We work on both sides of the CSR table - we understand what funders need to see, and how implementing agencies must operate to deliver it. From fund receipt to utilisation certificates to programme audit, we run and strengthen the finance function behind CSR delivery. Our particular strength is the implementing-agency side - the part of CSR most firms don't reach.
How we fit into the CSR fund flow
Corporate (Funder) Implementing Agency Programme Delivery Beneficiaries
| Stage |
What we do |
| At receipt |
Structuring and ring-fencing of CSR funds; project-wise fund tracking |
| At planning |
Activity-wise budgeting against the CSR agreement and approved plan |
| During delivery |
Internal controls, sample checks and independent document verification |
| At reporting |
Fund Utilisation Certificates and programme / fund-utilisation audit |
CSR Finance for Implementing Agencies
Our core strength - the finance engine behind on-ground CSR delivery.
- Fund receipt, ring-fencing and project-wise utilisation tracking
- Activity-wise and head-wise budgeting per the CSR agreement
- Fund Utilisation summary and donor-format reporting
- SOPs and internal controls across multiple project locations
- Independent verification of vendor bills, procurement and beneficiary records
- Statutory compliance for the entity - 12A / 80G, TDS and statutory audit
CSR Assurance for Corporates & Funders
Independent comfort for the company funding the programme.
- Independent verification of implementing-agency expenditure
- Programme and fund-utilisation audits
- Review of utilisation certificates and supporting documentation
- Implementing-partner due diligence - CSR-1 eligibility, inputs for CSR-2 and impact-assessment coordination
CSR Compliance & Advisory
Getting the CSR framework right, on both sides.
- Section 135 and CSR Rules advisory
- Implementing-agency registration (Form CSR-1)
- Unspent-CSR-account handling and Schedule VII guidance
- Administrative-overhead and reporting compliance