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To outsource the financial and accounting needs of your companies as it saves time and effort from your company while taking the bulk of challenges associated in dealing with it.

We are a passionate energetic team. We focus on details and want to help our clients with the best possible advisory or service.

We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, Internet/e-commerce, real estate, healthcare services, manufacturing, retail, food service, consumer products, media and entertainment. Having said that, we believe that the value we bring to the table is not industry expertise — which you already possess in abundance — but rather the compliance of what your regulator needs.

You could easily spend 500 hours or more recruiting, training and employing professionals to handle your finances. This is time you should probably be spending building your team, product, distribution channels, and customer base. In addition to our expertise, we offer independent, third-party insights into your business, and may raise questions that you might not have thought to ask.

Every situation is unique. However, some fairly common steps include the following:

  • Initial discussion to understand your basic needs.
  • Review your existing process (draft business plans, financials, market research, competitor research, etc.).
  • Follow-up discussion to clarify details and agree upon the scope and fees for the project.
  • Several in-depth discussions to better understand the details, develop strategies, and agree on all major elements of the business plan and financial model.
  • Conduct additional meetings, as needed.
  • Draft an Investor Presentation and review it with you to ensure that all parties agree on the high-level vision.
  • Incorporate your revenue and expense models into the financial model, and explain how it works so that you can take “ownership” of the financials.
  • Finalize all deliverables.
  • Provide ongoing support, including making minor updates to the deliverables at no additional charge.

Depending on how we structure the project, you should expect to spend anywhere from 10-30 hours on the process over the course of a typical engagement.

Yes, but we may need to charge a “rush” fee. We typically work on multiple projects at any point in time, and rush projects can strain our schedules or inconvenience other clients. The Rush Fee will enable us to allocate more resources to the “Rush” marked assignments.

In general, we charge a pre-determined fixed fee. The fee is determined by:

  • The scope of the project, in terms of the tasks and documents you require help with.
  • The sophistication and specific needs of your target audience.
  • The quality of your existing Financial Reports
  • Your availability and willingness to participate in the preparation of the business plan, financial model, and investor presentation.
  • The complexity of your industry and business model.
  • The desired timing relative to our workload. In general, “rush” jobs will carry a substantial premium over projects that can be completed as our schedule permits.

It Is advisable to have a preliminary discussion before moving on with the pricing. We also work on through providing part time resources and full-time resources based on the requirement of each project.

Gladly. It is our policy to sign an agreement with our clients before kickstarting any project. We prefer to use a Mutual Agreement Policy so that our own trade secrets can be protected as well.

We are headquartered in Coimbatore, India, and have consultants in and around North Carolina, Canada, UAE, Australia and other locations. We rely heavily on the phone, e-mail, fax, and onlinemeeting tools. If desired, we are available to visit you at your offices for a day or two at a time. We are also gladly available on any new age technology-based communication platforms such as Slack, Discord etc.

Certainly. We would be pleased to introduce you to our past clients. However, in order to respect the time and generosity of our past clients, we provide references as the final step before you sign the engagement letter.

Typically, our clients are experiencing one or more of the following scenarios:

  • Struggling with challenges or obstacles related to handling the compliances with local laws and finances within their business that is holding their company back from achieving growth and higher profitability
  • Challenged by scaling their business or developing and implementing a growth plan that actually delivers intended results
  • The company has outgrown their existing business processes, causing problems with daily operations (errors, increased costs, unreliable results, slower than expected output)

Every potential new client meets with the founder of our company or a managing partner within our firm. This initial consultation is not a sales call, we want to provide full transparency to who we are as a company and have an open dialogue with you to determine how we might help your business. We do not try to be all things to all people, if we don’t believe we can solve your company’s challenges or meet its goals & expectations, then we are going to openly tell you that. Our firm is built on strong values and the belief that ‘our success is achieved by helping you be successful.’

Yes, we have a considerable number of clients who are start-ups. If you’re an entrepreneur developing or refining your business model, identifying target markets, defining your brand, mapping your business operations, strategizing your company launch, or seeking expertise in launching your company, then our firm can bring significant impact and expertise to your start-up. We believe that every big business was started small one day.

As long as the owner is serious and takes a long view, we should be able to help. We are pioneers in Transitioning from “working IN the business” to “working ON the business”

All we require is an administrative person to scan documents, save it and then send the saved file to us in an e mail or put it up on our server.