CFO Advisory

We specialize in comprehensive financial services encompassing tax planning, process optimization, fundraising support, investor relations, KYC compliance, OTC management, annual financial reporting, and strategic forecasting.

-   Tax planning and preparation

-   Review current SOP and streamline processes, implement process like claim (Xero/ZOHO), vendor invoice submission etc

-   Fundraising audit, filings, reconciliation

-   Investors relations: answer Investors queries and collaborate with investors audit

-   KYC (Exchanges, Banks, OTC counter, MM etc)

-   OTC planning and control

-   Annual financial reporting

-   Forecasting and budgeting (monthly and annually)

-   Dashboard creation using Google Looker Studio

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