Consolidated Reporting & Strategic Management

CAE Experts supports you at every key stage:

• Launch
• Growth
• Structuring
• Optimization

Our mission: to give you a clear vision so you can move forward with confidence.

Our support favors the big picture, sitting at the crossroads of accounting expertise and management consulting.

Goal: stay concrete, useful, and directly actionable.

We assist with:

• Defining a market position aligned with your ambitions
• Financial analysis and management tools to improve profitability
• Evolving your business model (offering, customers, pricing, distribution, marketing)
• Structuring your business development through clear action plans
• Optimizing your organization, resources, and processes
• Identifying and managing risks
• Anticipating regulatory and economic changes
• Adapting to shifts in your market
• Setting up simple tools to manage your business day to day
• Modeling transfer pricing for groups and subsidiaries

Seeing clearly enough to adjust at the right time requires good benchmarks. That's why dashboards are true tools for analysis, anticipation, and course correction.

CAE Experts supports you not only in setting them up, but also in learning to use them, through practical training tailored to your level.

Our training programs include:

Building and managing dashboards
Learn to design custom dashboards to track your key performance indicators.

Data analysis
Master the analysis of financial and operational data.

Real-time tracking tools
Discover how to use tools such as Excel, Power BI or industry-specific solutions to centralize and visualize your data in real time.

Goal: your independence and your precision.

Your project is also built on solid assumptions. Structuring things today is how you create tomorrow!

We support you in building your business plan. This involves:

• analyzing overall market trends,
• validating your growth assumptions,
• building your financial projections,
• the projected financing plan.

Financial projections then become a genuine management tool: they let you compare your targets (budget) against actual results and present a credible project to your financial partners.

Strategic and financial consulting is for business leaders who need to make decisions with real stakes on the line:

• SMEs who want to manage with real dashboards instead of just their bank statement
• Startups preparing a business plan and a fundraising round
• Growing companies structuring their expansion (investments, hiring, new markets)
• Companies in difficulty needing to restore profitability and cash flow
• Groups wanting consistent reporting across their Moroccan entities

A successful consulting engagement starts with a data-driven diagnostic, not a slide deck. Our typical process:

• Diagnostic: analyzing your margins, cost structure, and cash flow based on your actual accounting data
• Setting objectives: profitability, financing, growth, succession, you can only steer well toward a clearly defined goal
• Building the tools: your budget, cash flow forecast, and monthly dashboards (with indicators chosen together with you)
• A management rhythm: regular check-ins to analyze variances and decide on next steps
• Specific engagements: a bank or investor business plan, financial modeling, fundraising preparation, restructuring

Deliverables: a monthly dashboard with commentary, an annual budget and a rolling cash flow forecast, a complete business plan (market, business model, financial projections) for your bankers or investors, and a recommendations note at every check-in.

Benefits: decisions made on reliable, up-to-date numbers; cash flow you plan ahead for instead of reacting to; a credible financing file, and a demanding outside perspective that challenges the way the business has always done things.