For more than a decade and a half now, Carisma has delivered comprehensive accounting, financial planning services and solutions to accounting and financial advisory firms in Australia & New Zealand.
Our 360° Accounting and Financial Planning services are delivered by a team of world-class Accounting Professionals and Paraplanners on leading software platforms and technology with a passion to delight clients each day.CENTER OF EXCELLENCE
With our tremendous experience and expertise in working with Accounting and Financial Advisory firms, we provide consulting services and execute projects to help our clients to be successful in growing the business. Our Projects help our clients to manage successful outsourcing of their accounting work. We help clients migrate from on-premises software to cloud accounting platforms, enable seamless mergers and acquisitions by moving from one accounting platform to another and others.
We provide software tools and utilities for Accounting firms and Financial Advisory firms.
Works Manager : Our proprietary in-house software designed to improve connectivity within the organisation by providing a platform to keep associates across teams updated. The software also features a helpdesk for quick assistance
and tracks productivity.
Experts : A great map of competencies and skills of professionals in the organisation, helps in discovery of competence and rapid deployment of capabilities against opportunities.
Risk Profiler : Enables Financial Advisory firms to get the clients Risk Profile gauged online and made available for planning and advisory. Saves time and effort in data collection, validation and helps connect with you remote clients.
RPA ( Robotics Process Automation ) : We will be glad to work with you to automate repetitive tasks using RPA.
Develop skills and build best practices in international accounting, accounting automation, financial planning and technology. Build solutions to increase productivity and security for accounting (KPO).
Evolve client relationship management framework to build strategic business alignment and long term partnership.
The COE runs fresher’s training, deep skills training, leadership training and Special Interest Group.