Corient Business Solutions profile - Corient is Coventry based BPO that provides cost effective and efficient accounting and book keeping services.

1. Capability Document-
Accountants

2. About Corient
2
About Us
Corient is leading BPO Service Provider with a clear focus on Small and Medium
Enterprises. We blend BPO services with Technology and Transformation Services to
provide our customers leading edge services in Finance and Accounting, Back Office
and Customer Relationship Management at reduced cost of operations
Line of Services
Location
Clientele
BPO
Process
Transformation
Technology
We provide safe, secure and cost effective book-keeping and accounts preparation
services to Accountants clients and also to Small and Medium size Organisations.
We are a registered Company in England and Wales with offices in Coventry,
Midlands and Mumbai , India. The objective is to provide bouquet of services which
are both onshore and offshore depending on customers requirements
Our Clients include Care Homes, IT Companies, Retail, Manufacturing E Commerce
Companies and Accountants

3. Corient Management Team
Sachin Lohade
Sachin is Chartered Accountant and has a experience of more than 14 years in setting up large
Shared Services Center in F&A and HR. He has worked with Serco Plc, Price Waterhosuse
Coppers and BDO International
Punit Jain
Punit is an MBA from Coventry University. and has a experience of more than 13 years in
Finance and Accounting and Capital Markets. Punit in his prior job was responsible for setting up
off shoring strategy for leading accounting firms
Tina Rawka
Tina is a Chartered Accountant and managed the Service Delivery in Finance and Accounting and
Payroll. She has a experience of more than 14 years
Barry Pendleton
Barry has previously worked, for 20+ years, as a Practice Manager in an Accountancy firm. He was
involved in every aspect of the management including the successful implementation of systems and
compliance within the practice, dealing with HMRC and Companies House compliance and on-line filing

4. Our Service Offerings
BPO Business Transformation Tools and Technology
• Finance and Accounts
• Book Keeping
• Payroll
• Transaction Processing
and Back Office
• Customer Service
Management
• Decision Support and
Analytics
• Process Mapping
• Six and Lean Sigma
• Business Process
Reengineering
• Benchmarking
• Cost Optimization
Analysis
• Revenue Assurance
• Controls Mapping and
Deployment
• Workflow
• Self Service Portal
• Document Management
System
• Access and MS Excel
based tools

5. Advantages Partnering with Corient
Fast Turnaround
Time
Cost Reduction
Focus on Core
Business
Year End Accounts are completed within 3 Weeks. In some
instances we strive to complete the accounts within one week
We help you reduce more than 50% of your direct costs while
identify cost savings initiatives on a regular basis
We help you to focus on Your Core Business while we manage the
back end work
Improved
Stakeholder
Satisfaction
Quicker and More Accurate Responses to Stake Holder Requests
Accurate and Compliant Processing, Decision Making and
Decision Support
Analytics
Management Reporting on a Periodical Basis- Daily, Weekly,
Monthly

6. Corient Differentiators
No Monthly Commitment from you.
We are Software Agnostic- SAGE, IRIS, Quickbooks, Xero, etc
We do not have any Accountancy Practice in UK- We focus on Outsourced
Solutions
Flexible Contract- 25% charge of your revenue or £7.00 per hour
Experienced Team- Reviews and work done by Chartered Accountants
Scanning Partner with National Presence

7. 7
Finance and Accounting Services
Book Keeping and
Accounts
preparation
VAT Personal Tax
Management
Accounts
• Transaction
entries in SAGE,
Quick Books and
IRIS
• Preparation of
Sales and
Purchase
Registers
• Reconciliation with
VAT Returns
• Preparation of
Trial Balance,
Profit and Loss
Account and
Balance Sheet
• Analytical Review-
Comparison with
previous years
• Matters for
Attention of
Partner
• Online Accounting
• Preparation of
Sales and
Purchase
Registers
• VAT Analysis
• Preparation of
Returns
• Document
Management
System
• Enter information
in relevant section
of personal tax
return
• Calculation of tax
• To check and
advice if the tax
can be saved
• Generation of SA
return
• Review
• Business Plan
Preparation
• Cash Flow and
Fund Flow
Statement
• Working Capital
Optimization
• Profitability
Statement- By
Segment,
Customer
• Cost Optimization
Analysis
Payroll
• Calculation of
SSP, SAP, SPP
and SMP
• Calculation and
tracking of
attachment orders
to earnings
• Online annual
return filing and
generation of P14
and P35
• Calculation and
filing of P11D
benefits
• Issuing of Form
P60 and P11
• Generation of
forms P30 and
P32
• Payment of
monthly liabilities

8. Payroll Services Landscape
Reports and
Returns Filing
Master Set Up Payroll Processing Payments
Employee Help
Desk
• Joiner Set Up
• Leaver Updates
• Employee Pay Rate
Update
• Any other Master
Updates
• Receipt & entry of
build-up to Gross
• P45 Entry
• RTI Filing- Master
Set Up- Employer
Alignment
Submission
• Verification of NI
Numbers (NVR)
• Time Sheet
Processing
• Work Hours Update
• Gross to Net Pay
Computations
• Pay Period-
Summary and
Report
• Net Payment
Listing
• Analysis by
Department and
Client
• Journal Vouchers-
By Department. By
Client
• P45 at the time of
leaving
• RTI Filing- Full
Payment
Submission (FPS)
• Employer Payment
Summary (EPS)
• Payslips by Emails
• Employee Bank Set
Up
• Direct Payment to
Employees
• Cheque Payment to
Employees
• Payment of NI and
Others
• Employee Queries
by Emails

9. 9
Data and Information Security
Data
User
Physical
Network
• Data resides in UK on secured servers which are compliant with SSAE 16,
ISO 27001 and PCI
• No local storage of data
• Personal background checks
• Limitation of email distribution
• Paperless office
• Restricted access to office
• Paperless office
• Limited access rights

10. Outsourcing Road Map
10
• Undertake a Pilot
Project on Payroll
Process
• Review and Provide
Feedback
Version 1.0
0-1 Months
• Outsource entire Payroll
Process
• Undertake Pilot Project
for Accounts
Preparation
• Review and Provide
Feedback
Version 2.0
2-3 Months
• Outsource overflow of
Accounts Preparation
• Identify Opportunities
for Book Keeping, Tax,
Etc
Version 3.0
4-6 Months
• Provide Access to IRIS,
and other software's
• Undertake Pilot Project
for Audit, etc
• Review and Provide
Feedback
Version 4.0
7-12 Months

11. Thank You
Lets Grow the Business
Together