Diagnostics and goal setting
Every engagement begins with a structured diagnostic. We quantify your starting point, agree on key metrics, and align expectations with stakeholders.
Financial services tailored for Ghanaian ambitions
Each engagement is delivered through structured modules with measurable outcomes. We work alongside founders, finance teams, and community leaders to embed lasting capabilities.
Financial planning diagnostics
We start with an in-depth assessment of your cash flow, expense categorisation, and liquidity buffers. Our analysts review bank statements, mobile money reports, and supplier contracts to build a diagnostic dashboard. This service identifies vulnerabilities, highlights savings opportunities, and sets the foundation for upcoming interventions.
Deliverables: customised budgeting templates, monthly cash flow forecast, risk heatmap, and remediation plan aligned with Ghanaian tax regulations.
Responsible credit governance
We map your existing credit lines, collateral commitments, and repayment schedules. Using Bank of Ghana prudential ratios, we stress-test your exposure under different revenue scenarios. The outcome is a practical governance framework with monitoring checkpoints, lender communication scripts, and escalation procedures.
Use cases: working capital facilities, supplier credit, vehicle financing, and real estate-backed loans.
Investment readiness preparation
Our investment preparation clinics review your asset allocation, risk profile, and long-term goals. We develop liquidity ladders covering treasury planning, mutual fund participation, and property cooperatives. The service includes scenario planning for inflation, currency shifts, and sector-specific shocks.
Focus areas: cash reserves, medium-term growth plays, and long-term wealth targets for education or retirement.
Community savings facilitation
We support cooperatives, unions, and housing associations in designing accountable savings schemes. The facilitation covers governance policies, meeting agendas, contribution tracking, and dispute resolution processes. We ensure that your group savings model meets legal requirements and aligns with members’ expectations.
Outputs: governance charter, contribution ledger templates, communication toolkit, and quarterly performance dashboards.
Financial governance reporting support
We help organisations design reporting packs that satisfy investors, boards, and regulatory agencies. The support includes narrative development, visual analytics, and action trackers. By instituting quarterly reviews, you maintain momentum and compliance alongside measurable outcomes.
Components: board-ready dashboards, policy compliance summaries, and corrective action logs.
How we deliver
Guided implementation
We combine workshops, coaching sessions, and digital templates to keep your team accountable. Our facilitators remain accessible for clarifications between sessions.
Monitoring and evaluation
We introduce scorecards, conduct debriefs, and review evidence of progress. These checkpoints ensure that improvements stick and adapt to changing conditions.
Ready to align your financial infrastructure?
Reach out to schedule an onboarding session. We will clarify your priorities, document your existing systems, and propose a programme roadmap focused on sustainable results.
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