The Algebra Group

Get In Touch
Menu
Get In Touch
Get In Touch
Menu
Get In Touch
Menu
Get In Touch

Services

Offshore Financial Solutions with In-House Teamwork
Customizable and inclusive TaaS model delivering comprehensive financial services
Talk To Our Experts

TaaS MODEL

Team-as-a-Service (TaaS): Your On-Demand Finance Powerhouse

In today’s fast-moving business environment, hiring, training, and retaining a finance team can be time-consuming and costly. With The Algebra Group’s TaaS model, you get an instant extension of your in-house team – skilled finance professionals who integrate seamlessly into your processes, culture, and tools.

 

Whether you need CFO-level strategic guidance, transaction support, advanced financial modeling, or day-to-day bookkeeping, our experts work as your team – not as external consultants – delivering outcomes without the overheads of full-time hiring.

 

With TaaS, you access top-tier financial talent on a flexible, subscription-based model – all under one roof. From strategic advisors to operational specialists, our professionals cover every layer of finance so you don’t need to juggle multiple vendors. The result is a streamlined, cost-efficient, and future-ready finance function that scales with your business needs.

Our Services

We Offer All Financial Expertise You Need
Under One Roof

TAG Services - Financial Excellence Delivered
CFO icon

CFO Office & Strategic Finance

Comprehensive financial leadership and strategic planning services

Budgeting, Forecasting & Cash Flow Planning

Customized Budget Models
13-Week Cash Flow Forecasting
Scenario, Sensitivity & Variance Analysis
Revenue Build-Up & Cost Optimization Models
Rolling Forecasts & Trend Dashboards
Customized Financial & MIS Reporting
Working Capital Optimization (Receivables, Payables, Inventory)
Capex Planning & ROI Tracking

KPI & Performance Management

KPI Dashboards (Operational & Financial)
Departmental-Level Reporting
Segment-Level Reporting
Performance Benchmarking
Trend & Ratio Analysis
Profitability & Efficiency Tracking
OKR (Objectives & Key Results) Tracking

Financial & Strategic Advisory

Capital Allocation
ROI Analysis
Fundraising Strategy & Investor Communication
Board & Investor Meeting Support
M&A Support – Due Diligence & Valuation

Marketing & Thought Leadership

White Paper Research
Industry Insights
Custom Flyers & Brochures
Case Studies & Success Stories
Accounting icon

Investment & Transaction Advisory

Advanced modeling, valuation, capital structuring, and investor support

Financial Modeling & Valuation

Detailed Operating & Forecasting Models
13-Week Cash Flow Forecasts
M&A, LBO, Buy & Build Strategy Models
DCF, Trading & Transaction Comparable Valuation
Accretion & Dilution Analysis

Capital & Liquidity Analysis

Capital Structure Optimization
Debt Covenant & Credit Profile Review
Liquidity Planning & Dividend Recap

Performance & KPI Analytics

EBITDA Bridge & Waterfall Analysis
Segmental Performance Dashboards
Ratio Analysis & Financial Insights

Investor Materials & Business Planning

Pitch Decks, CIMs, PPMs, Deal Teasers
Business Plans, Growth Roadmaps, IC Reports
MD&A & Executive Briefings

Investor Relations & Due Diligence

Company & Industry Profiling
Financial Due Diligence Support
Data Analysis & DD Deck
Data Room Setup & Management
DD Questionnaires & Custom Requests
Investor Targeting, Shortlists & Presentations
Investor Updates & Newsletters
Investment icon

Accounting & Bookkeeping Services

Complete accounting, reporting, and compliance management solutions

Core Accounting Services & Infrastructure

Accounting System Setup & Process Optimization
Dedicated Bookkeepers for Ongoing Support
General Ledger Management & Adjustments
Periodic Bookkeeping & Financial Record Maintenance
Creation & Standardization of Charts of Accounts
Cleaning & Restructuring of Existing Books of Accounts
Tax Preparation Assistance & Compliance Support

Receivables & Payables Management

Accounts Receivable & Payable Oversight
Invoice Processing & Payment Scheduling
AR/AP Aging Reports & Analysis
Client Follow-Ups & Collections Support
Vendor & Customer Statement Reconciliation

Reconciliations & Financial Reporting

Management Reporting Packages (IS, BS, CF)
Bank, Credit Card & Customer Reconciliations
Intercompany Accounting & Consolidated Reporting
Monthly, Quarterly & Year-End Closing Support
Inventory Tracking, Payroll Recording & Financial Reporting
Maintenance of Fixed Asset Register & Depreciation Schedules
Systems icon

Systems & Reporting Automation

Innovative, automation, dashboards, forecasting, and process optimization

Dashboarding & Business Intelligence

Real-time KPI Dashboards (Power BI, Tableau, Excel, Google Sheets)
Departmental, Financial & Operational Dashboards
Interactive Visuals for Revenue, Cash Flow & Profitability Tracking
Automated Variance & Trend Analysis Reports

Data Extraction, Integration & Transformation

Extract & Integrate from QuickBooks, Shopify, Stripe & more
ERP Integrations (NetSuite, SAP, Zoho, etc.)
API-Based Data Connections for Real-Time Sync
Data Cleaning, Mapping & Transformation Workflows

Automated Reporting & Forecasting

Automated MIS Reporting
Automated Rolling Forecasts
Dynamic Budget vs Actual Reports

Custom Solutions & Process Optimization

Integration Projects & Custom Templates (e.g. Sales Export Data)
Financial Process Automation (macros-enabled worksheets)

WHY CHOOSE OUR TaaS MODEL

A Next-Gen Team-as-a-Service Model Integrated Seamlessly Into Your Operations

Partner With Us Section

Plug & Play
Expertise

Instant access to experienced professionals ready to contribute from day one

Flexible & Scalable Team

Effortlessly scale resources up or down based on your evolving business needs

Smart Cost
Control

Only pay for the capacity you need, without long-term commitments

End-to-End Capability

From strategic finance to accounting automation, we’ve got every skill covered

Seamless Workflow Integration

We fully align with your tools, time zones, and workflows for an in-house feel

Frequently Asked Questions

Talk To Our Experts

Our TaaS model allows you to scale a dedicated offshore finance team on-demand, without the overhead of hiring in-house. You get access to our experts in CFO advisory, investment banking, accounting, and automation, all working as an integrated extension of your team.

Yes. From high-level CFO Office & Strategic Finance such as cash flow planning, fundraising support, and board reporting to daily Accounting & Bookkeeping, we ensure continuity, accuracy, and efficiency across all finance functions.

We design and implement Systems & Reporting Automation to streamline accounting processes, integrate financial tools, and create real-time dashboards, reducing manual work and enabling better decision-making.

Absolutely. Many of our clients choose a bundled approach where CFO Office, Advisory, Accounting, and Automation work in sync. This ensures seamless communication, zero duplication, and faster decision-making.

Yes. Every client is assigned a dedicated relationship manager or project lead to ensure clarity, consistency, and timely updates throughout our engagement.

Contact Us

Book A Free TaaS Session