Be rule makers, not rule takers
CA.Umesh Golecha
Whats App No: +91 94455 13608
Office No: +91 98403 99513
CA. Umesh Golecha, a Chartered Accountant with over 20+ years of experience and substantial expertise acquired through prestigious institutions such as IIM Ahmedabad, the Institute of Internal Auditors (IIA), Florida and his ICAI membership.
At Consulting & Beyond (C&B), the team led by Umesh Golecha provides an extensive array of services encompassing Management consulting, Audit & Assurance, Corporate Finance, and Taxation, all aimed at assisting clients in optimizing their business capabilities.
At Consulting & Beyond , Umesh Golecha alongwith his team of 75+ professionals provide the following services
CA.Umesh Golecha offers the following consulting services
Scope of Work of M/s Consulting and Beyond
Business Model assessment - Health Check-up of Business Entities
- Know your profit generating capabilities
- Levers effecting profitability
- Understand your cost and their contribution to profits
- Balance sheet strength assessment
- Overall Business model viability – profit and cash generation capabilities
- Assessment of Existing loans and advice on alternates
Financial Goal Setting
- Set sales targets for the year
- Expense targets for the year
- Profit targets for the year – Both Gross and Net Profit
- Cash flow generation target for the year
- Focus on one aspect of your financials – One P & L and One B/s Item
- Growth capital generation for the year
MIS Reports and Dash board Reports
- Designing dash board reports for the organization
- Setting measurable Metrics of performance for critical activities
- Defining a set of MIS reports for profit and cash generation measurement
- Advanced version
- Designing a preset number of monthly reports in a Report builder tool.
- Escalation table for reporting deviation
Book Keeping Experts
- Understand your existing business expenses heads and balance sheet
- items
- Recommend a standard set of Heads applicable to the organisation
- Chart out a road map for implementing the New chart of accounts
- Measures to manage the creation of new accounts in future
- Implement a auto-reminder tool for all your statutory and non-statutory
- due dates for the year
Standard Process for Effective Book Keeping Practices
- Understand your existing business expenses heads and balance sheet items
- Recommend standard set of Heads applicable for the organisation
- Chart out a road map for implementing the New chart of accounts
- Measures to manage creation of new accounts in future
- SOP in accounts will enable accounts department give relevant information to management for decision making
- Implement a auto reminder tool for all your statutory and non statutory due dates for the year
Consulting Engagement Schedule
Step 1: Prospects will be allowed for a free consultation for 30 to 45 minutes where both parties will try to understand each other in their problems and expectations.
Step 2: Based on the expectations within 2 days the consultant shall have the tentative scope of work with details of the proposed fee structure, deliverables, and timelines for the same.
Step 3: The engagement starts based on the mutual agreement between the consultant and the consultee
The entire engagement will be done remotely unless and until both parties agree on a visit with additional consideration along with reimbursement of expenses.
All the above modules shall be mutually exclusive and can be taken up individually.
Consulting engagement fees:
The minimum investment expected from the client shall be around Rs 25,000 plus GST taxes.
Payment of the fee shall be made 50 % in advance and balance on the progress of work with 10% payable on completion of task