Management & Finance

Part time CFO Service

We have a panel of Chartered Accountants who have served a long period in various industries. They have developed a great vision, which can help SMEs to have affordable CFO point of view, specific to nature of their business or requirement.

Setup of Management Reporting System

Our expert team of CFOs can assist in designing specific dashboard and other reports required for your business. We can do a one-time implementation as well as recurring analysis

Management Audit

two key issues associated with India's business houses, one is lack of talented and devoted management staff and other is corruption. We can assist you design internal process which can help you to put control in place to mitigate this risk.

Internal Control and SOP

Internal Control is not only healthy for an organisation but this is also an legal requirement for most of the entities. We can assist to: -

review and do necessary modification to the existing SOPs
Set up SOPs for startups

Assistance for IBC and NCLT

Our pool of resources can help our clients to preparation and submission of necessary information required for NCLT and IBC

Loans, Capital, Mergers & Acquisition

Term Loans from Banks and FIs
working capital loans
Private Equity
Assistance in mergers/acquistion

R2R - Record to Report

What is R2R

Record to Report (R2R) is a Finance and Accounting (F&A) management process which involves collecting, processing and delivering relevant, timely and accurate information. It provides strategic, financial and operational feedback on how a business is performing. Stakeholders read the feedback and gain insights into whether an organization is performing successfully or not, and if their expectations have been met. The groundwork for the Record to Report cycle is laid from the data processing stage itself. So, it is very critical for a business to know what items / details or let's say fields need to be recorded. Though R2R can be considered a vast term, yet we are referring here the activities those can be separated from P2P and O2C.

Benefit of Separating / Outsourcing R2R activity

In any organisation segregation of duties and clear and "SMART" KRAs are key to get the deliveries from employees. Mapping of a effective R2R activities are not always be a key priority for organisation, though this is equally important, specially in growing business. Due to resource crunch, sometimes the businesses don't pay much attention to it.

For SMEs, it is beneficial to outsource these activities, as they can get advantage of competence, value addition and scalability.

What we offer

In this segment we provide below customize service, which may be full scope or a particular segment: -

Identification of items, important to be recorded/captured the in system
events of recording the required data
design of reports and dashboards

R2R is a key for any organisation and helpful in Strategy & Planning, Compliance and efficient tax planning.