DAGA Wealth Management Services:

Daga Wealth management services encompass a range of financial advisory and planning services aimed at helping individuals and families grow, protect, and manage their wealth.

• Investment Management
• Financial Planning
• Retirement Planning
• Estate Planning
• Tax Planning
• Risk Management and Insurance
• Wealth Transfer
• Philanthropic Planning
• Cash Flow Management
• Holistic Financial Advice

DAGA wealth management services offer individuals and families comprehensive solutions to effectively manage their financial assets and achieve their long-term financial goals. These services are tailored to the unique circumstances and objectives of each client, with the aim of preserving and growing wealth while minimizing financial risks and tax liabilities. Overall, wealth management services play a crucial role in helping clients build and sustain financial security, both for themselves and for future generations.

DAGA Accounting & Financial Reporting:

• Daga offers a wide range of accounting services that serve to the financial needs of any business in the global market.

• We ensure that the financial statements comply with International Financial Reporting Standards and maintain the highest level of professional standards and quality.

 Our qualified and experienced financial accountants will design and analyze customized reports that are tailored to suit your specifications while assisting you with tasks such as bookkeeping, and preparation of your financial statements which are useful for management and for making financial decisions.

Bookkeeping and Monthly MIS Reporting
Assistance for Financial Audit and Internal Control
Financial Reporting and Consolidation
Financial Analysis
Outsourcing of Accounting Services

DAGA Fractional CFO Services:

Daga Wealth management services encompass a range of financial advisory and planning services aimed at helping individuals and families grow, protect, and manage their wealth.

• Manage monthly closing as well as maintenance of all accounting processes (receivables, payables, fixed assets, payroll, banks reconciliation).
• Prepare all financial reports with budget comparisons.
• Monitor all accounting activity compliance with statuary requirements.
• Liaise and maintain strong relationship with financial institutions, internal and external auditors and fulfill their needs on behalf of our client
• Restructure chart of accounts to adopt tracking business segment concepts
• Set up internal control systems taking business environment considerations and overall operation needs into account.
• Offer industry specific training workshops for client’s accounting team in an effort for them to master primary areas of financial management.
• Implement ERP (Enterprise Resource Planning).
• Implement HIS (Health Information Systems).

DAGA Construction Industry > Interests we can address:

Daga Construction Industry services encompass a range of financial advisory and planning services aimed at helping individuals and families grow, protect, and manage their wealth.

• Build a comprehensive budget specific for each project.
• Account Management: Build chart of accounts that meets project’s reporting systems.
• Manage cash flows at the project level & at the company level (all projects).
• Operations Management: Re-design the company’s Organizational Structure so that it is aimed at achieving a high level of coordination between the company’s departments in order to maintain full control over the projects.
• Establish a flexible budgeting system in order to control projected project costs in comparison of the actual project’s costs.
• Project Contract Financing: Conduct research for the possibility of financing the project from local banks.
• Contract Management: Manage contracts & all correspondence related to the project.
• Offering special training for all financial and accounting personnel.
• Manage project variations which might be based on owner requests or work necessities.
• Manage periodic reporting systems, which include:
• Incurred Costs vs. Costs to Complete
• Project target profit margin

DAGA Healthcare Industry > Interests we can address:

Daga Construction Industry services encompass a range of financial advisory and planning services aimed at helping individuals and families grow, protect, and manage their wealth.

• Set operational budgets and establish key performance indicators (KPI).
• Monitor internal systems to control costs (medical and non-medical purchases).
• Analyze the (Hospital) cash-flows with consideration for the impact of insurance claims management.
• Analyze business performance based on different business segments:
• Departments (i.e. Inpatient Dept. Outpatient Department…etc.).
• Revenue Generators (i.e. Dr’s – Medical specialty – Insurance Co. …etc.).
• Analyze medical and non-medical consumable procurement cycle vs. average consumption per patient.
• Analyze the annual target budget against actual incurred business outcome.
• Optimize working capital & capital structure to fit client’s business needs.
• Implement and manage hospital health information systems (HIS) application.

Investment Assessment & Risk Mitigation Services

• Prepare and evaluate capital budgets (feasibility studies) and use financial modeling techniques
  to examine the impact of project options upon results.
• Identify risks and opportunities related to potential investments.
• Negotiate with the best financial institutions to obtain the best means of credit at competitive prices.
• Manage funding (for building new projects).