Our Services.

FUND RAISING

FUND RAISING

This includes conceiving appropriate capital structures that support not only the initial capital requirements but also the growth strategies.

CFO Direct Financial Services provide advisory services across the full range of private equity to debt financing. We interact closely with private equity, high net worth investors on an on-going basis and have a good understanding of their culture, functioning, investment philosophy and preferences which help facilitate the most appropriate investor company fit, thus delivering the best value.

On the debt side, we arrange funding from bank, NBFC for project funding as well as working capital finance.

The activities involve:
  • Assessing the capital structures of our clients, and advising them on appropriate funding choices.
  • Advising clients on the suitability of particular investors.
  • Building a funding strategy with clients which are tailored to their particular needs, whilst paying attention to the client's positioning within a broader market context.
  • Assisting in the valuation of our clients and creating appropriate marketing documents, including Teasers, Information Memorandums, and Management Presentations.
  • Managing discussions between our clients and investors.
  • Assisting negotiation sessions, and guiding clients step-by-step towards successful transaction closure.
  • Consulting support to explain the model and support it throughout due diligence.
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Our approach

It can be difficult to keep up with your finances while trying to focus on managing an organization. Our outsourced back office accounting services can help you by providing experienced staff accountants from a firm with good accounting experience. You'll receive services that are tailored to fit your organization's specific needs.

How we can help

Our accounts outsourcing services team is able to deliver complete finance and accounting solutions to companies located anywhere in the world. Functioning as outsourced partners we take complete responsibility of the client's routine processes allowing your management the liberty to focus on the more important strategic needs of your business

The range of our accounting services include

Book Keeping

Our trained staff efficiently uses technology to process transactions on a daily bases. This methodical process of recording all financial transactions leaves little room for any glitches in the accounting process.

Financial Statement preparation

Our team takes care of all financial statement preparation such as balance sheet, income statement or profit and loss statement, statement of retained earnings and cash flows.

Management accounts

We prepare management accounts making available essential information for company executives

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This includes conceiving appropriate capital structures that support not only the initial capital requirements but also the growth strategies.

CFO Direct Financial Services provide advisory services across the full range of private equity to debt financing. We interact closely with private equity, high net worth investors on an on-going basis and have a good understanding of their culture, functioning, investment philosophy and preferences which help facilitate the most appropriate investor�company fit, thus delivering the best value.

On the debt side, we arrange funding from bank, NBFC for project funding as well as working capital finance.

The activities involve:
  • Assessing the capital structures of our clients, and advising them on appropriate funding choices.
  • Advising clients on the suitability of particular investors.
  • Building a funding strategy with clients which are tailored to their particular needs, whilst paying attention to the client's positioning within a broader market context.
  • Assisting in the valuation of our clients and creating appropriate marketing documents, including Teasers, Information Memorandums, and Management Presentations.
  • Managing discussions between our clients and investors.
  • Assisting negotiation sessions, and guiding clients step-by-step towards successful transaction closure.
  • Consulting support to explain the model and support it throughout due diligence.
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Our approach

Our outsourced payroll professionals can manage your time-consuming payroll processing and payroll tax filing, so you can focus on value-added and revenue-generating activities. We help you stay compliant while reducing in-house staffing needs and costs.

How we can help

  • Preparation of the monthly payroll based on the inputs received from organization. This would include all statutory and other relevant deductions.
  • Ensure deductions of all relevant amounts and as per applicable statutory laws like Income Tax, provident Fund and Professional Tax etc.
  • Checking Form 16 for the Employees and file Qtly. returns for e-TDS with Income Tax authorities.
  • Deposit TDS & provide proof of deposit.
  • Ensure redressal of any issues.
  • Reconciliation of payments/statutory deductions etc. with books of accounts on quarterly basis.

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We are business experts and help companies right from formulating your mission and vision statements, to devising business strategies, business plans and help you execute those.

We help you in understanding your goals and aspirations and devise strategies that is tailor made for you. We understand that one size does not fit all, and hence the business strategies are drawn in line with your company's vision and available resources.

Business planning is an important element without which goal setting and driving business strategies cannot happen. We works with companies in defining the business plan in sync with the assigned budgets. Business planning is critical even if you have just embarked in your business, as it acts like a rudder and helps you steer your company in the right direction.

We are experts and help companies right from formulating your mission and vision statements, to devising business strategies, business plans and help you execute those.

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We offer a range of Tax advisory both direct & indirect and Risk advisory services for companies of all sizes. The firm enhances value for clients by focusing on solutions that are innovative, yet practical and that can be implemented.

The service involves helping the clients make necessary periodic income tax, sales tax and other returns. It also includes helping the client make the right investment decisions and helping them avail various rebates and deductions.

We invest time to analyse your business objectives, operations and markets, so that we are properly focused on your requirements. As standard practice, we seek to understand the broad industry framework within which our clients operate and the key regulations that may uniquely apply to those industries. In selected key industries we dive deeper, so that we have a better appreciation of industry regulations, market structure, industry practices and dynamics. We are able to apply this understanding and blend it with our deep technical skills to deliver effective advice.