Case Studies

Sri Lakshmi Aircons: From Confusion to Complete Clarity

Before

  • No monthly planning
  • Financials reviewed rarely
  • Unclear why margins were low
  • Software gave no useful details
  • Receivables collection was messy

After

  • We set up monthly business plans
  • We review financials regularly
  • We find margin problems
  • We improve their software reports
  • We organize receivables follow-up

The Results

  • Full clarity on profits down to the bottom line
  • Margin issues identified and being fixed
  • Receivables collection now organized and faster
"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. Highly recommend them to any business looking to get a real grip on their numbers!"
Sri Lakshmi Aircons Private Limited

Hiflo Solders: From Unstructured Operations to Complete Business Control

Before

  • Business was unstructured, full of surprises
  • No monthly planning for revenue or profit
  • Money stuck in receivables, no visibility
  • No idea which markets were working
  • No tracking of production or wastage

After

  • We make business structured & predictable
  • We prepare monthly plans with clear profits
  • We track receivables and improve cash flow
  • We review sales by segment & geography
  • We track output, idle time & wastage

The Results

  • No more last-minute surprises in finances
  • Better cash flow with improved receivables follow-up
  • Production costs under control with clear tracking
"With CFO Surge our business has become more structured and predictable. We now prepare monthly business plans that clearly show revenue, costs, and final profit. A detailed review of customer receivables helped us understand where money was stuck. In production, clear performance measures were introduced to track output, idle time, and wastage. This has helped us control costs and improve efficiency."
Hiflo Solders Private Limited

Noarch Innovations: From Blind Spots to Product-Level Profits

Before

  • No idea which product made money
  • Sales team had no area-wise data
  • Accounts were poorly kept
  • GST and TDS payments irregular
  • Inventory numbers were wrong

After

  • We show profit by each product
  • We give sales team area-wise data
  • We clean up all accounts
  • We make compliance systematic
  • We correct inventory records

The Results

  • Now know exactly which products are profitable
  • Sales team working with clear data by geography
  • Inventory accurate and growth plan ready
"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. They didn't just fix our books—they helped us plan for growth."
Noarch Innovations

Ideasurge: From Multiple Vendors to One Complete Solution

Before

  • Different vendors for accounts, audit, payroll
  • Coordination problems with old CA firm
  • Gaps in compliance filings
  • Finance work scattered everywhere
  • Documents not properly maintained

After

  • We handle accounts, audit, payroll – all in one
  • We sorted out old CA firm issues
  • We make compliance 100% clean
  • We bring all finance under one roof
  • We keep all papers in order

The Results

  • All compliance filings now up to date
  • Single team handling all finance work
  • No coordination headaches anymore
"Soatech has been an excellent partner to ideasurge for the last five years as our one-stop shop managing Accounts, Audit and Payroll. They have been instrumental in coordinating with a prior accounting firm and getting us up to date with all regulatory and statutory needs."
Ideasurge
1
2
3
4