Services · Tailored Finance Solutions

Dedicated finance teams, GCC setup, and custom projects

Saramis Global assigns a dedicated finance team to your business and scales it as headcount need changes, sets up your Global Capability Centre end to end, and scopes one-off finance and accounting projects to a defined requirement.

Whichever shape the engagement takes, it is staffed from a team of 9 Chartered Accountants, supported by MBA and BCom professionals, including part-qualified ACCA and CPA members, working inside Xero, QuickBooks, Sage, Zoho Books, or whatever software your business already runs, and reporting to Ind AS, IFRS, or US GAAP conventions as your business requires.

Book a discovery call to scope whichever of the three fits.

Book a Discovery Call

What we offer

Three ways we build your finance capability

Tailored Finance Solutions covers three engagement shapes: a dedicated team, GCC setup support, and custom projects. Each is scoped separately, on its own timeline, and each runs on the commercial model you choose: fixed fee, block hours, dedicated staff, or part-time staff. It sits alongside Bookkeeping & Accounting and Audit Support as the third of Saramis Global's three service lines: the one built for a capability gap rather than routine processing or the audit calendar.

Dedicated Finance Teams

A named team of finance professionals extends your own function, not a rotating help desk. It is built around your reporting calendar, role by role: a bookkeeper, a management accountant, a controller.

Day-to-day work covers accounts payable, accounts receivable, bank reconciliations, and general ledger maintenance, feeding the month-end close and management reporting cycle you already run.

Headcount scales up for close or reporting season, then steps down. The team works inside Xero, QuickBooks, Sage, Zoho Books, or whatever else you run, trained on it first. A Chartered Accountant checks everything before it reaches you.

Global Capability Centre (GCC) Setup Support

GCC setup support builds your Global Capability Centre in India from compliance to fully operational: the legal and regulatory work, the right office space, the hiring, the process setup, and the migration of your finance work onto a governed reporting rhythm. Saramis Global supports you at every step.

Scope is agreed engagement by engagement, not sold as a fixed package. A small centre of 5 to 20 people is typically operational in 8 to 10 weeks. A setup of 50 or more runs 3 to 6 months, and the requirement sets that date, not a template.

Custom Finance & Accounting Projects

Some finance work does not fit a standing team: a trial balance clean-up before an audit, a reporting-pack build for a new investor, a system migration off spreadsheets and onto Xero or QuickBooks.

Saramis Global scopes each of these as a defined project: a start date, an end date, and a stated deliverable, agreed before work starts. A project closes when the deliverable is signed off, not when a retainer happens to end, and the timeline is set by the volume of records involved, not by a standard package.

Who this is for

Who Tailored Finance Solutions is built for

Three groups reach for Tailored Finance Solutions for different reasons: a finance leader closing a capability gap, a GCC sponsor validating a setup plan, and a scaling business that has outgrown ad hoc support. Each starts from the same discovery call, then follows its own scope.

Finance leaders

A finance leader books a dedicated team when the in-house function is stretched at month-end but not stretched enough to justify a full hire. The team reports into your existing structure, not around it.

GCC sponsors

A GCC sponsor hands over the whole setup: compliance, premises, hiring, and the finance processes that run inside the centre. A centre of 5 to 20 people is typically operational in 8 to 10 weeks, and the pace follows what the wider programme allows.

Scaling businesses

A scaling business runs a custom project when the requirement is real but temporary: a system migration, a one-off clean-up, a reporting build ahead of a funding round.

Where the team sits

Why Jaipur, India, for your finance team

Jaipur gives Saramis Global access to a qualified talent pool, a tier-two cost structure, and working hours positioned between the UK, US, and Australian day. None of the three is unique to Jaipur on its own. Together, they shape how the team is staffed and when it overlaps with yours, without the premium a metro finance hub commands.

9 Chartered Accountants

Every engagement draws from a team of 9 Chartered Accountants, supported by MBA and BCom professionals, including part-qualified ACCA and CPA members. Assignments match your reporting standard: Ind AS, IFRS, or US GAAP.

A tier-two hub

Jaipur sits below India's metro centres on office and operating cost, without the staff-attrition pressure a metro hub carries on its finance talent.

5h UK · 3h US · 4h AU

Working-day overlap: 5 hours with the UK, 3 hours with US Eastern mornings, 4 hours with the Australian afternoon.

The overlap window is working time, not a help-desk shift. Reviews are scheduled inside it, month-end handovers land inside it, and a query raised during your morning is handled live rather than queued overnight. Outside the window, the team keeps processing, so reconciliations and close tasks progress while your office is closed.

How it starts

How a dedicated team engagement starts

Every dedicated team engagement runs through four stages: understand, design, stand up, and operate.

  1. 1

    Understand

    We review your current finance function: the systems in place, the reporting calendar, and the gap a dedicated team or project needs to close.

  2. 2

    Design the team

    The team is scoped by role, credential mix, and software match to your engagement: not assigned from a general pool, and not oversized against the requirement.

  3. 3

    Stand up within 4 weeks

    The team is in place and working within 4 weeks of sign-off, covering onboarding, system access, and handover of the reporting calendar.

  4. 4

    Operate and review

    The team runs its assigned scope on a set reporting rhythm, reviewed against agreed milestones and adjusted as the requirement changes.

Who is assigned to the team

Assignment follows the role map agreed at scoping. A transaction-heavy scope gets a bookkeeper for accounts payable, accounts receivable, and bank reconciliations. A reporting-heavy scope adds a management accountant who owns the month-end close and the reporting pack, with a controller-level reviewer above both.

Whatever the mix, two constants hold. The reporting standard is matched at assignment, Ind AS, IFRS, or US GAAP, so nobody learns it mid-cycle. And every preparer's work passes a Chartered Accountant reviewer, with the engagement manager carrying overall responsibility, on a one-person project and on a full team alike.

Two people annotating worksheets between laptops

GCC setup support

What transfers at each GCC setup phase

A GCC setup engagement hands over in four phases: build, parallel run, governance transfer, and client-run operation. Each phase moves a named set of artefacts from the dedicated team to your centre, so ownership shifts on evidence rather than on a leaving date. A centre of 5 to 20 people is typically operational in 8 to 10 weeks. A setup of 50 or more runs 3 to 6 months. The artefact list is agreed at scoping, so both sides know what handover means before work starts.

  1. Phase 1: Build

    Legal and regulatory compliance is cleared, the office space is found, and the team is hired against the agreed role map. Each finance process is documented as a working procedure alongside it: task steps, control points, and the system it runs in.

    Transfers: nothing yet; the compliance record and the documentation set start here.

  2. Phase 2: Parallel run

    The team runs the migrated processes as live work while your existing function keeps its own cycle, and differences between the two are traced and resolved.

    Transfers: reconciliation checklists and working instructions, tested against real transactions.

  3. Phase 3: Governance transfer

    The reporting calendar, the open-item register, and review responsibility pass to your named leads, with the Saramis Global reviewer checking alongside rather than ahead.

    Transfers: the reporting rhythm and the review layer.

  4. Phase 4: Client-run operation

    Your centre runs the finance processes on its own rhythm, and Saramis Global steps back to an agreed support role or exits.

    Transfers: everything that remains, including the full process documentation and access lists.

Custom projects

How a spreadsheet-to-Xero migration runs

A spreadsheet-to-Xero migration runs through five stages: scoping, chart-of-accounts build, data migration, a parallel close, and sign-off. How long it takes is fixed at scoping, once the volume of records has been counted.

  1. 1

    Scoping

    Scoping counts what exists: how many transactions a month, how many bank accounts, how far back the history goes, and which reports the business runs off the books today.

  2. 2

    Chart-of-accounts build

    The chart of accounts is then built in Xero to match how the business already reports, and opening balances are agreed back to the closing trial balance, not keyed in from memory.

  3. 3

    Data migration

    Migration loads the agreed transaction history, connects the bank feeds, and reconciles each account to its statement.

  4. 4

    Parallel close

    Then comes the test that matters: one full month closed in both systems in parallel, with every difference between the spreadsheet close and the Xero close traced to its cause and resolved.

  5. 5

    Sign-off

    Sign-off is a defined deliverable: a reconciled ledger in Xero, a handover note recording the decisions made during the build, and a closed project.

A standards-conversion project, Ind AS to IFRS group reporting for example, follows the same scoped shape, with account mapping and conversion adjustments in place of data migration.

Once the team is in place

Governance once the team is in place

Three governance mechanisms run through every Tailored Finance Solutions engagement: one point of contact, a set reporting rhythm, and a review layer above the team.

Single point of contact

One named contact owns the relationship end to end, not a rotating account manager, and is the first call for any scope change.

Reporting rhythm

Progress reports land on a fixed schedule agreed at kickoff, covering scope, capacity, and open items, so nothing surfaces for the first time at month-end.

Review layers

A Chartered Accountant reviews the team's output and the engagement manager carries overall responsibility for it: the same review discipline used on every Saramis Global engagement, regardless of team size.

Tailored finance solutions, answered directly

What does a dedicated finance team from Saramis Global do?

A dedicated finance team sits inside your business and works as part of your own finance function. The team is assigned to your engagement, not rotated from a shared pool, scales up or down as headcount need changes, and works inside your existing platform rather than forcing a migration first.

What does GCC setup support cover?

Everything from the first regulatory filing to the first live close. Saramis Global handles the legal and regulatory compliance, finds the right office space, hires the right team, sets up the processes, and gets your Global Capability Centre fully operational. Support runs at every step, and the scope is agreed engagement by engagement rather than sold as a fixed package.

How long does it take to stand up a dedicated team?

A dedicated team stands up within 4 weeks of engagement sign-off. That window covers scoping, credential match, and handover of the reporting rhythm.

What time zone overlap can I expect from a Jaipur-based team?

A Jaipur-based team overlaps the UK working day by 5 hours, US Eastern mornings by 3 hours, and the Australian afternoon by 4 hours.

What counts as a custom finance project?

A custom project is finance or accounting work scoped to a single requirement: a reconciliation clean-up, a reporting-pack build, a system migration. It is scoped and agreed before work starts, not run as an open-ended retainer.

How long does a GCC setup take?

A small centre of 5 to 20 people is typically operational in 8 to 10 weeks. A larger setup of 50 or more runs 3 to 6 months. Both figures move with the requirement: the approvals in play, the office space on offer, and the pace hiring holds. The date is fixed at scoping, against the headcount and the go-live you name.

How is a tailored engagement scoped and priced?

Scoping starts at the discovery call and produces a written scope: the roles assigned, the credential mix, the platform, the reporting calendar, and the deliverable or standing responsibility the engagement covers. Pricing is quoted against that agreed scope, on the model you prefer: fixed fee, block hours, dedicated staff, or part-time staff. Nothing is priced from a standard package, because no two tailored engagements carry the same shape.

Is there a minimum team size or engagement duration?

No fixed minimum applies to either. Team size follows the role map agreed at scoping, from one accountant on a defined project to a multi-role team, and duration follows the engagement shape: a custom project closes at deliverable sign-off, and a dedicated team runs while the requirement lasts, scaling down when it changes.

Can a dedicated team engagement grow into GCC setup support?

Yes, and it shortens the build. A dedicated team already running your processes has the documentation, reconciliation checklists, and reporting rhythm the phased handover transfers to your centre, so the finance side of the build starts part-finished. Compliance, premises, and hiring then run alongside it on the same engagement.

Related pages

Scope your finance team or project

Tell us the shape of the requirement: a dedicated team, GCC setup support, or a custom project. Book a discovery call and we'll agree scope from there.

Talk to us

Book a Discovery Call

Tell us your requirements: bookkeeping, audit support, or a tailored finance solution. We'll suggest the right way to work together.

Write to us

[email protected]

Share your questions or a short brief. We reply with next steps, not a sales script.

Your Growth. Our Commitment.