Note: Do not fall for scammers - O2I does not offer freelance work or accept remuneration from third party vendors. Our projects are executed in our facilities across the globe. Contact for O2I vendor selection policy.

Case Study on Financial Research Support Services

There are a lot of small publicly listed companies in US that do SEC filings regularly. There are financial analysis firms that pull that data from EDGAR and provide analysis reports to businesses for a fee
Service provider to NASDAQ - MD
Client's Challenges
Voluminous Data to be processed regularly
O2I's Back Office Services Provided
  • Pull data from EDGAR
  • Go through the financial statements
  • Perform ratio analysis on 28 ratios divided into 5 categories
  • Perform trend analysis for 3-5 years
  • Perform industry analysis for comparative reports
  • Perform bankruptcy analysis (Altman-Z score)
  • Prepare a standardized report for the businesses
Impact on Client's Business
  • Staff and related expenses cut significantly
  • Faster TAT

At Outsource2india, we have been providing accurate and high-quality Finance and Accounting Services for our global customers, enabling them to save on time, effort, infrastructure and revenue. Read more finance and accounting services case studies on Equity Research, Accounts receivable, Bank Loan Production, Billing, Title Search and HR Support.

Please contact us for further information about O2I’s Financial Research Services and Pricing details.

Contact Us


Decide in 24 hours whether outsourcing will work for you.


Our Privacy Policy.

Have specific requirements? Email us at: Info Email

Email Us Info Email
Flatworld Solutions Address


116 Village Blvd, Suite 200,
Princeton, NJ 08540