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SBS Global
ENABLING BUSINESS TRANSFORMATION
Delivering Value to Global Customers
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
01
About US
❖ SBS Global has its origins in a professional consulting practice set up in 2006 to
cater to the niche requirements of MNCs in India for quality and reliable services.
❖ Over the years we have been able to build on the confidence of our clients growing
our capacity and portfolio of services.
❖ We have been able to partner with corporates and professional service providers
internationally in delivering processes delivering hassle free migration, operational
stability and scalability.
❖ The Company’s philosophy: Provide value adds to its clients to enhance growth,
control costs, mitigate risks and support business survival in the future.
❖ SBS Global is lead by a professional team comprises CAs, CMAs & CS who ensures
delivery of financial processes and allied services with a high level of quality,
confidentiality and consistency.
❖ We are focused on adoption of appropriate financial systems and standards,
accuracy and compliance of transactions, followed by flawless reporting.
Practice
Verticals
06
Served Clients
250+
Team
Experience
250+ Years
Trusted Business Partner to Clients since 14+ years
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
02
What We Do ?
✓ SBS Global offers a comprehensive range of Financial Accounting, Compliance, and HR services catering to the needs of
small and medium organizations across industry sectors to meet their changing needs and expectations.
✓ Each of our service verticals are managed by a team of qualified and experienced professionals who believe that
satisfaction of clients is the biggest reward.
Services
IT & F&A
Staffing
Financial
Accounting
Services
CFO
Services
Compliance
Services
Payroll
Services
Company
Secretarial
Services
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Certifications & Credentials
Industry Associations
Indo - American Chamber of Commerce (IACC)
Indo - German Chamber of Commerce (AHK)
Indo - French Chamber of Commerce (IFCC)
Confederation of Indian Industries (CII)
Federation of Karnataka Chambers of Commerce and
Industry (FKCCI)
The Indus Entrepreneurs (TIE)
Professional Institutions
Our Team has ProfessionalQualifications from;
The Institute of Chartered Accountants of India (ICAI)
The Institute of Cost Accountants of India (ICMA)
The Institute of Company Secretaries of India (ICSI)
The Indian Institute of management, Bangalore
ISO Certifications
Quality Management System (QMS)
ISO 9001:2015
Certified by Indian and UK bodies.
Total Quality Management System (TQMS)
Information Security Management System(ISMS)
ISO 27001:2013
Certified by Indian and UK bodies
03
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Process Outsourcing
• Meet sponsor,
stakeholders to understand
objectives, priorities &
challenges
• Baseline data, engagement
& communication plans
• Develop a high-level
process map
• Identify risks & mitigants
• Understand business
& process flow
• Assess process maturity,
complexity, risks & baseline
data
• Understand and validate if
the solution and the
process map meet clients’
requirements
• Determine delivery model,
platforms & skill sets
• Setup high level project
framework
• Knowledge Transfer &
Communication plans
• Roll out schedule for
testing, controlled
production & Go-live dates
• Understanding documents
& trainings
• Best practices and
reporting tools specific to
domain
• Training to team and
develop SOPs
• Continued engagement
with client’s trainer and
process owner
• Achieve progression to
establish service levels
• Periodical reporting,
reviews and
communication with client
team
Outsourcing – Transition Approach
Engage Evaluate Establish Execute
04
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
F&A Process Outsourcing
USA
Accounting & Accounts
Receivable(AR) /Payable
(AP) Chezh / Slovak
Vendor Invoice
Processing – 28,000
documents/month
Denmark
Accounting, Fixed Assets, Monthly
Reporting & Accounts Receivable
(AR) /Payable (AP) – 10,000
documents
Singapore / Malaysia
Accounting, Fixed Assets, GL Close
& Fin. Statements Prep.
Accounts Receivable(AR) /Payable
(AP)
UK
Accounting and
Financial, Statement
Preparation
Luxembourg
Accounting Services – 20
clients includingBanks
Global Footprints
05
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Financial Accounting Services
Accounting Services & ERP Expertise
06
Audit Support
General Ledger Reconciliation
Accounts Payable
Annual Accounts
Fixed Assets
Variance Analysis
Budgeting Cash Flow
MIS Accounts Receivable
Financial Statements
SAP ROGER
QUICKBOOKS NETSUITE PLEO
ECONOMIC
IBIS TIC
Addresses the bookkeeping needs through summarizing, analyzing, and reporting all transactions which in turn helps to budget, plan,
and make informed decisions.
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
INTNL. Tax Compliance Services
Business Tax
Preparation& Review of Tax work
papers and Tax Returns for
Corporate, Partnerships, Trust &
Exempt Organizations, incl. State &
Local Tax returns
Global Mobility Services Indirect Tax
Preparation& Review of
IndividualTax Returns, Global
Engagement coordination,
PayrollServices, Tax
Equalizations, Global Equity
computations, Mobility
Consulting Services
Preparationand processing of Sales
Tax returns, Registrations,
Exemption certificate
management, Refunds and
Recoveries, Business License
Renewals
Allied Services
Small Business Accounting,
Research & DevelopmentCredit
M&A Services
Tax Due Diligenceand other US-
specific M&A services (Change of
control studies, E&P Study, Stock
Basis Study, Transaction Cost Analysis)
End to end Program Management,
Financial Management and Profitability
Analysis, Billing Support, Project
Documentation, Workshop Management
and Facilitation, Project Status Reporting
and Dashboards
PMO Services
07
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Company Secretarial Services
Incorportion
• Private Ltd/Public Ltd
LLP/OPC
• Company Registration
• Offshore Company Setup
• Company Law Compliance
Advisory
• Companies Act 2013
• Agreements
• Risk Management Policies
• Branch and Representative
office
Specialized
• Due diligence.
• Shareholders
Agreement
• FEMA Compliance
• Winding up
08
Ensures efficient administration by complying with statutory and regulatory requirements as per the provisions of the
Companies Act, regulations enacted there under and laws specific to the business.
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
CFO Services
Strategic
Planning
Risk
Management
Funding and business
valuations
Burn Rate Analysis &
cashflow forecasting
Internal
Controls
09
CFO Services are designed to help take ones business to the next orbit at an affordable cost so as to maximize potential for
bottom line growth.
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
F&A, IT Staff Augmentation Services
We fill positions for Finance projects & Technical projects, by matching existing candidates perfectly suited for the roles.
Our purpose is to recruit qualified professionals who can make a difference to the client’s talent pool and propel its growth.
10
• SAP Functional
• SAP Technical
• Software Testing
• Application
Development
• IT Infrastructure
Services
• R2R, P2P, O2C
• Treasury Mgmt.
• Assets & Payroll
• Reconciliation
• General Ledger
• Month End Close
• Internal Audit
F&A Staffing IT Staffing
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Compliance Services (India)
• Direct Taxes
• Indirect Tax
• Corporate Tax
• Minimum Alternative
Tax
• Income Tax Payment
• Employee Provident Fund
Organization(EPFO)
• Employees State Insurance
Corporation (ESIC)
• ProfessionalTax payment
• Minutes/ Notices
• Filing of forms
• Maintenance of
Statutory Registers
• RBI – FLA Return
• Shop & Establishment
• STPI- Filing of Softex
forms & returns
Taxation Company
Sercretarial
Payroll Others
11
Tax advisory and regulatory services can help minimize your tax exposure and highlight the risks presented by constantly
evolving and increasingly complex legislation.
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Why SBS Global ?
SBS
Professional team
experienced in leading
Accounting ERPs
Quality Management
System (QMS) ISO 9001:2015
Certified by Indian and UK
Task Completion Report
(TCR)
Affordability, flexibility and
customized business advisory
solutions
Own Document
Management
Software
Information Security
Management System (ISMS):
ISO 27001:2013 Certified by Indian
and UK bodies
12
G L O B A L
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
A few of our Clients
13
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Leadership Team
CA S. SANKARAN, FCA
Over 35 years experience in Finance & Accounts. In senior
management positions in Multinational corporates
covering diverse management roles with focus on Project
Management, Finance, Marketing and Human Resources
Development. Fellow Member of the Institute of
Chartered Accountants of India. Member Confederation of
Indian Industry (CII) & Past President CII, Kerala
14
CA HARIDASAN P, FCA
Over 25 years experience in Audit, Finance & allied
services & Human Resources consulting. Alumnus of
IIM Bangalore & Global Business School IMD,
Lausanne. Key corporate involvements include at
ADECO in lead HR services delivery. Positions held
include CEO, CFO, COO & Head of Quality and
Systems covering diverse sectors and regions for
market leaders in industry sectors.
Member of the Institute of Chartered Accountants of
India
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
SR. Advisors, Partners & Consultants
A qualified Chartered Accountant with experience in
Manufacturing and Big four audit firms with exposure to US
GAAP and IGAAP reporting and exposure to all finance &
Accounting areas.
A Chartered and Cost Accountant by profession with over 35
years’ experience. Experience in working with multiple
corporations such as PWC, Swede India Teltronics, BPL
Telecom, Lifestyle International & Reliance Communications
An MBA in Finance with 30+ years of Senior Management
experience in leading corporates. Key involvements in Strategic
Planning, Business Valuations, Due Diligence, Financial
Management, Process Excellence, Audits, Tax, Legal and
Secretarial Compliances.
Eswara Kumar is a Chartered Accountant (FCAI). He is also a
Certified International Taxation Professional of ICAI. During 25+
years of service, he held the positions of Controller, CFO and
Independent Director with companies BPL, Siri Technologies,
Networks, Paladion Networks, Dsquare Solutions
ARUN KOHLI, ACA
Principal Biz. Analyst
J RAGHURAMAN, ACA, CMA
Partner – CFO Services
BALAKUMAR KB, MBA
Partner – CFO Services
ESWARA KUMAR, FCA
Partner – CFO Services
15
Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing
Thank You
Do you have any questions?
SYNERGY BUSINESS SOLUTIONS (INDIA) PVT. LTD
No 613, 80 Ft Road, 6th Block, Koramangala, Bangalore, India - 560034
enquiry@sbs-global.com
+91 80 4030 1700-24
www.sbs-global.com
16

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Outsourced Bookkeeping services in India- SBS-Global.pdf

  • 1. SBS Global ENABLING BUSINESS TRANSFORMATION Delivering Value to Global Customers
  • 2. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing 01 About US ❖ SBS Global has its origins in a professional consulting practice set up in 2006 to cater to the niche requirements of MNCs in India for quality and reliable services. ❖ Over the years we have been able to build on the confidence of our clients growing our capacity and portfolio of services. ❖ We have been able to partner with corporates and professional service providers internationally in delivering processes delivering hassle free migration, operational stability and scalability. ❖ The Company’s philosophy: Provide value adds to its clients to enhance growth, control costs, mitigate risks and support business survival in the future. ❖ SBS Global is lead by a professional team comprises CAs, CMAs & CS who ensures delivery of financial processes and allied services with a high level of quality, confidentiality and consistency. ❖ We are focused on adoption of appropriate financial systems and standards, accuracy and compliance of transactions, followed by flawless reporting. Practice Verticals 06 Served Clients 250+ Team Experience 250+ Years Trusted Business Partner to Clients since 14+ years
  • 3. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing 02 What We Do ? ✓ SBS Global offers a comprehensive range of Financial Accounting, Compliance, and HR services catering to the needs of small and medium organizations across industry sectors to meet their changing needs and expectations. ✓ Each of our service verticals are managed by a team of qualified and experienced professionals who believe that satisfaction of clients is the biggest reward. Services IT & F&A Staffing Financial Accounting Services CFO Services Compliance Services Payroll Services Company Secretarial Services
  • 4. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Certifications & Credentials Industry Associations Indo - American Chamber of Commerce (IACC) Indo - German Chamber of Commerce (AHK) Indo - French Chamber of Commerce (IFCC) Confederation of Indian Industries (CII) Federation of Karnataka Chambers of Commerce and Industry (FKCCI) The Indus Entrepreneurs (TIE) Professional Institutions Our Team has ProfessionalQualifications from; The Institute of Chartered Accountants of India (ICAI) The Institute of Cost Accountants of India (ICMA) The Institute of Company Secretaries of India (ICSI) The Indian Institute of management, Bangalore ISO Certifications Quality Management System (QMS) ISO 9001:2015 Certified by Indian and UK bodies. Total Quality Management System (TQMS) Information Security Management System(ISMS) ISO 27001:2013 Certified by Indian and UK bodies 03
  • 5. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Process Outsourcing • Meet sponsor, stakeholders to understand objectives, priorities & challenges • Baseline data, engagement & communication plans • Develop a high-level process map • Identify risks & mitigants • Understand business & process flow • Assess process maturity, complexity, risks & baseline data • Understand and validate if the solution and the process map meet clients’ requirements • Determine delivery model, platforms & skill sets • Setup high level project framework • Knowledge Transfer & Communication plans • Roll out schedule for testing, controlled production & Go-live dates • Understanding documents & trainings • Best practices and reporting tools specific to domain • Training to team and develop SOPs • Continued engagement with client’s trainer and process owner • Achieve progression to establish service levels • Periodical reporting, reviews and communication with client team Outsourcing – Transition Approach Engage Evaluate Establish Execute 04
  • 6. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing F&A Process Outsourcing USA Accounting & Accounts Receivable(AR) /Payable (AP) Chezh / Slovak Vendor Invoice Processing – 28,000 documents/month Denmark Accounting, Fixed Assets, Monthly Reporting & Accounts Receivable (AR) /Payable (AP) – 10,000 documents Singapore / Malaysia Accounting, Fixed Assets, GL Close & Fin. Statements Prep. Accounts Receivable(AR) /Payable (AP) UK Accounting and Financial, Statement Preparation Luxembourg Accounting Services – 20 clients includingBanks Global Footprints 05
  • 7. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Financial Accounting Services Accounting Services & ERP Expertise 06 Audit Support General Ledger Reconciliation Accounts Payable Annual Accounts Fixed Assets Variance Analysis Budgeting Cash Flow MIS Accounts Receivable Financial Statements SAP ROGER QUICKBOOKS NETSUITE PLEO ECONOMIC IBIS TIC Addresses the bookkeeping needs through summarizing, analyzing, and reporting all transactions which in turn helps to budget, plan, and make informed decisions.
  • 8. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing INTNL. Tax Compliance Services Business Tax Preparation& Review of Tax work papers and Tax Returns for Corporate, Partnerships, Trust & Exempt Organizations, incl. State & Local Tax returns Global Mobility Services Indirect Tax Preparation& Review of IndividualTax Returns, Global Engagement coordination, PayrollServices, Tax Equalizations, Global Equity computations, Mobility Consulting Services Preparationand processing of Sales Tax returns, Registrations, Exemption certificate management, Refunds and Recoveries, Business License Renewals Allied Services Small Business Accounting, Research & DevelopmentCredit M&A Services Tax Due Diligenceand other US- specific M&A services (Change of control studies, E&P Study, Stock Basis Study, Transaction Cost Analysis) End to end Program Management, Financial Management and Profitability Analysis, Billing Support, Project Documentation, Workshop Management and Facilitation, Project Status Reporting and Dashboards PMO Services 07
  • 9. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Company Secretarial Services Incorportion • Private Ltd/Public Ltd LLP/OPC • Company Registration • Offshore Company Setup • Company Law Compliance Advisory • Companies Act 2013 • Agreements • Risk Management Policies • Branch and Representative office Specialized • Due diligence. • Shareholders Agreement • FEMA Compliance • Winding up 08 Ensures efficient administration by complying with statutory and regulatory requirements as per the provisions of the Companies Act, regulations enacted there under and laws specific to the business.
  • 10. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing CFO Services Strategic Planning Risk Management Funding and business valuations Burn Rate Analysis & cashflow forecasting Internal Controls 09 CFO Services are designed to help take ones business to the next orbit at an affordable cost so as to maximize potential for bottom line growth.
  • 11. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing F&A, IT Staff Augmentation Services We fill positions for Finance projects & Technical projects, by matching existing candidates perfectly suited for the roles. Our purpose is to recruit qualified professionals who can make a difference to the client’s talent pool and propel its growth. 10 • SAP Functional • SAP Technical • Software Testing • Application Development • IT Infrastructure Services • R2R, P2P, O2C • Treasury Mgmt. • Assets & Payroll • Reconciliation • General Ledger • Month End Close • Internal Audit F&A Staffing IT Staffing
  • 12. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Compliance Services (India) • Direct Taxes • Indirect Tax • Corporate Tax • Minimum Alternative Tax • Income Tax Payment • Employee Provident Fund Organization(EPFO) • Employees State Insurance Corporation (ESIC) • ProfessionalTax payment • Minutes/ Notices • Filing of forms • Maintenance of Statutory Registers • RBI – FLA Return • Shop & Establishment • STPI- Filing of Softex forms & returns Taxation Company Sercretarial Payroll Others 11 Tax advisory and regulatory services can help minimize your tax exposure and highlight the risks presented by constantly evolving and increasingly complex legislation.
  • 13. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Why SBS Global ? SBS Professional team experienced in leading Accounting ERPs Quality Management System (QMS) ISO 9001:2015 Certified by Indian and UK Task Completion Report (TCR) Affordability, flexibility and customized business advisory solutions Own Document Management Software Information Security Management System (ISMS): ISO 27001:2013 Certified by Indian and UK bodies 12 G L O B A L
  • 14. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing A few of our Clients 13
  • 15. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Leadership Team CA S. SANKARAN, FCA Over 35 years experience in Finance & Accounts. In senior management positions in Multinational corporates covering diverse management roles with focus on Project Management, Finance, Marketing and Human Resources Development. Fellow Member of the Institute of Chartered Accountants of India. Member Confederation of Indian Industry (CII) & Past President CII, Kerala 14 CA HARIDASAN P, FCA Over 25 years experience in Audit, Finance & allied services & Human Resources consulting. Alumnus of IIM Bangalore & Global Business School IMD, Lausanne. Key corporate involvements include at ADECO in lead HR services delivery. Positions held include CEO, CFO, COO & Head of Quality and Systems covering diverse sectors and regions for market leaders in industry sectors. Member of the Institute of Chartered Accountants of India
  • 16. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing SR. Advisors, Partners & Consultants A qualified Chartered Accountant with experience in Manufacturing and Big four audit firms with exposure to US GAAP and IGAAP reporting and exposure to all finance & Accounting areas. A Chartered and Cost Accountant by profession with over 35 years’ experience. Experience in working with multiple corporations such as PWC, Swede India Teltronics, BPL Telecom, Lifestyle International & Reliance Communications An MBA in Finance with 30+ years of Senior Management experience in leading corporates. Key involvements in Strategic Planning, Business Valuations, Due Diligence, Financial Management, Process Excellence, Audits, Tax, Legal and Secretarial Compliances. Eswara Kumar is a Chartered Accountant (FCAI). He is also a Certified International Taxation Professional of ICAI. During 25+ years of service, he held the positions of Controller, CFO and Independent Director with companies BPL, Siri Technologies, Networks, Paladion Networks, Dsquare Solutions ARUN KOHLI, ACA Principal Biz. Analyst J RAGHURAMAN, ACA, CMA Partner – CFO Services BALAKUMAR KB, MBA Partner – CFO Services ESWARA KUMAR, FCA Partner – CFO Services 15
  • 17. Financial Accounting | CFO Services | Compliance | Payroll Services | Company Secretarial | Account Staffing Thank You Do you have any questions? SYNERGY BUSINESS SOLUTIONS (INDIA) PVT. LTD No 613, 80 Ft Road, 6th Block, Koramangala, Bangalore, India - 560034 enquiry@sbs-global.com +91 80 4030 1700-24 www.sbs-global.com 16