Business Advisory & Consulting
The financial infrastructure of a business — its controls, its compliance framework, its reporting systems — determines how well it can grow, attract funding, and withstand scrutiny. At James Ok and Partners, CPA, our advisory practice is built on the same technical foundation as our audit and tax work. We do not offer generic business advice. We offer advice grounded in Uganda’s regulatory environment, delivered by practitioners who understand what auditors, donors, regulators, and lenders actually look for.
Internal Audit and Risk Management
We provide internal audit outsourcing and co-sourcing services under the IIA International Professional Practices Framework (IPPF) and the firm’s Internal Audit Methodology Manual (2026 Edition). Our internal audit engagements cover risk assessment, control testing, process reviews, and reporting to the audit committee or board.
For clients who require a risk management framework, we design and implement systems aligned to the COSO Internal Control — Integrated Framework (2013) and COSO ERM (2017). We have delivered internal audit engagements for NGOs, donor-funded projects, SACCOs, and private sector entities across Uganda.
Business Planning and Feasibility Studies
We prepare business plans and feasibility studies for clients seeking financing, donor funding, or regulatory approval. Our business plans include financial projections, market analysis, and the supporting narrative that lenders and investors require. Feasibility studies cover technical, financial, and regulatory dimensions relevant to the proposed venture.
We also prepare the financial sections of grant proposals — budgets, value-for-money analyses, and financial capacity statements — for NGOs and implementing partners responding to donor calls.
Company Secretarial Services
We assist clients with company incorporation and statutory compliance under the Companies Act, 2012. Services include preparation of incorporation documents, filing of annual returns with the Uganda Registration Services Bureau (URSB), maintenance of statutory registers, and preparation of board resolutions and minutes.
For NGOs, we assist with registration under the NGO Act, 2016, renewal of permits, and compliance with the NGO Bureau requirements.
Finance Manual Development
A well-designed finance manual is the foundation of sound financial management. We develop, review, and update Financial Management Policy Manuals and Procurement and Asset Disposal Procedures Manuals for NGOs, donor-funded projects, SACCOs, and private sector entities.
Our manuals are written to satisfy audit requirements, donor compliance expectations, and the practical needs of finance staff. Recent engagements include review and alignment of the AIDS Information Centre accounting manual and development of financial management policies for faith-based organisations.
AML Compliance and FIA Obligations
As a firm registered with the Financial Intelligence Authority (FIA), we assist regulated entities — including forex bureaus, money remitters, SACCOs, and microfinance institutions — with their anti-money laundering obligations under the Anti-Money Laundering Act, 2013 and FIA guidelines.
We design AML policy frameworks, prepare risk assessments, and assist with the reporting obligations that apply to accountable persons under the Act.
Training and Capacity Building
We deliver CPD-aligned training for finance teams, boards, and non-finance managers on IFRS for SMEs, taxation (PAYE, WHT, VAT, EFRIS, Income Tax), internal controls, procurement compliance, and finance for non-finance managers. Training is tailored to the client’s sector and delivered at the client’s premises or at an agreed venue in Kampala.
Discuss Your Advisory Requirement
Whether you need an internal audit, a business plan, a finance manual, or AML compliance support, contact CPA James Okello directly.
Tel: +256 788 822 204
Email: james@jamesokpartners.com