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Our Process


TRANSFORM

Re-engineer F&A process and systems using best practices to transform the financial operations to support growth, increase revenue and optimize costs
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1

MANAGE

Manage F&A process and procedures enabling management to focus on core strategy and business operations
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2

EMPOWER

Proactive management reporting and financial analysis, on demand advice and tax planning to empower organization with valuable insights
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3




TRANSFORM

  • Trusted financial adviser to evaluate current state and setup organization for future state growth
  • Implement solutions to manage back office activities efficiently
  • Setup cloud software where ever applicable to streamline and automate processes with appropriate controls

MANAGE

  • Dedicated F&A specialists assigned to manage the books of accounts
  • Manage the compliance check list for the business as applicable
  • Manage end to end of Customer invoicing, Vendor bill processing, Payroll process, Bank reconciliation and all related F&A activities

EMPOWER

  • Provide good and timely business intelligence to empower business owners
  • Engage in discussions with management to review periodic financial performance analysis of actual vs planned
  • Tax information review at least twice a year for a proactive planning

Small Business focused CFO advisory, bookkeeping, payroll, tax and compliance services

Comprehensive solutions with software and service