SME Online Technologist P. Ltd.
Shared CFO Services Partnering you to Grow with Time
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
Why SME Sector – Macro Perspective
3
(we manage all aspects)
Business Associate Support for
Accounts l Finance l Bankers l SOPs l Business
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.
Regular Responsibility
5
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)
.
.
.
.
.
.
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
7
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
8
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.
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
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
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.
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.
13
We Control Performances through
14
We offer supports through
Client organization
Executives
Executive manager
Consultants Audit Team
Client Care
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
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
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
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]