union Capital Limited is licensed by the Securities & Exchange Commission (SEC). UCL is a

subsidiary of the Jospong Group.

UCL through its parent and affiliate companies, has unique partnerships with players in key

sectors of the economy. UCL also has an understanding of clients needs from a local

perspective with global expertise.

UCL’s human resource and strategic competencies span several functional areas, including

finance, business strategy, HR and marketing. We, therefore, structure effective turnkey

transactions that meets identified needs in several sectors of focus.

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Key Staff

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ERNEST OFORI ASAMOAH (PhD.) – MANAGING DIRECTOR

Ernest has 15 years experience covering fund management, investment advisory, business development, due

diligence, risk management and real estate finance.

Ernest manages the day to day administration of Union Capital. Additionally, he serves as the Team Lead on

executing private equity and venture capital transactions. He is also responsible for executing corporate

strategy in respect of deal flow, capital raising and stakeholder relations.

Prior to his current role, Ernest was the CEO of Ghana Women Fund Limited. He previously worked with

KPMG as Manager .He holds PhD Business Administration and an MBA in Finance and Investments from

Blekinge Institute of Technology, Sweden, Masters in Law (Commercial and Real Estate) and BSc Land

Economy from KNUST. He is a member of Chartered Institute of Marketing, Ghana and UK, and a member of

South Africa Institute of Management Consultants.

LOUIS APPIAH HARRISON – HEAD, CORPORATE FINANCE & ADVISORY

Louis is an Economist and Investment Banker with over 6 years experience in business planning and

strategy, decision making, managing cash flow and capital raising.

Louis is responsible for evaluating, structuring, negotiating, and close new transactions, portfolio

restructurings, rescheduling, capital increases, equity sales.

Prior to his current role, Louis was the Transaction Advisory Manager and Treasurer at Merson Capital and

worked on deals worth over an aggregate of US$3.5 billion.

Louis holds an MPhil in Economics with specialisations in Money and Banking, Corporate Finance and

Public Sector Economics from the University of Ghana.

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Key Staff

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BENJAMIN NANOR – HEAD, PRIVATE EQUITY AND VENTURE CAPITAL

Benjamin is an Investment Banker and Chartered Accountant with over 8 years multi-sector experience in

accounting, finance, risk and investment management.

Benjamin is tasked with tasked with developing a pipeline of good quality investment opportunities by

anticipating market trends and employing sector knowledge.

Prior to this role, Benjamin was the Snr. Investment Manager for MnP Capital and Whitewall Properties.

He holds a Bachelor of Commerce Degree from the University of Cape Coast, An Advanced Diploma in

Accounting and Business from ACCA – UK, and pursuing a Masters in Business Administration with

Marymount California University – USA. He is a member of the Association of Chartered Certified Accountants

- UK

ADJOA OWUSU-TAKYI– HEAD, FUNDS MANAGEMENT

Adjoa is currently the Head of Funds Management at Union Capital Limited (UCL). Prior to joining UCL, she

served in various capacities as Fund/Asset manager in different managerial positions. including Fund

management, Funds mobilization and Product development, Business development, Sales and marketing

among others which she judiciously performed.

She boasts of managing huge portfolios for Private wealth individuals as well as Institutional funds in the

area of Welfare, Pension, Provident and Endowment funds. She was very instrumental in setting up and

implementing the first ever Balanced Fund in Ghana, (Bfund) as well as the first Ethical Fund (the Arkfund).

Adjoa holds a Bachelor’s degree (First Class Honours) in Banking & Finance from the University of Ghana

Business School as well as an MBA in Finance from the Central University College, Ghana.

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Union Capital Limited

753 Pawpaw Street,

East Legon, Accra

Ghana

P. O. Box KN 5569

Kaneshie, Accra

Ghana

M: +233 50 144 9976

E: [email protected]

W: www.unioncapitalgh.com

Contact Information

Location:

Post:

Telecom:

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Non-disclosure Clause

The information contained in this document is confidential. If this document was not received from Union Capital Limited

(“UCL”) or with the explicit written permission of UCL, kindly return it unread to the address given in the last paragraph on

this page. It is meant for the consumption and deliberation of bona fide recipients only. If this document has been presented

to you by UCL and you do not wish to be bound by the terms and conditions declared below, please do not read any further

and return the document to UCL.

No part of this document nor information reasonably gleaned from this document may be transferred in any form including

writing, email, pictorially, in machine-readable form or orally to a third party except with the express written permission of

UCL or any of this information that is or becomes public subsequent to this agreement.

You undertake to use this document only to evaluate and assess any proposals contained herein, to treat all information

contained herein as private and confidential, not to pass on any part of this document or information gleaned from it without

the express written consent of UCL and to return this document to UCL on request.

This document is neither a contract nor an invitation to contract. It does not create any legal and binding relationship

between the recipient and UCL except as relates to the confidentiality requirements above.

For correspondence and submissions, the address of UCL shall be P. O. Box KN5569 , Kaneshie.

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