This document summarizes the CFO services provided by a company celebrating over 10 years in business. The company offers various finance and accounting outsourcing services including digital controllership, financial planning and analysis, and complete financial outsourcing for small and medium enterprises as well as not-for-profit entities. Their services leverage Indian accounting and business skills supported by cloud technology. They have over 150 engagements across sectors and geographies with a differentiated 4T approach focusing on transition, training, technology, and transformation. Case studies demonstrate impacts such as improved cash flows, cost reductions, and strategic support.

1. CFO Services
Celebrating 10+ Years

2. CFO Services – Offshoring to India
 Finance & Accounting Digital Outsourcing Services ( FADOS )
 Small & Medium Enterprises ( SME ) & Not for Profit Entities
 Accounting + FPA = KPI driven Digital Controllership role
 F & A Shared Services - Automation around specific Processes
 CFO Office of Mid/Large Businesses – Dedicated Shared Services
Efficient Processes on cloud technology to impact cost of finance function
 CFO Services / Family Offices – Digital Controllership Services
Accounts/FPA Offshoring via cloud Automation to end clients of Firms
 Mid sized Accounting / CPA Firms – Project/Seasonal engagements
 Captive Shared Services Centre for Accounting + All Tax Filings Support
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Leveraging Indian Accounting + Business Skill with Technology as enabler

3. CFO Services – Indian Market
 Business Financial Management
 Digital Controllership
 FPA – Financial Planning & Analysis
 Complete Financial Outsourcing
 Strategic CFO
 Transition & Transformative Engagements impacting business valuation
 Financial model, Fund raising, M & A support, Corporate restructuring
 Wealth Management Support as Family Office CFO
 Shared Services in F & A – Mid size to Large Corporates
 CFO STOP – Adding bandwidth to existing CFO Office via
 Supplementing – Transformative - Outsourcing - Planning ( STOP )
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Integrity with Xcellence with hard core Implementation role ( Not just advisory)

4. Engagement Matrix – Differentiating Impact
 Standalone Controller / CFO Partner – Enabling Finance Efficiency
 Complete Finance Outsourcing – Navigating Growth with checks & controls
 F & A outsourcing – Accounting on varied cloud technology platforms
 Financial Planning & Analysis – Data driven business analytics driving strategy
 Support to existing CFO Office - Supplementing Partner to in-house finance team
 CFO STOP – Supplementing – Transformation – Outsourcing – Planning
 Strategic CFO role for unlocking business value alongside network support of financial
intermediaries
 Shared Services Centre for strategic outsourcing + offshoring options to reduce
cost of finance function with processes efficiency
 Captive Centre with Dedicated Trained Team to support Accounting / CPA
/CFO Services Firms to address varied client requirements based on project / seasonal /
recurring support
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150+ Engagements done across Sectors/Geographies creating X impact

5. Engagement Methodology – 4 T’s Differentiated Approach
 Transition - What – Why – How : Activities to migrate with processes redefined
 Defining SLA Matrix to track & align business requirement with efficient TAT
 Training – Constant periodical education & orientation to our Associates
 Developing best practices around gained experience for impact measurement
 Technology – Keeping track on updates around Automation & Cloud
 To effectively leverage Technology as great leveller & enabler in remote working
 Transformation – Exceeding engagement expectation to deliver Value
 To achieve the strategic objective on cost optimisation by enhancing business value
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Methodology to align business requirement to create measurable impact

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Growing Business – Finance Function & CFO
MIS, Dashboard & IT
Automation Operational
involvement
Strategic Transactions
Value Creation
Cash Conversion
Cycle & Fund Mgmt
Business support
services – Financial
Planning & Analysis
300+Man-years of our Collective Team Experience @ Knowledge Management

7. CFO Services : Caselets ( Not an exhaustive list)
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Manufacturer of engineering panels :
Top-Line 200 cr. INR
• Streamlined controls, processes
• Implemented new ERP with vast
functionality added & MIS
systems to capture KPI at BU level
tracking for better incentivisation
• Improved Cash Coversion Cycle
• Leveraged optimally for banking
limits for fund and non-fund limits
• Added strategy to growth
IT Product company with INR 150
mn revenue.
• Streamlined closing cycle
• Created new MIS/Board packs
• Reduced DSO by 30 days
• Fruitfully deployed treasury
monies with improved forex
exposure tracking
• Developed Budget & Business
Plan for PE fund raise
• International structuring
More Details on web site +
avable on request having
done 120+ CFO Services
mandates in last 10 years

8. Family Office CFO Support + Shared Services : Caselets
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One of the renowned Family Office with INR 1500 Crore
floating corpus:
• Implemented market driven target portfolio allocation
strategy and periodic review thereby improving IRR
and stability.
• Introduced data driven filter mechanism for direct
equity investments
• Successfully invested in various AIFs
• Invested as private equity and seed and series level
funding in various sector such as fintech, food &
beverage, fashion, toy industry.
• Successfully conducted management & financial due
diligence along with validation of business model for
prospective investment opportunity.
• Introduced dashboards for real time monitoring of
IRR and fund allocations by type, fund house,
advisors etc.
Early stage Venture funded by
PE Fund with US$100 Million –
Hyper growth stage business
Set up Complete Finance
Outsourcing with dedicated
team of 20 Accounts & Finance
Associate under the
CFO/Controller in India

9. Case Studies – US based NGO & Singapore Business
 Not for Profit U.S. Corporation with a Liaison Office located at Mumbai
 End to end accounting and Finance support to the group with all processes revamped seamlessly
with direct reporting to US Office
 Working with all stakeholders & meeting Service Level Agreement ( SLA )
 Updating the accounting package- Intuit Quick books Enterprise Solutions – Non-profit Edition
18.0
 An International digital business situated in Singapore ( Parent Company ) with US$5
Million revenue funded by VC Funds to help small merchants create modular web
presence for e-commerce with subsidiary in India & Dubai
 Accounting for all the 3 entities including processing of payments, updating the accounting
package for revenue and expenses with all orderly processes for proper checks and controls to
ensure integrity of accounts at transactional level
 Submission of Monthly MIS with detail FPA on descriptive business analysis to Management &
Board Docket with Fund for cross functional monthly business review ( Using Intuit Quick books
Enterprise Solutions )
 Coordinating with Parent for Audit/Tax Compliance/Transfer Pricing / Secretarial function &
Consolidation of Accounts
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Cloud Technology + Indian Offshoring works for all stakeholders

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11. Cost of Finance Function – Optimise with
Process Efficiency
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12. MSME – Honours 2021 : Award winning CFO Services by
Tally Solutions India for Unique Engagement Impact
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13. Our Recent Events / Media Coverage
 Global event by Institute of Chartered Accountants of India ( ICAI ) on Opportunities for
Offshoring CFO Services
 https://www.icaisfo.org/caconnectwithna_nov20.html
 Economic Times – India ( ET CFO Column by Leading Top Corporate CFO’s )
 Outsourcing CFO Services – Affordability for Unique Coverage & Professionalism
 https://cfo.economictimes.indiatimes.com/news/affordable-cfos-on-
rise/72940823
 Startup & Corporate CFO’s: Creating Tactical Strategies
 https://cfo.economictimes.indiatimes.com/news/startup-corporate-cfos-creating-
tactical-strategies/84880156
 CFO Services with Right Skill and Impactful Engagement
 https://www.expertmile.com/articles/4856
 Tally Solutions India – MSME Honours 2021 Award
 https://tallysolutions.com/msme-day/
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Reach us : http://www.ixcfo.com/
India * USA * Singapore
Hand Phone ( India) +91- 98675 55852
E-mail : sanjay,gaggar@ixcfo.com info@ixcfo.com
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