Financial Advisory for Companies – Strategy, Tax Optimization and Training

We offer financial advisory for companies that want to gain control over their finances, optimize costs, and make better strategic decisions. Whether you’re growing, restructuring, or simply need clarity, our consulting is tailored to your goals and business context. In addition, we combine expertise with a practical approach – so your financial decisions are always grounded in real numbers and achievable outcomes.

Financial Strategy and Business Growth

Our financial advisory for companies includes support in organizing finances, planning growth, and making informed strategic decisions. We work with both startups and mature organizations that want to optimize their operating models. As a result, clients benefit from clarity, stability, and growth potential tailored to their business stage.

Short- and Long-Term Financial Strategy for Companies

We support the creation of a coherent financial strategy aligned with both current needs and long-term business goals. Our approach is based on solid data and operational experience. In many cases, it is the missing link between vision and execution.

A well-planned strategy helps reduce risk, drive profitability, and manage growth more effectively. That’s why financial advisory for companies should be an ongoing process – not a one-time fix.

Examples:

• Growth strategy for a service company including investment plans for new markets
• Turnaround plan to exit debt and restore profitability

Financial Planning and Forecasting for Companies

We develop realistic financial forecasts to support better decision-making. With thoughtful planning, we help maintain liquidity and ensure control over your company’s finances. Moreover, we align forecasting with your strategy, so your numbers reflect your direction – not just your past.

Examples:

• 12-month cash flow projection for a trading company
• Tax and profit planning for a sole proprietorship

Financial Modeling for Smarter Business Decisions

As part of our financial advisory for companies, we build models that support forecasting, investment evaluation, and decision-making. These models help visualize outcomes and explore different scenarios with greater clarity. In practice, they become a reliable tool for navigating uncertainty and managing change.

Business and Financial Models Tailored to Your Company

We create models that combine financial logic with real-world assumptions. The goal is to support decisions with numbers that are transparent, flexible, and credible. In other words, our models bring strategy, operations, and finance together in one cohesive view.

Examples:

• Profitability model for a new product or service line
• Financial model to assess project feasibility or capital needs

Scenario and Sensitivity Analysis for Business Planning

We help explore different versions of the future – optimistic, realistic, and conservative. By modeling key variables, you can understand how changes affect cash flow, profit, and liquidity. This approach allows decision-makers to prepare, adapt, and choose the right path forward.

Examples:

• Scenario analysis based on sales volume changes
• Simulation of cost increases and their impact on project margin

Operational Finance Management for Companies

As part of our financial advisory for companies, we support daily financial management – optimizing processes, improving liquidity, and maintaining control over cash flows. As a result, our clients gain operational stability and greater financial clarity, even in dynamic business environments.

Working Capital Management

We help optimize the structure of current assets and liabilities to ensure that your company can operate efficiently and avoid liquidity issues. In many cases, effective working capital management increases financial stability and strengthens day-to-day cash control.

Examples:

• Streamlining inventory turnover cycle for a trading company
• Analyzing receivables and adjusting payment terms

Receivables and Payables Optimization

We advise on shortening the collection period and managing payments to suppliers more strategically. By aligning cash inflows and outflows, we help improve cash flow and reduce operational risk.

Examples:

• Implementing overdue invoice monitoring policy
• Negotiating extended payment terms with suppliers

Financial Process Review and Improvements

We analyze financial processes – from invoicing to cost approval – and recommend targeted improvements. Our goal is to eliminate bottlenecks, reduce errors, and boost efficiency across the finance function.

Examples:

• Automating sales reporting process
• Implementing a unified cost approval procedure

Credit and Purchasing Policy Development

We help design trade credit and purchasing policies that protect against liquidity problems and unnecessary spending. Clear policies improve decision-making and reduce financial friction within your organization.

Examples:

• Setting credit limits and approval criteria for customers
• Creating order and purchasing budget approval policies

Funding and Capital Raising for Companies

Another key element of our financial advisory for companies is support in raising external capital. Whether it’s loans, leasing, bond issuance, or investor funding – we guide businesses through the entire process. As a result, the journey to funding becomes more structured, efficient, and secure.

Preparation for Funding Acquisition (Loans, Leasing, Bonds, Factoring)

We support businesses in preparing for discussions with financial institutions – from creditworthiness assessments to drafting financial documentation and projections. Good preparation increases the chances of obtaining financing on favorable terms and builds confidence on both sides of the table.

Examples:

• Preparing a credit application and financial attachments for a bank
• Developing an investor presentation for a bond issuance

Relations with Banks, Investors, and Financial Institutions

We support companies in their daily dealings with banks, funds, leasing providers, and other financial partners. In particular, we help explain financial data, clarify business goals, and build trust. Our advisory also includes active participation in meetings and negotiations.

Examples:

• Attending bank meetings as client advisor
• Supporting negotiation of leasing or factoring agreements

Support in Capital Raising – Bonds and Investor Negotiations

We accompany companies throughout the capital raising process – from analyzing project feasibility to managing investor relations. This type of support improves effectiveness, reduces risk, and ensures that the company is well-prepared for due diligence and negotiations.

Examples:

• Coordinating a corporate bond issuance process
• Preparing for meetings with a private investor (due diligence, Q&A)

Risk and Compliance in Financial Advisory for Companies

As part of our financial advisory for companies, we ensure that your finances are not only efficient but also safe and fully compliant with applicable regulations. That’s why we help identify risks, design procedures, and implement solutions that protect against legal and tax-related threats.

Financial Risk Management for Business Operations

We help companies identify and mitigate financial risks related to their operations – from currency fluctuations to unpaid receivables or liquidity issues. Effective risk management safeguards the company and provides a solid foundation for informed, confident decision-making.

Examples:

• Developing a risk matrix for an import company
• Assessing currency exposure and recommending hedging strategies

Creating Financial Policies and Internal Procedures

We support the design of internal policies and procedures that bring structure and clarity to your financial management. Clear guidelines reduce ambiguity, prevent errors, and make daily operations more transparent and consistent.

Examples:

• Designing policies for travel and representation expenses
• Developing a payment approval workflow and role division within the finance team

Compliance Verification and Protection Against Tax and Legal Risks

We help companies identify potential areas of non-compliance in tax and legal matters – before they become costly problems. In addition, we offer support in implementing improvements that align with current standards, such as KSeF or JPK.

Examples:

• Reviewing contracts and operational structure for tax risks
• Verifying compliance with KSeF and JPK requirements

Financial Advisory for Startups, Scale-Ups, and Companies in Transformation

We offer financial advisory for companies experiencing rapid growth or organizational change. This includes startups, scale-ups, and businesses undergoing transformation. In such cases, our goal is to bring clarity, structure, and support where it’s needed most – from building financial functions to attracting investors.

Building a Financial Function from Scratch

We help young companies set up their financial infrastructure – including procedures, tools, and basic reporting. With the right setup early on, founders can focus on growth while maintaining control over key financial indicators.

Examples:

• Implementing a basic finance and accounting structure in a tech startup
• Creating a simple reporting model for a non-financial founder

Fractional CFO – Hourly or Project-Based Advisory

We offer part-time access to an experienced CFO without the cost of full-time employment. This service helps management make strategic decisions, plan effectively, and build investor-ready communication.

Learn more in our section: “CFO / Head Accountant – part-time or project-based.”

Examples:

• Supporting management in preparation for an investment round
• Reviewing and adjusting the business model for profitability and cash flow

Financial Due Diligence for Investors

We support or conduct financial due diligence to verify financial health and identify potential risks. Thanks to this process, both investors and companies gain clarity and confidence before finalizing deals.

Examples:

• Reviewing a scale-up’s financial data before a seed round
• Assessing risk levels and the accuracy of financial reports

Preparing Companies for VC and Fund Negotiations

We help prepare presentations, financial data, and documentation needed for meetings with venture capital funds. Our focus is on financial storytelling and data-driven negotiation support.

Examples:

• Preparing an investor deck with financial projections
• Coaching founders on pitching financials and answering tough questions

Tax Optimization as Part of Financial Advisory for Companies

Tax efficiency is a key element of financial advisory for companies. We help businesses reduce their tax burden legally, effectively, and safely. Our approach includes analyzing your current setup, proposing improvements, and implementing them in cooperation with a trusted tax advisory firm.

Current Tax Situation Analysis and Recommendations

We review your existing tax settlements to detect overpayments, inefficiencies, or risks – before they become a problem. Thanks to this early diagnosis, companies can take corrective action with confidence.

Examples:

• Analyzing cost structure for deductibility
• Verifying VAT rules in cross-border transactions

Choosing the Most Efficient Taxation Form

We advise on selecting the most advantageous tax structure – whether you’re launching a new business or restructuring an existing one. As a result, you avoid unnecessary tax costs and gain more flexibility in future planning.

Examples:

• Comparing tax implications of sole proprietorship vs. limited liability company
• Switching taxation method due to business scale-up

Implementing Legal Tax Optimization Strategies

We propose and implement tax solutions that are both compliant and tailored to your business. Importantly, all strategies are verified by experienced tax advisors to ensure full legal safety.

Examples:

• Separating operational and asset activities within a business group
• Adjusting executive compensation structure for tax benefits

Support with International Structures

We help plan safe and efficient international tax and financial structures. We take into account local regulations, reporting obligations, and operational realities – not just theory.

Examples:

• Structuring settlements between a Polish operating company and a foreign holding
• Preparing CFC (controlled foreign company) and transfer pricing documentation

Representation in Case of Tax Audits

We support our clients in dealings with tax authorities – during inspections, inquiries, or when filing corrections. With our assistance, you’re never alone when facing tax-related challenges.

Examples:

• Participating in tax audits and preparing responses to notices
• Filing corrections and implementing remedies to reduce sanctions risk

All tax optimization activities are delivered in cooperation with an experienced and trusted tax advisory firm.
This ensures that all proposed solutions are fully legal and safe.

Training and Financial Education as Part of Financial Advisory for Companies

We deliver training and workshops based on real-life experience – for executives, business owners, and finance or accounting teams. As part of our financial advisory for companies, we believe that well-informed people make better decisions. That’s why we tailor each program to your needs, experience level, and business context.

Training for Executives and Business Owners

We explain finance in simple terms, helping leaders understand numbers, metrics, and reports. In doing so, we equip them to ask better questions, interpret data, and make confident decisions.

Examples:

• “Finance for non-financial managers” training
• Strategic workshop on reading and using financial statements

Workshops for Accounting and Controlling Teams

We run practical, hands-on sessions that address real-world challenges. Moreover, we help participants apply best practices and introduce tools that support smarter reporting and control.

Examples:

• Margin accounting and profitability analysis workshop
• Group reporting and consolidation package training

Training in BI / ERP / Excel Tools for Finance

We support the implementation of tools and train finance teams in systems like Power BI, Comarch ERP, and Excel (including advanced modeling features). This combination of tools and strategy enables teams to analyze and act more effectively.

Examples:

• Power BI dashboard development workshop
• Budget and forecast modeling in Excel

CFO / Chief Accountant Mentoring

We offer 1-on-1 mentoring for people in key financial roles. Our goal is to help them build competencies, solve current challenges, and develop a strategic mindset.

Examples:

• Mentoring for a newly appointed chief accountant post-restructuring
• CFO consulting on reporting strategy and board presentations

All training programs are tailored to the participants’ knowledge level and organizational context.

Tools and Technology in Financial Advisory for Companies

We support businesses in choosing and implementing tools that enhance financial management – from reporting to automation. As part of our financial advisory for companies, we coordinate the entire process: needs analysis, tool selection, implementation supervision, and outcome evaluation.

Selecting and Implementing BI / Controlling Tools

We help identify tools that match your business needs, scale, and reporting goals. By doing so, we make sure the solution truly supports your decision-making instead of overcomplicating it.

Examples:

• Choosing between Power BI, Excel, and Tableau depending on team and budget
• Defining reports and KPIs for a BI system implementation

Reporting Automation (Power BI, Excel VBA)

We identify reports that can be automated and help simplify their preparation. In cooperation with tech partners, we oversee both the functionality and the usability of new reporting tools.

Examples:

• Designing a management report pulling data from accounting and sales systems
• Optimizing an Excel VBA tool for budgeting

Streamlining Document Flow and Finance Processes

We analyze document flows, approval chains, and financial processes. Based on that, we recommend which elements to digitize, simplify, or accelerate – so your finance team can focus on insight, not admin.

Examples:

• Designing invoice approval workflow with automatic cost booking
• Advising on document management system selection and rollout

Start Working with Black Fire Consulting

Whether you run a sole proprietorship or manage a fast-growing company – we can help you organize your finances, regain control, and make better decisions. Most importantly, our collaboration is always tailored to your situation and actual needs. As a result, you receive not just analysis, but actionable support.

If you’d like to talk about your company, clarify doubts, or simply explore areas for improvement – get in touch with us. You can call, write, or fill out our online form. We’re based in Warsaw but work remotely across Poland, so no matter where you’re located, you can count on our financial advisory for companies.

You can also check out our pricing for accounting and advisory services to see how much specific support costs. And remember – the first consultation and needs analysis are always free of charge.