Our Services
We built clear plans for every stage of your business. From basic bookkeeping to full financial management — there's a fit for every stage.
B4U Plan
"You get precise direction — while staying in control"
Start Now →Ideal for:
- ✓Entrepreneurs with revenue over ₪300K / year
- ✓Business owners with a bookkeeper or accountant already in place
- ✓Companies that want growth with financial control
Ongoing financial advisory for businesses that want clarity on numbers, smart decision-making and strong guidance — without handing over control to a third party.
Monthly Financial Call
A monthly meeting with a dedicated financial manager covering tactical moves and strategy.
Real-Time Dashboards
A digital dashboard showing the critical numbers — updated daily.
Targeted Recommendations
Concrete moves for your business — where to cut, where to invest, when to expand.
WhatsApp Support
Everyday questions? Ask on WhatsApp and get an answer the same day.
Annual Tax Planning
Plan tax optimization throughout the year — not only in January.
Quarterly Reports
A professional financial report every quarter — profitability, cash flow and KPIs.
D4U Plan
"We handle everything — you focus on growing the business"
Start Now →Ideal for:
- ✓Businesses with ₪50K+ monthly revenue
- ✓Owners who want to delegate financial operations
- ✓Companies that need a financial manager but can't afford a full-time CFO
End-to-end financial management. Bookkeeping, bank reconciliations, tax reports, cash flow — all by our team. You focus on what matters: growing the business.
Full Bookkeeping
Receipts, invoices, reconciliations, reports — everything on us.
Bank Reconciliations
Daily reconciliation of all bank accounts.
All Tax Reports
VAT, withholding tax, National Insurance — all filed on time.
Cash Flow Management
Real-time monitoring + 3-month forecasting.
Monthly Profitability Reports
Know exactly where you make money and where you lose it.
Personal Liaison
A single dedicated point of contact who knows your business.
Proactive Alerts
Notifications about cash-flow risks, late payments and opportunities.
7-Day Support
Urgent question on a Friday? WhatsApp every day of the week.
Financial Plan
"A clear roadmap to financial success"
Start Now →Ideal for:
- ✓Businesses at a crossroads or before a big move
- ✓Entrepreneurs seeking investors
- ✓Owners wanting strategic clarity
A complete financial plan for your business — profitability analysis, cash-flow forecast, goal setting and a tangible action plan. One-time, thorough, and actionable.
Current-State Diagnosis
Full analysis of the financial state of your business today.
12-Month Cash-Flow Forecast
Month-by-month projection — revenues, expenses, profitability.
Measurable Goals
Clear financial goals with deadlines and success metrics.
Profitability Analysis
Know which products/services actually make money for you.
Detailed Action Plan
Step-by-step moves to achieve the goals.
Recommended KPIs
Which numbers to track — and how to monitor them.
Additional Services
Beyond financial management — we are here for everything your business needs
Bookkeeping
Full bookkeeping for Osek Morshe and limited companies — digital, structured, with proactive advisory.
Read more →Business & Personal Financing
Loans, credit lines, government-backed fund — negotiated across 12-15 lenders for best terms.
Read more →Mortgage Advisory
Mortgages for the self-employed, businesses, and second homes — smart mix, substantial savings.
Read more →Insurance & Pension
Smart pension planning in partnership with a licensed agency — connected to your business picture.
Read more →Alternative Investments
Introduction to the range of investment options beyond the bank — real estate, debt funds, private placements.
Read more →Tools & Calculators
Cash-flow, employee cost, break-even and more. All calculators free.
Read more →Not sure which plan fits you?
20-minute consultation, free of charge, no commitment. We'll understand your business and recommend exactly the right fit.
Free Consultation