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SME Online Technologist P. Ltd. Shared CFO Services Partnering you to Grow with Time

Advisory services (cfo) pdf

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Shared CFO & Business Outsourcing

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Page 1: Advisory services (cfo)   pdf

SME Online Technologist P. Ltd.

Shared CFO Services Partnering you to Grow with Time

Page 2: Advisory services (cfo)   pdf

Presentation MAP

Introduction

Macro Perspective l Objective

Service Module

Regular l Value Added l Solutions l Support l Advantage l Result

Service Bouquet

Control Process l Support Process l Engagement Term

Leadership & Team

Page 3: Advisory services (cfo)   pdf

Why SME Sector – Macro Perspective

3

(we manage all aspects)

Business Associate Support for

Accounts l Finance l Bankers l SOPs l Business

Page 4: Advisory services (cfo)   pdf

SME Technologist - Objective

4

Helping Businesses to grow

By

Partnering in Your Non Core Activities

And

Setting you free to concentrate on the core

areas of your Businesses.

Page 5: Advisory services (cfo)   pdf

Regular Responsibility

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Routine Accounting

Banking & Documentation

Cash Flow & Fund Flow Management

Inter-departmental Follow – ups & integration

SOPs for Party (Vendors & Debtors) Follow – ups

Reminders for important dates & Payments

Periodic & Annual book finalization

MIS discussion (on finding, feedback, correction & implementation) every month

Concurrent Consulting Support on any matter relating to ( Accounts or General Business Controls & Management)

.

.

.

.

.

.

Page 6: Advisory services (cfo)   pdf

Value Added Services

6

Internal Control & MIS

By…

Process Audit

Departmental Audit

Investigations for Leaks

Cost Audit

Back log Completion

Additional Execution support

Performance Analysis

Certification & Other Documentations

Management & General Business

Consultancy

Third Party Negotiation & Representations

Page 7: Advisory services (cfo)   pdf

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Our solution helps you

In . . .

Avoid losses due to Staff Turnover & retraining

No more behaving like Accounts Training Institute

No recruitment/ replacement costs

Reasonable level of Executives’ Knowledge

No missing up statutory dates

Interest & Penalty Payments due to ignorance will be reduced to nil

No fear of Information Leakage & data loss

Support & Representation in case of Compliances Failure

Keeping you up-to-date and accurate information to take your business decisions

Page 8: Advisory services (cfo)   pdf

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We support you

In . . . Saving your time & energy from pity

accounting needs rather investing your time in Business Developments.

Clearing your doubts regarding exact status of accounting that whether or not they are complete, up-to-date, clean and correct in the eyes of Law.

Realizing the fact that even though you are paying genuinely but not getting quality even of ground level.

Accessing expert services to look after your accounts periodically.

Re-defining your accounting and data collection processes.

Developing Accounting manual of your own.

SOP for Interdepartmental Co-ordination.

Page 9: Advisory services (cfo)   pdf

SME Technologist is different

because …

9

Of the GAP understanding of requirement vs availability…

Small to Medium Businesses typically require high-end CFO services to efficiently manage the growing business however limited resources compel companies to settle for lesser skilled individuals

High skilled CFO has less interest due to low growth opportunity and non-conducive work environment wrt to available MNC culture & opened Economic Opportunity

Small to Medium Business requires expertise of almost all area of functioning like daily accounting, book keeping, taxation, audit, legal and compliances exetra which is very difficult to manage by a regular CFO and hence cost goes high on outsourcing

Multipoint service alignment leads to possible tempering with confidentiality

Page 10: Advisory services (cfo)   pdf

SME Technologist is different

because …

10

Of its..

Experienced and sincere professionals

Regular training & workshop of staffs

Close monitoring mechanism

All time online support

Continuous improvement in processes

100% Quality check with laid MIS & SOP

Early redress of your complaints

Strict adherence to Professional Ethics and Secrecy

Benefit of Outsourcing

Benefit from RICH Experience

Focus on CORE

Business Activity

Result Oriented Support

Cost & Time

Saving

Page 11: Advisory services (cfo)   pdf

SME Technologist is different

because …

11

ADVANTAGE.. The Shared CFO service bridges this gap

Strategic and Directional support for all round Organizational Growth

Relationship management with investors & lenders

Systems and Procedures

Capital raising – Debt & Equity

Complete Financial Management

Advisory Support on Cost Control Measure to increase profitability

MIS & SOP’s for Income Loss

Reduction in Borrowing Cost

Increased confidence among TEAM

Advisory services for long term value creation and brand development.

Leveling with Industry & Investor’s expectation.

Page 12: Advisory services (cfo)   pdf

Result can be expected through SME

Technologist..

12

Reduce leaks & Losses – Intentional & Non-intentional.

Free bandwidth of Leaders and Supervisors up to 30% from non-core activity

Better Cash-flow and Debtors management

Reduced Borrowing cost up to 4% due to timely and well negotiated planning

Upward variation on Top line & bottom-line

Increased confidence among team with shared vision of leadership

Clear, defined and accepted objectivity instead of subjectivity for 360 degree growth

Brand Creation for increasing market confidence, JV and Acquisition.

Page 13: Advisory services (cfo)   pdf

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We Control Performances through

Page 14: Advisory services (cfo)   pdf

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We offer supports through

Client organization

Executives

Executive manager

Consultants Audit Team

Client Care

Page 15: Advisory services (cfo)   pdf

Service Modules

HR Support

Replacement on Requirement

Attendance Control

Supervision

Activity/ Instruction Control over

Executive

Manager’s visit

CA / Technical Expert Visit

MIS service

Basic MIS

- Daily

- Weekly

-Monthly

Detailed MIS

- Macro Level

-Micro Level

-Interdepartmental

Statutory Compliances

Full Support

Non Executive

Full Support

Lower Executive

Execution Support

Middle level Executive

Consulting & Control

Good Executive

Management Audit

Routine &

Monthly

Quarterly

Half Yearly

Annually

Page 16: Advisory services (cfo)   pdf

Engagement Model

SME Technologist has following Program under its umbrella of services: Six to Twelve Month Advisory Support Program for

• Report Preparation & Initial hand-holding • Sales & Marketing Support (Task Specific for BRAND Building) • Specific Diagnosis & Process Support (Department Wise for better efficiency & income loss

stoppage)

One to Three Year Retainer-ship Program

• Complete Business Diagnosis & Correction along with various advisory support related with BUSINESS , ACCOUNTS and FINANCE.

• Inventory Management • Debtors & Collection Management • Cost Management

Individual Assignment Program

• Debt Raising • Capital Raising • Alliances & Tie-up • Legal Consultation • Investment & Fund Placement • Balance Sheet & Cash Flow Management

Page 17: Advisory services (cfo)   pdf

Leadership & Team

Leadership… Experienced Sales and Service Professional with FIFTEEN YEAR of impeccable &

consistent track record of sales execution with people management. Having worked at almost all level of organisation across the department and handled independently SALES, CREDIT, OPERATION, and HR Division.

Ex. Country Head of M/s INTEC CAPITAL LIMITED, India's only SME dedicated NBFC had been in association since inception and rose the level of bringing strategic business thru 125 Location across country with team size of 200 plus. An excellent people manager and a great motivational trainer, has great expertise in making and establishing process correction within and outside the organisation. He is a Visiting Faculty at IMT – Nagpur for Specialised Subject

Team… SME Technologist Team has over 50 Years of Cumulative experience from the different cross-section of industry from service to manufacturing.

Ajit Kumar

Page 18: Advisory services (cfo)   pdf

We Appreciate Your Time

[email protected] +91.9811 09 29 51

[email protected] +91.7838 98 77 00

Regd. Office: FF-53 & 23, Omaxe Square, Jasola District Centre, Jasola; New Delhi – 110025 T : +91 11 45792951 / 2; F : +91 11 45792954; E : [email protected]