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com

2015 IBN Technologies Limited. All rights reserved.

India based ITO & ITES company having Global Development & Delivery Center in Pune, India
with Marketing & Sales offices in USA & UK.
Team consists of 100+ Certified Professionals like Graduates/Post-Graduates/CPAs/Microsoft
Certified Professionals with diverse experience in field of Accounting, Finance, Investment, IT
Software & Cloud Infrastructure & Consulting Space.

Vision Statement
IBNs vision is to become the most sought after multi service provider by way of consistency in
delivering quality and value multiplying services within the constraint of time and capital under
the arc of compliance to regulations concerned.

Mission Statement
IBNs mission is to be recognized within the industry as a global service provider of offshore services
ranging from Back Office Services in Investment Management and Financial Accounting sectors to IT
sector with high quality and control.

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2015 IBN Technologies Limited. All rights reserved.

IBN Virtual CFO Services provides client with professional and experienced team of
financial experts to perform client company's Controller level functions when they
are required. Our scalable business model allows you to leverage Accounting
Controller and Financial Controller services when needed during key periods and
then scale back this service during non-peak periods, at your discretion.
Virtual CFO Services
Financial Operations
Financial Advice
Transaction & Advisory
Compliance
Strategic Planning
Investor Relations

Audit Support & Coordination Assisting in managing year-end reviews and/or audits with
your outside accounting firm, and assist with preparing for labour and workers compensation
audits with outside government agencies.
Monthly Discussion & Analysis Report - We track and identify changes and trends in your
account activity and report them to you in a monthly management report.
Reporting & Flash reporting A daily or weekly one-page snapshot of key financial figures,
such as cash in banks, investments and notes payable.

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2015 IBN Technologies Limited. All rights reserved.

1) Financial Operations:
A. General Accounting: Maintaining the clients accounts a. and ledgers.
B. Payroll: Managing all payroll related activities Formulating payroll process; Salary
processing; Employee reimbursement processing; Handling compliances (PF, ESI, LWF,
TDS); Employee exit process; Advising client on best practices for Payroll.
C. Receivables & Payables Management: Managing all activities Formulating the
complete vendor payment and client receivables process; Timely transactions as per
process; Account reconciliation with the vendors & clients.
D. Fund Management: Managing the clients funds to achieve objectives of best return
on capital and liquidity on behalf of the client.

2) Financial Advice:
A. Financial processes and controls: Conceptualizing, formulating and implementing
financial processes and controls in conjunction with the client team.
B. Advisory: Providing advice on best practices to the client as and when required on
matters related to FDI, Taxation, Excise, Payroll and other related matters.
C. Fund Utilization & Working Capital Requirement: Forecasting and evaluating the
cash flows and working capital requirement of the client and providing MIS on fund
utilization. Advising client and implementing best practices on improving cash flow and
working capital management.
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2015 IBN Technologies Limited. All rights reserved.

D. Financial MIS & Analysis: Providing and reviewing regular financial performance reports and
analysis on the cost and profitability for various product and business units to support decision
making and providing advice from our expert financial advisors.

3) Transaction & Advisory:

A. IPO Support: Supporting in our clients in all aspects of the IPO process meeting prospective
institutional investors, preparing financials, handling
compliances, etc.
B. M&A: Supporting our clients in executing their M&A strategy by providing guidance on the
benefits and risks involved. Providing post M&A support for smooth integration between
companies.
C. Due Diligence: Undertaking due diligence on a target company on behalf of the client OR
providing support and intelligence for due diligence being undertaken on client.
D. Exit Strategy: In cases where the client is contemplating exiting the business or reducing
his/her stake, identifying the right exit strategy for the company, supporting it in process and
ensuring a quick and smooth exit transaction.

4) Compliance:
A. Taxation: Managing all taxation related activities Processing and deposit of tax (Excise,
Service Tax, Sales Tax, TDS, Corporate Tax) on a timely basis; Liasoning with the tax authorities;
Advising client on taxation best practices.
B. Secretarial: Handling all compliances w.r.t. secretarial Company Incorporation; ROC filings;
Board Meeting compliances; Liasoning with authorities;
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2015 IBN Technologies Limited. All rights reserved.

C. Statutory Reporting: Providing financial reports to Board of Directors for

statutory compliances and providing financial statements as per the relevant
accounting standards (Indian GAAP/ US GAAP/ IFRS).

5) Strategic Planning:
A. Corporate Planning & Structure: Finalizing the best form of legal entity structure
considering various factors like resource requirements, fund raising requirements,
tax efficiency, compliance cost, regulatory requirement etc.
B. Business Plan Assistance: Building detailed business model from scratch OR
customizing available business plan after thorough research on clients company,
products/services, industry and competition.
C. Budgeting & Forecasting: Creating budgets; predictive forecasts and development
of market analysis; providing sensitivity analysis for various market scenarios.

6) Investor Relations:
A. Debt: Manage the relationship with the banks; Provide MIS and prepare
presentations as required by them; Advise client on handling of lenders and
investors.
B. Equity: Provide MIS and prepare presentations to the equity investors (VC Funds,
Seed Fund, PE Funds) as required by them
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2015 IBN Technologies Limited. All rights reserved.

More time to focus on new services, new customers and other core business
issues. Let our Virtual CFO focus on the numbers and you can focus on the
business.
Better understanding of the financial side of your business, so you have fewer
surprises and more control over the money.
Improved decision-making capabilities from clearly seeing the hard and true
numbers of your business.
A readily available sounding board to help you with those tough business
decisions and help you clarify your business plans. No questions are off limits.
Training and managing your accounting staff. We can be your back office staff, or
we can manage your staff for you.
Improved quality and timeliness of financial information. All financial reports and
Key Performance Indicators (KPIs) are presented prior to the 15th day of the
closing of the month.
Budget preparation and monitoring are performed by our Virtual CFO on a
monthly basis. Forecasts are updated to reflect how actual results impacted
them.
Profitability analysis by service or product line. Which products should we focus
our sales efforts on? Where should we increase our margins?
Tax planning is extremely important for a growing business. Our Virtual CFO
team monitors your tax situation to ensure funds are set aside for taxes,
quarterly payments are made, and there are no surprises at tax time.

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2015 IBN Technologies Limited. All rights reserved.

Time Benefit:
Allows to plan round the clock operations.
Data Processed & critical reports prepared overnight.
Allows you to focus on your business rather than on back office functions.
Streamlining priorities to avoid loss of business.
Save time from running the business & invest time in growing the business.
Time spent on managing administrative staff, hiring, evaluation, etc.

Staff Benefit:
Highly Skilled Staff & already have experience working in US Processes which minimizes the cultural gap.
Wide Range of Industry experience from Finance & Accounting, AP / AR Support & Business Operations
which includes customer support, Data Processing etc.
Understanding of Best Industry Practice & same help us in consulting approach for process improvements.
Right Level staff for different requirements
Reduce key employee risk as staff redundancy for each process is inbuilt in IBNs outsourcing approach.
Business Benefit:
Cost Advantage
Save on Infrastructure and Technology for outsourced staff.
Access to Skilled Resources for expansion at short notice.
Time Zone Advantage.
Business continuity planning inbuilt as you have teams working at offshore location.

Cost Benefit:
Lower cost of operations by 40%. This is even true for Jr. Accountant level staff in USA.
No Overhead Cost, Employee Benefit Costs, etc.
No Training & Hiring Cost
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2015 IBN Technologies Limited. All rights reserved.

www.ibntech.com

2015 IBN Technologies Limited. All rights reserved.

Processes at IBN Technologies mandate the sharing of information on a strictly need-to-know basis
only and have put in place powerful network authentication tools. We investigate any data transfer
by employees that do not comply with our security stipulations. For utmost financial data security
we have put in place the following process and network features:
Financial Data Security
Process Features

Network features

Enterprise Access System for

Employee Login

Non-disclosure / confidentiality
agreements

Total secured CISCO VPN Tunnel to

client

Secure Smart Card and Secure

Premises Login with Biometric Access

Audit trails for all system activities

Secured Cisco Intelligent switches

and Cisco Network Assistant
optimized for LAN

Network and Windows Login

Access to registered and authorized

users only

CiscoVirtual Private Network (VPN)

protection and Secure Network PIX
Firewall to block all ports for HTTP,
FTP, TCP/IP, UDP and even ICMP

PC locking & Password protected

systems

Scanning of servers for penetration

testing

Secure network firewalls

Secure Remote Access (VPN)

Large budget outlays on security

Technology-driven detections systems

Secure email with digital signatures

Regular Quality Checks

Secure Encrypted Web Servers and

laptops

Single sign on to enterprise and

desktop applications

www.ibntech.com

2015 IBN Technologies Limited. All rights reserved.

www.ibntech.com

2015 IBN Technologies Limited. All rights reserved.

IBN Technologies Limited

Phone No: +91-20-24264182/83

Email: info@ibntech.com

GLOBAL DELIVERY CENTER (INDIA)

CyberNex, 4th Floor
Shankar Sheth Road, Swargate, Pune
Maharashtra 411037
LONDON - UK
IBN Technologies Limited
Regd(FC031335),
26 Barclay Road Croydon,
Surrey CR0 1JN

www.ibntech.com

USA
IBN Technologies (US) LLC
108 West 13th Street,
Wilmington, Delaware 19801

2015 IBN Technologies Limited. All rights reserved.