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About Us

AdviseTree Your Complete Business Consultant

AdviseTree is a young consulting organization providing consulting in the areas of Finance, Accounting, Business, Strategy & Human Resources. We provide consulting support to SMEs and Large Corporates. We have more than 5 Global Fortune 500 companies as our clients in a very short span of time.
Our diligent team who define proficiency and hardwork, with their ‘never give up’ attitude, will make sure, you are satisfied at the end of the day, for we as a company believe we haven’t completed our jobs unless you, as a client is happy with us. For the time, you are associated with us, your goal would be shared by us and together we would make this journey fun, easy and hassle free.

We consider our clients’ business as our own. Our key differentiator is that we act like business partners and provide the right solutions and actions. We share our clients’ aspirations, work to understand their reality, and align our outcomes with their objectives; so they know we’re in this together. Our approach is more collaborative and ensure that the services match the unique needs of each client. We also believe in delivering value and not just service to the customer.

Our Services

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CFO SERVICES

AdviseTree’s CFO Services support organizations right from their incubation days till they become large organization.

Income Tax Representation

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Bookkeeping

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Estate Planning

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Retirement Planning

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Payroll Services

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CFO SERVICES

AdviseTree’s CFO Services support organizations right from their incubation days till they become large organization.

Income Tax Representation

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Bookkeeping

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Why choose us?

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Case Studies

  • CFO engagement running for an Engineering services and a manufacturing company in Bangalore. The company is in its growth phase and has an opportunity to grow exponentially. The assignment focuses on end to end finance involvement. Apart from the day to day finance operations our involvement at an executive level focuses on commercial risk management, taxation advisory and fund syndication.
  • We have been mandated by a start-up technology company to perform controllership activities. We entered this assignment at a point where promoters needed immediate support and guidance to complete all the legal formalities for its start-up while they can focus on building the business organization. Though the assignment initially was to coordinate of all statutory formalities relating to the start-up, it later extended to working on the business projections, budget planning, investor coordination and communication, evaluating and setting up of accounting systems, establishing systems and process in the organization.
  • CFO engagement running for an NGO at Bangalore. This NGO is a complex organization with eight departments, running in 2 districts with 30 Sub projects funded by various categories such as overseas, corporates, funding agencies and individual donors. The challenges have been to provide timely reports to management and funding agencies; managing the funds efficiently and effectively; and working with the legacy framework. Our intervention has helped increase in income from investments, by using judicial mix of the requirements and availability of funds. We also brought in improvement in finance process. Our continuous mentoring has helped advance the book closure dates using the existing teams and setup.
  • CFO engagement completed for a leading Ayurveda healthcare group at Coimbatore having a turnover of 70 Crores. The objective of the assignment is to streamline periodic reporting, bring in awareness on costing, and identify cost inefficiencies and more importantly liaison with the PE/VC funds to fund growth of the company. The group run by family has a tradition of more than 50 years and it was necessary to bring in new thoughts to bring in changes.
  • AdviseTree has been mandated by the Fortune 500 technology company to provide support for the oracle migration and allied accounting activities. The scope of the activities is diverse and covers the following broad functional areas, Migration of balances from one SOB (Set of Books) to another SOB, includes :
    1. General Ledger balance migration.
    2. Fixed assets accounts sub ledger balance movement.
    3. Accounts Payable sub ledger balance migration.
    4. Inter Company sub ledger balance migration.
    5. Conversion of Ledger in INR functional currency into USD functional currency by cost centre.
    6. Support for revenue accounting. This assignment requires multi-functional expertize within the finance and accounting domain as the deployment of consultants shall be in multiple functions within F&A function. The assignment warranted a swift ramp-up and NIL learning curve and need to function without training, supervisions. It is necessary that our consultants have knowledge of the sub-functional process like vendor payables, fixed assets, general ledgers etc. The result of this assignment has been exceptional and as per the expectations of the customer, which is a good morale booster for this young consulting firm.
  • Our team was engaged by a leading data management and data governance leader to support them in their annual accounts closure exercise for their entities in India, Singapore and the UK. The assignment involved preparation of final accounts, get an understanding of the variations in the financial numbers, co-ordination with Big 4 auditors to ensure successful closure of the accounting period. Though the project had started as a one-time project in 2016, the client is convinced about the capabilities AdviseTree can bring in and has retained us in 2017 as well.
  • Our expert team has provided support to a leading financial services company for reconciliation of its receivable ledger with that of the client’s ledgers. The task involved arriving at the right amount of WHT that needs to be deducted, reconciling with what has been deducted by the clients against the credits given in the 26AS statement. The team could successfully reconcile the ledgers and passed on the shortfalls to the client interaction team for further actions and ensure collection of receivables or receive credits in 26AS.
  • A multinational retail giant running its shared services organization is in process of transitioning to new system. AdviseTree was engaged to work on the detailed narratives based on the taxonomy structure and also carry out the time study of the desktop activities. This engagement involved meeting the delivery teams & vertical leader, getting a good understanding of the processes and the desktop procedures and provide narrative documentation. Considering that there are many variations in the desktop procedures, these narratives added value to the client by highlighting the weakness in controls in each of the sub-process and will also be useful during the playback sessions at the design and implementation stage of the new system.
  • Our team has been shortlisted by one of growing software companies to perform the financial planning and analysis function. The company is a PE funded and having operations in India, US and Singapore with multiple running onshore and offshore software projects. We assumed the position of the CFO as it became vacant and the focus was mainly towards faster understanding of the business setup, establish the budget for the ensuing financial year and a timely monthly report to track the budget. Within a shorter span of time, our experts could stabilize the reporting process and ensure timely delivery of reports thereby maintaining the confidence of investors.

Meet Our Experts

Mr. S Lakshminarayanan

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Mr. Santosh Khode

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Mr. R Kumar

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Mr. Shivaprakash Viraktamath

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Ms. Sourabha Hiremath

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Mr. Senthil Kumar

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Mr. Gaurav Vasu

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Reach out to us !

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Thank You

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