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Financial Management

At Creely Fleming & Co. we recognise that clients want more than the basic accounting service. Experience gained over the years has shown us that what clients want is to provide a secure financial platform for their family combined with planning for the future. For many of our clients, preserving the family wealth and being in a position to retire comfortably are among their priorities, however finding a balance between reinvesting in your business and putting enough aside for the future can be demanding.

We work together with our clients by setting realistic goals and implementing procedures to assist them in achieving these goals. Different clients have different requirements so the services we provide are adapted to meet their specific requirements. We have been providing practical support and realistic advice to growing businesses and busy professionals for many years.

Services for Individual Clients include:
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• Budgeting and performance measurement • Buying and selling a business
• Succession Planning • Company / Share valuations
• Corporate Reconstructions • Pensions and life assurance
• Fundraising and bank facility reviews • PRSAs
• Tax compliance and planning • Mortgages and financial planning
• Due diligence reviews • Savings and investments

Whether you are seeking to raise finance, making an acquisition or are selling up we can provide you with solid and practical guidance. Unlike other accountants we don't just offer a few words of wisdom when we meet you to get your tax return signed or when we finalise the audit. We provide a proactive service throughout the course of the business cycle, grounded in a thorough understanding of your personal and business objectives.

To find out more about how we can help you and your business contact John Fleming.