×

attending board meetings

We're glad to join in.
  • Preparation of the financial materials for board and investors' meetings
  • Attending board and investors meetings
  • Presentation of financial overview
×

FUNDRAISING

Funding
  • Locating relevant funding opportunities
  • Preparing companies for the funding process
  • Supporting the Term Sheet legal process
  • Leading the financial Due Diligence process
  • Supporting the definitive agreement
We work with:
  • Venture capitals
  • Private Investors
  • Hedge funds
  • Public companies
  • Private companies
  • Venture Lending
  • Growth Capital
×

multinational companies

Setting up:
We take care of the financial, administrative and logistic steps required to set up new businesses in Israel on behalf of overseas investors.
This process can commence by assisting your attorneys with the initial corporate registration, opening bank accounts and taxation files, setting up accounting departments and personnel, all the way to seeing the local company on its own feet having found and initiated their own financial accounting systems and controller.
Compliance:
Our principal function is to ensure that you will be fully compliant with local accounting and taxation requirements.  We provide accounting, payroll and management services compliant according to your requirements.
 Audit support:
We interface with local auditors to ensure audits are conducted in a fast and efficient manner.
Financial support services:
We provide quick and expert solutions to the full range of operations and accounting issues arising in the normal course of business, so things flow smoothly without fuss or interruption.
Special projects:
These include the review of prospective investments or businesses, audit of specific projects and representation of clients in Taxation and VAT audits.
×

exits

Our services include:
  • Preparing the company for the liquidation event
  • Supporting the Term Sheet legal process
  • Leading the financial Due Diligence process
  • Supporting the definitive agreement
  • Working with investment bankers, maximizing the exit value
  • Consultation to company employees and founders
We work with:
  • NASDAQ companies
  • NYSE Companies
  • Private companies
  • Hedge funds
×

Business plan

New Business Plan
We will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity .
We  will develop your  plan from scratch to ensure that you tell your unique story in the most compelling way possible.
Business Plan Review
If you have already written your plan, we can review and provide an objective opinion before you send it to your potential investors.
×

due diligence services

  • Buy and sell due diligence
  • Financial overviews on valuations and audits
  • Risk management assessment
  • Handling personnel history, tax and legal matters
  • Income, expense and cash flow analysis
  • Equity and investment examination
  • Liability estimate
  • Asset review
×

private wealth management

We control, report and manage (if needed) overseas and local investors’ portfolios centered in Israel.
This involves review of on-going transactions and investments, controlling transactions of the banks and portfolio managers, taking a board seat, and providing reports.
  • Controlling bank transactions
  • Managing investors' portfolios
  • Appointment as director in portfolio companies (optional)
  • Providing monthly / Quarterly reports
×

Set up 

Set up services include:
  • Accounting system setup
    and implementation
  • Creating business plans
    and viability assessments
  • Licensing and authority registration
  • Banking and credit line reconciliation
  • Tax and legal counseling
  • HR and Payroll services
  • Vendor and service provider recommendation
  • Personal and corporate relocation counselling services
  • Local process development and training
Operational activities include:
  • We will help you choose the right auditors for your needs
  • We will recommend appropriate legal services
  • D&O Insurance
  • Opening bank accounts
  • Open accounts in the Israeli / US/ UK tax authorities
×

Government incentive

  • Searching for relevant government grants
  • Compliance regulatory assurance
  • Filling quarterly and annually reports
  • Filling Royalties report
  • Preparing the accounting system to support the grants
×

payroll

  • Preparation of monthly salary slips
  • Education funds and social benefit administration
  • Income and social security taxes, payment processing and reporting
  • Tax regulation compliance
  • Accommodating new employees, resignation, termination
×

stock options

  • ESOP and grant definition
    and management
  • Working with ITA approved trustee services
  • Stock option benchmarking and instruction
  • Regulatory compliance assessment and assurance
  • Database administration
  • Tax allowance and reporting
×

Attorneys & Auditors

  • New business: We will introduce you to the top legal and auditing firms in Israel.
  • Auditors: We will be your focal point towards the company auditor.
  • Attorneys: We will be your focal point towards the company attorney on all commercial , employment and investments agreement (Optional)
×

bookkeeping

  • Bank accounts reconciliation
  • Credit cards reconciliation
  • Accounts payable and receivable reconciliations
  • Inventory Reconciliation
  • Fixed asset ledger maintenance
  • Processing invoices
  • Local and international bookkeeping
  • Supplier payments
  • Cloud Based bookkeeping system
×

currency hedging

  • In-Depth Analysis – a thorough analysis of the firm with regards to currency exposure.
  • Hedging – Implementing an advanced and integrated hedging technique, adapted to the firm's particular needs.
  • Flexibility and Dynamism - picking the right timing for performing hedging activity, conversions and acquisitions. 
  • Bank commission - Reducing the bank’s exchange rates commission.
  • Board Meeting - Presenting the hedging plan to the board of directors.
×

budget

Enjoy our top of the line budget management services!
  • Creating realistic budgeting assumptions based on similar companies' histories
  • Ongoing forecasting and adaptations
  • Revenues assumptions based on known revenue models
×

reports

Our monthly report package includes:
  • Balance sheets
  • Cash flow
  • Profit & Loss
  • Actual vs. Budget reports  
  • KPIs report: 
    • Cash balance
    • Collection
    • Orders 
    • Backlog 
We provide real time information that allows your company to carry out efficient operations.
×

morris azulay

CFO, CPA
22 years of experience as executive CFO with vast operational skills, serving small and medium companies (SME). This experience has given me the opportunity to  guide companies throughout their entire life cycle, from seed through rapid growth and liquidation.
Skills & Expertise
  • Fundraising (>$200M)
  • M&A Transactions
  • Strategic partnerships
  • Re-organizations
  • Turnarounds and spinoffs
  • Strategy and General Management
Domains
  • Health Care
  • Medical Devices
  • Communications
  • Internet Video
  • Fintech
  • Mobile Apps
  • Digital Media
  • Retail
  • Real Estate
  • Space industry
Exits
  • IDMLOGIC  acquired by CA (NASDAQ:CA)
  • RayV acquired by Yahoo (NASDAQ:YHOO)
  • DBD acquired by Deutsche Telekom (DAX:DTE)
  • NewAct acquired by Amdocs (NASDAQ:DOX)
  • Winetworks acquired by Ruggedcom (TSX: RCM)
Fundraising from Diverse Investors
  • Venture Capitals
  • Hedge Funds
  • Grants (Office of Chief Scientist, European grants, Bird)
  • Venture Lending
  • Growth  Capital
  • Private Investors
×

Ortal Michaeli-Bragig

CPA
15 years of experience in accounting firms as a senior auditor. Certified Public Accountant (CPA) with a BA in Business Management.
Areas of Expertise:
  • Taxes
  • Accounting
  • Wages
  • Bookeeping
Experience as controller and CFO in various industries:
  • Telecommunications
  • Fintech
×
Our company's experience in diverse work made us incredibly flexible and well prepared to meet your needs.

diverse investors

  • Venture capitals
  • Private Investors
  • Hedge funds
  • Public companies
  • Private companies
  • Venture Lending 
  • Growth Capital
  • Office of Chief Scientist
  • Horizon 2020
  • Bird F

diverse industries

  • Communications
  • Internet Video
  • Mobile Apps
  • Health Care
  • Medical Devices
  • Fintech
  • Space 
  • Retail
  • Real Estate

diverse leaderships

We work side-by-side with startups' founders, management and investors to help build the right and scalable solution from day one.
×

Ansol - IT Expert

Ansol – IT Expert computing solutions are found in many of Israel's leading companies.
Their solutions, adaptable to the economy's leading industries, are designed to support continuous growth without resorting to repeated upgrades, and are currently installed in Israel's leading corporations.

The company's technical professionals and sales representatives accompany our clients throughout the process, from design to implementation, and customize products and services to each client's individual needs.
Areas of expertise:
  • Planning and design of unique customized computing solutions to fit each client's needs
  • Upgrades of existing computing systems
  • Expert consulting services
  • Full oversight by support and maintenance professionals
  • Comprehensive off-the-shelf offerings by world-leading software and hardware manufacturers
Since its establishment in 2000, Ansol – IT Expert has demonstrated outstanding professional standards, and is committed to delivering the highest standard of service to its clients.
The INFORMAT client experience begins with personal, close supervision by their team of experienced professionals, certified by world-leading manufacturers; continues through a matching process, in which they select the optimal solutions in each IT domain based on a deep understanding of your needs.
×

energy finance

Energy Finance is a financial risk management firm that offers consulting services to companies, and financial decision making in the following fields: Foreign exchange, commodities, and linkage balances.  
Energy Finance supplies risk management services and foreign exchange activity to export /import firms, funds and investment groups.

Energy Finance functions as the customer's company's planning and implementing arm in its activity with the customer's company's bank.
Its vast experience, its level of requires knowledge and professionalism grant Energy Finance many advantages in its risk management and ongoing activity with the banks' trading rooms.

Energy Finance has unique databases in macro economy, Foreign exchange and commodities. These databases constitute a unique professional basis for analysis the economic activity of corporations in Israel's economy and abroad.
The company's added value:
  • Depth Analysis – a thorough analysis of the firm while maintaining regular contact and continues adjustment of the firms needs, to the dynamism of the capital markets.
  • Hedging – use of advanced and integrated hedging techniques, some unique to Energy Finance, adapted to the firm's particular needs.
  • Flexibility and Dynamism - picking the right timing for performing hedging activity, conversions and acquisitions.
  • Size advantage - a vast activity with all the banks grants Energy Finance customers a huge advantage which comes into effect in the cost level as well as the service level.
  • Objectivity and independence - in the banks and the different trading rooms. Energy Finance is obligated only to its customers.
×

RRB business services, llc

RRB Business Services, LLC is an organization whose goal is to provide you with the highest quality Accounting, Tax Preparation, Tax Planning and Advisory Services. In order to provide these services, we have broken the mold of the traditional CPA firm. We are dedicated to providing results that are oriented and tailored to each client's specific needs.
RRB Business Services, LLC is our holding company. It provides the back office services that allows our skilled staff to provide you with the latest and most effective services and financial products. RRB Business Services, LLC is comprised of the following entities: Robinson, Rabinowitz & Bernstein, PC, RRB Accounting, Consulting and Tax Services, LLC.
Professionalism:
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our entire firm.
Responsiveness:
Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses. To see a listing of our services, please take a moment to browse our services page.
Quality:
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves and deliver that service to you.
If you have any questions, we welcome you to contact us anytime.
Home
services
Team
cooperations
testimonials
contact

 one stop shop for your financial services.

All your essential financial services under one roof.

why financial solutions?

Financial Solutions is a boutique financial house, which offers a comprehensive solution for small and mid-size companies, giving all essential financial services under one roof.

Our company offers its diverse experience with various investors and industries.

Learn More
diversity
We take care of financial, administrative and logistic steps required to set up and maintain your businesses in Israel.

Learn More
multinational companies
We handle the control, report and sometimes management of overseas investors’ portfolios centered in Israel.

Learn More
private wealth management
We are experienced in accompanying multiple M&A transactions with public (NASDAQ, NYSE, TSX) and private companies.

Learn More
exits
Our team members will come to your facility for a more efficient and personalized relationship.
on site
Whatever your needs, we offer comprehensive solutions for small and mid-size companies. 
All your essential financial services under one roof!
tailor made
Your financial needs change constantly, and we're here to accommodate them on time. No more waiting!
real time
We will accompany you throughout this journey,
and are in for the long run.
loyalty

services

Escorting companies from seed through growth,
we provide personalized, on-site, professional and tailor made financing services.

board meetings
Learn More
Fundraising
Learn More
multinational companies
Learn More
exits
Learn More
business plans
Learn More
due diligence
Learn More
private wealth management
Learn More
set up
Learn More
government incentice
Learn More
payroll
Learn More
stock options
Learn More
attorneys & auditors
Learn More
bookkeeping
Learn More
currency hedging
Learn More
budgets
Learn More
reports
Learn More

Meet the team

Financial Solutions is comprised of veteran specialists, CFO’s, Controllers and Bookkeepers.
We provide personal and professional service to address all your finance needs.

MORRIS AZULAY

Executive CFO, CPA
BIO

ortal michaeli-bragig

Controller, CPA
BIO

cooperations

asaf mohr

Strategic Marketing
Asaf is among the pioneers of the Israeli High tech industry, with more than 27 years’ experience as an inventor, entrepreneur and angel investor. An expert in Digital Media, Mobile and IoT, Mohr founded groundbreaking startups and and had several successful exits via NASDAQ IPOs.

Energy finance (joseph Frank, CEO)

Financial currency risk experts
21 years of experience in Forex and equity markets.
Well known columnist and commentator in various media channels.
Read More
Visit Website

RRB business services LLC
(howard ginsburg, partner)

CPA, US 
Member of both Georgia and New York's Society of CPAs and a member of the American-Israeli Chamber of Commerce. Areas of expertise include multi-state, inpatriate and expatriate taxation.
A frequent guest speaker for various civic organization on the topic of "Basics of U.S. taxation".
B.S. in accounting.
Read More
Visit Website

Ansol - IT expert

Advanced Computing Solutions
Experts in technologically advanced computing solutions to a broad range of issues, including cloud computing, virtualization, mobility management (Tablets, iDevices, and other mobile devices), IS (Information Security), integrated IT infrastructure, SAN and NAS storage systems, email management, Backup and archiving, disaster recovery and business continuity, servers, workstations, and LAN/WAN data communications.
Read More
Visit Website

testimonials

 "For the past eight years, Financial Solutions have serviced both our company's Ltd and Inc entities. Their service has been professional, responsive and prompt when tending to the company's needs. Their staff is honest, reliable, personable and very knowledgeable. I highly recommend them with no hesitation."

Adi Gilan

Office Manager, RayV

"Working with Financial Solutions is a great experience.
They are very reliable and always available and respond immediately with a quick turnaround. Finance related activities like accounting, controlling, payroll, bookkeeping, are handled in the most knowledgeable and professional way. Outsourcing financial activities to Financial Solutions is a very effective and efficient model, especially to startup companies."

MICHAL SMORGIK

 CFO, Axxana

Contact

We are where you need us to be.

Send a Message

Thank you! We'll contact you as soon as possible

Oops! Something went wrong while submitting the form :(

Contact Info