Clean books and clear numbers
Bookkeeping, reporting and financial planning for growing businesses — so you always know where you stand, and are ready for tax, audit and the bank.
From daily entries to decision support
Start with bookkeeping, or bring us in as your part-time finance function.
Bookkeeping
Day-to-day accounting in Tally, Zoho Books or the software you already use, reconciled every month.
Reconciliations
Bank, vendor and customer reconciliations so your balances can be trusted.
Monthly MIS
Profit and loss, cash position, receivables and payables in a format you can read in minutes.
Budgets and Cash Flow
Budgets, cash-flow forecasts and variance reviews to plan ahead.
Bank Loan Documentation
CMA data, projections and documents for working capital limits, renewals and term loans.
Audit Readiness
Year-end closing and schedules that make your statutory or tax audit smoother.
Virtual CFO
A part-time finance function: monthly reviews, compliance oversight and decision support.
Process Set-up
Invoicing, expense and approval processes, and reporting automation where it helps.
From first call to filing
Understand your set-up
Your software, transaction volume and the reports you need.
Clean up
We bring the books up to date and close reconciliation gaps.
Monthly routine
Entries, reconciliations and MIS on a fixed monthly schedule.
Review and plan
We walk you through the numbers and flag what needs attention.
Documents you’ll typically need
If your books are behind, we start with a catch-up plan and then move to a monthly routine.
- Access to your accounting software, or last year's books
- Bank statements for all accounts
- Sales and purchase invoices
- Expense bills and payment records
- Loan statements and statutory challans (GST, TDS, PF/ESIC)
- Previous year's financial statements and tax returns
Common questions
Have a question that is not covered here? Call or WhatsApp us on +91 96508 09956.
Which accounting software do you work with?
We work with Tally, Zoho Books and other mainstream software. If you do not have a system yet, we will help you choose one.
What does a Virtual CFO do?
A Virtual CFO gives you senior financial oversight without a full-time hire — monthly reviews of performance and cash, budgeting, compliance oversight and support in discussions with banks and investors.
Can you help with a bank loan or limit renewal?
Yes. We prepare CMA data, projected financials and the supporting documents banks usually ask for.
Let’s get this done
Share your number and the service you need. We will call you back, understand your requirement and send you a checklist.
- A written checklist before we start
- Scope and fees agreed before work begins
- Acknowledgement shared for every filing
Request a callback
Share your number and the service you need — we will call you back.
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