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Morris Cohen Glen & Co. Page 0 MORRIS COHEN GLEN & CO. 12/10/2008 Strategy to attract overseas firms Submitted by Sandeep Vadnere, XLRI
Transcript
Page 1: Project report -internship - 2008 - mcg & co

Morris Cohen Glen & Co.

Page 0

MORRIS COHEN GLEN & CO.

12/10/2008 Strategy to attract overseas firms

Submitted by – Sandeep Vadnere, XLRI

Page 2: Project report -internship - 2008 - mcg & co

Morris Cohen Glen & Co.

Page 1

1. SUMMARY ...................................................................................................................................................................... 2

2. MARKET ANALYSIS ........................................................................................................................................................ 2

PORTER’S 5 FORCES .......................................................................................................................................................................................... 3 Analysis: ...................................................................................................................................................................................................... 3 Recommendation: ....................................................................................................................................................................................... 4

3. THE FIRM ........................................................................................................................................................................ 4

7S FRAMEWORK ................................................................................................................................................................................................ 7 The Seven Elements .................................................................................................................................................................................... 7 Strategy ...................................................................................................................................................................................................... 8

Recommendation: .......................................................................................................................................................................................................... 8 Structure ..................................................................................................................................................................................................... 9

Recommendation: .......................................................................................................................................................................................................... 9 Systems ....................................................................................................................................................................................................... 9

Recommendation: .......................................................................................................................................................................................................... 9 Style .......................................................................................................................................................................................................... 10

Recommendation: ....................................................................................................................................................................................................... 10 Staff .......................................................................................................................................................................................................... 10

Recommendation: ....................................................................................................................................................................................................... 10 Skills .......................................................................................................................................................................................................... 10

Recommendation: ....................................................................................................................................................................................................... 11 Shared values ........................................................................................................................................................................................... 11

Recommendation: ....................................................................................................................................................................................................... 11

4. WAYS TO LURE OVERSEAS CUSTOMERS .................................................................................................................... 11

NEWSLETTER..................................................................................................................................................................................................... 11 TRADE SHOWS ................................................................................................................................................................................................. 11 SEARCH ENGINE OPTIMIZATION ....................................................................................................................................................................... 12 REGISTER ON GOVT WEBSITES ........................................................................................................................................................................ 12 HIGHLIGHT ASNAF ASSOCIATION .................................................................................................................................................................. 12 ADVERTISE IN THE REGIONAL NEWSLETTERS ...................................................................................................................................................... 12 TARGET PROSPECTIVE COMPANIES INDIVIDUALLY ............................................................................................................................................. 13

5. WEBSITE RECOMMENDATIONS ................................................................................................................................... 13

HIGHLIGHT ESTABLISHMENT YEAR OF 1925 ..................................................................................................................................................... 13 CASE-STUDIES .................................................................................................................................................................................................. 13 BUSINESS ADVISORY TIPS ................................................................................................................................................................................. 13 MEETING TOOL ................................................................................................................................................................................................ 13 CALCULATION TOOLS ....................................................................................................................................................................................... 13

6. APPENDIXA – REGISTERED INDIAN IT COMPANIES .................................................................................................. 14

7. APPENDIX B – PROSPECTIVE INDIAN IT COMPANIES ............................................................................................... 22

8. APPENDIX C – COMPETITOR LIST ............................................................................................................................... 25

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Morris Cohen Glen & Co.

Page 2

Morris Cohen Glen & Co. 1 . S U M M A R Y

MCG & Co. is a traditional medium sized accounting firm located in the inner eastern suburbs of Melbourne. It is a third tier firm with a staff of 20 and 3 Partners with strong history dating back to the 1920’s and a proud tradition of providing excellence in financial services and accounting.

MCG & Co has a few overseas/multinational firms as its clients. These currently firms account for less than 10% but are an increasing source of revenue for MCG. Also many overseas companies want to do business in Australia. This report targets to increase revenue from such clients and attract more such clients for MCG.

MCG has limited marketing presence and needs to devise ways to lure high expenditure clients. This report aims at identifying ways to target these high expenditure overseas clients for MCG & Co.

2 . M A R K E T A N A L Y S I S

Morris Cohen Glen & Co offers expertise in all areas of accounting, bookkeeping, and financial-based planning. The firm has a solid customer base in a market that has experienced constant but slowing growth in the past years. However there is increasing competition from a variety of sources. The firm is highly dependent on revenues from tax planning and payroll services for businesses and individuals. These areas account for significant amount of revenues. This presents a long-term threat to the firm due to competition and changes in the market.

There are tiers in the Accounting industry. The first tier comprises the big four accounting firms. The second tier that comprises of multinational accounting firms of large size. The third tier comprises the national level accounting firms followed by numerous regional level firms. MCG & Co. is a third tier firm that caters to the national level market, although most of its clients are based in Victoria.

The big four dominate the market of large Australian companies and MNCs. The second tier also particularly targets multinational and large national firms. The third tier generally caters to smaller firms and MCG & Co has been able to garner a few small and mid-size companies in addition to a few large customers.

Page 4: Project report -internship - 2008 - mcg & co

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Page 5: Project report -internship - 2008 - mcg & co

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Page 4

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Page 6: Project report -internship - 2008 - mcg & co

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Page 5

Page 7: Project report -internship - 2008 - mcg & co

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Page 6

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Morris Cohen Glen & Co.

Page 7

7S FRAMEWORK

The 7S model can be used in a wide variety of situations where an alignment perspective is useful, for example to help you:

• Improve the performance of a company • Examine the likely effects of future changes within a company • Align departments and processes during a merger or acquisition • Determine how best to implement a proposed strategy

The Seven Elements The McKinsey 7S model involves seven interdependent factors which are categorized as either "hard" or "soft" elements:

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Morris Cohen Glen & Co.

Page 8

Hard Elements Soft Elements

Strategy

Structure

Systems

Shared Values

Skills

Style

Staff

"Hard" elements are easier to define or identify and management can directly influence them: These are strategy statements; organization charts and reporting lines; and formal processes and IT systems.

"Soft" elements, on the other hand, can be more difficult to describe, and are less tangible and more influenced by culture. However, these soft elements are as important as the hard elements if the organization is going to be successful

Strategy The current strategy of the firm is targeted towards both individuals and businesses and it mainly services mid-size firms. The firm however has a few overseas large customers. These firms typically have an accounting department who understand ‘accounting’ and present less hassles. It would be beneficial to add more large volume less hassle customers given the capability.

Recommendation:

• Lure Overseas Customers - The Firm should target more large overseas customers wanting to register in Australia. They should advertise more about the business advisory services and typically render this service for free against an accounting contract from the client or for a nominal fee. The trust built in the initial phase can go a long way in establishing a long term contract with the prospect.

• Increasing revenue from growing clients – Typically the firm gets a fixed fee/rate from a client throughout the term of the contract. This does not take into account the increasing workload caused by the increase in number of transactions as well as employees of the client. The contract should account for the increasing workload or should be revisited frequently.

• Tie-up with a Management Consultancy – The Firm can also plan to tie-up with a consulting firm to recommend MCG & Cos services to their clients. Thus the consultancy firm can be paid certain amount of commission for its recommended clients.

• Steal from other accounting firms – The firm should target viable prospects in the vicinity and visit them to present the firms services to these prospects personally.

• Client Referral program – The firm does reward firms that bring in a referral client, however it does not have a formal program. It may be a good idea to introduce such a policy in order to rope in more clients.

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• Rapport with clients - They should also host informal parties to the current clients to build an excellent rapport with them, so that they even recommend the firm’s services to other companies.

Structure The structure of the firm is based on the partner’s clients. Typically employees work with a partner for the clients. Although this set-up gives maximum efficiency poses the risk of employee turnover.

Recommendation:

• We recommend shuffling of resources between various clients so that teams learn from other teams and there is a general sharing of best practices.

Systems The processes followed within the organization are very informal taken from its small company culture. The employees work with spreadsheet tools with much efficiency.

Recommendation:

• As the firm grows larger it should formalize certain processes to enable smooth functioning of the firm. • Website - The website of the firm is rather archaic and needs to be enhanced. Please refer section 6

for recommendations on improving the website.

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Style The firm currently has an informal culture where people are not asked many questions. Being a small firm, this kind of management works well.

Recommendation:

• The firm can declare incentives in case employees bring in a few clients, in order to encourage ‘entra-preneurship. ‘

Staff The staff of the firm is highly motivated and enjoys friendly policies and an easier approach towards work. There is also a good diverse mix of cultures within the team and they gel together very well

Recommendation:

• The firm could also use the diversity to its advantage. For e.g. by meeting with a prospective Indian company with its Indian employees.

• The firm could on pushing the importance of explaining the tax documents to the clients. Since most individuals do not comprehend the tax filings, emphasis on explaining the documents will ensure trust amongst the clients and also give them a feeling of importance.

Skills The skills of the firm are the competent employees & knowledgeable partners. The firm however has poor marketing skills.

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Recommendation:

• The firm should try to build a competency in marketing its services by either hiring a marketing consultant or signing up an employee.

Shared values The partners stress upon establishing long standing relationships with their clients by ensuring the firm’s reputation for excellent service is maintained. It also stresses on qualified people who keep abreast with the latest developments.

Recommendation:

• The firm should promote higher qualifications for its employees. • It should keep stressing on building relationship with the clients by ensuring high-quality service.

4 . W A Y S T O L U R E O V E R S E A S C U S T O M E R S

NEWSLETTER The firm does have a monthly and quarterly newsletter for its clients but it does not actually target overseas customers. The firm should include pointers and information about starting a business in Australia on its website.

TRADE SHOWS The firm should attend international trade shows such as CeBIT that bring in many customers to improve networking. Some of such conferences are mentioned below.

Expo/Conference Website Venue

Asia-Pacific Incentives & Meetings Expo http://www.aime.com.au/

17-18 Feb, 2009 Melbourne

CeBIT Conference http://www.cebit.com.au/

12-14 May, 2009 Sydney

The 2009 Melbourne International Venture Capital Conference http://www.mivcc.net/social.php 2nd Feb 2009 Melbourne

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SEARCH ENGINE OPTIMIZATION The firm should optimize the search visibility of its website so that anyone searching for starting a business in Australia would see the website in terms of helping the prospective client in the initial set-up of the business. It can also place the website as a sponsored link on such a search.

REGISTER ON GOVT WEBSITES The firm should register the website on websites that give information about various companies so that anyone searching for an accounting firm in Melbourne should be able to see the website. E.g. websites listed below

http://services.business.vic.gov.au/findanadviser/ http://www.business.gov.au/Business+Entry+Point/How-to+Guides/

HIGHLIGHT ASNAF ASSOCIATION The firm should emphasize on its association with the ASNAF on its newsletters, website, mails, etc.

ADVERTISE IN THE REGIONAL NEWSLETTERS The firm should advertise in local newspapers, newsletters serving the particular target community. For e.g.

Indian Media Organizations in Australia (listed on the Indian Consulate Website) Contact Details

Federation of Indian Association of Victoria

Mr. Shabbir Wahid, President, Federation of Indian Association of Victoria, GPO Box 2554W, Melbourne VIC 3001 Tel: 03-9866 6955(O), Fax: 03-9521 2300

Indian Television

Ms. Sudha Saini Producer/President, Indian Television, 122, Victoria Road, Hawthorn East Victoria 3123 Melbourne Tel: 03 9882 2527, Mobile: 0410 865108

Indo-Times

Mr. Taswinder Singh, Chief Editor, Indo-Times, PO Box 51, Thomas Town VIC 3074, Tel/Fax: 03 9466 4884,

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TARGET PROSPECTIVE COMPANIES INDIVIDUALLY • The firm should target prospective clients by setting up a meeting with them and presenting the

services of the firm to them. In case the client is already registered then in that case the firm can try to rake in a part of the accounting services such as audit services from this client to build initial rapport. It can make use of social networking websites such as ‘linkedin’ to contact such prospects.

• Tie-up with accounting firms overseas - The firm can also tie-up with accounting firms overseas, so that when their clients expand into Australia, these firms recommend Morris Cohen Glen & Co. for accounting services.

• Tie-up with specialized Business Advisory firms – The firm can also tie-up with specialized business advisory firms in Australia so that when they do get a new client in Australia, they would recommend MCG & Co. as accounting partners.

Please find a list of prospective and current Indian IT companies in Australia that the firm can target by portraying its competency in handling such companies in Appendix A.

5 . W E B S I T E R E C O M M E N D A T I O N S

HIGHLIGHT ESTABLISHMENT YEAR OF 1925 It should highlight its establishment year of 1925 as it does signify credibility.

CASE-STUDIES A web-page on relevant case-studies might work well to display capability of the firm. Try to include some on international clients.

BUSINESS ADVISORY TIPS Include tips about certain tips about starting/registering in Australia for overseas clients. Ensure that anyone searching on the internet for ‘starting a business in Australia’ is thrown this webpage.

Display client testimonials from earlier clients about such services that emphasize on the small company culture of giving time for the client to explain things to him.

MEETING TOOL Include a small window on the side bar/below that allows the browser to set-up a free 30 minutes meeting with the firm to discuss about starting business in Australia. Allow a voice-chat functionality on the website to facilitate this meeting or else it could also be done over Skype, Windows meetingplace, etc.

CALCULATION TOOLS A few free tax calculation tools on the website will make it popular.

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6 . A P P E N D I X A – R E G I S T E R E D I N D I A N I T C O M P A N I E S

Please see below a list of registered Indian IT companies in Australia.

Firm Australia Address & Phone/Fax Webpage E-Mail

Large Firms

HCL Australia Services Pty. Ltd.

Level 12, 356 Collins Street Melbourne VIC 3000 Australia Tel.: +61-3-9248-5700 Fax: +61-3-9248-5757 http://www.hcltech.com/

Satyam

Level 40, 360 Elizabeth Street Melbourne, VIC 3000 Tel +613 8660 5600 Fax +613 8660 5678 http://www.satyam.com/

TCS Mr. Rick Marmur Tata Consultancy Services Level 6, 479 St. Kilda Road Melbourne Victoria 3004, Australia http://www.tcs.com/

Polaris

Polaris Software Pty Ltd. Level 22, HWT Tower, 40 City Road SOUTHGATE VIC 3006, AUSTRALIA. Phone: +61-3-9674 0419 Fax: +61-3-9674 0400 http://www.polaris.co.in/

Cognizant Technology Solutions

Suite G17A, The Jewel Business Center 566 St. Kilda Road, Melbourne Victoria, Australia 3004. Ph: +61 3 9526 8470 Fax: +61 3 9526 8410 http://www.cognizant.com/

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Patni Computer Systems

Patni Computer Systems Ltd. Suite 205, Level 2 530 Little Collins Street Melbourne, Vic 3000. Tel +61 3 9909-7981/82/83 Fax +61 3 9909-7788 http://www.patni.com/

E-mail:[email protected]

Genpact

Darling Park, Tower 2, 201, Sussex Street, Sydney 2000, Australia Phone: +61 29 006 1171 Fax: +61 29 006 1010 http://www.genpact.com/

Convergys

Melbourne (sales) Level 7 303 Collins St. Melbourne CBD VIC 3000 Phone: +61 3 96128000 Fax: +61 3 96128000 http://www.convergys.com/

Infosys

Level 5, 818 Bourke Street Docklands VIC. 3008 PO Box 528, Collins Street West Melbourne VIC. 8007, Australia Phone: +61 3 9860 2000 Fax: +61 3 9860 2999 http://www.infosys.com/

Mid-Size Firms

i2

i2 Technologies Pty Ltd. - Sydney Level 9, Avaya House 123 Epping Road North Ryde NSW 2113 AUSTRALIA Telephone: +61 2 8875 7724 Fax: +61 2 8875 7932 http://www.i2.com/

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Tech Mahindra

Tech Mahindra Limited Level 2, Suite 5 64 Talavera Road North Ryde 2113 Australia. Tel: +61-2-9888 4755 Fax: +61-2-9888 4766 http://www.techmahindra.com/

BirlaSoft Suite 3, 450 St. Kilda Road,Melbourne,VIC,3004. Tel: + 03 9868 5800, Fax: + 03 9820 5541. http://www.birlasoft.com/

Keane

Keane Australia Micropayment Consortium Pty Ltd South Yarra Level 2/627 Chapel Street South Yarra, VIC 3141 E-Mail:[email protected] http://www.keaneworldzen.com/

3i Infotech

3i Infotech Asia Pacific Level 14, Lumley House 309 Kent Street Sydney, NSW 2000 Tel: +61 02 8221 8811 Fax:+61 02 9994 8008 http://www.3i-infotech.com/

NIIT Level 40, 140 William Street, Melbourne VIC, Australia 3000 Phone: +61-3 96078264; Fax: +61-3 96078282 http://www.niit-tech.com/

iGate

Level 3, 492 St Kilda Road Melbourne, Vic - 3004 Phone: +61 3 9820 1730 Sydney (ANZ Headquarters) Suite 403, 56 Berry Street, North Sydney, NSW 2060 Phone: +61 2 9460 2175 Fax: +61 2 9460 2174 http://www.igate.com/

Amdocs Level 1, 1104-1108 Toorak Road Camberwell VIC 3124 http://www.amdocs.com/

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Nucleus Software

Nucleus Software (Australia) Pty Ltd. Level 57, MLC Centre, 19-29, Martin Place Sydney - 2000 Australia Tel: + 61-2-9225 7890 Fax: + 61-2-9225 7891 http://www.nucleussoftware.com/

Email: [email protected]

Hexaware

LEVEL 26, # 44, MARKET STREET SYDNEY, NSW 2000 AUSTRALIA Tel: +61 2 9089 8959 Fax : +61 2 9089 8989 http://www.hexaware.com/

Mphasis

MphasiS (Applications / BPO) 30 Hickson Road Millers Point Sydney 2000 Tel: +61 2 89650785 M: +61 431430990 http://www.mphasis.com/

Sudhir Mathur e-mail: [email protected]

Iflex BPO

Sydney Tel +61-2-9925 7025 Fax +61-2-9925 7687 http://www.equinoxco.com/

Zensar Technologies

Level 27 101 Collins St Melbourne Victoria 3000 Phone: +61 3 9653 9135 Fax: +61 3 9279 3955 http://www.zensar.com/

Rolta

Rolta Asia Pacific Pty. Ltd. Level 17, 201 Miller Street, North Sydney, NSW 2060, Australia Tel: +61 (0) 2 9959 2444 http://www.rolta.com/

Small Firms

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Tactics Consulting Pty Ltd., Australia

Level 4 51 Pitt Street SYDNEY NSW 2000 Australia Telephone: 61 (02) 9252 0445 Email: [email protected] http://www.nature-soft.com/

Net Proactive Services

Victoria (Melbourne) 593-595 Blackburn Road, Notting Hill, Victoria 3168 Tel:(03) 9590 1000 Fax:(03) 9590 1111 http://www.bangalorelabs.com/

OnMobile

OnMobile Global Limited Level 34, 100 Miller Street , N Sydney, NSW - 2060 Phone : +61-2-9657-1342 http://www.onmobile.com/

Adrenalin eSystems Limited

Level 9, 31, Market Street, Sydney NSW2000, AUSTRALIA. Tel: 61-2-9267 1955 Fax: 61-2-9267 1966 http://www.myadrenalin.com/

Ceequence

Suite 1, 15 Badham Avenue, Mosman, NSW 2088, Sydney, Australia. http://www.ceequence.com/

Zenith Software Limited

Zenith Software Limited Level 28, 303 Collins Street Melbourne, VIC 3000 Australia Tel: +(61) (0) 3 9678 9133 Fax: +(61) (0) 3 9678 9009 http://www.zenithsoft.com/

Email : [email protected]

Intellicom Contact Centers Phone : 1300 858 710 Ext 3021 Fax : 1300 858 714 http://www.intellicomcenters.com/

Email : [email protected]

JV Info Solutions

JV Info Solutions 305, Flushcombe Road, Prospect NSW-2147 Australia http://www.jvinfosol.com/ [email protected]

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Triveni Infotech

GPO Box 2496 Melbourne Victoria 3001 Australia Phone: (+61) 3 9667 2700 Fax: (+61) 3 9667 2799

Xicom Technologies

Australia 34 Finlay Crescent, Oak Beach, P.O. Box 405 Port Douglas QLD 4877 - Australia http://www.xicom.biz/

Xchanging Technology Services (India) Pvt Ltd

Adelaide Xchanging PO Box 270 Elizabeth SA 5112 +61 (0)8 8480 8028 www.xchanging.com

Valuelabs

ValueLabs Australia Pty Ltd., 33 Brabyn Street/P O Box 198 Eastwood, NSW 2122, Australia Phone: (02) 9804 7107/ 0431 480 318 http://www.valuelabs.com/

Unisys India

St Kilda Road 574 St Kilda Road Melbourne Victoria 3004 Australia Phone: +61 3 9522 3666 Fax: +61 3 9522 3811 http://www.unisys.co.in/

Aptara

Level 1, 299 Elizabeth Street Sydney, NSW 2000 Australia +61.2.8251.0070 http://www.techbooks.com/

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Talisma

Talisma Australia Pty Ltd. Suite 1, Level 5, 141 Queen Street Brisbane QLD 4000 Australia Brisbane +61 (07) 3211 1431 Toll free: 1800 825 476 (within Australia) http://www.talisma.com/

Sundaram Infotech

Mr. Harish Rao Level 1, 486 Albert Street, East Melbourne, Vic 3000, Australia Tel : +61 3 8662 5327 Fax : +61 3 9654 6752 Mobile : +61 418 572592 Email : [email protected] http://www.sundarambizserv.com/

Scope eknowledge center

Mr. Swami Nathan, Level 5, 326 William Street Melbourne, Australia 3000 Office: +61 39 3283844 Fax: +61 39 328563 Mobile: +61 417525856 Email:[email protected] http://www.scopeknowledge.com/

Ontrack Systems(Aust) Pty Ltd

Level 8, 350 Collin Street. Melbourne Vic 3000 Phone: + 61 3 8605 4876 Fax: + 61 3 8601 1180 www.ontrackaus.com

Email: [email protected]

Nous Infosystems

Suite A, 5 Hillcrest Road, Pennant Hills, NSW 2120, Australia Tel: +61 2 9746 9345 http://www.nousinfosystems.com/

Mascon Global Limited 5 Blackburne Square Berwick, Victoria-3806 http://www.mgl.com/ [email protected]

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Intertek

Intertek Australia Victoria 218 Lorimer Street Port Melbourne Melbourne Victoria, 3207 T: +61 3 9646 9299 F: +61 3 9646 0308 http://www.intertek-sc.com/

E: [email protected]

Infovision

InfoVision Infinity Level 7, 257 Collins Street, Melbourne, Victoria 3000 Phone: +61 3 8614 3888 http://www.infovisiongroup.com/

Infotech Enterprises Ltd

Level 8, 350 Collins Street, Melbourne, Victoria - 3000 Australia Tel: +61- 3 8605 4815 Fax: +61- 3 8601 1180 http://www.infotech-enterprises.com/

IIC Technologies Inc.

93 Ashworth Avenue Belrose, NSW 2085 Phone: +61 (0)2 9451 9003 Fax: +61 (0)2 9975 3169 Mobile: +61 (0405) 576 196 http://www.iictechnologies.com/

EValueServe 61 3 9528 2884 http://www.evalueserve.com/

Espire Infolabs Pty. Ltd.

Level 27 (South Tower) Rialto Towers 525 Collins Street, Melbourne, Victoria 3000 +61 (3) 9678-9036 Fax: +61(2) 9004-8881 http://www.espireinfo.com/ [email protected]

ebusinessware Australia 5 Blackburne Square Berwick, Victoria-3806 http://www.ebusinessware.com/

Sitel Australia Sitel Australia Tel. +61. 3.6420.8221 http://www.sitel.com/ [email protected]

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byond Global

P.O. Box 5341 West End Queensland 4101 p +1800190941 http://www.byondglobal.com/ [email protected]

Allsec Technologies Ltd 12, Lemon Road, Balwyn North, Vic 3104 Australia. http://www.allsectech.com/

7 . A P P E N D I X B – P R O S P E C T I V E I N D I A N I T C O M P A N I E S

Please see below a list of Prospective Indian IT companies in Australia.

Firm India Address & Phone/Fax Webpage E-Mail

Firms that visited CeBIT expo in Sydney

Elitecore Technologies

Elitecore Technologies Ltd. 904, Silicon Tower, Behind Pariseema Building, Off C.G.Road, Nr. Lal Bungalow, Ahmedabad 380 006, INDIA. Tel: +91-79-66065606 Fax: +91-79-26407640 http://www.elitecore.com/

Tricom Information and Technology

Tricom Information & Technology Tricom House, Gandhi Estate, Safed Pool, Andheri Kurla. Road, Andheri East, Mumbai – 400 072. Tel:+91 22 66907800 Fax:+91 22 66907810 http://tricominfo.com/

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NuNet Technologies

NuNet Technologies Limited Unit F – Level 1, 12 Amera Place Huntington Centre East Tamaki Auckland 2013, New Zealand (Opp. Gull Service Station on Ti Rakau Drive) http://www.nunet-tech.com/

Pramati Technologies

#301 Whitehouse, Begumpet Hyderabad 500 016 Andhra Pradesh, India T +91 (40) 2341 1672/3 +91 (40) 5550 5623/6623 http://www.pramati.com/

Intellicom Contact Centers

INTELLICOM CONTACT CENTERS A Division Of Jindal Transworld 28, Najafgarh Road New Delhi – 110 015. (India) Phone : +91 11 4209 4400 Fax : +91 11 4209 4465 http://www.intellicomcenters.com/

Email : [email protected]

Studio Smile

136-A, Second Floor, Vishal House, Zamrudpur, Kailash Colony New Delhi, India, Zip Code-110048 Land Mark : Opposite Lady Shri Ram College Phone : 011-29240251, 29240252, 29240253 Fax : 011-29240254 http://www.sitg.in/

E-mail : [email protected]

Data Infosys

Data Infosys Limited Station Road, Durgapura, Jaipur-18 Rajasthan (INDIA) Phone: +91-141-2554970, 71 Fax:+91-141-2554972 http://www.datainfosys.net/ Email: [email protected]

Hurix Systems

Hurix Systems Private Limited 2nd Floor, Sumer Plaza, Marol Maroshi Road, Opp. Hotel Temptation, Marol, Andheri (East), Mumbai - 400 059. Tel: +91- 022-67096888/ Fax: +91-022- 67096899 http://www.hurix.com/

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Pradot Technologies

Pradot Technologies Private Limited Plot No. 110–R Survey No 68 Electronic City Industrial Complex – Phase I Doddathogur Village, Begur Hobli Bangalore 560100 Tel: 91-80-4023 0909 Fax: 91-80-4023 0901 http://www.pradot.com/

netCustomer India

netCustomer India Pvt. Ltd. B-34/2, Sector-59 Noida 201301 India Phone: +91.120.435.8686 Fax: +91.120.435.8670 http://www.netcustomer.com/

24/7 Customer

Embassy Golf Link Business Park, Off Intermediate Ring Road, Bangalore -560071 Tel: 91-80-30582470 / 39890247 http://www.247customer.com/

Kalzoom Technologies

Kalzoom Technologies Pvt. Ltd. 10 Talera Park, Kalyani Nagar, Pune - 411001. http://www.kalzoom.com [email protected]

Cambridge Technology Enterprises

Plot No. 1244 Road No. 36, Jubilee Hills Hyderabad – 500 033 Andhra Pradesh, India Phone: +91-40-4023 4400 Fax: +91-40-4023 4600 http://www.ctepl.com/

Prologic First India (T)+91-124-4259700 (F)+91-124-4259710 http://www.prologicfirst.com/ [email protected]

Concen Tek

1st Floor, Plot No.144Srinagar Colony, Hyderabad, Andhra Pradesh 500 073, India 91 - 40 - 5584 4544

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8 . A P P E N D I X C – C O M P E T I T O R L I S T

Morris Cohen Glen & Co. has a lot of competitors vying in the individual and small & medium size enterprises. These all provide similar services and cater to all kinds of industries. The firm is aware of some of these competitors but not all, and it is also not aware of the strategies of these firms. Please see a list of competitors embedded.

Competitor Website Address Services

Melanie Cassy & Co. http://www.cassy.com.au/

Level 1 197-199 Riversdale Road Hawthorn VIC 3122 Australia

Financial Planning Audit & Assurance Business Advisory Services Business Reconstruction & Insolvency Solutions Corporate Advisory Corporate Secretarial Finance Management Consulting Portfolio Management SuperAnnuation Taxation

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WHK Howath http://www.horwath.com.au/hwAustralia/

Level 32 80 Collins Street Melbourne Vic 3000

Accountancy Audit & Assurance Business Advisory Business Intelligence Corporate Finance Forensic - Expert Evidence Insurance Services International Business Commercial Lending Home Loan Lending Recovery & Reorganisation Risk Management Superannuation Tax Services Wealth Management

Centric Wealth http://www.centricwealth.com.au/

Level 27, 150 Lonsdale Street Melbourne, Victoria 3000

Financial Planning - Private Capital Insurance - Family Office Services Lending Advice - Expatriate Services Corporate Benefits - Accounting Services

Harmon Chartered Accountants http://www.harmon.com.au/

613 Canterbury Road Surrey Hills VIC 3127 Australia

Heffernan Crawford + Partners www.heffernancrawford.com.au/

Street Address: Level 1, 233 High St, Kew VIC 3101 Postal Address: PO Box 606, Kew VIC 3101

Alexander & Spencer http://www.as.com.au/ Level 14, 440 Collins Street, Melbourne. 3000

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Draper Dillon http://www.draperdillon.com.au/

Level 12, 440 Collins St Melbourne Victoria, 3000

Business Counselling Management Accounting Tax Planning and Compliance Obtaining Finance Business, Superannation, Trust & Tax Audits Budgeting Salary Packaging Accounting and Internal Control Reviews Selection and Implementation of Computerised Accounting Systems Corporate Secretarial Services Indirect Taxes & Legal Services

Mutual Trust Pty Ltd http://www.mgg.com.au/

Level 33 360 Collins St Melbourne, Victoria PO Box 12 Collins St West Melbourne Victoria, 8007

Estate & Succession Planning Investment Advisory Treasury Services Funds Management Custody Taxation, Accounting & Superannuation Rural Services Family Office

GLW Analysis Services Pty Ltd http://www.glwanalysis.com.au/

GLW Analysis Services Pty Ltd, Suite 1, Level 3 443 Little Collins St, Melbourne, Vic 3000

company secretarial work; internal control reviews; audits of self managed superannuation funds; performance reporting (currently under construction)

Harper Group Pty Ltd http://www.harper.com.au/

Unit 3, 506 Nepean Highway Frankston Vic Australia 3199

cranage & fuerst http://www.cranage.com.au/

31 Station St Malvern Victoria 3144

Individual Tax Planning Business Advisory Book-keeping superannuation

Coumans http://www.coumansca.com.au/

1A Yarra Street South Yarra Melbourne Vic 3141

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Walch In Practice Pty Ltd http://www.wiponline.com/

Level M, Praemium House 406 Collins St, Melbourne Vic 3000

Taxation Advice and Accounting Audits Business Investigation Business Management Corporate Services Estate Planning Finance Broking Applying for Government Grants Insolvency Superannuation

Alkemade & Associates http://www.alkemade.com.au/

321A Koornang Road Carnegie, 3163 Victoria, Australia

Taxation Accounting Management Accounting Auditing Superannuation Management Family Law Accounting Systems

Johnson Smith & Associates Pty Ltd http://www.johnsonsmith.com.au/

48 Albert Street, Warragul, Victoria, 3820

Business Advisory Tax and Audit Estate Planning, Farm Accounting Superannuation Payroll Services Budgeting Cash Flow forecasting Software Solutions Strategic Planning Risk Management

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Quin & Bourke http://www.quinandbourke.com.au/

Level 6 409 St Kilda Road (Cnr Toorak Road) MELBOURNE VICTORIA 3004

Business Advisory Individual Taxation Superannuation Financial Services - Insurance Loans Estate Planning Financial Strategies

Dabasy Associates http://www.dabasy.com.au/

Taxation Payroll Services Statements

The Aussie Auditor http://www.thelad.net/aussieauditor/

PO Box 55 Niddrie Vic 3042

Superannuation funds Companies Solicitors Real Estate Agents Travel Agents Non-Profit Organizations Churches Social & Sporting Clubs

WHK Armitage Downie https://www.accounting.eknowhow.com/ 112 Main Street Lilydale Vic 3140

Accounting Services Agribusiness Audit & Assurance Business Advisory Corporate Advisory Estate & Succession Planning Financial Planning Lending & Finance Risk Insurance Self Managed Super Funds Taxation Consulting

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Moran Accountants http://www.moranaccountants.com.au/

584 Nicholson Street (PO Box 530) Carlton North, Victoria 3054

Financial and Management Accounting Auditing Taxation Business Advisory Corporate Superannuation GST Succession Planning

Marin Accountants http://www.marinaccountants.com.au/

37 Park Street South Melbourne, Victoria, 3205

Stephen Moskowitz http://smoskowitz.com.au/

4th Floor 24 Albert Road South Melbourne Vic 3205, Australia

Accounting Tax Returns Financial Planning Business Planning Business Structures

Goldpats http://www.goldpats.com.au/

First Floor, 189 McKinnon Road McKinnon VIC 3204

All Taxation Matters Government and Superannuation Compliances requirements Financial Accounting, Book Keeping Services & Administration Processes Management Analysis, & Reports Business Strategies & Advice Staff Development, Industrial Relations Issues & Succession Planning Business & Personal Planning & Risk Management Exit Strategies & Property Management

Nicholls http://www.ncsnicholls.com.au/

Po Box 564 CAMBERWELL VIC 3124

Accounting & Taxation Finance restructuring & Consolidations Risk Management Strategic Business Services Bookkeeping Audit Succession Planning

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Filippo Chartered Accountants http://www.filippo.com.au/

Level 8 50 Queen Street Melbourne VIC 3000

Business Advisory Services Corporate Advisory Corporate Secretarial Forensic Accounting Services Management Consulting Remuneration Services Superannuation Consulting Taxation Consulting

A. Costa & Associates http://www.acosta.com.au/

Building A5 - 1, Level 1 63 - 85 Turner Street PORT MELBOURNE VIC 320

Annual financial statements Cashflow projections Management reporting Bookeeping advice Tax Planning Business Structuring Assistance with sourcing Property & Equipment Finance Individual Taxation & Superannuation

PMCA http://www.pmca.com.au/

Bourke Street Melbourne Victoria 3000

* Benchmarking * Bookkeeping/accounting * Budgeting * Business start-up * Cashflow Forecasting * Financing * Management Consulting * Software Solutions * Strategic planning Individual taxation Insolvency Cashflow Forecasting Estate Planning Individual and Trust Taxation

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fordham group http://www.fordhamgroup.com.au/

35th floor, South Tower, Rialto Towers, 525 Collins Street, Melbourne Victoria 3000

Business Planning & Restructuring Taxation Valuation Portfolio Management Superannuation Wealth Planning Succession Planning


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