Unique 360° Accounting Services & Engagement

For more than a decade and a half now, Carisma has delivered comprehensive accounting, financial planning services and solutions to accounting and financial advisory firms in Australia & New Zealand.

Our 360° Accounting and Financial Planning services are delivered by a team of world-class Accounting Professionals and Paraplanners on leading software platforms and technology with a passion to delight clients each day.

CENTER OF EXCELLENCE

Our Services

Consulting & Projects

With our tremendous experience and expertise in working with Accounting and Financial Advisory firmas, we provide consulting services and execute projects to help our clients to be successful in growing the business. Our Projects help our clients to manage successful outsourcing of their accounting work. We help clients migrate from on-premises software to cloud accounting platforms, enable seamless mergers and acquisitions by moving from one accounting platform to another and others.

VCFO Services
Migration to Cloud Accounting
Enhancement of productivity and
cost efficiency
Build tools & utilities for Accounting
and Financial Advisory firms
Burst Management

Tools and utilities for Accounting and Financial Advisory firms

We provide software tools and utilities for Accounting firms and Financial Advisory firms.

Works Manager : Our proprietary in-house software designed to improve connectivity within the organization by providing a platform to keep associates across teams updated. The software also features a helpdesk for quick assistance and tracks productivity.
Experts : A great map of competencies and skills of professionals in the organisation. Helps in discovery of competence and rapid deployment of capabilities against opportunities.
Risk Profiler : Enables Financial Advisory firms to get the clients Risk Profile gauged online and made available for planning and advisory. Saves time and effort in data collection, validation and helps connect with you remote clients.
RPA ( Robotics Process Automation ) : We will be glad work with you to automate repetitive tasks using RPA.

Center Of Excellence ( COE )

   Scale your business
   Acquire new clients across verticals
   Increase Client face time
   Change Management

Develop skills and build best practices in international accounting, accounting automation, financial planning and technology. Build solutions to increase productivity and security for accounting (KPO).

Evolve client relationship management framework to build strategic business alignment and long term partnership.

The COE runs fresher’s training, deep skills training, leadership training and Special Interest Group.

Reach Us

 India
   Chennai & Bangalore
   +91 44 2826 0205
 Australia
   Melbourne
   +61 3 9026 9190

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