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Gupta Rajat & AssociatesChartered Accountants

Finance and advisory

Business and Management Consultancy

Financial planning, profitability analysis, process and SOP advisory, cost control, restructuring and management reporting.

Overview

Management consultancy work starts from the numbers: where the business earns and loses money, where cash is tied up, and what information management needs to make decisions on time.

The firm helps owners and management teams with financial planning, process documentation, cost and working capital reviews, and reporting systems that give them a regular, reliable view of performance.

When it is typically needed

  • Margins are falling and the reasons are not clear
  • Working capital is stretched despite growing sales
  • Processes depend on a few individuals and need documenting
  • Management needs regular MIS and KPI reporting
  • A restructuring of the business or its operations is being considered

Scope of work

Business strategy

  • Financial planning
  • Business strategy
  • Growth planning
  • Profitability improvement

Process and SOP advisory

  • SOP development
  • Process optimisation
  • Operational efficiency review
  • Internal control review

Restructuring and cost control

  • Business restructuring
  • Cost control
  • Working capital improvement
  • Performance monitoring

Management reporting

  • MIS design
  • Dashboard reporting
  • KPI review
  • Decision-support reporting

Terms explained

For readers less familiar with Indian tax and regulatory terminology.

MIS
Management Information System — the regular reports management uses to monitor performance.
SOP
Standard Operating Procedure — a documented, repeatable way of carrying out a process.
KPI
Key Performance Indicator — a measure tracked to assess progress against objectives.

Scope and limitations

  • Recommendations depend on the information made available. Decisions on implementation, and their results, remain with the client's management.