PRECISION CFO SERVICES PRIVATE LIMITED

(FORMED BY A GROUP OF CHARTERED ACCOUNTANTS)

www.cfogurus.com

: Noida and New Delhi

: [email protected]
: Perminder (+91 84 1703 1803)
: Anand (+91 84 1702 1802)
Unlocking Value
ABOUT US
OUR STORY
• CFO Gurus is a brainchild of group of Chartered Accountants with consolidated experience of 40+ years
in multinational Corporates with Global footprints including American Express, Genpact, HSBC, Bank Of
America & British Telecom.
• We have a brilliant & qualified team dedicatedly working for our esteemed customers. We are highly
employee oriented & customer centric organization focused on adding value to the existing Finance &
Accounting practices. We leverage our state-of-art infrastructure at our Headquarter in Noida and wide
network at our branch office in New Delhi.

THE CFO WAY: SOLVE (Simplify, Optimize, Leverage Benchmarking, Value Driven & Evolving)
WHY CFO GURUS?
WHY DO WE EXIST?
• Over the last few decades, the role of the CFO has undergone a profound shift. The historical tasks of
the finance function such as books and records, financial reporting, and statutory compliance continue
to be important but are now taken for granted by CEOs. The CFO of today and tomorrow must be able
to take financial data and use it to influence operational decision making and strategy. But how?
• In many organizations, how works gets done often evolves according to immediate need, with little time
and resources being available to stand back and look at how efficient their processes are and if they are
still fit for purpose. If you are not sure, some important questions to ask yourself are:
 Why are we doing it this way?

 Is it the best way to do it?

 What data do we have to answer those questions?

• Typically, the answers to those questions are along the lines of "We've always done it this way", "Not
sure, but it seems to work most of the time" and "We do collect some data, but it doesn't really tell us
what we need to know". If this sounds familiar, then reach out to us!
LEADERSHIP
CFO GURUS

 Every organization makes a conscious decision to put everything they have on the line to
ensure that their business succeeds. To enable this herculean task, CFO Gurus aims to guide
organizations on their journey to success, scale and growth!
 At CFO Gurus, we understand intricately what it takes to build a company & our singular goal
is to make that journey easier by helping increase sales & control costs for businesses.
 We are a group of Chartered Accountants with over 40 years of experience in varied
industries like Telecom, Risk Management, Aerospace, Pharmaceutical, Automation,
Healthcare & Oil and Gas.
 We are proud to have a brilliant track record of Operational Delivery, Solution Design &
Transformation of processes by challenging the existing practices.
 We pride ourselves on our personalized approach to FAO (Finance & Accounting Offerings)
which involves getting to know our clients and their businesses on a deep level.
 We prioritize transparency and communication, so our clients always know what we’re doing
and why.
OUR SERVICES
 We Offer 9

1 2 3

CFO Services Process Support Services Business Advisory Services

 Virtual CFO Services  Finance Process Outsourcing  SME IPO Solutions

 Interim CFO Services  Payroll Outsourcing Services  Setting Up NBFC
 Lifting Small Businesses  Finance Transformation  MSME
 FPMA (Finance Processes Maturity Assessment)  Fund Raising Services
 ESOP Solutions
 Start-Ups Solutions
CFO SERVICES
Virtual CFO solutions  With everlasting change in the dynamics, virtual CFO is the need of an hour. Virtual CFO
solutions offer financial management support, including accounting, budgeting, forecasting, financial reporting,
and risk management, to small and medium-sized businesses remotely. We provide:
 Immediate Financial Stability
 Regulatory Compliances
 Strategic Growth Opportunities
 On-Demand Expertise on Finance Operations

Interim CFO  An interim CFO most commonly fills a gap between the departure of one in-house CFO and the
start of the new executive. However, interim CFOs can also be brought in to help with specific projects or strategic
initiatives. An interim CFO is responsible for periodic financial reporting, cash flow projections, and ensures
regulatory filings are completed accurately and on time.

Lifting Small Businesses  If you are a small Businessman/ Entrepreneur & aspire to make substantial
marketplace in the industry, you have landed at the right place. Businesses often think that they can leverage their
business growth without an expert Finance advisor. Based on our experience, we can confirm that onboarding an
expert brings value to the entire eco system of an organization. CFO Gurus have full blown bouquet of Financial
Services which can your company to the next level of stabilization.
PROCESS SUPPORT SERVICES
Finance Process Outsourcing
Finance Process Outsourcing (FPO) is a strategic business practice that has
gained significant momentum in recent years. It involves delegating an
organization’s finance functions to a third-party service provider,
enabling businesses to improve financial efficiency, reduce operational costs,
and focus on core competencies.

We have been providing a wide range of tailored services to organizations, including:

 Accounting and Bookkeeping: Maintenance of financial records, including ledger entries, reconciliation, and
preparation of financial statements.
 Accounts Payable (AP) and Receivable (AR) Management: Handling vendor payments and customer invoicing,
managing collections and payments efficiently.
 Taxation Services: Preparing and filing tax returns, ensuring compliance with tax regulations, and optimizing
tax strategies.
 Financial Analysis and Reporting: Providing insights through analysis, budgeting and forecasting.
 Audit Support: Assisting with financial audits, ensuring records are readily available and compliant
 Compliance and Regulatory Reporting: Adherence to financial & reporting regulations
PROCESS SUPPORT SERVICES (CONTINUED…)
Payroll Outsourcing Services
Tired of grappling with the intricacies of payroll processing and reporting
while striving to maintain accuracy, security, and compliance?
You’re not alone. Many accountants shy away from these complex tasks,
even though clients increasingly expect them as part of the package.

CFO Gurus is the solution to your payroll predicament. Our team ensures
that payroll management is seamless and compliant. With a wealth of
expertise, we’re well-equipped to handle the nitty-gritty on your behalf.

With over past few years of payroll expertise, CFO Gurus has never wavered
in making sure people are paid accurately, on time and in compliance with
regulations. Our payroll outsourcing services give you peace of mind that
you’re in expert hands.

Apart from the payroll process itself, we also help you to create local
statutory reports. We take care of your payroll compliance obligations such
as the Provident Fund (PF), Employee State Insurance (ESI), Professional Tax
(PT) and Labour Welfare Fund (LWF), so you don’t have to.
PROCESS SUPPORT SERVICES (CONTINUED…)
Finance Transformation
Transforming a company's finance organization is a strategic initiative to boost
productivity, sharpen decision-making, and increase value. It involves rethinking and
improving financial procedures, adopting cutting-edge technology, streamlining
business operations, and coordinating the finance department with the company's
long-term objectives.

Our Team can support you creating a Finance Transformation Blueprint and can help
in execution of resultant improvement initiatives by enabling clear communication,
organizational engagement, risk assessments, and mitigations. Setting of clear and
attainable targets and celebrate every milestone remains the key.

We create a transformation roadmap listing specific projects, timelines, goals, and

expected results. Such roadmaps are aligned with the organization's general
strategic plan, and progress is measured and shared regularly. We also track
progress against the defined Key Performance Indicators (KPIs) to measure how well
finance change projects are doing.
PROCESS SUPPORT SERVICES (CONTINUED…)
FPMA (Finance Processes Maturity Assessment)
Process maturity is a measure of how well defined and controlled a company’s
processes are. A high level of process maturity shows that a company document
processes well, employees understand and follow procedures, and there is
continuous process improvement.

Business processes are how companies organize and manage value-generating

activities. When a company’s processes are well designed and encourage teamwork
and accountability, that company has high process maturity.

A process is mature when it displays the following characteristics:

Defined: Process steps are clearly outlined. Inputs consistently produce same output
Efficient: The process requires a reasonable amount of effort. Miscommunications
and process delays are rare.
Documented: The process is clearly detailed. Employees know where to find all
relevant information.
Automated: The organization has automated any process steps that are eligible.
Effective: The process consistently produces anticipated results.
BUSINESS ADVISORY SERVICES
Small & Medium Enterprises – IPO Solutions
Making a public issue of securities and listing on stock exchanges is a dream of every entrepreneur. Listing on
stock exchange provides a lot of benefits to business such as Corporate Branding, favorable treatment of capital
gains taxes, valuation benchmarking, strengthening of governance and internal controls.

We help SMEs (Small and Medium Enterprises) in realizing their dream of listing by providing end to end SME
listing procedure and execution support and hand holding.

We, through our seamless processes, help SMEs in listing of their securities on the BSE and NSE Platforms.

The SME IPO listing platform of the Exchange shall be open for those SMEs whose post issue, paid up capital shall
be less than or equal to INR 25 crores.

We have worked closely with SMEs & delivered revenue growth and meaningful profit margins by providing End-
To-End support in raising growth capital from various financial institutions (Private Equity Funds, Banks and
NBFCs)
BUSINESS ADVISORY SERVICES (CONTINUED…)
Setting Up NBFC
A Non-Banking Financial Company (NBFC) is a company registered under the Companies Act, 1956/2013 engaged
in the business of loans and advances, acquisition of shares/stocks/bonds/debentures/securities issued by
Government or local authority or other marketable securities of a like nature, leasing, hire-purchase, insurance
business, chit business but does not include any institution whose principal business is that of agriculture activity,
industrial activity, purchase or sale of any goods (other than securities) or providing any services and
sale/purchase/construction of immovable property.

NBFC Incorporation support includes but is not limited to:

 One-stop solution for obtaining NBFC Registration

 Risk assessment and compliance strategy for new NBFCs
 Completing procedural requirements to get NBFC License
 Audit support and advisory on digital financial services
 Advisory for creating business models for FinTech/NBFC credit Firms
 Complete assistance to develop growth strategy while maintaining RBI norms
BUSINESS ADVISORY SERVICES (CONTINUED…)
MSME (Micro, Small & Medium Enterprises)
We deeply understand the efforts put by organizations to run a business on a daily basis. We deliver
integrated solutions, complementing our capabilities with a curated ecosystem of the world’s leading
innovators to achieve better, faster & more enduring results for clients. We are a business consulting
firm that assists organizations to improve their performance and efficiency. Regardless of the industry,
at MSME, we offer customized consulting services which sketches everything you will need to take
your business to the next level. Our team has a vast expertise in this field that uses innovative
approaches and proven methods to create seamless solutions for your business. We support our
customers in -

 Business Financial Planning

 Business Administration & Operations
 Accounting & Book-Keeping
 Working Capital & Wealth Management
 Fund Raising
 Legal Compliances
 Training & Skill Development
BUSINESS ADVISORY SERVICES (CONTINUED…)
Fund Raising Services
Every organization needs funds to secure consistent growth and prosperity. Fundraising is a very challenging job.
Over the year, Corporate Fundraising has progressed a lot with the change in technology. It refers to a process of
obtaining a fund, essential to start or run an existing company, and ensures that the investor can continue
funding which helps the organization in achieving its goals.

Fund Raising Valuation:

• Fundraising is the process of collecting money as donations for a cause from individuals and establishments.
Venture capital (VC) is a type of private equity financing offered by venture capital firms to startups and
companies with high growth potential or that have demonstrated high growth.
• Fund Raising Valuations are needed for various reasons, including venture investigation, capital planning,
consolidation and obtaining exchanges, monetary revealing, and available occasions to decide the proper
expense responsibility.
• There are many reasons to do the Fund-Raising Valuation, like Litigation, Funding, Buying and Selling a
business, buying a share for the business, and so on.

A venture capitalist should value a company by predicting how much it would be worth in a
successful sale and dividing that total by the effective return for the associated risk.
BUSINESS ADVISORY SERVICES (CONTINUED…)
ESOP Solutions
Employee Stock Ownership Plan or popularly known as ESOP, is a qualified and well-defined plan meant to
benefit both employee and employer, in which an employee primarily invest in the stock of the sponsoring
company.
The primary aim of the ESOP is used to maintain the focus of the employees on the company’s performance and
to contribute more and more in share price appreciation. By giving employees an interest in company’s
performance, a company believes it would encourage participants to give their best for the company and its
shareholders, as they themselves are shareholders now.
A company is which employee is working gives an opportunity to that employee to buy a pre-fixed number of
shares of the company at a price which is lower than the market value and vest it after certain number of years,
known as option period.
Employee Stock Ownership Plan Or ESOP:
 Constitution of Trust
 Formation of ESOP Plan
 Identification & Appraisal of Eligible Employees
 Valuation of Company
 Creation of ESOP pool
 Documentation & Granting of ESOPs
BUSINESS ADVISORY SERVICES (CONTINUED…)
Start-Ups Solutions
Getting a business off the ground is a tough task, as maximum failures occur at this stage. They pass through
several problems such as lack of funds, lack of market applicability and few products get outcompeted at an early
stage.

We offer comprehensive suite of services aimed at empowering start-ups and driving their growth. From ideation
to launch and beyond, we offer expert guidance and support to help start-ups succeed in today's competitive
market.

Our Services

o Business Incorporation
o Legal & Compliance
o Taxation
o Valuation Services
o Due Diligence
o Secretarial Services
OUR COMPETENCIES
CORE COMPETENCIES AT CFO GURUS

• Leadership – We are effective business partners and have the necessary leadership and
communication skills. We give advice and counsel as well as provide a voice of reason.
• Operations – We leverage our expertise & corporate experience of 40 + years to understand
the company's business model and industry and be able to use this knowledge to provide an
independent perspective and to constructively challenge the commercial and operations
teams & ensure that business decisions are grounded in solid financial criteria.
• Controls – In an increasingly global and volatile environment with additional regulatory
burdens, it often falls to our team to ensure adequate assessment and mitigation of risk as
well as compliance with applicable regulatory or other legal requirements.
• Strategy – We support strategy development and help enable its execution. CFO Gurus also
plays a role in prioritizing and ensuring the strategy can be funded.
OUR STRATEGY : AID (ANALYZE, IMPROVE & DOCUMENT)

1
Analyze
Analyzing is to identify the potential root cause of the
problem. We are domain experts in arriving at the real
Business problems by deep diving using the data-driven
approach to identify the downstream & upstream of
issues

2
IMPROVE
We use critically tested ways to add value for our
stakeholders including matured Process Mapping, “PICK”
Charts (Possible, Implement, Challenge, Kill) ,
Performance Metric tracking, RACI charts (Responsible,
Accountable, Consulted, Informed), Implementation Plans
and Risk Control Matrix

3
DOCUMENT
Documentation of the observations & learnings becomes
the key so that we don’t loose sight of our strategic
exercise on process improvements. Our team supports
our customers by capturing detailed procedural steps,
best practices to optimize the process and how to rollout
initiatives.
OUR VALUES: TIPS (TRUST, INTEGRITY, PERFECTION & SOLIDARITY)

We hire people for Integrity means that We are fully aware of One of the most
their ability to you are ethical and how perfectionism important human
improve the follow moral takes shape in values is solidarity.
performance of the principles. We have a organizations, and We firmly believe in
business. We at CFO true culture of accordingly work collaboration and
Gurus understands integrity, that means towards productive mutual support
the business and its employees take their solutions for our among people.
operations commitments customers. After all, Solidarity helps us
holistically, which is seriously and Perfection has to do overcome adversity
exactly where trust ultimately, are with the end product and face Business
becomes important. accountable for their & excellence has to challenges together.
results. do with the process.

Trust Integrity Perfection Solidarity

CSR (CORPORATE SOCIAL RESPONSIBILITY)
CSR
We are fully integrated with a NGO (Sewa Samiti, www.sewasamiti.org). Sewa Samiti was founded by a
small group of friends with a sturdy passion to add value to the societal practices and build a better
community for tomorrow. It is registered as a " Trust" with Govt of NCT of Delhi under section 60 of
The Indian Trusts Act, 1882. Sewa Samiti provides youngsters a platform to serve the society and
bridge the gap between under privileged and people willing to support. It aims to support Children in
Education, Elderly people with care and time, Women to help them in basic needs and especially abled
with necessary health care support and much more.

Journey at Sewa Samiti has been very exciting since beginning and we have been consistently getting
gratitude for our good work. Sewa Samiti have got a great team with diversified skillset and
background which brings assorted perspective to all our innovative ideas on societal wellbeing.

Services include (but not limited to) supporting old age people/children with special abilities/
orphanages/ free coaching to students pursuing professional courses/ organizing lunch camps/ school
uniform distribution/ arranging medical camps. Sewa Samiti advocates for the needs of children/
elders and women for basic necessities of life, quality healthcare, skill development and related
avenues
THANK YOU
CA Perminder
+91 84 1703 1803
[email protected]

CA Anand
+91 84 1702 1802
[email protected]

www.cfogurus.com