CFO and Finance Function Outsourcing
Intelliverse provides agile CFO services, tailoring financial solutions to your goals with precision and expertise.
Accounting and Bookkeeping
We provide comprehensive services to optimize financial operations and ensure timely, cost-effective processes.
Our services include:
- Accounts Payable: Timely and accurate vendor payment management.
- Inventory & Fixed Assets: Precise tracking and compliance for assets.
- General Ledger: Clear and accurate financial record management.
- Project Accounting: Expense, revenue, and profitability tracking for projects.
- Travel & Expense: Streamlined tracking and reimbursement processes.
- Treasury Management: Optimizing cash flow and financial stability.
- Audit Support: Ensuring readiness and compliance for audits.
Financial Processes and Controls
We design and execute tailored financial processes to ensure efficiency, accuracy, and compliance.
Our services include:
- Process Design: Customized financial workflows and procedures.
- Control Implementation: Enforcing controls to protect assets and meet regulations.
- Team Collaboration: Seamless integration and effective team collaboration.
- Continuous Improvement: Regular assessments to refine and adapt processes.
Treasury & Working Capital Management
We optimize financial resources to enhance liquidity and support growth with comprehensive treasury solutions.
Our services include:
- Cash Management: Efficient handling of daily cash flow.
- Funding & Liquidity: Ensuring sufficient funding and liquidity.
- Investment Management: Managing short- and long-term investments.
- Risk Management: Identifying and mitigating financial risks.
- Debt Management: Restructuring and managing company debt.
- Financial Reporting: Preparing detailed reports and analyses.
- Project Financing: Securing funds for specific projects.
- Foreign Exchange: Managing currency exposure and rates.
- Bank Relationships: Optimizing relationships with banking partners.
Governance, Compliance & Controlling
We streamline financial processes to ensure accuracy, compliance, and efficiency in a complex business environment.
Our services include:
- Accurate Bookkeeping: Ensuring precise and compliant financial records.
- Advanced Tools: Leveraging technology for efficient financial management.
- Optimized Reporting: Shaping time- and cost-effective close processes.
Process Digitization & Optimization
We leverage Finance and Technology expertise to drive efficient digital transformation in financial operations.
Our services include:
- Process Automation: Streamlining workflows to reduce manual tasks.
- Workflow Optimization: Enhancing efficiency and effectiveness.
- Data Integration: Seamlessly connecting financial systems.
- Implementation & Improvement: Ensuring ongoing enhancements and cost optimization.
- Team Restructuring: Building capacity with training and redesign.
- Technology Guidance: Selecting tools to maximize efficiency and minimize costs.
Business Planning & Advisory
We provide tailored expert guidance for all Business activities and help in achieving milestones, our offering includes business feasibility study, Tax Planning, Company set up and managing operations and more
Our services include:
- Due Diligence: Comprehensive due diligence support for clients or target companies.
- Equity Management: MIS and presentation preparation for VC, seed, and PE investors.
- Debt Management: Bank relationship management, lender presentations, and advisory services.
- Mergers & Acquisitions: Support in executing M&A strategies, risk analysis, and post-integration guidance.
- Turnaround & Restructuring: Expert advice for underperforming or financially distressed businesses.
- Exit Strategy: Assistance in planning and executing smooth, efficient business exits.
Business Plan Assistance
We help craft comprehensive business plans that serve as a roadmap to success.
Our services include:
- Market Analysis: In-depth research on your target market and industry.
- Financial Projections: Detailed models to forecast future performance.
- Strategic Planning: Actionable strategies to meet your business goals.
- Operational Planning: Clear outlines of key processes and workflows.
- Executive Summary: Persuasive summaries to engage stakeholders.
- Risk Assessment: Identifying risks and creating mitigation strategies.
Wealth Management
We empower individuals and businesses to achieve financial success through expert wealth management solutions.
Our services include:
- Global Stock Trading: Access international markets to diversify your portfolio.
- Derivative Trading: Explore advanced financial instruments for strategic investments.
- Mutual Fund Investing: Invest in expertly managed funds tailored to your goals.
- Risk Management: Protect your assets with cutting-edge tools and strategies.
- Fixed Income Investing: Secure stable returns with bonds and fixed-income products.
- Access to a Trading Platform: Seamlessly manage your investments with a state-of-the-art platform.
