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Accounting & Bookkeeping

Outsource your bookkeeping to us and get accurate financial statements, bank reconciliation, and MIS reports every month.

Day-to-day bookkeeping Bank reconciliation Balance Sheet & P&L MIS reports & dashboards
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What is Accounting & Bookkeeping?

Bookkeeping is the systematic process of recording, organizing, and maintaining daily financial transactions of a business — including sales, purchases, payments, receipts, and expenses. Accounting goes a step further by summarizing, analyzing, and reporting these financial data through statements like Balance Sheet, Profit & Loss Account, and Cash Flow Statement. Together, they form the backbone of financial management, ensuring compliance with tax laws and enabling informed business decisions.

Key Features

Day-to-Day Bookkeeping

Systematic recording of all financial transactions — sales, purchases, expenses, receipts, payments, and journal entries. We maintain clean, accurate books using Tally, Zoho Books, or QuickBooks as per your preference.

Bank Reconciliation

Monthly matching of your bank statements with books of accounts to identify discrepancies, missing entries, unauthorized transactions, and ensure your financial records perfectly reflect the actual bank position.

Balance Sheet & P&L

Preparation of accurate Balance Sheet (financial position) and Profit & Loss Statement (income & expenses) on monthly, quarterly, or annual basis — formatted as per Schedule III of Companies Act.

MIS Reports & Dashboards

Customized Management Information System reports with visual dashboards — revenue trends, expense analysis, cash flow projections, aging summaries, and KPI tracking for better business visibility.

What We Cover

Sales & Purchase Entry

Recording all sales invoices, purchase bills, credit notes, and debit notes with proper tax breakdown.

Expense Tracking

Categorizing and recording all business expenses — rent, salaries, utilities, travel, and operational costs.

Payment & Receipt

Recording all incoming and outgoing payments with party-wise ledgers and outstanding tracking.

Journal Entries

Posting adjustment entries, accruals, provisions, prepayments, and closing entries at period end.

Payroll Processing

Salary computation, TDS deduction, PF/ESI calculation, payslip generation, and payroll compliance.

TDS Tracking

Tracking TDS deducted and received, generating challans, filing quarterly TDS returns, and Form 16/16A issuance.

Inventory Management

Maintaining stock records, tracking inflow/outflow, valuation methods, and stock reconciliation.

Fixed Asset Register

Recording assets, calculating depreciation (SLM/WDV), maintaining asset register, and tracking disposals.

Advantages

Save 60% on Hiring Costs

Outsourcing bookkeeping eliminates the need for hiring full-time accountants, paying salaries, providing infrastructure, and managing leaves. You get a dedicated team at a fraction of the cost — typically saving 50-70% compared to in-house hiring.

Error-Free Compliance

Our expert team ensures zero errors in books of accounts, timely TDS/GST filing, and complete tax compliance. This prevents penalties, notices, and scrutiny from tax authorities — giving you complete peace of mind.

Real-Time Financial Visibility

Get 24/7 access to your financial data through cloud-based accounting software. View real-time cash position, pending receivables, payables, and profit numbers — anytime, anywhere, on any device.

Better Decision Making

Accurate financial data and MIS reports empower you to make data-driven decisions — identify profitable products, control unnecessary expenses, plan cash flows, and strategize growth with confidence.

Our Process

Requirement Analysis

Understand your business, volume of transactions, preferred software, and reporting requirements.

Software Setup

Set up chart of accounts, tax configurations, ledgers, and customize the accounting software.

Data Collection

You share invoices, bank statements, expense bills — via email, WhatsApp, or Google Drive.

Bookkeeping

Our team records all transactions, categorizes entries, reconciles banks, and maintains clean books.

Reports Delivery

Monthly P&L, Balance Sheet, cash flow, aging reports, and MIS dashboard delivered by 10th.

Ongoing Support

Dedicated accountant assigned with quarterly review calls and unlimited query resolution.

Documents We Need From You

Transaction Documents

  • Sales Invoices Mandatory All sales bills issued during the month
  • Purchase Bills All purchase invoices with GST details
  • Expense Receipts & Bills Rent, salary, travel, utilities, etc.
  • Bank Statements Mandatory All bank accounts — monthly statement

Additional Documents

  • Credit/Debit Notes Returns, discounts, and adjustments
  • Salary & Payroll Data Attendance, salary break-up, PF/ESI details
  • Loan Statements Optional EMI schedule and interest certificate
  • Previous Year Books Optional Opening balance if migrating accountant

Outsource Your Bookkeeping Today

Focus on growing your business — leave the numbers to us. Get accurate books, on time, every month.

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Accounting & Bookkeeping — FAQ

Which accounting software do you use?
We work on Tally Prime, Zoho Books, QuickBooks Online, and Busy Accounting. Most clients prefer Tally for desktop and Zoho/QuickBooks for cloud access. We set up the software and give you login access. The choice depends on your business size, GST requirements, and budget.
How do I share documents with you?
Multiple options — email, WhatsApp, Google Drive, Dropbox, or our client portal. Many clients simply click photos of bills and send via WhatsApp. We also integrate with expense management tools like Zoho Expense, making the process seamless and paperless.
When will I receive my monthly reports?
We deliver complete monthly financials — P&L, Balance Sheet, bank reconciliation, and MIS dashboard — by the 10th of every month for the previous month's data. Rush delivery within 3-5 days is also available on request.
Is my financial data secure with you?
Absolutely. We follow strict data security protocols — encrypted file transfers, secure cloud storage with access controls, NDAs signed by every team member, and restricted access. Only your dedicated accountant and supervisor have access to your data.
Can you handle my GST filing along with bookkeeping?
Yes! Our bookkeeping package includes GST-ready books. We can also file your monthly/quarterly GST returns (GSTR-1, GSTR-3B), annual returns (GSTR-9), and reconcile ITC — all from the same books. This ensures zero mismatch between books and GST filings.

Financial Consulting

Strategic financial advisory to help you make informed business decisions — from budgeting to business valuation.

Business valuation Feasibility studies Investment advisory Restructuring support
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What is Financial Consulting?

Financial Consulting involves providing expert strategic advice on financial planning, analysis, and decision-making to businesses. It goes beyond routine accounting to help with business valuation, financial feasibility studies, investment & funding advisory, fundraising support, business restructuring, and long-term financial strategy. Whether you're starting up, expanding, raising capital, or planning an exit — a financial consultant provides the analytical foundation for every critical business decision.

Key Features

Business Valuation Services

Determine the true worth of your business using proven methodologies — Net Asset Value, Discounted Cash Flow (DCF), Comparable Company Analysis, and Market Approach. Essential for fundraising, M&A, partnership disputes, or strategic planning.

Financial Feasibility Studies

Comprehensive analysis before you invest — project cost estimation, revenue projections, break-even analysis, ROI calculations, IRR/NPV analysis, and risk assessment. Helps you make data-backed go/no-go decisions for new projects or expansions.

Investment & Funding Advisory

End-to-end support for raising capital — preparing pitch decks, financial models, investor-ready business plans, connecting with VCs/angels/PE firms, deal negotiation support, and due diligence assistance for successful fundraising.

Business Restructuring Support

Strategic advisory for restructuring your business — mergers, demergers, joint ventures, business transfer, conversion of entity type, debt restructuring, and turnaround strategy for underperforming business units.

Our Consulting Services

Financial Modeling

Build dynamic Excel/Google Sheets financial models — 3-5 year projections, scenario analysis, sensitivity tables, and valuation models.

Business Plan Preparation

Professional business plans with market analysis, competitive landscape, financial projections, and execution strategy.

Working Capital Management

Optimize cash conversion cycle, manage receivables/payables, plan working capital, and arrange bank facilities.

Project Finance Advisory

Structure project funding — term loan appraisal, subsidy identification, government scheme mapping, and loan documentation.

Budgeting & Forecasting

Annual budget preparation, monthly variance analysis, rolling forecasts, and department-wise budget allocation with tracking.

M&A Due Diligence

Comprehensive financial due diligence for mergers & acquisitions — verifying assets, liabilities, financials, and hidden risks.

Exit Strategy Planning

Plan your business exit — valuation optimization, buyer identification, deal structuring, and succession planning.

Cost Optimization

Identify cost reduction opportunities — analyze expenses, eliminate waste, negotiate vendors, and implement cost control.

Advantages

Expert Strategic Insights

Our CAs and financial analysts bring decades of combined experience across industries. You get strategic insights that go beyond numbers — understanding market dynamics, industry benchmarks, and financial patterns that drive smarter business decisions.

Investor-Ready Documentation

Whether approaching banks, VCs, or government agencies — our financial models, business plans, and pitch decks meet institutional standards. Professionally formatted, data-backed documents that significantly improve your funding success rate.

Risk Identification & Mitigation

Our feasibility studies and financial analysis identify potential risks early — market risks, financial risks, operational risks, and regulatory risks. We provide mitigation strategies so you enter new ventures with eyes wide open and a backup plan ready.

Accelerate Growth Decisions

With clear financial visibility — profitability by product, ROI on investments, cash runway, and growth projections — you can make faster, confident decisions on expansion, hiring, new products, and market entry without second-guessing.

Our Consulting Process

Discovery Meeting

Understand your business, objectives, challenges, and specific consulting requirements in detail.

Data Gathering

Collect financial data, past records, industry information, and all inputs needed for analysis.

Analysis & Modeling

Build financial models, run projections, perform valuations, and prepare feasibility analysis.

Report Preparation

Create comprehensive reports — business plan, valuation report, feasibility study, or advisory note.

Presentation & Review

Present findings, walk through the numbers, answer questions, and refine based on your feedback.

Implementation Support

Assist in executing recommendations — connect with investors, file loan applications, or implement restructuring.

Documents Typically Required

Financial Documents

  • Last 3 Years Financial Statements Mandatory P&L, Balance Sheet, Cash Flow
  • Income Tax Returns (3 years) ITR acknowledgments with computation
  • GST Returns GSTR-1, GSTR-3B, GSTR-9 summaries
  • Bank Statements (12 months) All business bank accounts

Business Documents

  • Incorporation Documents MOA, AOA, COI, Partnership Deed
  • Existing Loan Details Optional Sanction letter, EMI schedule, outstanding
  • Business Plan / Projections Optional If any existing projections or plans
  • Industry / Market Data Optional Market research, competitor analysis

Get Strategic Financial Advice

Make smarter business decisions with data-driven financial consulting from experienced CAs and analysts

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Financial Consulting — FAQ

When should I get my business valued?
Business valuation is recommended in several scenarios — raising equity funding, selling your business, adding/removing partners, mergers & acquisitions, legal disputes, estate planning, or applying for large loans. It's also good practice to get an annual valuation to track how your business value is growing over time.
What is a financial feasibility study and why do I need it?
A feasibility study analyzes whether a proposed project or business idea is financially viable — considering costs, revenues, break-even point, ROI, payback period, and risks. You need it before investing significant capital in a new venture, expansion, product launch, or factory setup. Banks and investors often require it before approving loans or funding.
Can you help me raise funding from investors?
Yes, we provide complete fundraising support — from preparing investor-ready financial models and pitch decks to connecting you with our network of VCs, angel investors, and PE firms. We help with term sheet negotiation, due diligence preparation, and deal structuring. However, we don't guarantee funding — the final decision always lies with the investors.
What is the difference between restructuring and liquidation?
Restructuring is a strategic reorganization of a business to improve efficiency and profitability — it includes mergers, demergers, debt restructuring, and operational changes while keeping the business running. Liquidation is the complete shutdown and sale of all assets to pay off liabilities — it's the last resort when the business is no longer viable. We specialize in restructuring to help businesses recover, not liquidation.
How long does a financial consulting engagement take?
It depends on the complexity. A business valuation or basic feasibility study takes 1-2 weeks. A comprehensive business plan with financial model takes 2-3 weeks. M&A due diligence takes 3-6 weeks. Fundraising support is an ongoing engagement lasting 2-6 months. We provide clear timelines at the start of every engagement.