What Our Clients Say, in Their Own Words

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.

Their insights led us to monitor margins on a detailed customer-wise and product-wise basis, providing clarity we never had before. Their proactive approach has been instrumental in identifying areas for cost control.

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.

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.

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.

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.

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!

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.

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.

Soatech has been an excellent partner to ideasurge for the last five years as our one-stop shop managing Accounts, Audit and Payroll. 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.

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.

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.

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.