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F&A SERVICES

Advisory, Consulting, and Outsourcing

 

The overarching principles guiding us are viability, feasibility, and sustainability of what we do for our esteemed clients. Our experience underlines that to do so we must irrevocably pursue a flexible, rule-based, and agile structure that is ready to learn, unlearn, and relearn.

Our thought process in this journey:

We sincerely believe in scaling up. Building the capacity and capability of our customers conveys to us that we have partnered with you correctly in your journey towards excellence. Accordingly, our commitment to train, upskill, and empower your internal resources makes your business a learning, growing, and mature one.

 

ADVISORY SERVICES

FOUNDATION

Establishes the policies and procedures for your business

Policies are guidelines for decisions in the business and ensure compliance with regulations. Procedures are how tasks need to be performed to be in line with the entity policies. Chances are that these may already be there with you. We shall test and evaluate their design, effectiveness, relevance, and institutionalization.

Value: Consistency, Structure, Efficiency, Effectiveness, Appraisal, Planning, Compliance, Professionalism

Deliverables: Policies and procedures manuals for

  • Finance and Accounts

  • Delegation of Authority (DoA)

  • Human Resources

  • Sales and Marketing

  • MIS including KRAs and KPIs

  • Operations including Inventory, Purchase, Production, Supply Chain, Quality, and Cost and Pricing

  • Administration

  • Safety, Health, and Environment (SHE)

  • Governance

  • Planning and Budgeting 

 

CONSULTING SERVICES

REVIEW AND IMPLEMENTATION

Re-look at the FOUNDATION and spruce it where it matters

Unless we look at the report card, progress cannot sustain. A quarterly review would be of great relevance and significance.

Value: Risk Management, MIS, Accountability and Responsibility, Measure, Objectivity, Empathy, Competition Analysis, Technology

Deliverables: Risk Register, Prioritisation, Develop Resilience Towards the Prioritized Risks, Risk Policy, MIS Design and Structure, Communication Channels, Reporting, Timelines and Responsibility  

BOOKKEEPING, COMPLIANCE, AND MIS REPORTING

Getting the Facts Right

Financial and operational data captured, recorded, or classified wrongly will adversely affect the quality of management information, reports, decisions, and outcomes. We are not “beancounters” but make data intelligent and purposeful so that decisions are balanced, timely, democratic, and result-oriented. We are relevance in deed.

STRATEGIC FINANCE AND MANAGEMENT CONSULTING

Survive Today to Fight Tomorrow

Finance is the lifeblood and ought to be respected. Receivables and payables management, inventory turnover, treasury management will ensure that we survive today to fight tomorrow. Optimization and accountability of expenses ensure frugality, ownership, and discretion.  Cash is king and we are relevance in deed.

STRATEGIC PLANNING AND RESOURCE ALLOCATION

Optimize, Align and Execute

Opportunities exceed resources but allocation and alignment are key to quality and effective performance. Quality data and an innovative organization facilitate seamless and quality alignment and execution.  These allow reputation, goodwill and customer satisfaction to grow and multiply. We are joyous in your success and relevance in deed.

BUSINESS CONTINUITY, PROFITABILITY, AND SUSTAINABILITY

Learn, Unlearn and Re-learn

Sustainability, scalability, and innovation are core to the business. Effective and relevant data, governance, technology, human capital, pricing, promotion, selling, and financing empowers and enables business to be agile, flexible, profitable, scalable, sustainable, and responsible, thus being valuable to all shareholders and stakeholders. We are relevance in deed.

RISK MANAGEMENT, GOVERNANCE, AND DIGITIZATION

A Stitch in Time Saves Nine

Risk management smartly answers the “who, how, what, where, and when” in real-time and with data. Governance ensures that these risks are addressed properly and converted into opportunities. Digitization keeps data secure, available, timely, and omnipresent. Our global and local experience provides relevance in deed.

SPECIAL SERVICES

Impactful one-time assignments

Assignments like Asset Management, Asset Utilization, Account Reconciliations, Confirmations, Investigations, Complaints, Contracts Management, Consequence Management, Cost Management, Cost Optimization, Profitability Analysis, and similar assignments are undertaken periodically.

 

OUTSOURCING SERVICES

ECONOMICAL EXPERTISE

Monthly services

Do things right the first time. The cost of correction is much higher than the compensation of the doer, and this is notwithstanding the pain of bearing the error. We define the scope together.


Value: Correct, transparent, timely, compliant, and relevant.


Deliverables: Ownership, Commitment, Accountability, Analytical, and Decisiveness in whatever we do.

INVESTOR RELATIONS

Quarterly services

Transparency with data and disclosures is our prime output. We consider that all stakeholders are our investors and so honest communication is a requisite.


Value: Complete disclosure, clarify on limitations in disclosure, compliance with covenants, apolitical.


Deliverable: Clarity on the investment journey since inception, forecasts, and risks to aid decision-making, assumptions underlined with scenario, and impact analysis.

SECRETERIAL AND COMPLIANCE PRACTICES

Quarterly services

Compliance with regulations are the keys to sustainability. A Risk Forum comprising of Auditors (Statutory & Internal), Taxation (IT and GST), Customs, FEMA, Secretarial Services is key to compliance.


Value: Quarterly joint meetings provide unanimity and consensus. Pertinent and informed decisions key to smooth operations.


Deliverable: Single and unified opinion and guidance on emerging issues, signed updates, documented and recorded meetings, accountability.

 

REQUEST FOR PROPOSAL

Please review our service offerings below and fill this form to submit your inquiry. Note that we work with businesses across India. Your location is not a constraint for us.

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