Before partnering with Soatech, our operations were lacking in systematic financial oversight.
They introduced a monthly financial review system, filling a crucial void in our processes. Their expertise was evident as they crafted comprehensive business plans and ensured meticulous monthly tracking.
Previously, our inventory management was haphazard; Soatech transformed this by implementing robust tracking systems.
Their insights led us to monitor margins on a detailed customer-wise and product-wise basis, providing clarity we never had before.
Under their guidance, we’ve sharpened our focus on new product development, ensuring we stay ahead in our market.
Soatech’s proactive approach has been instrumental in identifying areas for cost control, with tracking systems currently being set up.
Their regular monitoring of production expenses, including contract labor and overtime, has given us a granular view of our operations, paving the way for efficiency and cost savings.
Accurate Springs Pvt Ltd
Lavancha Renewable Energy Pvt Ltd was incorporated in Jan 2013 . Since incorporation we have been associated with SOATECH SOLUTIONS. It’s been extremely delightful customer service from Mr. Sharad and his staff at SOATECH. Especially for a Start-Up company they have been extremely co-operative and friendly during every interaction. I cannot imagine any other organization who could have given me such a customer service. I am extremely happy with SOATECH SOLUTIONS and will continue to be their customer for many more years to come.
Niranjan
CEO, Lavancha
Soatech is perfect for a company like ours that doesn’t have an in-house Accountant / CFO. They are very professional and do things in a timely matter. They always get right back to you with an answer to your question. I would recommend their services for anyone who needs a trustworthy accounting firm! Soatech has truly become a part of my organization.
HR Global
This is to express my gratitude for your services offered to me. When one engages a service provider such as you, there is always a concern the services provided would be as per one’s expectation. I am happy to report that you have fully and delightfully met my expectation. You have planned to set goals along with me and have been proactive in ensuring that we reach milestones as planned. In the event you depended on me for my inputs or consent, you have been prompt and caring in ensuring that we do not waste time. I appreciate your preempting approach demonstrated. Your services have been one of great satisfaction. Please keep it up. Given other things being on sound footings in your business, your customer oriented approach will take you to greater heights.
HKG Fund Manager Pvt. Ltd.
The experience and understanding of the personnel of Soatech Services to the complex yet unique needs of our company, is definitely one of their strength. They have facilitated us in putting both process and financial systems in place as well as take some very difficult but required decisions. We are indeed pleased to record our appreciation of their individualized, friendly and timely support in our activities during the course of their association.
Thrive 360 East
Soatech has been an excellent partner to ideasurge for the last five years as our one-stop shop managing Accounts, Audit and Payroll. Their employees, including those in their senior management, have worked very closely with me to service my company and to establish/maintain processes and all necessary documentation. In addition, they have been instrumental in coordinating with a prior accounting firm and getting us up to date with all regulatory and statutory needs. Soatech now seamlessly operates as an extension of ideasurge for all Finance functions.
Ideasurge
Soatech Services have provided our company with financial auditing services that have exceeded our expectations and they always present us with advice that is timely and relevant to our business. Their assistance and guidance on some complex accounting transactions, solidifying our internal control structure and the resulting opinions on our financial statements have been invaluable to our business success.
Leading Edge Advertising India (P) Ltd.
Soatech’s thorough Business Assessment opened our eyes showing us several areas to improve resource utilization, follow statutory compliance, optimize cash flow. Soatech asked us several tough questions that every business owner should ask themseves. I believe implementation of just a few suggestions given by Soatech team could save us multiple times of fees we would pay them.
Ashish Bhutada
“Before CFOSurge came into the picture, our business lacked financial discipline. Once their team started overseeing our finances, everything fell into place. There was accountability and when you know someone is keeping track, you ensure things get done properly. It’s been three years and the systems they put in place are still working well. Our business is in a much better position today.”
BNT Group of Companies
Working with CFOSurge has truly transformed how we look at our business finances.
They helped us set up monthly business plans right down to the bottom line, which has given us so much more clarity and control.
We now have a proper system for generating and reviewing monthly financials, something we’d been meaning to do for years.
Their insights into our margin challenges were eye-opening and helped us make smarter decisions.
They even worked with us to finetune our software (Gross Mart) so we could get micro-level details on various aspects of the business.
On top of that, they streamlined our receivables follow-up process and provided valuable guidance on bank loans and valuations.
Highly recommend them to any business looking to get a real grip on their numbers!”
Lakshmi Aircons Private Limited
Thanks to CFOSurge, we now know exactly what each product contributes to our bottom line. Our sales team operates with clear geography-wise data, our accounts are well-maintained, statutory payments are handled systematically, and our inventory is finally accurate and properly valued. They didn’t just fix our books—they helped us plan for growth.
Noarch Innovations
We have had the pleasure of working with Soatech (now CFO Surge) for many years, and I can confidently say their impact on our business has been exceptional. Their team combines deep technical expertise with a genuine understanding of what it takes to run a small-scale business, while never losing sight of the bigger picture.
What truly sets them apart is their ability to dive into the details—cash flow, operations, and compliance—while simultaneously offering strategic insight that supports long-term decision-making. Their guidance has always been practical, thoughtful, and tailored to our specific needs rather than one-size-fits-all solutions.
The founders were consistently hands-on and always available for a call or conversation whenever clarity or direction was needed. That level of accessibility, combined with their integrity and absolute character in execution, built a level of trust that is rare in professional services.
I would wholeheartedly recommend Soatech, now CFO Surge, to any business owner looking for an outsourced CFO partner who is effective, insightful, and genuinely invested in their clients’ success.
Kripa Agencies
With the CFO Surge our business has become more structured and predictable.
We now prepare monthly business plans that clearly show revenue, costs, and final profit. This has helped us plan better and avoid last-minute surprises.
Monthly financial reports are now prepared and reviewed regularly, which has improved clarity and confidence in decision-making. A detailed review of customer receivables helped us understand where money was stuck and improve follow-ups and cash flow visibility.
We now review sales every month by segment and geography, which has helped us focus on the right markets. Regular monthly reviews with the sales team have improved accountability and progress tracking.
In production, clear performance measures were introduced. A proper system was set up to collect data from the shop floor, making it easier to track output, idle time, and wastage. This has helped us control costs and improve efficiency.
Overall, the CFO engagement has brought better financial control, better coordination between teams, and more informed decision-making across the business.
Hiflo Solders Private Limited
Lehry Valves was guided step by step by Soatech team to capture data from the ERP and Provide a financial review on the companies’ expense to income preview, the team was consistent, insight-full and persistent.
Keep Up the great work.
Lehry Valves Instruments Private Limited
The CFO Services provided by CFOSurge ( Soatech Solution Private Ltd.) have been instrumental in strengthening our financial decision-making.
Their structured MIS reports have given us clear visibility into our business performance, enabling faster and more informed decisions. The budgeting and cash flow monitoring system introduced by their team has helped us plan our funds more effectively and manage our operations with greater confidence.
We value the disciplined and dedicated approach, clarity, and consistency that CFOSurge brings to our financial management.
Intexso Biochem Private Limited