Unique 360° Accounting Services & Engagement

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

Our 360° services are delivered by a team of world-class accounting professionals in the leading Accounting software platforms and technology with passion to delight clients.

CENTER OF EXCELLENCE

Our Services

Paraplanning Services

We provide holistic Paraplanning solutions to Financial Advisors & Wealth Management experts. Our experienced team of qualified paraplanning professionals are well versed with quality requirements and compliances of financial planning businesses in Australia. This helps us deliver customised services timely, creating a scalable business model for you. You could choose your in house champion at Carisma who will ensure that the plan being developed is a true reflection of your client’s goals, objectives and needs. Our services include but are not limited to :

Pre SOA, SOA and post - SOA
services
Ongoing review & administration
Integration of SMSF and
Financial Planning administration
Portfolio Management

Our Paraplanning Experience

SOAs

 

3000/Yr

ROAs

 

2500/Yr

Financial

Modelling

1500/Yr

SOA

Implementation

1000/Yr

Financial Planning Platforms & Technology

ADVISERLOGIC
CLASS
IRESS XPLAN
PRAEMIUM
MIDWINTER
CCUBE

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, 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 390269190

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