01Relationship
I lead it personally
I lead every engagement personally, providing a single, accountable point of contact from the initial question through final delivery.
Senior-led Boutique by design
Clarity for the decisions that shape your business.
A boutique financial advisory firm combining senior judgment, hands-on execution and modern financial technology.
Your Guy(de) to business.
The approach
Senior counsel,
end to end.
02Range
Simple to complex
From routine reporting to intricate transactions and valuations — the same standard of judgment throughout.
03Execution
Hands-on delivery
I stay close to the work from analysis through final output, turning complex questions into practical materials that support clear decisions.
04Discretion
Boutique by design
A select book of clients means attention, discretion and the flexibility to move at the pace your decisions require.
At a glance
Guy Shimon
CPA & Economist
FP&A · AI for Finance
20+Years advising leaders
2Global accounting firms
Meet your adviser
Financial depth.
Business perspective.
Guy Shimon is an Israeli CPA and economist with more than 20 years of experience helping management teams, boards and financial-sector organisations turn complex financial questions into clear, actionable decisions. A former BDO partner and KPMG manager, he brings senior advisory judgment together with hands-on FP&A, financial modelling, valuations and transaction support, as well as applied AI for Finance — including automation, analytical tools, agents, dashboards and decision-support workflows.
- 01
Leadership & governance
Extensive experience guiding management, boards and institutions. - 02
Finance & capital markets
Budgeting, business models, valuations, funds, institutions and regulation. - 03
Technology with judgment
AI apps, agents and dashboards designed around real financial work.
Former Partner · BDOFormer Manager · KPMGCPA · IsraelBA · Bar-Ilan UniversityFP&A · Planning, Forecasting & PerformanceAI for Finance · Apps, Agents & Automation
Our services
How can we work together?
Outsourced CFO & FP&A Services
Professional financial management and CFO-level support for companies seeking stronger planning, reporting and decision-making.
- Ongoing financial management and oversight
- CFO-level strategic and financial guidance
- Budgeting, forecasting and FP&A
- Management reporting and KPIs
- Cash flow and working capital
- Profitability, costing and pricing
- Management and board decision support
Financial Management Review
A structured review of the company’s financial management, identifying key gaps, improvement opportunities and priorities.
- Management reporting & KPIs
- Finance processes
- Budgeting, forecasting & cash-flow review
- Cost optimization
- Financial controls review
- Systems & automation opportunities
- AI opportunities in finance
Business Planning & Decision Support
A rigorous financial view for a defined business decision, business investment, new activity or strategic change.
- Business plans
- Financial modelling
- Feasibility studies
- Scenario and sensitivity analysis
- Business-model and unit-economics review
Valuation & Transaction Support
Independent financial analysis and practical support for transactions, financing processes and stakeholder discussions.
- Valuations
- Due diligence
- M&A financial support
- Financial materials for investors and lenders
- Transaction modelling and analysis
AI for Finance · applied
AI, built into
the work.
AI for Finance is applied across engagements to accelerate modelling, sharpen analysis, automate reporting and build practical decision-support tools — while professional judgment and accountability remain personal.
Bespoke appsAgentsDashboardsAutomated reportingLive monitoring
Contact
Let's talk about
your numbers.
For a focused conversation about your business, transaction or finance function.
Guy@financialguydance.comBy appointment · Engagements by mutual agreementLegal & accessibility
Website information
The following notices apply to the Financial Guydance Ltd. website and are provided here so they remain accessible even when this page is opened as a standalone file.
Terms of Use
Last updated: August 2026
This website is operated by Financial Guydance Ltd. (“Financial Guydance”, “we”, “us” or “our”) and presents information about financial advisory and related professional services. By using this website, you agree to these Terms of Use.
General information — not professional advice
All material on this website is provided for general informational and introductory purposes only. Nothing on this website constitutes accounting, tax, legal, investment, financial or other professional advice, and it should not be relied upon as a substitute for advice based on particular circumstances.
No client relationship
Viewing this website, sending an enquiry or communicating with Financial Guydance Ltd. does not by itself create an accountant-client, adviser-client or other professional relationship. Professional services are provided only after the scope and terms of an engagement have been agreed and a written engagement agreement has been signed by the relevant parties.
Professional status and delivery of services
Services are provided by Financial Guydance Ltd., primarily through Guy Shimon, a Certified Public Accountant licensed in Israel. The scope, deliverables and terms of each professional engagement are agreed separately. Regulated professional services, where applicable, are provided in accordance with applicable Israeli law and professional rules.
No investment solicitation
Nothing on this website constitutes an offer, recommendation or solicitation to buy or sell any security, financial instrument or investment.
Intellectual property
Unless otherwise stated, the website’s design, branding, text and original materials are owned by or licensed to Financial Guydance Ltd. and may not be reproduced or commercially used without prior permission, subject to applicable law.
Third-party links
Links to external websites and services are provided for convenience. Financial Guydance Ltd. is not responsible for their content, availability or privacy practices.
Limitation
To the extent permitted by law, Financial Guydance Ltd. will not be responsible for loss arising solely from reliance on general information on this website rather than advice provided under a professional engagement. Nothing in these Terms excludes liability that cannot lawfully be excluded.
Governing law
These Terms are governed by the laws of the State of Israel. Any dispute concerning the website will be subject to the jurisdiction of the competent courts in Israel, subject to applicable law.
Privacy Policy
Financial Guydance Ltd. (“Financial Guydance”, “we”, “us” or “our”) respects your privacy. This notice explains how personal information is handled in connection with this website and our communications, in accordance with applicable Israeli privacy law, including the Protection of Privacy Law, 5741-1981, as amended, and applicable regulations.
Controller and contact details
Financial Guydance Ltd. is the controller of personal information processed for the purposes described in this notice. Privacy enquiries may be sent to Guy@financialguydance.com or by telephone at +972-52-350-7232.
Information we collect
When you contact us through the website, email, WhatsApp or another communication channel, we may receive information you choose to provide, including your name, contact details, company or professional information and the contents of your enquiry. The website or hosting environment may also process limited technical information required for operation and security, such as IP address, browser or device information, request data and server logs.
Notice when information is requested
Providing information through the enquiry form is voluntary and is not generally required by law. The information is requested so that we can review and respond to your enquiry, communicate with you and, where relevant, discuss or perform a professional engagement. If you do not provide the requested contact details, we may be unable to respond. If information is required by law in a particular context, that will be indicated when relevant.
How we use information
- respond to enquiries and communicate with you;
- evaluate, establish and provide professional services;
- manage client, supplier and business relationships;
- perform FP&A, modelling, transaction, AI-enabled finance and other agreed professional work;
- operate, secure and maintain the website and our information systems;
- comply with legal, regulatory, accounting and professional obligations; and
- establish, exercise or defend legal rights.
We do not use information submitted through the enquiry form for unrelated direct marketing without an appropriate basis or consent where required.
Sharing of information and use of third parties
We do not sell personal information. Where reasonably necessary to operate our business, respond to an enquiry or perform an agreed engagement, Financial Guydance Ltd. may use suitably qualified third-party professionals, professional advisers or service providers. Relevant personal information may be made available to them only to the extent reasonably necessary for the applicable purpose and subject to applicable legal, professional, confidentiality, security and data-protection requirements. Such providers may include hosting, cloud, email, communications, IT, cybersecurity, document-management and other professional or technical providers. Enquiries submitted through the website form are transmitted to FormSubmit for delivery to our designated email address. Information may also be disclosed where required by law, professional obligation, court order or a competent authority.
Transfers outside Israel
Some technology or cloud providers may process or store information outside Israel. Where applicable, transfers will be handled in accordance with Israeli requirements governing transfers of information outside Israel, including the Protection of Privacy Regulations (Transfer of Data to Databases Abroad), 5761-2001.
Security
We use reasonable administrative, organisational and technical measures designed to protect personal information, taking into account the nature of the information and the systems used. Where applicable, information security measures are maintained in accordance with the Protection of Privacy Regulations (Data Security), 5777-2017. No method of storage or transmission can be guaranteed to be completely secure.
Retention
Personal information is retained only for as long as reasonably necessary for the purposes for which it was collected and for applicable legal, regulatory, professional, accounting and record-keeping requirements. Information that is no longer reasonably required should be deleted or anonymised where appropriate.
Your rights
Subject to the conditions and exceptions in Israeli law, a person may have a right to review personal information held about them and to request correction or deletion where information is incorrect, incomplete, unclear or not up to date. Requests may be sent using the privacy contact details above. We may need to verify identity before responding to a request.
Third-party services and links
The website uses or links to third-party services, including FormSubmit for enquiry delivery and WhatsApp for communications. When you use those services, their own terms and privacy practices apply. We encourage you to review them before providing information.
Changes to this notice
We may update this Privacy Policy when our practices, services or legal requirements change. The current version and its revision date will be published on this website.
Accessibility Statement
Financial Guydance Ltd. is committed to making this website accessible and usable by people with disabilities. We aim to apply the accessibility requirements that are applicable to the website under Israeli law and to align the site with Israeli Standard SI 5568 for website accessibility, which incorporates WCAG 2.0 accessibility principles and Level AA criteria, subject to the applicable Israeli provisions.
Accessibility measures implemented
- semantic HTML landmarks and a logical heading structure;
- keyboard-operable navigation, links, buttons and form controls;
- a “skip to main content” link;
- visible keyboard-focus indicators;
- form labels, required-field identification and status messages available to assistive technology;
- responsive layout and support for enlarged text and zoom;
- colour combinations intended to provide readable contrast and no essential information conveyed by colour alone;
- reduced-motion support for users who request it;
- the page language declared in the document; and
- meaningful link text and accessible names for interactive controls.
Third-party services
The website may link to third-party services, including WhatsApp. We seek to use accessible services where reasonably possible, but accessibility of third-party services is outside our direct control.
Testing and known limitations
Accessibility has been considered in the code and design of this version. Because accessibility can depend on the production hosting environment, browser, device and assistive technology, final and periodic testing should be performed after deployment, including keyboard, zoom, responsive and assistive-technology testing. If an accessibility issue is identified, we will make reasonable efforts to address it.
Service and meeting accessibility
Professional services are provided by appointment. If an in-person meeting or a particular format is required, please contact us in advance so that reasonable accessibility needs can be considered and an appropriate arrangement or accessible alternative can be coordinated where possible.
Accessibility contact and feedback
If you encounter an accessibility difficulty or need information in an accessible alternative format, please contact Financial Guydance Ltd. and describe the page, content or service involved and the accessibility assistance required. We will make reasonable efforts to review the request and respond.
Accessibility contact:
Financial Guydance Ltd.
Email: Guy@financialguydance.com
Telephone: +972-52-350-7232