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What we do

Seven disciplines, run as one connected practice.

From day-to-day books to board-level advisory, every engagement is led personally and built on the same standard: accurate, documented, and ready when a decision or a deadline arrives.

01 — Accounting & Assurance

Books you can trust, assurance you can stand behind.

Clean, reconciled records and independent assurance — from routine book-keeping to statutory and internal audit, and the financial analysis that turns records into insight.

  • Accounts kept current and reconciled, not left to year-end.
  • Audit trails and documentation robust enough to withstand scrutiny.
  • Analysis that explains what the numbers actually mean for the business.
Discuss your accounts

How the engagement runs

  1. Review & clean-up

    We assess the current state of your books and bring any backlog up to date and reconciled.

  2. Set the system

    Chart of accounts, workflows and controls tuned to how your business actually operates.

  3. Maintain & reconcile

    Regular book-keeping with periodic reconciliation, so records stay accurate month to month.

  4. Assure & report

    Statutory or internal audit and a clear read-out of what the numbers tell you.

02 — Taxation

Compliant, planned, and well represented.

GST and income-tax filings, TDS, considered tax planning within the law, and representation before the authorities when it matters.

  • Returns filed accurately and on time, with a running compliance calendar.
  • Lawful, well-documented tax planning aligned to your position.
  • Considered responses to notices and representation before authorities.
Talk through a tax matter

How the engagement runs

  1. Position review

    Understand your registrations, obligations and any open matters across GST, income tax and TDS.

  2. Plan

    Identify lawful, documented ways to manage liability within the framework of the law.

  3. File & track

    Prepare and file returns to deadline, with reconciliations and a compliance calendar.

  4. Represent

    Handle notices, queries and representation before the authorities where required.

03 — Corporate & Compliance

Set up right, and stay in good standing.

Company and LLP incorporation, ROC and secretarial compliance, and support for Section 8 companies and CSR initiatives.

  • Incorporation handled end to end, with the right structure from day one.
  • ROC and statutory filings tracked so nothing lapses.
  • Support for Section 8 companies, CSR and not-for-profit compliance.
Set up or regularise

How the engagement runs

  1. Structure

    Choose the right entity and structure for your goals, ownership and funding plans.

  2. Incorporate

    Filings, approvals and registrations to get the entity live and compliant.

  3. Calendar

    Map every recurring ROC, secretarial and statutory obligation to a schedule.

  4. Maintain

    Ongoing filings, registers and event-based compliance kept in good order.

04 — Digital Transformation

Bring your finance function into the cloud.

System integration, cloud accounting and documentation, dashboards, AI-enabled tools, and hands-on training so your team can actually use them.

  • A single, current source of truth instead of scattered spreadsheets.
  • Automation of repetitive finance tasks, with the right tools connected.
  • Training and documentation so the system outlives any one person.
Modernise your systems

How the engagement runs

  1. Map

    Document how finance information flows today and where the friction is.

  2. Design

    Select cloud accounting, tools and integrations suited to your size and sector.

  3. Implement

    Migrate data, connect systems and build the dashboards you will rely on.

  4. Enable

    Train the team and leave documentation so adoption sticks.

05 — Business Intelligence

Turn financial data into decisions.

Management MIS and dashboards, compliance trackers, KPI design, profitability review, status reporting and process architecture.

  • The few numbers that matter, on one screen, always current.
  • KPIs and profitability views designed around your decisions.
  • Compliance trackers that flag what is due before it is late.
Design your reporting

How the engagement runs

  1. Define questions

    Agree the decisions the reporting needs to support — not just what is easy to measure.

  2. Build the model

    Design KPIs, profitability views and the data behind them.

  3. Visualise

    Dashboards and MIS that are edited, not exhaustive — clear at a glance.

  4. Review cadence

    A regular rhythm of reporting the board or founder will actually read.

What it looks like

A sample monthly MIS dashboard.

MONTHLY MIS · SAMPLE DASHBOARD ILLUSTRATIVE REVENUE (MTD) ₹18.4L ▲ 6.2% vs last mo. NET CASH POSITION ₹42.1L ▲ 3.1% vs last mo. GST PAYABLE (NET) ₹2.86L ▼ 1.4% vs last mo. RECEIVABLES OUTSTANDING ₹9.7L 18 days avg. REVENUE TREND — LAST 6 MONTHS Jan Feb Mar Apr May Jun COMPLIANCE STATUS GSTR-1 & 3B Filed TDS Returns Filed PF & ESIC Reconciled ROC Filings Up to date Illustrative sample only — every dashboard is built around the client's own numbers and reporting cycle.

Illustrative sample — the layout, KPIs and cadence are built around each client's own numbers.

06 — Financial Advisory

Fund-ready financials and diligence.

Detailed Project Reports, CMA data, estimated and projected financials, MPBF assessment, due diligence and loan proposals.

  • Bankable project reports and CMA data prepared to lender expectations.
  • Projections grounded in realistic, defensible assumptions.
  • Due diligence that surfaces the issues before someone else does.
Prepare for funding

How the engagement runs

  1. Understand the ask

    Clarify the facility, purpose and lender so the work fits the requirement.

  2. Model

    Build projected financials, CMA data and MPBF assessment on sound assumptions.

  3. Document

    Assemble the project report and supporting schedules into a clear, complete file.

  4. Support

    Respond to lender queries and diligence through to sanction.

07 — Virtual CFO Services

The finance function of a much larger company, without the overhead.

A comprehensive, done-for-you reporting pack — financial statements, GST, TDS, payroll and corporate filings — reconciled and delivered on a fixed cycle, with the principal's judgement built into every number.

  • Board- and lender-ready reporting, delivered on a fixed monthly or quarterly cycle.
  • One point of financial oversight — budgeting, cash flow and compliance under one roof.
  • The judgement of a senior finance professional, without a full-time CFO's overhead.
Talk about Virtual CFO support

How the engagement runs

  1. Assess

    Review current systems, statutory registrations and reporting gaps against where the business is headed.

  2. Build the pack

    Set up the trackers, reconciliations and schedules your business actually needs — no more, no less.

  3. Report

    Deliver the agreed financial statements and compliance pack on a fixed, predictable cycle.

  4. Advise

    Sit down together to read the numbers and plan the next quarter.

What's in the reporting pack

Seven categories, reconciled and delivered together.

01
Financial Statements & Audit

Balance sheet, profit & loss account, schedules to financials, fixed asset schedules with depreciation, trial balance, and the audit report with Clause 44 disclosures.

02
Accounting & Reconciliations

Bank and cash book, receipts & payments pivot, date-wise statement of expenditure, loan and FD schedules, debtor & creditor schedules, fixed asset purchase summary, and the voucher book.

03
Income Tax

Form 26AS and AIS/TIS reconciled into a summary statement, plus a running advance tax tracker.

04
GST Compliance Suite

GST tracker and reconciliation, 2A/2B matching, GSTR-1 and GSTR-3B filings with offset summaries, annual returns (GSTR-9/9C), cash & credit ledgers, credit/debit notes and reverse charge tracking.

05
TDS & Professional Tax

TDS on receipts and payments, fully reconciled with bank records, alongside a running professional tax tracker.

06
HR & Payroll Compliance

Salary statements, ESIC returns and tracker, and EPF returns and tracker.

07
Corporate Filings

DPT-3, AOC-4 and MGT-7A with tracking, director KYC, and a running DSC tracker.

The exact pack is tailored to the entity type and reporting cycle agreed with each client.

Common questions

Good to know before we begin.

A few things clients often ask. Have another question? The contact page is the quickest way to reach us.

Send an enquiry through the contact page, or message the office on WhatsApp. We begin with a short conversation to understand your business and the outcome you need, then suggest a clear, practical way forward — with no obligation.

Get in touch

Not sure which service you need? Start with a conversation.

Tell us a little about your business and we'll point you to the right starting place.