Description
Corporate Advisor & Business Consultants
Corporate advisor & business
Consultants
Timely Advice . Right Value . Optimal Cost . Best Source
A “Complete Business Solution” Service
For SME’s, family business, Companies, Start-ups, Entrepreneurs,
Owners & CEO’s to unlock their full potential for profitable growth.
www.visitingcfo.com
Visiting CFO Service, A Complete Business Solution
? As a “Visiting CFO” we at www.visitingcfo.com (a Indiba consultancy service
Private Limited group) Provide “Total Business Solution” to help Start-ups,
CEO’s, Entrepreneur, Owner & CFO’s to manage their Business, Companies &
organizations to unlock their full potential for profitable growth.
? Let the CEO / Owner focus on key business area of the company and
developing the business & We take care of all the back office headache
and help you achieving all the success in your venture to take it to
NEXT LEVEL.
? We Help Startup Entrepreneurs, Companies, Owners, CEO’s & CFO’s in
Developing New Idea and converting the Idea into successful Business, “A
complete A to Z business solution”.
? A specialised “Business Incubator Service” for Start up entrepreneurs
& young professional from IDEA till IPO.
? For all other Successful organizations to unlock their full potential for
profitable growth by Turnaround of the existing one for high performance
efficiency and Profitability.
Our Role as “Visiting CFO”
? Our Role is similar to a full-time CFO, except for not being a full-
time employee of the company.
? An affordable solution to address your all business needs without
the expense and challenges of having a full time CFO on your
company’s payroll.
? In case of need while interacting with your clients, vendors and
bankers Visiting CFO work as an integral part of your leadership team.
? As a Visiting CFO we can take your big picture vision and convert
that vision into a detailed action plan for priority
implementation, monitoring & Control resulting assured
success.
? Visiting CFO Service offers you a cost-effective way to get the
executive level help you need for a faster implementation.
? The VisitingCFO’s acts as a supplement to your executive Finance
leadership team. You get a proven CFO equipped with the skills,
tools and processes to help you build a culture of high
performance , Efficiency and Profitable Growth throughout. all
areas of your organization.
Excellence:
Highest Possible
Standards, Simplicity in
Action
Integrity:
Professional Integrity,
Fairness, Respect &
Transparency
Commitment:
Meeting Commitments
with Quality
Service:
Best in World Class,
Meeting and Exceeding
the Expectation of Clients
Principles
Consistently deliver high value to our clients through solutions &
service that enable profitable growth to the Organization.
Visiting CFO
Service
Visiting CFO Service, Corporate
Advisory, Business Consulting,
Financial Solutions, MIS, M&A,
IPO, PE,VC Funding, Planning
Restructuring, Budgeting,
Outsourcing
HR Solutions:
CFO, Executive & Board Search,
Recruitment & Headhunting,
Interim & Fulltime CFO &
Management, Corporate Training,
Executive Coaching & Mentoring
Legal Advisory:
Corporate & legal advisory, Org.
Restructuring, Contract
negotiation, Online Agreement,
Advice & Online Locker & Legal
Outsourcing
IT, ERP & Systems:
Custom Application Development
& Mobile Solutions, Websites,
Process Consulting, ERP - SAP,
Oracle selection &
Implementation, Outsourcing
Total
Business
Solution
www.visitingcfo.com is founded by the a team of highly experianced Management,
Finance & HR professional from Finance, HR, accounting, supply chain, education and
engineering background and is led by Dr. Dhirendra Gautam, a professionally qualified
Chartered, cost & Management accountant with Ph.D. in business Management.
Previously Global CFO, Director Finance & Business Planning with leading MNC’s like
SuperMax, Pepsi, Unilever & Al Khodari Group.
The team members have over 20 years of best in class experience and have been
instrumental in execution of substantial number of high profile Virtual CFO service,
Advisory and Recruitments assignements through out the country India, MENA, South
Asia reason and worlwide.
Our innovativeness, insight and optimum practices translate into work of the highest
quality. Our Visiting CFO Service, corporate advisory, HR, Recruitment, Legal, IT, ERP and
Business consulting services adhere to the highest ethical standards of maintaining our
client’s integrity.
Indiba Consulting is built on ideas and focused on execution, where humane values and
performance recognition create a highly stimulating work place.
Our vision is to be at the fore-front in our profession through our creativity and vision,
our ability to spot the hidden opportunities, to solve the unsolved and to anticipate and
manage change.
About Indiba Group
Vision . Confidentiality . Innovation
Our Visiting CFO Partner & CEO
• Strategic Thinker & Business planner, interest in client Business
Models and methods of execution with a view of creating
Organizational Culture that is focused on generating value
through Change.
• Professionally qualified Chartered, cost & Management
accountant with Ph.D. in business Management.
• Previously worked as:
? Global CFO – SuperMax Group (150 country)
? Group CFO – Al Khodari group (Africa & Middle east)
? Director Finance & Business planning – PEPSI (GCC)
? Head of Finance (Shared Service) – UNILEVER
? Finance Manager – MOTOROLA
• A seasoned professional specialized in generating shareholders’
value through turnaround, reengineering, restructuring, M&A
and integration of acquired business.
• Development of international business & joint ventures. Leading
the companies for getting Investors Funding, PE/VE, IPO and
listing them on stock exchange.
• 20 years of hands-on experience in managing & Leading the
business & finance function.
• Worked in UK, Singapore, Middle East & India
• FMCG, Construction & Contracting, Retail, Financial Services,
Utilities, Travel, Transportation and Logistics, Pharmaceutical,
Manufacturing and other service industries.
Dr. Dhirendra Gautam
(Ph.D. , CA , ICWA)
1
Building strategy for long term profitable Growth.
Including Strategic Planning, Annual & Operational Planning & budgeting,
2
YOY growth & Profitability Enhancement & Cost reduction.
3
Process & efficiency improvements, Control and Compliances
4
Fund raising, Debt and Private Equity, JV’s, M&A & Corporate restructuring.
5
Management & Financial reporting, Strengthening finance & accounting team
6
Monitoring cash flows & Working Capital
7
Contract negotiations & Agreements
8
Business Systems implementation, ERP (SAP/Oracle)
9
Shareholders, Board & Investor reporting and
We work as a “Strategic partner to lead & Manage”
What we do as Visiting CFO
? Represent company as its CFO, whenever required by the company. If required we may carry
the company business card.
? Co-ordinating with Banks & financial institutions for financial facilities and Loans including LC,
LG, bank guarantee, bill discounting and other facilities.
? Advising CEO & its Directors for future business association, Joint venture and Agency
agreement, Mergers, Acquisitions, PE, investment, listing & IPO.
? Play important role in Preparing agreements, Contract, negotiation and ensuring its legal and
financial compliance and safeguarding company’s interest.
? Interacting with Company’s clients, vendors and associates as its CFO and work as an integral
part of company’s leadership team.
? Help develop Company's strategic growth plans, provide insights of financial Support to
eliminate business risk & challenges.
? Provide Company and its CEO with budgets, analyses, MIS and forecasts on demand.
? Provide total Finance , IT and HR solutions without being the overhead of these positions
? Manage all Accounting & Transaction Processing, AP, AR, FA, GL , Payroll, MIS, All Taxation and
managing the Internal & Statutory Audit & Compliance.
? Managing Cost – Revenue – Profit for the wealth maximization of the Shareholders and Tax
Planning
? Help Company design, install and manage the policies, procedures, and job descriptions
essential for company’s smooth operation
Our service as : Visiting CFO
Business Incubator Service:
VisitingCFO offers an innovative business Incubator service for Startups, entrepreneurs &
young professional by training them, how to Setup & Manage your business and mentoring
them to successfully lead the business for Profitable Growth. Our VisitingCFO’s offers following
business incubator Service:
? Helping with Basics of business Skills & etiquettes
? Local regulatory compliance & business formation
? Intellectual property management, Patents & Copyrights
? Cloud Computing, accounting/financial management
? Financial Facilities, banking, loans & Funds
? Help with presentation skills
? Providing Links to strategic partners
? Access to angel investors or venture capital
? Comprehensive business training programs
? Advisory boards and mentors
? Management team identification
? Networking activities
? Marketing assistance
? Technology commercialization assistance
? Website & Social media Management skills.
Our service as : Visiting CFO
Corporate Advisory & Business Solution
VisitingCFO’s help & advise entrepreneurs, business owners & Professional to think through the
idea of making innovative and improved decision, an out of the box thinking with effective
implementation strategy. This advisory service & solution can be for a new idea of business,
turnaround solutions, M&A, Restructuring, JV or in the area mentioned below.
? Developing new and improved business ideas for success.
? Turnaround solution for the existing business for high performance efficiency & Profitability
? Corporate Governance & Code of Business Principles
? Evaluation of existing business to prepare a complete health check report and provide
measures for improvements to maximize owner’s Wealth.
? Organization and Business restructuring
? Business Valuation and Internal controls
? International Structuring
? Private Equity, VC & Equity Funding
? Debt and Equity funding, Loan and Financing facilities
? Leading major joint ventures with Win-Win objectives.
? Mergers and Acquisition (M&A)
? World class practices and Procedures
? Performance & process improvements
? Benchmarking with best in class industry.
? Forecasting & Sensitivity Analysis
Our service as : Visiting CFO
Strategic Planning
VisitingCFO’s closely work with the company and management peoples to identify and quantify
the important factors which are impacting the business at present and will also affect the
future growth and success. We use that information to prepare financial projections and
actionable strategies with action plan and assigned role and responsibility that helps you
visualize your company’s future and ensure profitable growth and success. We provide
following service to our clients in area of strategic planning, budgeting and Forecasting.
? Strategic Business & Corporate Planning
? Growth & Profitability Planning (Enhanced YOY top & bottom line )
? Annual Operational planning (AOP)
? Budgeting & Budgetary Controls
? Sales
? Marketing
? Manpower
? Finance
? Operation – Production & Manufacturing
? Capex & Opex
? Forecasting & Sensitivity Analysis
? Rolling forecast
? Variance Analysis
Our service as : Visiting CFO
IPO, CMA & Listing Support
A successful IPO need expert & Experience team with prior IPO experience but IPO is always a
first time experience for any company. Our VisitingCFO’s ensures helping our clients to go for
IPO with our expert advisors having hands on IPO & listing experience to successfully lead,
Manage the overall IPO process and list your company on the stock exchange.
? Leading the company to IPO & Public listing
? Identifying and engaging efficient advisors, Merchant Bankers, Lead managers,
underwriters, Financial Advisors, legal, tax and audit advisors.
? Financial, Legal and Operational due-diligence.
? Book Building & Developing the detailed Financial & Valuation Model
? Steering & Coordinating the team & advisors relating to IPO and monitoring their
performance
? Developing Investor Presentations, Ads. & Videos
? Co-ordinating the Road-Shows for Institutional & retail Investor:
? Ensuring SEBI, CMA and other Compliances & Reporting post IPO
Our service as : Visiting CFO
Transaction Processing & Accounting with GAAP
Having all accounting records maintained as per local GAAP is mandatory for the companies
and business entities. We ensure our clients having a proper GAAP Accounting, each month will
be an accurate and a true and fair representation of all financial activity what happened in the
month, and each month can be compared to other months in a meaningful way.
This will not only help the companies having a proper accounting as per GAAP but gives a
meaning full data to produce a world class MIS and information on the basis of which a better
decision can be taken by the Management. Our VisitingCFO’s ensure addressing all areas of
transaction processing as follows:
? Processing of all accounting Transaction as per Indian GAAP / US GAAP / IFRS Reporting
Month End Closing Procedures
? Outsourcing of the Business process to a cost effective and efficient place.
? Centralization of all support function for the group of companies.
? Setting up the Shared Service for Finance & Accounts, HR , IT and Business systems
? Shared Financial Services /KPO, FAAO, BPO
? Re-structuring of Accounting systems and other business process
? Conducting internal and Management Audit
Our service as : Visiting CFO
Financial Analysis, Reporting & MIS:
VisitingCFO’s have expertise in financial analysis, reporting & MIS. We carefully analyze your
financial results looking for trends, clues to operating more efficiently, and information that will
assist you in future decision-making. We can similarly analyse your operations. We would
identify key operations indicators, and set up systems to track those indicators and measure
performance monthly, weekly, or even daily if needed.
? Financial Planning, analysis and recommendations
? Board and Management Reporting
? MIS, Financial statements and Reports
? Working Capital Management
? Earnings and Cash flow enhancement
? Treasury and forex management
Accounting as a Service (AAS)
Having full time accounting staff in a company is very common, who handle the day to day
transactions of the company. VisitingCFO’s manage these staff members onsite at a
frequency determined by the client’s needs. This allows the business owner to focus on
other aspects of the business rather than spending time managing the accounting
function. We will train the staff, helping them become more knowledgeable and more
valuable. We will identify staff members who are in the wrong job, and we can help find
suitable replacements.
We offer this service to our clients in all Support function like Accounting, Finance, IT,
Human Resource (HR).
Our service as : Visiting CFO
Business Compliance & Controls Services
VisitingCFO’s helps clients and companies to consistently grow profitable and in order to
ensure the consistent growth we perform various accounting and Business health check. We
assess all policies and procedures of the company, its internal control and audit system and
provide expert recommendation to the management and leadership to improve this at par with
world class business practices and Industry standards.
? Accounting Health check
? Business Health check
? Accounting Policies & Procedures
? Concurrent Audit
? Internal Controls & Risk Matrix
Independent and Non Executive Directors:
As a Visiting CFO we work as a business partner to the leadership & management of Our client
to lead and manage their business for profitable growth.
For mutual win-win business goals & synergetic alliance our Visiting CFO’s engage with our
partnering companies in their leadership & Management roles as:
? Non Executive Director
? Independent Director
? Board Member & Share holders
Our service as : Visiting CFO
Peoples Management, Recruitment & Succession Planning
As a Visiting CFO we help our client in headhunting & recruiting best ever talent & expert
leadership team, matching their business expansion requirement to lead the journey of
successful profitable growth. We specialized in recruiting the position of leadership team,
CFO, CEO, CXO and Board Member both Executive & None Executive / Independent.
? CFO, CEO & CXO Headhunting
? Interim & Outsourced CFO Placement
? Full time CFO
? Executive Coaching and Mentoring
? Recruitment & Executive Placements
? Leadership developing,
? Leadership Growth Profiling
? Entrepreneurship skills and competency development
? Organizational Development
? Performance Management
? Compensation & benefit planning and implementation
? Grading and rating of skilled manpower
? Succession Planning and
? Exit Planning
Our service as : Visiting CFO
ERP, IT, DMS and Business systems Management:
ERP implementation is always a first time experience of any company, They just know what is
ERP but never have idea which ERP is good for them and can meet their current as well as
business requirement of next 10 years. Selecting Wrong ERP and having Failed Implementation
is very Common. Our Visiting CFO team ensure selecting the right ERP for the Company and
Monitor to have a Successful implementation with assured result.
? Business Process Consultancy pre ERP selection and implementation.
? QuickBooks Pro Advisor, Consultant and Implementation Partner.
? Study of Business requirement to suggest the best ERP / Financial system
? ERP – Implementation & Project management (SAP & Oracle e-business suite R12)
? Ensuring optimum level implementation till Go live & post go-live support.
? IT implementation – Payroll & other HRMS systems
? EDMS– Enterprise document management system the Multi-level Workflow solution and
document management.
? Automation of Existing business process & work flow
? Online Approvals and Flow of documents
? Full automation of support functions of the companies- Finance, Accounting, HR, IT and
Business system.
? Implementation of Enterprise Document and Process Management System
? Huge cost reduction and Efficiency –Visibility-Control tool.
INDUSTRIES
• Consumer products &
FMCG
• Infrastructure & Real estate
• Industrial, Mfg. & Eng.
• Retail , SC & Distribution
• Pharma & Health Care
• Aviation, Shipping,
Logistics
• Banking, Finance,
Insurance & Asset Mgt.
• Education
• Service & IT companies
GEOGRAPHIES
• India
• Regional
• GCC
• North Africa
• Asia
• Levant
• Cross-border/
international
ENTITIES
• Companies & MNC
• SME’s
• Conglomerates
• Family Groups
• Consulting Groups
Client Base - Overview
Business Beyond Boundaries
? We are flexible in our engagement model as per the
requirements. Based on the requirement and discussion we
can work on a Dedicated or Project Model.
? Our Team of Visiting / Virtual CFO’s are from diverse business
background and having hands-on expertise in delivering the
result and exceeding the exception.
Client Engagement
Disciplined - People, Thoughts, Actions
Contact On: [email protected]
Call: +91 9987454045
Mumbai Office:
Visitingcfo.com
c/o Indiba Consultancy Services Private Limited
Office No – 57, Ground Floor, Knowledge Towers, CBD Belapur, Sector 11
Navi Mumbai – 400614.
Cell : +91 9987454045
Tel. + 91 22 65206530,
Skype: dgautam21
Email: [email protected]
UAE, Dubai Office:
Fortune Executive Towers, T-1, Jumailrah Lake Towers,
P.O.Box 241330, Dubai. UAE
We can start immediately, For more details Contact us:
www.visitingcfo.com
Contact Us
doc_996651350.pdf
Corporate Advisor & Business Consultants
Corporate advisor & business
Consultants
Timely Advice . Right Value . Optimal Cost . Best Source
A “Complete Business Solution” Service
For SME’s, family business, Companies, Start-ups, Entrepreneurs,
Owners & CEO’s to unlock their full potential for profitable growth.
www.visitingcfo.com
Visiting CFO Service, A Complete Business Solution
? As a “Visiting CFO” we at www.visitingcfo.com (a Indiba consultancy service
Private Limited group) Provide “Total Business Solution” to help Start-ups,
CEO’s, Entrepreneur, Owner & CFO’s to manage their Business, Companies &
organizations to unlock their full potential for profitable growth.
? Let the CEO / Owner focus on key business area of the company and
developing the business & We take care of all the back office headache
and help you achieving all the success in your venture to take it to
NEXT LEVEL.
? We Help Startup Entrepreneurs, Companies, Owners, CEO’s & CFO’s in
Developing New Idea and converting the Idea into successful Business, “A
complete A to Z business solution”.
? A specialised “Business Incubator Service” for Start up entrepreneurs
& young professional from IDEA till IPO.
? For all other Successful organizations to unlock their full potential for
profitable growth by Turnaround of the existing one for high performance
efficiency and Profitability.
Our Role as “Visiting CFO”
? Our Role is similar to a full-time CFO, except for not being a full-
time employee of the company.
? An affordable solution to address your all business needs without
the expense and challenges of having a full time CFO on your
company’s payroll.
? In case of need while interacting with your clients, vendors and
bankers Visiting CFO work as an integral part of your leadership team.
? As a Visiting CFO we can take your big picture vision and convert
that vision into a detailed action plan for priority
implementation, monitoring & Control resulting assured
success.
? Visiting CFO Service offers you a cost-effective way to get the
executive level help you need for a faster implementation.
? The VisitingCFO’s acts as a supplement to your executive Finance
leadership team. You get a proven CFO equipped with the skills,
tools and processes to help you build a culture of high
performance , Efficiency and Profitable Growth throughout. all
areas of your organization.
Excellence:
Highest Possible
Standards, Simplicity in
Action
Integrity:
Professional Integrity,
Fairness, Respect &
Transparency
Commitment:
Meeting Commitments
with Quality
Service:
Best in World Class,
Meeting and Exceeding
the Expectation of Clients
Principles
Consistently deliver high value to our clients through solutions &
service that enable profitable growth to the Organization.
Visiting CFO
Service
Visiting CFO Service, Corporate
Advisory, Business Consulting,
Financial Solutions, MIS, M&A,
IPO, PE,VC Funding, Planning
Restructuring, Budgeting,
Outsourcing
HR Solutions:
CFO, Executive & Board Search,
Recruitment & Headhunting,
Interim & Fulltime CFO &
Management, Corporate Training,
Executive Coaching & Mentoring
Legal Advisory:
Corporate & legal advisory, Org.
Restructuring, Contract
negotiation, Online Agreement,
Advice & Online Locker & Legal
Outsourcing
IT, ERP & Systems:
Custom Application Development
& Mobile Solutions, Websites,
Process Consulting, ERP - SAP,
Oracle selection &
Implementation, Outsourcing
Total
Business
Solution
www.visitingcfo.com is founded by the a team of highly experianced Management,
Finance & HR professional from Finance, HR, accounting, supply chain, education and
engineering background and is led by Dr. Dhirendra Gautam, a professionally qualified
Chartered, cost & Management accountant with Ph.D. in business Management.
Previously Global CFO, Director Finance & Business Planning with leading MNC’s like
SuperMax, Pepsi, Unilever & Al Khodari Group.
The team members have over 20 years of best in class experience and have been
instrumental in execution of substantial number of high profile Virtual CFO service,
Advisory and Recruitments assignements through out the country India, MENA, South
Asia reason and worlwide.
Our innovativeness, insight and optimum practices translate into work of the highest
quality. Our Visiting CFO Service, corporate advisory, HR, Recruitment, Legal, IT, ERP and
Business consulting services adhere to the highest ethical standards of maintaining our
client’s integrity.
Indiba Consulting is built on ideas and focused on execution, where humane values and
performance recognition create a highly stimulating work place.
Our vision is to be at the fore-front in our profession through our creativity and vision,
our ability to spot the hidden opportunities, to solve the unsolved and to anticipate and
manage change.
About Indiba Group
Vision . Confidentiality . Innovation
Our Visiting CFO Partner & CEO
• Strategic Thinker & Business planner, interest in client Business
Models and methods of execution with a view of creating
Organizational Culture that is focused on generating value
through Change.
• Professionally qualified Chartered, cost & Management
accountant with Ph.D. in business Management.
• Previously worked as:
? Global CFO – SuperMax Group (150 country)
? Group CFO – Al Khodari group (Africa & Middle east)
? Director Finance & Business planning – PEPSI (GCC)
? Head of Finance (Shared Service) – UNILEVER
? Finance Manager – MOTOROLA
• A seasoned professional specialized in generating shareholders’
value through turnaround, reengineering, restructuring, M&A
and integration of acquired business.
• Development of international business & joint ventures. Leading
the companies for getting Investors Funding, PE/VE, IPO and
listing them on stock exchange.
• 20 years of hands-on experience in managing & Leading the
business & finance function.
• Worked in UK, Singapore, Middle East & India
• FMCG, Construction & Contracting, Retail, Financial Services,
Utilities, Travel, Transportation and Logistics, Pharmaceutical,
Manufacturing and other service industries.
Dr. Dhirendra Gautam
(Ph.D. , CA , ICWA)
1
Building strategy for long term profitable Growth.
Including Strategic Planning, Annual & Operational Planning & budgeting,
2
YOY growth & Profitability Enhancement & Cost reduction.
3
Process & efficiency improvements, Control and Compliances
4
Fund raising, Debt and Private Equity, JV’s, M&A & Corporate restructuring.
5
Management & Financial reporting, Strengthening finance & accounting team
6
Monitoring cash flows & Working Capital
7
Contract negotiations & Agreements
8
Business Systems implementation, ERP (SAP/Oracle)
9
Shareholders, Board & Investor reporting and
We work as a “Strategic partner to lead & Manage”
What we do as Visiting CFO
? Represent company as its CFO, whenever required by the company. If required we may carry
the company business card.
? Co-ordinating with Banks & financial institutions for financial facilities and Loans including LC,
LG, bank guarantee, bill discounting and other facilities.
? Advising CEO & its Directors for future business association, Joint venture and Agency
agreement, Mergers, Acquisitions, PE, investment, listing & IPO.
? Play important role in Preparing agreements, Contract, negotiation and ensuring its legal and
financial compliance and safeguarding company’s interest.
? Interacting with Company’s clients, vendors and associates as its CFO and work as an integral
part of company’s leadership team.
? Help develop Company's strategic growth plans, provide insights of financial Support to
eliminate business risk & challenges.
? Provide Company and its CEO with budgets, analyses, MIS and forecasts on demand.
? Provide total Finance , IT and HR solutions without being the overhead of these positions
? Manage all Accounting & Transaction Processing, AP, AR, FA, GL , Payroll, MIS, All Taxation and
managing the Internal & Statutory Audit & Compliance.
? Managing Cost – Revenue – Profit for the wealth maximization of the Shareholders and Tax
Planning
? Help Company design, install and manage the policies, procedures, and job descriptions
essential for company’s smooth operation
Our service as : Visiting CFO
Business Incubator Service:
VisitingCFO offers an innovative business Incubator service for Startups, entrepreneurs &
young professional by training them, how to Setup & Manage your business and mentoring
them to successfully lead the business for Profitable Growth. Our VisitingCFO’s offers following
business incubator Service:
? Helping with Basics of business Skills & etiquettes
? Local regulatory compliance & business formation
? Intellectual property management, Patents & Copyrights
? Cloud Computing, accounting/financial management
? Financial Facilities, banking, loans & Funds
? Help with presentation skills
? Providing Links to strategic partners
? Access to angel investors or venture capital
? Comprehensive business training programs
? Advisory boards and mentors
? Management team identification
? Networking activities
? Marketing assistance
? Technology commercialization assistance
? Website & Social media Management skills.
Our service as : Visiting CFO
Corporate Advisory & Business Solution
VisitingCFO’s help & advise entrepreneurs, business owners & Professional to think through the
idea of making innovative and improved decision, an out of the box thinking with effective
implementation strategy. This advisory service & solution can be for a new idea of business,
turnaround solutions, M&A, Restructuring, JV or in the area mentioned below.
? Developing new and improved business ideas for success.
? Turnaround solution for the existing business for high performance efficiency & Profitability
? Corporate Governance & Code of Business Principles
? Evaluation of existing business to prepare a complete health check report and provide
measures for improvements to maximize owner’s Wealth.
? Organization and Business restructuring
? Business Valuation and Internal controls
? International Structuring
? Private Equity, VC & Equity Funding
? Debt and Equity funding, Loan and Financing facilities
? Leading major joint ventures with Win-Win objectives.
? Mergers and Acquisition (M&A)
? World class practices and Procedures
? Performance & process improvements
? Benchmarking with best in class industry.
? Forecasting & Sensitivity Analysis
Our service as : Visiting CFO
Strategic Planning
VisitingCFO’s closely work with the company and management peoples to identify and quantify
the important factors which are impacting the business at present and will also affect the
future growth and success. We use that information to prepare financial projections and
actionable strategies with action plan and assigned role and responsibility that helps you
visualize your company’s future and ensure profitable growth and success. We provide
following service to our clients in area of strategic planning, budgeting and Forecasting.
? Strategic Business & Corporate Planning
? Growth & Profitability Planning (Enhanced YOY top & bottom line )
? Annual Operational planning (AOP)
? Budgeting & Budgetary Controls
? Sales
? Marketing
? Manpower
? Finance
? Operation – Production & Manufacturing
? Capex & Opex
? Forecasting & Sensitivity Analysis
? Rolling forecast
? Variance Analysis
Our service as : Visiting CFO
IPO, CMA & Listing Support
A successful IPO need expert & Experience team with prior IPO experience but IPO is always a
first time experience for any company. Our VisitingCFO’s ensures helping our clients to go for
IPO with our expert advisors having hands on IPO & listing experience to successfully lead,
Manage the overall IPO process and list your company on the stock exchange.
? Leading the company to IPO & Public listing
? Identifying and engaging efficient advisors, Merchant Bankers, Lead managers,
underwriters, Financial Advisors, legal, tax and audit advisors.
? Financial, Legal and Operational due-diligence.
? Book Building & Developing the detailed Financial & Valuation Model
? Steering & Coordinating the team & advisors relating to IPO and monitoring their
performance
? Developing Investor Presentations, Ads. & Videos
? Co-ordinating the Road-Shows for Institutional & retail Investor:
? Ensuring SEBI, CMA and other Compliances & Reporting post IPO
Our service as : Visiting CFO
Transaction Processing & Accounting with GAAP
Having all accounting records maintained as per local GAAP is mandatory for the companies
and business entities. We ensure our clients having a proper GAAP Accounting, each month will
be an accurate and a true and fair representation of all financial activity what happened in the
month, and each month can be compared to other months in a meaningful way.
This will not only help the companies having a proper accounting as per GAAP but gives a
meaning full data to produce a world class MIS and information on the basis of which a better
decision can be taken by the Management. Our VisitingCFO’s ensure addressing all areas of
transaction processing as follows:
? Processing of all accounting Transaction as per Indian GAAP / US GAAP / IFRS Reporting
Month End Closing Procedures
? Outsourcing of the Business process to a cost effective and efficient place.
? Centralization of all support function for the group of companies.
? Setting up the Shared Service for Finance & Accounts, HR , IT and Business systems
? Shared Financial Services /KPO, FAAO, BPO
? Re-structuring of Accounting systems and other business process
? Conducting internal and Management Audit
Our service as : Visiting CFO
Financial Analysis, Reporting & MIS:
VisitingCFO’s have expertise in financial analysis, reporting & MIS. We carefully analyze your
financial results looking for trends, clues to operating more efficiently, and information that will
assist you in future decision-making. We can similarly analyse your operations. We would
identify key operations indicators, and set up systems to track those indicators and measure
performance monthly, weekly, or even daily if needed.
? Financial Planning, analysis and recommendations
? Board and Management Reporting
? MIS, Financial statements and Reports
? Working Capital Management
? Earnings and Cash flow enhancement
? Treasury and forex management
Accounting as a Service (AAS)
Having full time accounting staff in a company is very common, who handle the day to day
transactions of the company. VisitingCFO’s manage these staff members onsite at a
frequency determined by the client’s needs. This allows the business owner to focus on
other aspects of the business rather than spending time managing the accounting
function. We will train the staff, helping them become more knowledgeable and more
valuable. We will identify staff members who are in the wrong job, and we can help find
suitable replacements.
We offer this service to our clients in all Support function like Accounting, Finance, IT,
Human Resource (HR).
Our service as : Visiting CFO
Business Compliance & Controls Services
VisitingCFO’s helps clients and companies to consistently grow profitable and in order to
ensure the consistent growth we perform various accounting and Business health check. We
assess all policies and procedures of the company, its internal control and audit system and
provide expert recommendation to the management and leadership to improve this at par with
world class business practices and Industry standards.
? Accounting Health check
? Business Health check
? Accounting Policies & Procedures
? Concurrent Audit
? Internal Controls & Risk Matrix
Independent and Non Executive Directors:
As a Visiting CFO we work as a business partner to the leadership & management of Our client
to lead and manage their business for profitable growth.
For mutual win-win business goals & synergetic alliance our Visiting CFO’s engage with our
partnering companies in their leadership & Management roles as:
? Non Executive Director
? Independent Director
? Board Member & Share holders
Our service as : Visiting CFO
Peoples Management, Recruitment & Succession Planning
As a Visiting CFO we help our client in headhunting & recruiting best ever talent & expert
leadership team, matching their business expansion requirement to lead the journey of
successful profitable growth. We specialized in recruiting the position of leadership team,
CFO, CEO, CXO and Board Member both Executive & None Executive / Independent.
? CFO, CEO & CXO Headhunting
? Interim & Outsourced CFO Placement
? Full time CFO
? Executive Coaching and Mentoring
? Recruitment & Executive Placements
? Leadership developing,
? Leadership Growth Profiling
? Entrepreneurship skills and competency development
? Organizational Development
? Performance Management
? Compensation & benefit planning and implementation
? Grading and rating of skilled manpower
? Succession Planning and
? Exit Planning
Our service as : Visiting CFO
ERP, IT, DMS and Business systems Management:
ERP implementation is always a first time experience of any company, They just know what is
ERP but never have idea which ERP is good for them and can meet their current as well as
business requirement of next 10 years. Selecting Wrong ERP and having Failed Implementation
is very Common. Our Visiting CFO team ensure selecting the right ERP for the Company and
Monitor to have a Successful implementation with assured result.
? Business Process Consultancy pre ERP selection and implementation.
? QuickBooks Pro Advisor, Consultant and Implementation Partner.
? Study of Business requirement to suggest the best ERP / Financial system
? ERP – Implementation & Project management (SAP & Oracle e-business suite R12)
? Ensuring optimum level implementation till Go live & post go-live support.
? IT implementation – Payroll & other HRMS systems
? EDMS– Enterprise document management system the Multi-level Workflow solution and
document management.
? Automation of Existing business process & work flow
? Online Approvals and Flow of documents
? Full automation of support functions of the companies- Finance, Accounting, HR, IT and
Business system.
? Implementation of Enterprise Document and Process Management System
? Huge cost reduction and Efficiency –Visibility-Control tool.
INDUSTRIES
• Consumer products &
FMCG
• Infrastructure & Real estate
• Industrial, Mfg. & Eng.
• Retail , SC & Distribution
• Pharma & Health Care
• Aviation, Shipping,
Logistics
• Banking, Finance,
Insurance & Asset Mgt.
• Education
• Service & IT companies
GEOGRAPHIES
• India
• Regional
• GCC
• North Africa
• Asia
• Levant
• Cross-border/
international
ENTITIES
• Companies & MNC
• SME’s
• Conglomerates
• Family Groups
• Consulting Groups
Client Base - Overview
Business Beyond Boundaries
? We are flexible in our engagement model as per the
requirements. Based on the requirement and discussion we
can work on a Dedicated or Project Model.
? Our Team of Visiting / Virtual CFO’s are from diverse business
background and having hands-on expertise in delivering the
result and exceeding the exception.
Client Engagement
Disciplined - People, Thoughts, Actions
Contact On: [email protected]
Call: +91 9987454045
Mumbai Office:
Visitingcfo.com
c/o Indiba Consultancy Services Private Limited
Office No – 57, Ground Floor, Knowledge Towers, CBD Belapur, Sector 11
Navi Mumbai – 400614.
Cell : +91 9987454045
Tel. + 91 22 65206530,
Skype: dgautam21
Email: [email protected]
UAE, Dubai Office:
Fortune Executive Towers, T-1, Jumailrah Lake Towers,
P.O.Box 241330, Dubai. UAE
We can start immediately, For more details Contact us:
www.visitingcfo.com
Contact Us
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