Finance & Controlling
Understanding data – improving processes
Consulting with ERP and finance expertise
Business Central Consulting for Finance & Controlling – Expertise meets process competence
Optimize your financial processes in your Microsoft Dynamics 365 Business Central or NAV system. Our experienced consulting team supports you in mapping, improving, and automating your financial and controlling processes—in a practical and sustainable way.
We understand Business Central – AND finance!
Our consulting team consists of trained tax clerks, accountants, and business economists who themselves have many years of experience in finance and controlling. That's why we understand what you're talking about and can communicate with you on an equal footing.
We understand your processes from a business perspective and recognize your potential for optimization. Together with you, we develop efficient solutions—from day-to-day operations to strategic planning. In numerous national and international projects (including in the UK, Belgium, France, and Czechia), we have been able to build up extensive experience in various accounting regulations and system landscapes.
No obligation · 60 minutes · Directly with finance experts
Our core competencies in finance and controlling
Together, we will solve the challenges in your financial accounting:
Step by step towards more efficient financial processes with our finance workshops
In our daily consulting practice, we repeatedly encounter similar questions and challenges in financial accounting.
This is precisely what led to the creation of our finance consulting workshops.
When developing these workshops, we deliberately focused on the most common problems our corporate clients face in the area of financial accounting. They offer you a clear introduction, focused advice, and concrete recommendations for action —without lengthy preliminary projects.
Our consulting workshops are designed as joint setup sessions:
We explain the technical and system-related interrelationships, demonstrate best practices, and provide clear recommendations.
Implementation is carried out by your employees, ensuring that knowledge is built up and sustainably anchored within the company.
Would you like to improve your financial accounting in a targeted manner—without lengthy preliminary projects?
Our clearly structured consulting workshops offer you quick orientation, professional confidence, and sustainable knowledge transfer.
Financial health check
Transparency and security for your financial accounting
The Finance Health Check is the ideal introduction to our finance consulting workshops. It is aimed at companies that want to know how well their financial accounting is currently set up with Business Central – in terms of technical, procedural, and system aspects.
Your financial accounting will gain transparency, quality, and security – and your employees will know exactly where they stand and what they can improve in a targeted manner.
You can expect the following topics:
– Review and explanation of relevant and important financial accounting settings, such as financial accounting setup, inventory posting setup, posting matrix, etc.
– Review and explanation of the VAT posting matrix
– Examination and explanation of posting groups
No audit. No tool. Instead, professional classification by BC experts.
accounts receivable & accounts payable
Increased efficiency through process optimization
Efficient accounts receivable and accounts payable processesare crucial for liquidity, transparency, and smooth day-to-day business.
These topics await you:
– optimal setup of the dunning process
– payment reconciliation within accounts receivable and accounts payable items
– correct use of the "Wait" field
– use of payment methods
– the potential of payment terms
No audit. No tool. Instead, professional classification by BC experts.
INTRASTAT
Create messages securely and traceably
Intrastat reporting is a recurring challenge for many companies. In this workshop, we will clarify requirements, dependencies, and correct mapping in Business Central.
These topics await you:
– Support with setup
– Report creation
– Understanding dependencies for report creation
No audit. No tool. Instead, professional classification by BC experts.
Financial accounting setup
Stable foundations for your financial accounting
This workshop is aimed at companies that want to set up their financial accounting in a technically sound, structured, and future-proof manner.
Together, we will review and optimize key financial accounting settings in your Business Central system.
You can expect the following topics:
– Fine-tuning your chart of accounts
– Using G/L account subcategories
– Checking the setup of posting groups and matrices
– Checking the configured VAT settlement and providing support with creation
– Making effective use of financial reports and G/L account budgets
– Efficient use of analysis views
No audit. No tool. Instead, professional classification by BC experts.
controlling setup
Making dimensions usable
Effective controlling starts with a clear structure. In this workshop, we will help you set up a controlling system that enables clear evaluations and quick analyses.
These topics await you:
– Support in creating a dimension concept tailored to your requirements
– Sensible setup of financial reports and budgets
– Efficient use of analysis views
No audit. No tool. Instead, professional classification by BC experts.
data exports
Preparation for operational and financial audits
Good preparation for operational or financial audits saves time and avoids queries. This workshop will help you to prepare GDPdU/GoBD exports in Business Central securely.
You can expect the following topics:
– Support with setting up standardized audit and data exports
– Provision and adaptation of auditor-specific data exports
No audit. No tool. Instead, professional classification by BC experts.
annual financial statements
Standardize recurring closing tasks
The annual financial statements often tie up a lot of resources. In this workshop, we will help you standardize and utilize recurring closing tasks.
The following topics await you:
– Exporting the G/L account balance list
– Open item lists for accounts receivable and accounts payable
– Fixed asset schedule
– Checking VAT statements for VAT verification
– Checking inventory adjustments, creating inventory value lists
– Preparing balance confirmations
– Revaluations
– Setting up and using posting periods
– Checking the setup of general ledger accounts and assisting with zeroing P&L accounts
– Setting up and creating all relevant account structures or financial reports
No audit. No tool. Instead, professional classification by BC experts.
inventory valuation
Understanding and correctly evaluating inventory values
Inventory valuation has a direct impact on your balance sheet and bottom line. In this workshop, we explain the technical and system-related aspects in a clear and practical way.
You can expect the following topics:
– Determining inventory values
– Effects of the inventory disposal method (FIFO, LIFO, standard, average) on inventory value determination
– Posting valuation adjustments
– Correct selection of the inventory disposal method
– Understanding the relationships between article, value, and real items
– Interpreting the inventory value list
No audit. No tool. Instead, professional classification by BC experts.
Increase the output of your financial accounting with sustainable consulting
Our common goal is to ensure that your employees develop a high level of efficiency and expertise in using your Microsoft Dynamics system in the medium to long term. Through targeted consulting, training, and process optimization, we reduce manual tasks that require a lot of data entry and create sustainable structures for efficient financial processes.
The result: high-quality financial accounting output that meets the requirements of stakeholders, auditors, management, and tax advisors at all times.
That's why PROTAKT!
We accompany you on your journey to an efficient, transparent, and audit-proof ERP system.
Free finance check—your gateway to better financial processes
Are you still unsure which finance issue currently requires the most attention or which consulting package is right for you? Then take advantage of our free finance check with our financial experts as a first, non-binding step.
In a 60-minute appointment, we will analyze your financial accounting in Microsoft Dynamics together, identify weaknesses, and highlight specific areas for optimization. Based on this, you can make an informed decision about the next steps that make sense for you.
No obligation · 60 minutes · Directly with finance experts
How can we support you?
Would you like to receive advice in a personal consultation? Then please feel free to contact us!