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Empower Your Journey

Vision to Victory

BY CA HIMANSHU GOYAL

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You are here!! It’s a Fact!!

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Your only being here will change your life!! It’s a myth!!

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What do you want to become??

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Agenda

Whatever we do we give our Best,

Excellence is just a Habit!!

Agenda

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Opportunity

Vision

Visibility

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Zeal

Hardwork

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 Practice Management Insights

Firm Credentials

 

 Team Building and Relationships

Client Satisfaction

Systems

Learning & Development

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Area

Work

Remarks

1. Basic:

  1. Name
  2. Structure
  3. Firm
  4. LLP
  5. Vision
  6. Mission

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2. Firm Status for�Empanelment:

  1. CAG
  2. Bank Audit
  3. Local Govt. Audits / Empanelment’s
  4. Long Term Firm Strength of Partners

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3. Growth and Relationship

  1. Associates�-50 Associates in Rajasthan (See detail working below)
  2. 50 Associates Across India
  3. Officers
  4. Ministers
  5. CFOs
  6. CEOs
  7. Work of 10 Fortune 500 Companies

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Firm Credentials

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g. Work of 10 Fortune 500 Companies

  1. Corporate Forums YI/CII/FICCI/Assocham/Forti/VKI/Sitapura/EO/ YPO
  2. CFO/CEO Forums

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4. Offices:

  1. Mumbai/ Delhi/ Gurugram / Hyderabad/ Lucknow/ Bhubaneshwar / Indore/ Raipur/ Jaipur/ Udaipur/ Jodhpur/ Alwar/ Sikar

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5. Social

Presence:

  1. Target YouTube 10k
  2. Target LinkedIn 8k
  3. Target Whatsapp Channel 1k

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6. Firm Branding (See Branding in Detail Below)

a. LinkedIn

b. X

c. Facebook

d. Instragram

e. Legal Websites

  1. FICCI/PHD/Assocham/CII/Legal Magazine Coverage/ ET/ CNBC
  2. Firm Presence across the board
  3. Partner Strength to be highlighted
  4. Lecture of Work we wish to do
  5. Seminars with Other city Partners

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m. Give lectures

n. News Paper Presence

o. Make one association

p. Become member(s)/post holders of various Associations

q. RNGC Band/ Play (Activity of any such kind)

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7. Define Work We Will Do (To be Detailed)

  1. Corporate Law
  2. CSR
  3. Valuation
  4. Social Audit
  5. IPO
  6. Stamp Law
  7. RERA
  8. Income Tax
  9. GST
  10. Audit
  11. Litigation
  12. IT Search & Seizure
  13. Succession
  14. Virtual Digital Asset

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8. Firm Social Presence

a. Education

b. Visit basti and teach about cleanliness

c. Medical

d. Setting up of mortuary in at least 2 hospitals

e. Health checkup camps

f. Health awareness camps

g. Free medicine distribution camps

h. Free treatment of 5 patients of any major disorder

i. Help for disabled people

j. Vocational Training

k. Drag students to vocational training centres

l. Spread awareness for vocational training

m. Police Help

n. Distribution of pollution masks

o. Disease awareness programme

p. Agriculture

q. Helping farmers with seeds and pesticides for crop

  1. Organizing programme for educating farmers through kisan help line
  2. Program for old aged people to solve their problem

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t. Professional legal session for court issues... Guidance by lawyers...

u. One clean India march/drive

v. Installing water pyau

w. Events in ICAI and Law Colleges

x. Quiz competition

y. Science exhibition

n. Various programs for CA Students

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Area

Division of Work

Remarks

1. Team:

  1. Every Vertical to Have Estimate of Revenue/ Work Type/ Best Resources to do and grow the work
  2. Team to have Proper Personnel and Hierarchy
  3. Every Member of Team to have proper responsibilities and duties
  4. Proper Hiring of Team Members
  5. Hiring of appropriate HR & Admin team. HR agency.

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2. Team Building Programmes:

  1. Picnic
  2. Musical Nite
  3. Games
  4. Two days outside prog.
  5. Celebration of Birthdays
  6. Celebration of festivals and national holidays
  7. Pot lug dinner
  8. One national conference
  9. Comedy nite
  10. Cultural nite
  11. Fund raising haat
  12. Naturopathy
  13. Goth at temple

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Team Building and Relationships

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n. Trekking

o. Marathon with message

p. Forest visit

q. Industry visit

r. Sports meet of rotary clubs of Jaipur

s. Dance competition

t. Fancy dress

u. Theme based party

v. Cookery class/session for females

w. One visit to vaishno devi/ any other shrine...

x. Golf tournament

y. Polo match

z. Air baloon ride

a.a. Cycling rally/expedition in Jaipur

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3. Relationships

  1. With Govt Officials
  2. With Clients on regular basis
  3. With associates on regular basis
  4. With B2B connects
  5. With B2C connects

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�Area

�Division of Work

��Remarks

1. On boarding client:

  1. Lead Stage
  2. Product to be Explained Properly
  3. Proper Visiting Card
  4. Proper Profile
  5. Proper Attire
  6. Proper Knowledge of Subject
  7. Share about entire firm (what we do)
  8. Introduce Seniors/ team/ associates

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2. Post Client Conversion

  1. Work Allotment�Decide Proper Scope of Work and Fees
  2. Sign contract�Assign Team and Give name of person responsible for work and who to be contacted when

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Client Satisfaction

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�Area

�Division of Work

��Remarks

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c. Make Group and connect all

  • Give proper Contact details
  • Take proper contact details
  • Set out timelines properly
  • Take proper briefing(person who prepares doc must be part of meeting and known to client, arrange meetings when everyone is available)
  • Understand priority of work
  • Discuss background of client/ his vision/ other works etc

d. Doing work

  • Take details
  • Do timely meetings and Discuss the job and related issues
  • Send drafts for discussion
  • Update regularly about work
  • Do meetings as required
  • Submit & Discuss deliverables
  • Take proper calls attend messages

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�Area

�Division of Work

��Remarks

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e. Complete work before time

  • Keep client updated on other laws/issues etc.
  • Wish on various occasions/festivals
  • Attend client very courteously when in office
  • Always respect clients time and don’t make them wait.
  • After Completion of Work:
  • Convey to client when work done
  • If outcome is negative explain the client why did that happen
  • Send invoice after discussion
  • Send reminders for collection
  • Handover files after completion of work
  • Introduce other works of firm
  •  Ask client for referrals
  •  If u find client is happy ask him to rate us on Google

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f. Post work

  •  Send regular updates to client
  •  Send festival messages to client
  •  Invite client to seminars
  •  Send partners update to clients

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Area

Division of Work

Remarks

1. Areas of System:

  1. Work Systems, Reportable’s (including formats) and Collection
  2. IT, Data Security, Accounts and Office Admin
  3. Team Growth and Training
  4. Team Structure, Team Standards, Engagements, HR,
  5. Hiring
  6. Networking, Firm Branding, New Offices and Mergers
  7. Disciplined People, Disciplined Work, Disciplined Office
  8. Admin
  9. Client Coordination
  10. Meetings
  11. Budget

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2. Admin:

  1. Attendance
  2. Time Sheet
  3. Clothes
  4. Table and Chair
  5. Files
  6. Data Security
  7. Office Maintenance

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Systems

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h. Canteen Management

i. IT Systems

j. Equipment’s

k. Video Monitoring

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3. Team Reports

- Every team to decide its reportable’s to partners and seniors

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4. Team Procedures

- Every team to have its procedures for work and reporting

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5. HR

  1. Salary
  2. Bonus
  3. Growth Strategies
  4. Team Building 
  5. Accolades (Recognitions)

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6.Team (New Joinee & Regular Training)

  1. Welcome mail
  2. About office and team and work we do
  3. Recordings
  4. You tube videos
  5. Monthly and Annual Plan
  6. Channel
  7. Online profiles

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7. Monthly/ Weekly Deliverables

  1. Monthly
  2. Collection Sheet by Last Day of Every Month
  3. Attendance by Last Day of Month
  4. MIS of All Teams and Accounts covering Work Target for each team and Collection Target of Each Team BD Plan L&D Plan, Visits, Targets, Expected Expenses etc.
  5. Social Media Update Summary
  6. Budget vs. Actual Performance

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8. Weekly

  1. Weekly Collection (Sat)
  2. Cases/Matters Fixed Next Week On Every Friday
  3. Weekly Work Priority
  4. Work pending (Red Flag List)
  5. BD Done
  6. L&D plan

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9. Other Systems

  1. Monthly Budget and Actual comparison before releasing salary
  2. PI management for entire firm- A PI must not be pending for more than 10 days. We have to make this a habit.
  3. Every person to have record of billable hours. We may not realize but all corporates do this. Some mechanism to ensure the productivity efficiency and result of team. We need to know some times how much time has been given on which case.
  4. Proper Data storage
  5. work assignment and timely completion this needs to be highly managed. Time must be decided for each type of task delivery.

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10. Work

Related Systems:

  1. Managing Old Work
  2. Data Management Systems
  3. IT Management
  4. File Management
  5. Sensitive Data Management
  6. Risk Issues (if any)
  7. MIS Formats
  8. Collection
  9. Litigation
  10. Advisory
  11. Including Updates, Client Visits, BD, Seminars and Lectures, periodicals

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Area

Division of Work

Remarks

1. Partners Associates & Articles:

  1. Decide 12 books a year and read one book each month. Discuss on last day of each month.
  2. Command two technical subjects- Read, Prepare, Preach
  3. Daily 1 News Paper
  4. Select Two Magazines to be read every month
  5. Read Judgments related to subject to improve vocabulary and writing skills
  6. Attend atleast one seminar a month
  7. Listen to 3 YouTube videos on Self Growth/ Motivation
  8. Learn Canva/ AI/ ChatGpt etc.
  9. Learn Best Practices of Business and Profession
  10. Deliver One Lecture Every Month
  11. Read latest updates related to your subject and update social media

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2. Partners

  1. Develop a proper training mechanism/ schedule for your team based on work.
  2. Do training before assigning task to new joinee. Keep videos ready.
  3. Keep regular update classes
  4. Discuss issues coming in practice every week with your team on Saturday. Record the meeting and share with MP.
  5. Write an article on your subject each month

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Learning & Development

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f. Assign topics of research to team every month

g. Try to learn skills related to development of business and technical aspects of work.

h. Identify deficiencies in each team member and work on same.

i. Identify certain videos on YouTube to be shown to your team.

j. Talk to client about business

k. Train articles in such way that they are useful for work in present and future

l. Keep knowledge sessions with fellow professionals once a month

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4. Firm Level

  1. An interaction with Legends on Principles of Life
  2. This shall include interaction with following: IAS Officers
  3. IRS Officers IPS Officers IFS Officers
  4. Judges (Retd. And Sitting) Industrialists
  5. Startup Owners Politicians Professionals Literates Sportsmen
  6. The interactions to be held every week

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Agenda

�Forensic Accounting

Environmental Accounting

Digital Forensics

Cyber Security

Data Analytics

Artificial Intelligence and Automation

Sustainability Reporting

Crypto Currency and Blockchain

Agenda

New Areas for Professionals

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Agenda

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Valuation Services

Risk Management

International Taxation

Financial Planning and Wealth Management

Business Advisory Services

ESG Consulting

Dispute Resolution

Agenda

New Areas for Professionals

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The 5P Formula for Professional Prosperity

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Peruse

Identify a subject and read it sincerely, along with allied laws, so much that you gradually gain proficiency in same. Identify something unique.

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Prepare

Make Proper Notes, Presentations, Charts, Codes, Snapshots, Proposals etc. to gain further command on subject

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Preach

The more you share the more you learn!! Take sessions/seminars on subject, write articles, news, short synopsis, posts etc. to make people know your knowledge on the subject. Select B2B or B2C audience based on the subject

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Practice

As u start sharing your knowledge work would come to you more often. Where one part of effort in on good reading and preaching the most important part is effective delivery of work specially considering quality and timelines. U must strive to excel in quality and timely delivery of whatever you do. Remember to develop a good team)

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Persistence

This is the most difficult part. Continuous reading, preparation, preaching and practice is required for the 6th P.

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To become a leader all these tasks are to be done on regular basis. You cannot read one day and practice for a year, u cannot preach one day and sit for work to come throughout the life. Every P needs to be done regularly. This P actually converts a common professional to a Prominent Professional)

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Prosperity

Prosperity is the 6th P which will automatically come to you with the

5P Formula!!

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Presented by:

CA Himanshu Goyal

9829555874

himanshu@rngca.com