Frequently Asked Questions
DKS provides integrated business advisory, capital advisory, BPO accounting (QuickBooks/Xero), and ESG advisory from strategy to execution.
Yes, we support clients across multiple markets with global-standard service delivery.
Yes, our team supports both platforms based on client requirements.
Yes, we provide structured cleanup and reconciliation support.
Yes, both payroll and secure migration are part of our service offering.
You can define this clearly based on your internal service scope
Yes—your service platform is positioned for global delivery (remote advisory + BPO support).
Startups, SMEs, corporates, investors, and project sponsors needing fundraising readiness, finance leadership, accounting operations, or ESG compliance.
Fractional CFO, FP&A, Pitch Decks, Financial Modelling & Valuation, QuickBooks/Xero Bookkeeping, Payroll, and Data Migration.
Yes. DKS can work directly with founders/CEOs or collaborate with internal finance, auditors, and tax advisors.
Both: advisory services (strategy/finance) and BPO services (bookkeeping, payroll, migrations).
Yes. Engagements typically include confidentiality and controlled data-sharing processes.
Yes. Deliverables can be project-based (e.g., model, deck, valuation) or ongoing (CFO/FP&A/bookkeeping).
Your services are presented around decision-grade analysis, fundraising support, and structured advisory outputs.
DKS Capital Advisory lists advisory including human capital support for banks/financial institutions and broader corporate advisory.
Share your objective (e.g., fundraising, cleanup, valuation) and you’ll receive a scope, timeline, and requirements list.
Business overview, current pain points, timeline, and existing financials/systems (if available).
Yes. NDA can be signed before exchanging sensitive financial or investor information.
Discovery → data request → analysis/build → review → revisions → final delivery + handover
Commonly by email + Zoom/Teams; for ongoing work, weekly check-ins and trackers are best practice.
Yes. Remote service lines (BPO + advisory) are naturally timezone-flexible.
DKS can proceed with a “data-gap approach”: assumptions log + staged deliverables + progressive validation.
Yes. Each service typically begins with a tailored checklist (financial, operational, and compliance).
Yes. Revisions are normally included within defined scope; major scope changes are handled via change requests.
Yes. DKS can align deliverables with audit files, legal term sheets, and tax schedules as needed.
Typically fixed-fee for defined deliverables, and monthly retainers for CFO/FP&A/bookkeeping.
Complexity (entities, multi-currency), data condition, reporting depth, urgency, and stakeholder iterations.
Yes. Common bundles: bookkeeping + monthly reporting + lightweight FP&A + investor deck support
Depends on readiness of inputs; fast-track is possible if data and approvals are available.
A written scope should specify outputs, assumptions, timelines, and revision rounds.
New entities/markets, additional years, new scenarios, extra dashboards, or expanding investor lists/targets.
Yes. Many clients begin with a “cleanup + reporting pack,” then move into FP&A/CFO.
Yes; handover can include a walkthrough session and SOPs for internal continuity.
By compressing discovery, prioritizing minimum viable outputs, and locking decision points.
Yes; through a support retainer or ad-hoc updates (e.g., model refresh, monthly close support).
Use controlled access, secure sharing, and credential best practices (role-based access wherever possible).
Not always; many tasks can be done with restricted roles (bookkeeper/reporting roles).
Yes; DKS can adapt to client-approved tools and access procedures.
By keeping reconciliation support, working papers, and change logs for key adjustments.
Best practice is minimal retention, agreed in the engagement terms and handover process.
Yes; contract clauses can be added to address privacy requirements.
Monthly close checklist, reconciliations, review layers, and exception reporting.
Segregation of duties, approval workflows, and periodic control reviews (especially for AP/Payroll).
Typically yes; final deliverables are handed over with documentation (subject to agreed terms).
Yes; especially for fundraising, due diligence, and reporting packs.
QuickBooks advisory, online bookkeeping, payroll, data migration, and tax advisory support.
Yes; COA setup, opening balances, bank feeds, and workflow configuration.
Yes; reconciliations, reclassification, chart cleanup, and closing prior-period gaps.
Yes; reconciliation is a core deliverable in monthly close.
Yes—invoice/billing workflows, aging, and collections support
Yes; subject to system capabilities and proper configuration.
Yes; depending on your stack; integration and mapping are part of advisory setup.
Yes—P&L, balance sheet, cashflow views, KPI summaries, and variance notes.
Yes—by using classes/locations/projects (depending on system design).
Yes; deliver “tax-ready” books and schedules to reduce tax-season friction.
Yes, QB Payroll Services is a global-ready service line under BPO
Yes; employee setup, pay schedules, earning/deduction items, and payroll mapping.
Yes; contractor workflows and reporting can be supported.
Yes; proper payroll item mapping and periodic review ensures clean GL postings.
Yes; correction workflow depends on payroll period status and compliance rules.
Tax preparation support, accuracy checks, and compliance strengthening across jurisdictions (as positioned).
Depends on jurisdiction and engagement scope—often DKS supports tax readiness and coordinates with filers.
Yes; clean books, reconciliations, schedules, and categorized documentation.
Yes; depending on country requirements and your accounting configuration.
QuickBooks data migration is a listed service line (commonly from Excel/legacy tools/other platforms).
Typically COA, customers/vendors, opening balances, and transaction history—based on scope.
Depends on the source system; often handled as a separate archive + linking process.
Pre/post trial balance comparison, reconciliation spot checks, and exception logs.
Yes, subject to source data quality and desired reporting history.
Yes, migration is a good time to fix COA structure, classes, and reporting rules.
Varies by history length and data condition; clean sources move faster.
Usually minimized through planning; some clients run parallel periods to confirm accuracy.
Duplicate entries, mapping errors, opening balance mismatches—controlled through validation.
Yes, handover sessions and SOPs are recommended.
Xero advisory, accounting & bookkeeping, payroll, and Xero data migration.
Yes, COA, tracking categories, bank feeds, and reporting templates.
Xero payroll is a global service and compliance-focused
Yes, common cross-platform migrations can be scoped and validated.
Trial balance matching, reconciliation checks, and exception reporting.
Yes, management reporting and KPI packs can be configured.
Yes, subject to correct configuration and plan features.
Yes, depending on your tech stack and desired controls.
Yes, reconciliation, accrual review, and closing controls.
Yes, training and SOP handover are common.
A part-time CFO model providing strategic finance leadership without full-time overhead.
Cashflow oversight, KPI reporting, forecasting, performance review, and decision support.
Yes, through cost diagnostics, budgeting discipline, and margin analytics.
Yes, CFO support can include models, reporting, investor Q&A preparation, and data room structure.
Yes, AR/AP optimization, cash conversion cycle monitoring, and liquidity planning.
Yes, SOPs, approvals, reporting discipline, and finance control frameworks.
Yes, Fractional CFO is often used during finance leadership transitions.
Yes, especially for investor reporting, burn/runway control, and scalable finance systems.
FP&A is a listed core offering focused on performance and planning.
Yes, annual budgets, rolling forecasts, and scenario planning.
Yes, management dashboards, variance commentary, and board-style reporting packs.
Yes, margin modeling, contribution analysis, and break-even planning.
Yes, direct/indirect cashflow forecasts and liquidity scenarios.
Yes, scenario planning is a standard FP&A best practice.
Yes, KPI frameworks can align targets, departments, and accountability.
Yes, clean monthly reporting with consistent definitions and reconciled numbers.
Financial modelling & valuation is a listed advisory line for decision-making and investor confidence.
DCF, 3-statement models, project finance models, and scenario/sensitivity tools (scoped to need).
Yes, fundraising models typically include revenue drivers, CAC/LTV, runway, and cap table logic.
Yes, business valuations are listed and positioned as investor-ready and standards-aligned.
Common approaches include income (DCF), market multiples, and asset-based—based on business context.
Yes, valuation and analysis are core parts of M&A advisory support.
Yes, model refresh is common for growing businesses and fundraising cycles.
Yes, handover includes a walkthrough and a clear assumptions structure.
Structured narrative + market logic + traction + defensible financials + clear ask, aligned to fundraising standards.
Both: strategy, storyline, and final deck polish can be included.
Yes, VC, PE, strategic investors, and lenders require different emphasis.
Yes, common add-on: data room index + Q&A readiness.
Yes, optional support includes talk-track and anticipated investor questions.
Yes, local context + global investor language can be combined.
Commercial, financial, technical, and operational viability assessment before capital is committed.
Project sponsors seeking bank loans, investors, JV partners, or internal investment approval.
Yes, cashflow, IRR, NPV, sensitivities, and scenario planning.
Yes, feasibility + model + assumptions improves lender confidence.
Value proposition, market, strategy, operations, and financial outlook in a structured plan.
Yes, format and depth are tailored to stage and audience.
Yes, investor plans emphasize growth and thesis; bank plans emphasize repayment capacity and risk.
Yes, especially where local regulations, incentives, and market realities matter.
Yes, capital/fundraising and startup funding advisory is listed among core offerings.
Yes, capital strategy, use of funds, fundraising structure, and readiness materials.
You can support targeting strategy and packaging; investor outreach scope depends on engagement terms.
Pitch deck, fundraising strategy, and financial readiness are core elements.
Yes, model, metrics, narrative, and diligence preparation.
Yes, Joint Venture Advisory is listed under your capital/advisory platform.
Yes, financial implications, dilution modeling, and scenario analysis support.
Yes, monthly investor reporting and FP&A can continue after the round.
End-to-end support: valuation, structure, diligence coordination, negotiation support, and closing guidance.
Yes, depending on whether you’re acquiring, selling, or restructuring.
Yes, investment memo, model, and strategic rationale.
Yes, M&A support includes guiding diligence and working with legal advisors.
Yes, structural considerations are listed within M&A support.
Yes, independent valuation and analysis strengthens negotiation position.
Yes, post-merger integration/transition planning is part of lifecycle support.
Yes, models, diligence coordination, and reporting can be structured for cross-border deals.
End-to-end guidance for investors/entrepreneurs to establish or expand operations in Bangladesh.
Yes, market assessment, feasibility, modelling, and strategy support are highlighted.
Yes, entry planning, risk mitigation, and opportunity mapping are core.
Yes, DKS highlights workforce, growth, location, and incentives as context for investment decisions.
Yes, via joint venture advisory plus local market advisory.
Yes, feasibility, business plans, and models are typical financing enablers.
Yes, bank-ready feasibility and financial packages can be prepared.
Yes, BPO accounting + CFO/FP&A support can continue post-establishment.
ESG advisory, sustainability reporting, carbon footprint assessment, and climate finance advisory.
Yes, listed as an ESG service to measure and communicate ESG performance aligned with global standards.
To quantify emissions baseline, support reporting, and guide reduction strategies.
Advisory to mobilize capital for low-carbon and climate-resilient activities and investments.
A strategic discipline integrating environmental responsibility, safety, compliance, and operational resilience.
Yes, EIA, ESIA, and IEE are listed ESG advisory services.
Exporters, lenders/borrowers, projects needing financing, and firms preparing for global buyer/investor scrutiny.
Often yes, strong ESG documentation can reduce risk concerns and strengthen investor/lender confidence.
HOW CAN WE
HELP YOU?
Contact us at the DKS Capital Advisoty office nearest to you or submit a business inquiry online.
