The document describes a partnership between an accounting firm (CPA) and a financial services company (FPS) to provide business and financial consultancy services. The services include bookkeeping, payroll, tax preparation, management reporting, and financial planning. FPS recruits and services clients, while the CPA provides reviews, tax filings, and consulting. Both partners share ownership of the client base and revenue from recurring fees and consulting services. The partnership aims to streamline accounting processes, reduce costs, improve business performance, and provide valuable financial guidance to clients.
Control Your Practice and Your Future. Today\'s revenue cycle encompasses countless activities in your practice. See how ALN can help you manage your revenue cycle and turn your good practice into a great business.
Control Your Practice and Your Future. Today\'s revenue cycle encompasses countless activities in your practice. See how ALN can help you manage your revenue cycle and turn your good practice into a great business.
Presented during the High Performance Marketing Conference 2012, organized by Accenture on February 9th 2012.
This presentation was given by Roy Scheerder of KLM, and looks at how KLM implemented it's multi-channel customer care program.
Oracle Revenue Management Cloud Services | what is ORMB? | revenue management...CLTConsultingService
Webinar on Oracle Revenue Management Cloud Services
Every Oracle ERP Professional need to know about Revenue Management Cloud Services
Agenda
What every ERP Consultant to know about RMCS
Why RMCS/Concept
Benefit of RMCS
RMCS Configuration
User Case
Business Flow
Follow KnowOracle-
KnowOracle Facebook Group:- https://www.facebook.com/groups/KnowOracle/
Oracle ERP Coach Facebook Page:- https://www.facebook.com/CloudERPCoach/
KnowOracle Linkedin Group:- https://www.linkedin.com/groups/8616115/
Agenda
This demo will give you an overview of SAP FSCM Training, Information on the products and applications offered by SAP FSCM.
Introduction about AltaVista Technosoft.
Introduction of SAP Module.
2.1 SAP FSCM ( Credit, Collection, Dispute & Biller Direct )
3. Difference b/w Consultant & End User.
4. What is the job profile after completion of this course.
5. What is AVT’s Training Methodology.
6. Contact Information.
www.charisma.ro
www.totalsoft.ro
Charisma Collection is the only tool dedicated to debt collection, which is natively integrated with ERP, HR or CRM solutions provided by most powerful providers in the world. Thus, you can have an end-to-end, multi-company, multi-site, multi-location solution you can access remotely, at any moment, by means of a mobile device with Internet access, at an unparallel total cost of ownership (TCO).
Lifecycle provides intelligent funding solutions for AV, IT and Collaboration projects. This presentation looks at how we support Systems Integrators to offer their solutions to customers as a predictable monthly operating expense, rather than as an up-front capital cost.
FINANCIAL MANAGEMENT WITH SAP BUSINESS ONEMTC Systems
Reduce the complexity of managing the financials of your growing company. Learn how SAP Business One can help you take your business to the next level by automating and streamlining everyday accounting, controlling, banking, and reconciliation tasks, and integrating them with other business processes.
We will examine how to create a cost benefit analysis document that clarifies your customer’s problem, explains your intended solution, and details the work required. We will break down costs of the current state and future state compared to forecasted benefits to show payback of the solution over time. This session will guide you through a simple process to help you understand how to calculate and communicate the business value of your SharePoint solutions.
Employee motivation depends largely on good goals setting. The highest strategic goals are sometimes called directions. Goals are related to drivers, principles and requirements. This presentation shows an example of enterprise directions setting by the usage of an enterprise architecture tool.
Do you have a plan in place for your New Market entry? Success comes to those who plan for it! This presentation asks crucial questions for every stage of your business: the start-up, the growth phase and the exit phase.
This presentation is an introduction to Month 4 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
Presented during the High Performance Marketing Conference 2012, organized by Accenture on February 9th 2012.
This presentation was given by Roy Scheerder of KLM, and looks at how KLM implemented it's multi-channel customer care program.
Oracle Revenue Management Cloud Services | what is ORMB? | revenue management...CLTConsultingService
Webinar on Oracle Revenue Management Cloud Services
Every Oracle ERP Professional need to know about Revenue Management Cloud Services
Agenda
What every ERP Consultant to know about RMCS
Why RMCS/Concept
Benefit of RMCS
RMCS Configuration
User Case
Business Flow
Follow KnowOracle-
KnowOracle Facebook Group:- https://www.facebook.com/groups/KnowOracle/
Oracle ERP Coach Facebook Page:- https://www.facebook.com/CloudERPCoach/
KnowOracle Linkedin Group:- https://www.linkedin.com/groups/8616115/
Agenda
This demo will give you an overview of SAP FSCM Training, Information on the products and applications offered by SAP FSCM.
Introduction about AltaVista Technosoft.
Introduction of SAP Module.
2.1 SAP FSCM ( Credit, Collection, Dispute & Biller Direct )
3. Difference b/w Consultant & End User.
4. What is the job profile after completion of this course.
5. What is AVT’s Training Methodology.
6. Contact Information.
www.charisma.ro
www.totalsoft.ro
Charisma Collection is the only tool dedicated to debt collection, which is natively integrated with ERP, HR or CRM solutions provided by most powerful providers in the world. Thus, you can have an end-to-end, multi-company, multi-site, multi-location solution you can access remotely, at any moment, by means of a mobile device with Internet access, at an unparallel total cost of ownership (TCO).
Lifecycle provides intelligent funding solutions for AV, IT and Collaboration projects. This presentation looks at how we support Systems Integrators to offer their solutions to customers as a predictable monthly operating expense, rather than as an up-front capital cost.
FINANCIAL MANAGEMENT WITH SAP BUSINESS ONEMTC Systems
Reduce the complexity of managing the financials of your growing company. Learn how SAP Business One can help you take your business to the next level by automating and streamlining everyday accounting, controlling, banking, and reconciliation tasks, and integrating them with other business processes.
We will examine how to create a cost benefit analysis document that clarifies your customer’s problem, explains your intended solution, and details the work required. We will break down costs of the current state and future state compared to forecasted benefits to show payback of the solution over time. This session will guide you through a simple process to help you understand how to calculate and communicate the business value of your SharePoint solutions.
Employee motivation depends largely on good goals setting. The highest strategic goals are sometimes called directions. Goals are related to drivers, principles and requirements. This presentation shows an example of enterprise directions setting by the usage of an enterprise architecture tool.
Do you have a plan in place for your New Market entry? Success comes to those who plan for it! This presentation asks crucial questions for every stage of your business: the start-up, the growth phase and the exit phase.
This presentation is an introduction to Month 4 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is an introduction to Month 3 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is an introduction to Month 2 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is an introduction to Month 12 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is an introduction to Month 9 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is an introduction to Month 10 of our Global Markets Coaching Program. The Global Markets Coaching program facilitates business growth and development between developed and emerging countries - for entrepreneurs, innovators and business leaders - particularly by our unique coaching program.
This presentation is a diagnostic assessment meant to walk you through the analysis of moving your business or entrepreneurial endeavor into new emerging markets.
SBS Global Services offers tailor made Financial Accounting Services, including expert Accounting Services to our clients.SBS is a fast growing professional organization offering Financial Accounting and allied services to Clients world over. We have a very strong pedigree in our fifteen year.
Wealthplanned! Financial Plannning and Wealth Management softwareCMC Ltd.
WealthPlanned is INdia's 1st integrated Financial Planning and Wealth Management solution on cloud. It is also available on Enterprise model. From CMC Ltd., a TATA group company
ex of my work for a client: Wealthplanned presentationPravin Gandhi
- Enjoyed branding Wealthplanned (tm of CMC Ltd.) as "Art of Making Your Clients Affluent"
- Packaged an integrated offering of Financial Planning and back office Wealth Management software
- on in-house or cloud platform;
- created awareness of product through linkedin and social media,
- designed promotional material
** this presentation is freely distributed on online media by client for procuct awareness **
Converging Miinds :Specializing in Financial services : reputed CA and Management consulting firm established in 2002
Converging Miinds, located in the technology capital of India, Bangalore has successfully impacted the business objectives of clients by providing a wide array of customized financial services including
Regulatory (Company registration, FEMA, STPI, Company and Labour Laws)
Accounting
Audit support,
Corporate Finance
Business Planning,
CFO Outsourcing.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
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2. Take your business to the next level …
Make your finances work for you
BUSINESS FINANCIAL
PLANNING
FINANCIAL CONTROL PLANNING
Sales
Tax
Bookkeeping Purchase Journal
Sales Ledger Tax Returns General Ledger
Payroll
Cash Management Financial Reports
Business and Financial Consultancy
3. Adding Value to the Client
Enabling control and freedom to grow their
business
Management Accounts - Owners Dashboard
Quarterly Business Advice & Coaching
Guaranteed cost savings on the cost of their
accounts
Online solution
Remove the hassle of regulatory compliance
and paperwork
Business and Financial Consultancy
4. Adding Value to the Client
Being added to their ‘team’
‘Insourcing’ our expertise at a level and in a
way that is comfortable to their business
Totally accountable
Clear step by step processes
Business and Financial Consultancy
5. Owner’s Dashboard
‘Guaranteed’ to improve business
Business Planning Financial Planning
Your
margin
BUSINESS PERFORMANCE
Your
margin
Before After
Cost Reduction Profit Extraction
Tax reduction
Business and Financial Consultancy
6. Added Value Services
Profit extraction assessment
FPS to Client: When did you last assess the best ways
to withdraw and retain your profits?
Salary
Bonus
Dividends
Retirement Schemes
Expense strategies
Business and Financial Consultancy
7. Added Value Services
Cost Reduction
Example - $750K turnover
Current Position Financial
Management
$18-30k Services
Opportunity
•FD Advice
•Financial $13-20k
Control
•Online access
Outsourced Finance
Total Cost of
Department
Accounting
-Total Cost on
& Admin Services
accounting Services
- Tax Returns
- Bookkeeping & Audit
- Internal Costs
Business & Financial Consultancy
8. Added Value Services
Tax Reduction Assessment
Undergoing reviews of client’s corporate
structure for tax efficiency
Bringing to light tax mitigation strategies that
the client is not currently taking advantage of
Reviewing and verifying that the client has
taken advantage of all the available tax
allowances
Business and Financial Consultancy
9. Added Value Services
Management Accounts Assessment
Management accounts (Financial Reports) &
KPI’s (Key Performance Indicators)
Monthly or Quarterly
Business coaching to review/understand margins,
financial statements, use reports to make informed
decisions
Details Accounts Receivable & Payable
Cash-flow planning
Allows client to strategize for cost reduction
strategies and targets
Sales & Marketing investment budgets
Business and Financial Consultancy
10. Unique Selling Proposition
Making business life easier by doing the ‘Insource’ expertise at a level and in a
basics better way that is comfortable to their
FPS Delivery business
CPA Partnership Delivery
Totally accountable and clear step-by-step
processes
100% Bookkeeping, postings & CPA Final Review & Filing
reconciliations 72 hours after pick-up
24/7 online access to accounts and financial Business Added Services:
Achieving
records – anytime, any place, anywhere
Monthly management accounts that include a
Doing the Expertise: ‘On demand’ financial direction
unique view of the client’s business through
an online financial dashboard accounting their goals creative & Tax Consultancy
Financial records available online at a click of
a button meaning no more foraging through
basics better simple Analysis & Interpretation of Financial
data and KPI’s
piles of paperwork and no lost receipts.
solutions
Taking their business
The client’s accounts go through at least two Presentation of accounts at Finance
levels of review by qualified chartered Meetings
accountants giving assurance and peace of
mind over their accuracy
All inclusive monthly fees meaning no to the next level Board Packs
unexpected additional costs
No more filing, we pick up all the client’s
financial information as often as they like
Tight deadline management, means the
client’s information always arrives on time
Giving them freedom, time
and they never miss an IRS deadline
& reassurance to achieve
their goals
Quarterly
reviews of
their
The Client’s 90 day business review business, its
We work alongside the client to identify the key areas they need needs, goals
to address to achieve business success and their ambitions & plans
Minimizing corporate and personal tax Grooming a business for sale
Business growth and performance strategies Refinancing
Identifying the gaps in their business Cash flow strategies
Maximizing profit extraction Inheritance tax planning
Tax efficient business structure Management buy outs
Exit strategies and end game planning Mergers acquisitions
Wealth generation strategies and plans Allowing them to sleep at night
11. Financial Management Services
1. Bookkeeping
2. Payroll Services
3. Sales Tax Reporting
4. Monthly Management Reporting
5. Year End Accounting
6. Tax Services (Including Personal Returns)
7. Franchise Tax – Annual Returns
8. Business & Financial Forecasting
Business and Financial Consultancy
12. Financial Management Services
9. Sales/Purchase Order Processing
10. Sales Ledger Management
• Collections
• Credit control
11. Purchase Ledger Management
• Approvals
• Supplier statement rec’s
12. Expense Accounting
13. Factoring and Confidential Invoice Discounting
14. Corporate & Employee Benefits
Business and Financial Consultancy
20. What we do - Accounts in a box
From messy in trays To folders taken
cluttering up the office away weekly
Put data in Courier Folder Folder 1
Data
folder 1 as it collects delivered to posted back
scanned
is received folder 1 Scan Centre to client
Put data in Courier Folder Folder 2
Data
folder 2 as it collects delivered to posted back
scanned
is received folder 2 Scan Centre to client
Business and Financial Consultancy
21. How it works –
Financial Management Services
We pick up Documents Documents Transaction
records uploaded to distributed according approval as
online to pre-defined needed
PO Box process workflow
document Monthly
management & Transaction update management
workflow same day/overnight reports with A/R
system and KPIs
Business and Financial Consultancy
22. Partnership Model
1. Simple Engagement process
Transaction based & Value Add pricing versus Time and
Fee charging
No “lock-in” minimum period
2. Partnership Model - Share in ownership of client & % of GRF
FPS - gains clients & oversees outsourcing
FPS - Services clients & provides Value-Add
CPA - Reviews & Files Returns
CPA - Acts as Finance/Tax Consultant in addition
Business and Financial Consultancy
23. Partnership Model Benefits
FPS delivers clients, thus no customer
acquisition needs
Focused work & filing due to a finely tuned
bookkeeping system
Extra revenue for firm - Gross Recurring
Fees %
Gain of capital value of clients
Range of Consulting Opportunities - Clearly
defined & sold into clients by FPS
No risk. FPS bills and collects
23
Business and Financial Consultancy
24. Partnership Model
FEE COMMISSION INCOME (“FCI”) MODEL
FCI can be earned from many sources:
Gross Recurring Fees
Virtual Financial Direction
Tax Consulting
Partner Income:
20% of GRF fees
60% of Consulting & FD ($125/hr increments of 2 hour sessions each
quarter)
CAPITAL
50% ownership of client value
24
Business and Financial Consultancy
25. Partnership Target Case Value
4.33 new clients per month
$528 average monthly fee
1 client per/month - quarterly VFD/TXC
6 Month Income
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
Total
Target 1,604 2,063 2,521 2,979 3,438 3,896 16,500
GRF
VFD 250 250 250 250 250 1,250
TaxC 250 250 250 250 1,000
Total 18,750
25
Business and Financial Consultancy