Category: Tax & Accounting Services

Written by Zahrial Fakhri on 05/12/2023
The author’s views are entirely their own and may not always reflect the views of Putranto Alliance.

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Financial consulting is an indispensable resource for individuals and businesses navigating complex financial decisions. From establishing a business and managing investments to mergers and acquisitions (M&A), finance can often be daunting. This article delves into the significance of financial consulting, the range of services it offers, and how it aids businesses in achieving the financial objectives.


Financial consultants play pivotal roles in assisting clients in comprehending asset management and financial objectives. Equipped with diverse training and certifications and offer guidance across various sectors, including business strategies to due diligence for investments and M&A activities.

The Importance of Financial Consulting

Financial consulting is indispensable in navigating the complexities of the modern financial landscape. As businesses encounter an array of challenges and opportunities, from digital transformations to regulatory changes and global economic uncertainties, the expertise of financial consultants becomes invaluable. These professionals offer strategic insights and solutions, ensuring that businesses can adapt to changing environments, optimize financial strategies, and achieve the objectives effectively.

The Best Time to Do Financial Consultation

Determining the opportune moment for financial consulting depends on the specific needs and circumstances of a business or individual. However, it is advisable to consider seeking financial consulting services during key stages such as business establishment to mergers and acquisitions. By proactively engaging with financial consultants during these critical phases, businesses can gain valuable insights and guidance to make informed decisions and navigate complex financial landscapes more effectively.

Benefits of Financial Consultation

Financial consulting offers a multitude of advantages to businesses and individuals alike. By leveraging the expertise of financial consultants, clients can gain access to tailored advice and strategies to optimize the financial operations and achieve goals effectively. Some of the key benefits of financial consulting include:

  1. Expert Guidance
    Financial consultants provide expert guidance and recommendations based on the extensive knowledge and experience in finance, enabling clients to make well-informed decisions.

  2. Customized Solutions
    Consultants tailor services to meet the specific needs and goals of each client, ensuring that strategies are aligned with the unique financial objectives.

  3. Risk Management
    Consultants help businesses identify and mitigate financial risks, allowing to navigate uncertainties and safeguard the assets effectively.

  4. Enhanced Efficiency
    By streamlining financial processes and implementing best practices, consultants help improve operational efficiency and maximize resource utilization.

  5. Strategic Planning
    Financial consultants assist clients in developing comprehensive financial plans and strategies to minimize costs and capitalize on growth opportunities.

  6. Compliance and Regulation
    Consultants ensure that clients comply with relevant financial regulations and standards, reducing the risk of non-compliance and associated penalties.

  7. Financial Education
    Through ongoing guidance and support, consultants empower clients with the knowledge and skills needed to make sound financial decisions independently.

The Process of Financial Consulting

Financial consulting involves a systematic approach to addressing the financial needs and challenges of the clients. The process typically consists of the following steps:

  1. Initial Assessment
    The consultant conducts an initial assessment to understand the financial situation and challenges of the client. This may involve gathering relevant financial documents and analyzing existing financial data.

  2. Goal Setting
    Based on the assessment, the consultant works with the client to define clear and achievable financial goals. These goals serve as the foundation for developing tailored strategies and recommendations.

  3. Analysis and Strategy Development
    The consultant conducts a comprehensive analysis of the financial status and market conditions of the client. Using this information, consultant develop customized strategies and action plans to address the specific needs and objectives of the client.

  4. Implementation
    Once the strategies are developed and agreed upon, the consultant assists the client in implementing them effectively. This may involve restructuring financial processes, reallocating resources, or implementing new technologies to streamline operations.

  5. Monitoring and Adjustment
    Financial consultants continually monitor the financial performance and the effectiveness of implemented strategies of the client. Adjustments are made as needed to ensure that the client remains on track to achieve goals and objectives.

  6. Regular Review
    As financial circumstances and market conditions evolve, consultants conduct regular reviews and updates to the financial plan of the client. This ensures that strategies remain relevant and responsive to changing needs and circumstances.

How We Can Help

At Putranto Alliance, our seasoned financial experts offer comprehensive consulting services tailored to meet the unique needs of each client. Here is how Putranto Alliance can assist you:

  1. Budgeting
    Our team will assist entrepreneurs in providing guidance on budgeting and cash flow management as well as ensuring financial sustainability of the company.

  2. Investment
    We help clients to optimize their investment portfolios and ensure compliance with tax laws and regulations through strategic tax planning and accounting services.

  3. Financial Due Diligence
    Our financial due diligence services consider a comprehensive examination of all aspects of finances, including an analysis of how the method of recording financial statements can affect the operations of company. Putranto Alliance will also ensure that the company complies with all applicable tax regulations by reviewing previous transactions to ensure that no details are overlooked.

  4. Tax Accounting
    Putranto Alliance assist clients in preparing financial statements in accordance with PSAK (Indonesian Financial Accounting Standards) regulations and in calculating the amount of tax payable by individuals or businesses in accordance with applicable tax laws. We can also help in optimizing financial structures and transactions to minimize the required tax burden legally. This includes preparing and organizing tax documents such as tax reports, analysis, and strategic planning to utilize tax incentives and avoid unwanted tax risks.

Putranto Alliance is working closely with clients to define clear financial goals and develop customized strategies for achieving goals, providing continuous support and monitoring to ensure long-term financial stability and success.


To get started, simply reach out to the Putranto team and schedule an initial consultation. During this meeting, the expert team and clients will discuss specific requirements and objectives tailoring a consulting plan that aligns with the goals of clients. From there, the Putranto team will work closely with the clients to implement necessary strategies and provide support every step of the way.

Choosing a financial consultant is crucial to undertake a thorough assessment of the qualifications and track record. Equally important is verifying that consultant possess the requisite licenses and certifications. These certifications may encompass internationally recognized qualifications like Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Tax Consultant, and other licenses that hold recognition in various countries across the globe. This comprehensive evaluation will enable to make an informed decision and select a consultant who not only possesses the necessary expertise but also meets the global standards of professional excellence.

Deciding if a business needs a financial consultant depends on how complex the financial goals and situation are. A consultant can be super helpful if client have clear financial goals, complex investments, or need help with financial plans. Financial consultants bring expertise to the table, giving the advice that fits goals and helps make smart financial decisions. Consultants are also good at adapting to changes in the financial world and keep financial plans on track as things evolve.

Financial consulting can provide invaluable guidance and support in various aspects of business financial management. Whether client need assistance with budgeting or any kind strategic financial decision-making, Putranto Alliance experts can help optimize financial processes and achieve goals more effectively.

Putranto Alliance understands the importance of maintaining the confidentiality and security the financial information of clients. As a concrete step in ensuring this, we have implemented the ISO 27701 standard for information privacy management. This affirms our commitment to ensuring that all of our handled data are tightly guarded and used only as per established needs.

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