Virtual Consultations
- Discuss budget allocation
- Plan vendor payments
- Review financial goals
- Resolve tax queries
- Guide on payroll setup
- Advise on compliance needs
Transactions Recording
- Record ticket sales
- Log venue deposits
- Track sponsorship funds
- Capture vendor invoices
- Maintain petty cash
- Monitor refunds & chargebacks
Payroll Recording
- Log staff wages
- Track part-time payments
- Record crew overtime
- Manage vendor staff payouts
- Apply tax deductions
- Maintain payroll logs
Receipts Management
- Store vendor receipts
- Upload ticket sale slips
- Organize expense proofs
- Categorize receipts
- Track digital receipts
- Ensure GST-compliant receipts
Accounts Reconciliation
- Match bank entries
- Reconcile payment gateways
- Validate cash flows
- Identify payment gaps
- Fix double entries
- Balance ledgers monthly
Financial Statements
- Prepare monthly P&L
- Create balance sheets
- Draft cash flow reports
- Highlight profit margins
- Compare actual vs budget
- Present summary dashboards
Compliance Ready Books
- Organize GST data
- Prepare audit-ready logs
- Maintain tax registers
- Ensure payroll compliance
- Follow local accounting rules
- Keep year-end reports ready
Arrears Tracking
- Track pending client dues
- Send payment reminders
- Log follow-up notes
- Record part payments
- Update real-time status
- Generate overdue reports
Suppliers Management
- Track vendor contracts
- Record vendor advances
- Monitor vendor payments
- Rate vendor performance
- Maintain contact details
- Flag delayed suppliers
Cash Flow Management
- Plan monthly budgets
- Predict cash shortages
- Monitor daily balances
- Control overspending
- Schedule payouts smartly
- Build emergency reserves
Sales Tax Preparation
- Compile GST data
- Calculate tax amounts
- Prepare return drafts
- Review input credits
- Submit monthly reports
- Handle tax notices
Inventories Management
- Track event props
- Update stock logs
- Record damages
- Plan reorders
- Count stock monthly
- Control shrinkage
Payroll Processing
- Calculate monthly salaries
- Apply tax deductions
- Process bonuses
- Generate salary slips
- Disburse payments
- Maintain payroll reports
Strategic Advisory
- Set long-term budgets
- Advise on expansion
- Optimize event pricing
- Review financial KPIs
- Guide on tax savings
- Plan business scaling
Consolidated Reporting
- Combine event accounts
- Track multiple locations
- View group cash flows
- Compare branch profits
- Analyze entity trends
- Get unified statements
Annual Tax Preparation
- Summarize yearly data
- Prepare tax filings
- Calculate liabilities
- Claim eligible credits
- File returns on time
- Handle tax queries
Virtual Financial Audit
- Review full accounts
- Check transaction accuracy
- Spot policy gaps
- Verify compliance
- Provide risk reports
- Suggest improvements
Advance Custom Reports
- Track event-wise profit
- Analyze expense ratios
- Compare monthly trends
- Get cash burn reports
- Monitor revenue peaks
- Custom KPIs on demand
Dedicated Support
- Direct access to experts
- Fast query resolution
- Personal account manager
- Weekly check-ins
- On-call assistance
- 24x7 ticket support
Virtual Consultations
- Discuss crypto-specific accounting needs
- Plan tax-efficient trading strategies
- Review portfolio performance reports
- Resolve compliance & regulation doubts
- Suggest secure record-keeping practices
- Offer real-time financial guidance
Transactions Recording
- Log crypto buy/sell trades
- Track staking & mining income
- Maintain exchange transaction history
- Classify wallet-to-wallet transfers
- Reconcile fiat-crypto conversions
- Generate transaction summaries
Payroll Recording
- Record crypto-based salary payouts
- Handle tax calculations on payouts
- Maintain employee crypto wallet data
- Track payroll compliance reports
- Support hybrid crypto/fiat payments
- Automate recurring payroll entries
Receipts Management
- Store digital receipts from exchanges
- Organize staking reward receipts
- Link receipts to ledger entries
- Track NFT purchase invoices
- Support multi-currency receipts
- Ensure audit-ready documentation
Accounts Reconciliation
- Match exchange and wallet balances
- Identify missing or duplicate trades
- Reconcile fiat and crypto records
- Adjust unrealized gain/loss entries
- Ensure accurate closing balances
- Provide reconciliation reports
Financial Statements
- Prepare crypto-inclusive balance sheets
- Generate P&L with crypto holdings
- Include unrealized gains/losses
- Provide monthly portfolio valuation
- Show revenue from crypto activities
- Deliver investor-ready reports
Compliance Ready Books
- Maintain tax-compliant ledgers
- Track capital gains accurately
- Document KYC/AML compliance
- Support GST and income tax rules
- Align books to audit standards
- Ensure error-free filings
Arrears Tracking
- Track overdue payments in crypto
- Set alerts for unpaid invoices
- Convert arrears to fiat equivalent
- Link dues with customer wallets
- Generate aging analysis reports
- Support automated reminders
Suppliers Management
- Maintain supplier wallet info
- Track crypto-based payments
- Schedule payment releases
- Handle multi-currency suppliers
- Generate supplier ledger reports
- Record purchase contracts
Cash Flow Management
- Forecast crypto inflows/outflows
- Monitor liquidity across wallets
- Track stablecoin reserves
- Balance fiat vs crypto holdings
- Highlight cash shortages early
- Provide cash flow dashboards
Sales Tax Preparation
- Calculate GST on crypto services
- Handle cross-border crypto sales
- Track taxable NFT sales
- Record tax invoices properly
- Prepare GST return drafts
- Ensure timely tax compliance
Inventories Management
- Track crypto token stock levels
- Manage NFT inventory records
- Assign valuation per unit
- Auto-update on new purchases
- Calculate inventory turnover
- Generate inventory reports
Payroll Processing
- Execute crypto-based salary payments
- Calculate TDS on crypto salaries
- Generate payroll slips
- Handle employee wallet payouts
- Automate recurring payroll
- Ensure compliance with IT laws
Strategic Advisory
- Guide crypto investment strategy
- Advise on risk & diversification
- Provide funding growth plans
- Evaluate token project viability
- Prepare investor presentations
- Offer monthly strategic reviews
Consolidated Reporting
- Merge data from multiple exchanges
- Track global subsidiaries
- Consolidate wallet statements
- Handle multi-currency reporting
- Generate group P&L reports
- Provide ownership breakdowns
Annual Tax Preparation
- Compile yearly crypto transactions
- Calculate capital gains tax
- Handle ITR filings for traders
- Include staking/mining income
- Ensure audit-ready statements
- File returns before deadlines
Virtual Financial Audit
- Review crypto asset records
- Verify exchange statements
- Ensure compliance accuracy
- Spot reporting inconsistencies
- Provide audit-ready reports
- Support external auditor checks
Advance Custom Reports
- Build tailored portfolio reports
- Show real-time crypto values
- Include ROI and IRR metrics
- Segment data by exchange
- Deliver automated weekly reports
- Support export to multiple formats
Dedicated Support
- 24/7 expert response for issues
- Dedicated crypto support team
- Live chat and call support
- Faster turnaround on tickets
- Personal account manager
- Proactive system health checks
Virtual Consultations
- Understand agency's financial structure
- Discuss monthly revenue streams
- Suggest cost optimization methods
- Guide on tax-saving strategies
- Plan payroll budgets effectively
- Offer tailored financial advice
Transactions Recording
- Log daily client payments
- Record ad spend transactions
- Track project-based expenses
- Maintain accurate income logs
- Tag transactions by campaigns
- Ensure clean ledger updates
Payroll Recording
- Track salaries of creative staff
- Log freelancer payments
- Maintain intern payouts
- Record performance bonuses
- Categorize staff roles & costs
- Generate payroll summaries
Receipts Management
- Collect receipts from campaigns
- Upload receipts digitally
- Organize by project or client
- Match receipts with expenses
- Avoid missing proof of spend
- Ensure audit-ready records
Accounts Reconciliation
- Match client payments to invoices
- Fix payment mismatches quickly
- Track unpaid or pending dues
- Verify ad spend payouts
- Balance bank and ledger books
- Ensure financial accuracy
Financial Statements
- Create monthly income reports
- Track agency expense trends
- Summarize project profits
- Show campaign ROI metrics
- Monitor revenue vs expenses
- Support investor reporting
Compliance Ready Books
- Maintain tax-ready records
- Ensure GST compliance
- Keep audit-friendly ledgers
- Organize expense proofs
- Stay ready for inspections
- Avoid legal penalties
Arrears Tracking
- Track unpaid client invoices
- Send payment reminders
- Flag overdue accounts
- Reduce outstanding receivables
- Update client payment history
- Improve cash recovery speed
Suppliers Management
- Track vendor payments
- Record software subscriptions
- Monitor agency tool costs
- Organize supplier contacts
- Plan supplier payouts
- Maintain vendor agreements
Cash Flow Management
- Track incoming retainers
- Forecast outgoing expenses
- Avoid cash shortages
- Plan campaign budgets
- Balance revenue cycles
- Support growth planning
Sales Tax Preparation
- Calculate monthly GST
- Record taxable services
- File returns on time
- Track input credits
- Prepare tax summaries
- Avoid late penalties
Inventories Management
- Track marketing materials
- Log design resources
- Record promotional stock
- Avoid material shortages
- Control storage costs
- Maintain stock reports
Payroll Processing
- Automate salary disbursal
- Deduct taxes & benefits
- Generate pay slips
- Ensure timely payments
- Handle staff increments
- Stay payroll compliant
Strategic Advisory
- Guide financial strategy
- Plan agency scaling goals
- Optimize budget allocation
- Forecast future growth
- Monitor KPIs regularly
- Advise on big investments
Consolidated Reporting
- Combine multiple branch data
- Show unified performance
- Track global client revenue
- Identify underperforming units
- Support strategic planning
- Simplify investor reporting
Annual Tax Preparation
- Compile yearly statements
- Claim eligible deductions
- Prepare agency tax returns
- Ensure timely filing
- Minimize tax liabilities
- Stay audit-compliant
Virtual Financial Audit
- Review financial accuracy
- Detect policy gaps
- Ensure compliance readiness
- Spot risky transactions
- Provide audit summary
- Recommend improvements
Advance Custom Reports
- Create KPI dashboards
- Track campaign ROI
- Show revenue vs spend
- Customize data filters
- Provide real-time metrics
- Support smart decisions
Dedicated Support
- Get instant response
- Dedicated account manager
- Resolve finance issues fast
- Offer personalized help
- Assist during critical deadlines
- Ensure 24x7 availability
Virtual Consultations
- Understand manufacturing workflows
- Identify cost optimization areas
- Guide on tax & accounting setup
- Discuss payroll structure plans
- Plan monthly financial reporting
- Provide compliance roadmap
Transactions Recording
- Track raw material purchases
- Log production expenses
- Record machinery maintenance costs
- Maintain sales invoices
- Log daily petty cash spends
- Ensure GST invoice entries
Payroll Recording
- Track workers’ attendance
- Record overtime payments
- Maintain salary slips
- Update PF/ESI deductions
- Record bonus payouts
- Track contractor payments
Receipts Management
- Organize supplier receipts
- Digitize purchase bills
- Track material inward receipts
- Match receipts with invoices
- Maintain warranty receipts
- Ensure secure cloud backup
Accounts Reconciliation
- Match supplier ledgers
- Reconcile bank accounts
- Check raw material balances
- Match sales vs payments
- Fix duplicate entries
- Verify inter-branch transfers
Financial Statements
- Generate monthly P&L
- Track production costs
- Summarize overheads
- Show sales performance
- Highlight profit margins
- Provide quick snapshots
Compliance Ready Books
- Maintain GST-ready books
- Ensure payroll compliances
- Follow accounting standards
- Track TDS entries
- Keep audit trails ready
- Prepare statutory reports
Arrears Tracking
- Track unpaid invoices
- Follow up on overdue payments
- Set payment reminders
- Record part payments
- Highlight risk accounts
- Improve cash inflow
Suppliers Management
- Maintain supplier database
- Track order histories
- Evaluate vendor performance
- Manage credit terms
- Track advance payments
- Maintain rate contracts
Cash Flow Management
- Forecast monthly inflows
- Track daily expenses
- Plan working capital
- Highlight cash gaps
- Balance fund allocations
- Avoid idle cash
Sales Tax Preparation
- Collect GST sales data
- Match with purchase input
- Calculate monthly liability
- Prepare filing summary
- Avoid input mismatches
- Ensure timely filing
Inventories Management
- Track raw material stock
- Record finished goods
- Monitor wastage levels
- Update stock values
- Plan reordering levels
- Avoid stock-outs
Payroll Processing
- Generate monthly salaries
- Apply PF/ESI deductions
- Process bonuses & OT
- Create payslips
- Handle leave encashment
- Send salary reports
Strategic Advisory
- Plan growth strategies
- Optimize cost structures
- Guide on capital raising
- Set financial goals
- Advise on mergers
- Support board decisions
Consolidated Reporting
- Combine branch accounts
- Track plant-wise results
- View group P&L
- Compare unit performance
- Highlight cost centers
- Simplify board reviews
Annual Tax Preparation
- Prepare tax computation
- Ensure deductions claimed
- Reconcile GST & TDS
- Prepare schedules
- Avoid late penalties
- File returns on time
Virtual Financial Audit
- Review all ledgers
- Check inventory valuation
- Verify compliance entries
- Fix data inconsistencies
- Ensure audit trails
- Provide final report
Advance Custom Reports
- Create unit-wise analysis
- Build cost breakdowns
- Show trend graphs
- Prepare budget reports
- Highlight KPIs
- Track ROI reports
Dedicated Support
- Assign account manager
- Offer 24x7 email support
- Ensure same-day replies
- Provide expert guidance
- Give fast issue resolution
- Offer proactive follow-ups
Virtual Consultations
- Discuss hotel-specific accounting needs
- Understand revenue models and cash flow
- Review existing financial records
- Guide on compliance and taxation norms
- Plan financial reporting schedules
- Suggest process automation tools
Transactions Recording
- Track daily bookings and sales
- Record POS and online payments
- Capture expense entries
- Handle refunds and cancellations
- Maintain vendor payments
- Log petty cash usage
Payroll Recording
- Record staff salaries
- Track attendance and shifts
- Log overtime payments
- Maintain bonuses and tips
- Update payroll deductions
- Handle temporary staff payments
Receipts Management
- Collect guest payment receipts
- Digitize paper receipts
- Categorize receipts by department
- Store receipts for audits
- Verify receipt authenticity
- Match receipts with invoices
Accounts Reconciliation
- Reconcile bank statements
- Match guest payments with bookings
- Verify vendor balances
- Detect payment mismatches
- Resolve ledger discrepancies
- Ensure accurate monthly closing
Financial Statements
- Prepare monthly P&L reports
- Summarize occupancy revenues
- Show expense trends
- Provide balance sheet overview
- Track net profit margins
- Highlight cost-saving areas
Compliance Ready Books
- Ensure GST compliance
- Maintain accurate ledgers
- Track statutory payments
- Prepare audit-ready books
- Record all legal obligations
- Follow hotel industry norms
Arrears Tracking
- Track pending guest payments
- Send payment reminders
- Record partial settlements
- Flag overdue accounts
- Generate aging reports
- Prevent revenue leakage
Suppliers Management
- Maintain vendor directory
- Track supply orders
- Record supplier invoices
- Monitor payment status
- Review vendor performance
- Control procurement costs
Cash Flow Management
- Monitor daily cash inflow
- Track operational expenses
- Forecast cash shortages
- Plan fund allocations
- Avoid overdrawn accounts
- Ensure liquidity balance
Sales Tax Preparation
- Calculate GST for rooms
- Prepare tax returns
- Reconcile tax payments
- Maintain tax records
- Handle tax audits
- Ensure timely filing
Inventories Management
- Track housekeeping stock
- Record kitchen supplies
- Monitor usage levels
- Generate stock alerts
- Prevent overstocking
- Reduce wastage costs
Payroll Processing
- Process staff salaries
- Generate payslips
- Handle gratuity & PF
- Update tax deductions
- Ensure timely salary release
- Comply with labor laws
Strategic Advisory
- Review overall hotel finances
- Advise on cost cutting
- Plan long-term growth
- Support investor reporting
- Set financial KPIs
- Strategize capital usage
Consolidated Reporting
- Combine data from branches
- Show brand-wise performance
- Track inter-branch transfers
- Summarize group results
- Provide consolidated P&L
- Enable holistic decision-making
Annual Tax Preparation
- Compile yearly financials
- Calculate total tax liability
- Ensure legal compliance
- File annual tax returns
- Prepare for tax audits
- Minimize penalties
Virtual Financial Audit
- Conduct remote audits
- Review booking revenue
- Check vendor payments
- Verify asset records
- Detect fraud risks
- Ensure compliance readiness
Advance Custom Reports
- Create revenue trend reports
- Build expense dashboards
- Track seasonal performance
- Show profitability by room type
- Highlight operational KPIs
- Support management decisions
Dedicated Support
- Assign dedicated account manager
- Provide fast query resolution
- Offer 24/7 email support
- Give real-time financial updates
- Ensure proactive issue handling
- Maintain consistent follow-ups
Virtual Consultations
- Understand retail business goals
- Review current accounting setup
- Suggest best retail-specific practices
- Clarify compliance requirements
- Plan financial process structure
- Set timelines for onboarding
Transactions Recording
- Record daily sales invoices
- Track card and cash payments
- Log vendor purchase bills
- Capture discounts & returns
- Maintain sales summaries
- Categorize expenses clearly
Payroll Recording
- Record staff salary details
- Track part-time worker wages
- Add shift-based payments
- Include incentives & bonuses
- Maintain salary expense logs
- Prepare pay summaries
Receipts Management
- Store purchase receipts safely
- Organize expense proofs
- Match receipts with entries
- Scan & digitize paper bills
- Track warranty receipts
- Ensure audit readiness
Accounts Reconciliation
- Match bank & cash balances
- Reconcile POS settlements
- Check credit card statements
- Verify supplier payments
- Identify accounting gaps
- Fix mismatched entries
Financial Statements
- Prepare profit & loss report
- Show monthly sales growth
- Highlight expense trends
- Summarize cash flow
- Provide balance sheet
- Enable decision insights
Compliance Ready Books
- Maintain GST-compliant records
- Follow tax return formats
- Keep audit-ready ledgers
- Track TDS on payments
- Update statutory entries
- Ensure data accuracy
Arrears Tracking
- Track unpaid customer bills
- Send gentle payment reminders
- Flag overdue invoices
- Monitor credit sales
- Provide ageing reports
- Reduce payment delays
Suppliers Management
- Maintain vendor details
- Track purchase orders
- Monitor delivery status
- Record supplier credits
- Review vendor payments
- Build vendor reports
Cash Flow Management
- Track incoming sales cash
- Monitor outgoing payments
- Forecast cash shortages
- Plan seasonal stock cash
- Maintain daily cash logs
- Support growth planning
Sales Tax Preparation
- Calculate monthly GST
- Prepare return data
- Verify tax invoices
- Handle input credits
- Review tax payments
- Ensure timely filing
Inventories Management
- Track stock-in and out
- Monitor low-stock alerts
- Record stock wastage
- Track product batches
- Review fast-moving items
- Control dead stock
Payroll Processing
- Calculate monthly salaries
- Deduct PF & ESI
- Process salary slips
- Manage attendance records
- Track overtime payments
- Disburse timely payouts
Strategic Advisory
- Plan retail financial strategy
- Advise on store expansion
- Optimize cost structures
- Guide profit improvement
- Review financial health
- Offer budgeting support
Consolidated Reporting
- Combine multiple stores’ data
- Prepare group summaries
- Track brand-wise sales
- Analyze branch expenses
- Show overall profit trends
- Support business scaling
Annual Tax Preparation
- Compile yearly statements
- Prepare tax schedules
- Ensure compliance accuracy
- Review deductions & claims
- File annual tax returns
- Handle tax queries
Virtual Financial Audit
- Check accounting accuracy
- Review expense proofs
- Verify stock records
- Spot financial gaps
- Provide audit reports
- Prepare for external audit
Advance Custom Reports
- Design retail-specific reports
- Track top-selling products
- Analyze monthly margins
- Monitor staff cost ratio
- Review seasonal trends
- Aid decision-making
Dedicated Support
- Assign dedicated account manager
- Offer quick query responses
- Provide local time support
- Ensure smooth escalations
- Give monthly performance calls
- Support store growth goals
Virtual Consultations
- Understand your logistics business model
- Assess accounting and tax needs
- Guide on documentation process
- Plan financial structure setup
- Provide compliance readiness advice
- Offer ongoing virtual advisory
Transactions Recording
- Record freight and delivery incomes
- Track fuel and route expenses
- Manage vendor payments
- Update daily operational costs
- Maintain digital transaction logs
- Ensure real-time financial entries
Payroll Recording
- Log driver and staff salaries
- Record overtime and bonuses
- Track shift-wise attendance data
- Sync with delivery schedules
- Automate salary ledgers
- Maintain payroll compliance
Receipts Management
- Collect fuel and toll receipts
- Digitize expense slips
- Categorize receipts by trip
- Link receipts with expense heads
- Ensure tax-compliant documentation
- Track missing or pending receipts
Accounts Reconciliation
- Match freight invoices to payments
- Reconcile fuel card statements
- Cross-check vendor ledgers
- Identify payment delays
- Resolve mismatched balances
- Prepare monthly reconciliations
Financial Statements
- Prepare monthly P&L reports
- Show expense vs delivery revenue
- Include route-wise cost reports
- Track overall profit margins
- Summarize cash flows
- Support audits and compliance
Compliance Ready Books
- Keep GST and TDS ready ledgers
- Maintain accurate tax records
- Update books as per norms
- Ensure real-time entries
- Support instant audits
- Avoid non-compliance penalties
Arrears Tracking
- Track unpaid freight bills
- Send automated reminders
- Highlight overdue clients
- Provide recovery status reports
- Reduce cash flow gaps
- Boost collection efficiency
Suppliers Management
- Maintain vendor directories
- Track supplier invoices
- Record payment terms
- Evaluate supplier costs
- Schedule timely payments
- Build better vendor relations
Cash Flow Management
- Forecast weekly cash needs
- Monitor incoming payments
- Control daily operational spends
- Plan fuel and maintenance budgets
- Alert on low cash reserves
- Optimize fund allocations
Sales Tax Preparation
- Compile tax invoices
- Calculate GST liabilities
- Apply input tax credits
- Prepare monthly returns
- Ensure error-free filings
- Stay updated on tax laws
Inventories Management
- Track spare parts stocks
- Log warehouse materials
- Monitor usage levels
- Avoid overstocking
- Generate inventory reports
- Reduce stock losses
Payroll Processing
- Calculate driver wages
- Deduct taxes and benefits
- Process bank transfers
- Issue payslips online
- Maintain salary logs
- Ensure timely disbursal
Strategic Advisory
- Analyze business performance
- Plan growth strategies
- Guide funding decisions
- Review financial KPIs
- Provide strategic budgeting
- Support board-level reporting
Consolidated Reporting
- Combine multiple branch accounts
- Track group-wide profits
- Compare regional expenses
- Unify operational ledgers
- Deliver combined P&L
- Support expansion planning
Annual Tax Preparation
- Prepare year-end accounts
- Calculate annual taxes
- File company returns
- Ensure audit readiness
- Apply eligible deductions
- Avoid filing penalties
Virtual Financial Audit
- Review financial records
- Check for accounting errors
- Identify cost leakages
- Provide audit reports
- Ensure tax compliance
- Strengthen financial control
Advance Custom Reports
- Design route cost reports
- Show delivery profitability
- Highlight seasonal trends
- Track operational KPIs
- Generate custom dashboards
- Support decision-making
Dedicated Support
- Assign dedicated account managers
- Provide priority query handling
- Offer real-time support access
- Deliver quick turnaround help
- Ensure expert guidance
- Maintain proactive follow-ups
Virtual Consultations
- Personalized financial guidance
- Tax planning advice
- Budget review sessions
- Strategic growth tips
- Onboarding support
- Process walkthroughs
Transactions Recording
- Daily donation tracking
- Expense logging
- Bank statement matching
- Grant fund monitoring
- Internal transaction notes
- Categorized entries
Payroll Recording
- Staff salary entry
- Volunteer stipends
- Tax deductions
- Payment tracking
- Automated reports
- Compliance checks
Receipts Management
- Donation receipts
- Expense invoices
- Digital storage
- Quick retrieval
- Approval workflow
- Organized by category
Accounts Reconciliation
- Bank vs books match
- Error detection
- Grant reconciliation
- Expense verification
- Monthly closing check
- Audit readiness
Financial Statements
- Monthly balance sheet
- Income statement
- Cash flow snapshot
- Donation summary
- Grant fund overview
- Stakeholder report
Compliance Ready Books
- Tax ready records
- Audit documentation
- Regulatory checklists
- Donation tracking
- Expense compliance
- Policy adherence
Arrears Tracking
- Outstanding donations
- Pledge follow-ups
- Payment reminders
- Donation history
- Arrears aging report
- Donor segmentation
Suppliers Management
- Vendor contact info
- Supply tracking
- Purchase order management
- Invoice monitoring
- Payment schedules
- Performance evaluation
Cash Flow Management
- Donation inflow tracking
- Expense outflow control
- Budget variance
- Short-term forecasting
- Reserve fund monitoring
- Liquidity alerts
Sales Tax Preparation
- GST filing
- Tax calculation
- Compliance check
- Form preparation
- Deadlines tracking
- Tax summary reports
Inventories Management
- Stock tracking
- Donation goods inventory
- Supplies usage report
- Low-stock alerts
- Inventory reconciliation
- Warehouse location log
Payroll Processing
- Salary computation
- Bonus allocation
- Tax deductions
- Payment scheduling
- Payslip generation
- Compliance reporting
Strategic Advisory
- Financial strategy planning
- Budget optimization
- Grant utilization advice
- Risk assessment
- Growth roadmap
- Stakeholder insights
Consolidated Reporting
- Multiple fund tracking
- Consolidated financials
- Cross-project reporting
- Grant reconciliation
- Donation comparison
- Custom dashboards
Annual Tax Preparation
- Year-end compliance
- Tax calculation
- Form filing
- Audit support
- Donation tax benefits
- Detailed reports
Virtual Financial Audit
- Book verification
- Internal control review
- Compliance checks
- Expense validation
- Grant usage audit
- Risk alerts
Advance Custom Reports
- Project-based reporting
- Cash flow insights
- Grant utilization reports
- Donor analytics
- Financial KPIs
- Custom dashboards
Dedicated Support
- Direct point of contact
- Faster query response
- 24/7 support availability
- Proactive assistance
- Guided onboarding
- Regular progress check-ins
Virtual Consultations
- Online session setup
- Patient document review
- Query resolution
- Schedule management
- Follow-up reminders
- Secure communication
Transactions Recording
- Patient billing entries
- Insurance claims logging
- Payment tracking
- Daily cash entries
- Refund processing
- Automated ledger updates
Payroll Recording
- Staff attendance logs
- Salary calculations
- Bonus tracking
- Leave adjustments
- Overtime recording
- Payslip generation
Receipts Management
- Invoice collection
- Payment acknowledgment
- Receipt digitization
- Organized filing
- Reconciliation support
- Audit readiness
Accounts Reconciliation
- Bank statement matching
- Expense verification
- Revenue reconciliation
- Error correction
- Ledger balancing
- Monthly summary reports
Financial Statements
- Profit & loss overview
- Balance sheet snapshot
- Cash flow summary
- Expense trends
- Revenue analysis
- Monthly review reports
Compliance Ready Books
- Regulatory adherence
- Audit-friendly records
- Tax filing support
- Standardized entries
- Error-free documentation
- Real-time compliance check
Arrears Tracking
- Pending payment alerts
- Patient dues overview
- Follow-up reminders
- Automated notifications
- Outstanding report
- Collections support
Suppliers Management
- Vendor contact logs
- Purchase order tracking
- Supply invoices recording
- Payment schedules
- Inventory restock alerts
- Supplier performance review
Cash Flow Management
- Daily cash monitoring
- Expense analysis
- Revenue tracking
- Budget alerts
- Liquidity overview
- Future cash forecast
Sales Tax Preparation
- Tax record collection
- Invoice validation
- Tax calculations
- Filing readiness
- Compliance check
- Summary reports
Inventories Management
- Stock level tracking
- Expiry monitoring
- Restock alerts
- Supplier orders
- Usage analysis
- Inventory reports
Payroll Processing
- Salary computation
- Deductions handling
- Payslip delivery
- Tax deduction management
- Bonus calculation
- Payment scheduling
Strategic Advisory
- Financial strategy planning
- Budget guidance
- Growth roadmap
- Investment advice
- Profit optimization
- Expense control tips
Consolidated Reporting
- Combined financial view
- Departmental reports
- Profit center analysis
- Variance tracking
- Custom dashboards
- Stakeholder summary
Annual Tax Preparation
- Year-end tax review
- Deduction optimization
- Filing compliance
- Audit readiness
- Return submission
- Summary statements
Virtual Financial Audit
- Account verification
- Internal control check
- Compliance assessment
- Error detection
- Audit report generation
- Corrective action tips
Advance Custom Reports
- Tailored financial insights
- Trend analysis
- Profit & loss summaries
- Cash flow patterns
- Department performance
- Forecast reports
Dedicated Support
- Direct access to experts
- Quick response time
- Regular updates
- Personalized guidance
- Issue escalation
- Continuous monitoring
Virtual Consultations
- Schedule online meetings
- Discuss financial goals
- Strategy review sessions
- Budget planning guidance
- Query resolution instantly
- Tech-friendly advisory
Transactions Recording
- Record daily sales
- Track vendor payments
- Automate entries
- Error-free bookkeeping
- Digital ledger maintenance
- Real-time updates
Payroll Recording
- Employee salary tracking
- Deductions & benefits
- Monthly payroll reports
- Compliance checks
- Automated calculations
- Salary history archive
Receipts Management
- Capture digital receipts
- Categorize expenses
- Attach to transactions
- Easy retrieval
- Track reimbursements
- Secure storage
Accounts Reconciliation
- Match bank statements
- Identify discrepancies
- Update ledger accurately
- Monthly reconciliation
- Transaction verification
- Error alerts
Financial Statements
- Prepare balance sheets
- Profit & loss statements
- Cash flow reports
- Quarterly updates
- Investor-ready reports
- Automated summaries
Compliance Ready Books
- GST/Tax ready records
- Audit-ready books
- Regulatory checks
- Timely filing alerts
- Accurate documentation
- Risk-free reporting
Arrears Tracking
- Monitor outstanding invoices
- Send reminders
- Track payment patterns
- Flag overdue accounts
- Consolidated reports
- Follow-up scheduling
Suppliers Management
- Maintain supplier database
- Track payments
- Order history management
- Performance tracking
- Contract reminders
- Vendor communication logs
Cash Flow Management
- Track inflows & outflows
- Forecast liquidity
- Plan expenses
- Monitor working capital
- Generate cash reports
- Alert for shortfalls
Sales Tax Preparation
- Calculate monthly taxes
- Prepare GST/VAT reports
- Compliance check
- Filing reminders
- Error-free documentation
- Tax summary reports
Inventories Management
- Track stock levels
- Manage reorder points
- Supplier linkages
- Stock valuation
- Inventory reports
- Audit-ready logs
Payroll Processing
- Salary calculation
- Tax deductions
- Generate payslips
- Automated transfers
- Compliance checks
- Employee records
Strategic Advisory
- Financial strategy planning
- Budget forecasting
- Risk assessment
- Investment insights
- Performance tracking
- Growth recommendations
Consolidated Reporting
- Aggregate financials
- Cross-company insights
- Custom dashboards
- Consolidated statements
- Trend analysis
- Investor-ready summaries
Annual Tax Preparation
- Year-end tax calculation
- Document collection
- Filing assistance
- Audit support
- Tax optimization
- Compliance checks
Virtual Financial Audit
- Internal audit review
- Error detection
- Compliance validation
- Report generation
- Audit recommendations
- Remote verification
Advance Custom Reports
- Tailored financial reports
- KPIs tracking
- Scenario analysis
- Executive summaries
- Trend insights
- Decision support
Dedicated Support
- Direct support channel
- Faster response times
- Dedicated account manager
- Ongoing guidance
- Proactive notifications
- Issue resolution tracking
Virtual Consultations
- Initial business review
- Financial planning tips
- Budgeting guidance
- Tax queries support
- Cash flow advice
- Custom strategy session
Transactions Recording
- Daily entry updates
- Invoice logging
- Expense tracking
- Revenue categorization
- Payment monitoring
- Bank feed reconciliation
Payroll Recording
- Employee salary tracking
- Overtime calculation
- Deductions updates
- Bonus entries
- Payroll schedule reminders
- Tax withholding logs
Receipts Management
- Capture digital receipts
- Categorize expenses
- Attach invoices
- Quick search receipts
- Monthly summaries
- Expense approval tracking
Accounts Reconciliation
- Bank vs book checks
- Payment verification
- Error detection
- Monthly reconciliation reports
- Outstanding items tracking
- Correcting mismatches
Financial Statements
- Balance sheet updates
- Profit & loss reports
- Cash flow statements
- Quarterly summaries
- Custom metrics
- Review & insights
Compliance Ready Books
- Tax-ready ledgers
- Audit-friendly records
- Regulation checks
- Document backups
- Error-free entries
- Monthly review alerts
Arrears Tracking
- Invoice follow-ups
- Payment reminders
- Aging reports
- Collections status
- Dispute tracking
- Credit limit checks
Suppliers Management
- Vendor database
- Purchase tracking
- Payment scheduling
- Contract reminders
- Expense categorization
- Supplier rating
Cash Flow Management
- Daily cash monitoring
- Forecast updates
- Revenue vs expense analysis
- Liquidity alerts
- Investment planning
- Short-term projections
Sales Tax Preparation
- Monthly tax filings
- Input tax tracking
- Output tax calculation
- State compliance checks
- Refund management
- Audit-ready reports
Inventories Management
- Stock tracking
- Low stock alerts
- Batch management
- Cost of goods updates
- Inventory reconciliation
- Warehouse tracking
Payroll Processing
- Salary computation
- Tax deductions
- Pay slips generation
- Employee benefits tracking
- Direct deposits
- Compliance reporting
Strategic Advisory
- Business forecasting
- Investment planning
- Cost optimization
- Financial KPIs
- Growth strategy
- Risk assessment
Consolidated Reporting
- Entity-wise P&L
- Consolidated balance
- Cross-entity cash flow
- Intercompany adjustments
- Regulatory compliance
- Custom dashboards
Annual Tax Preparation
- Year-end filing
- Deductions review
- Refund claims
- Tax compliance check
- Audit-ready documents
- Strategic tax planning
Virtual Financial Audit
- Internal checks
- Transaction verification
- Risk identification
- Error corrections
- Compliance validation
- Audit-ready reporting
Advance Custom Reports
- KPI dashboards
- Revenue analysis
- Expense tracking
- Custom charts
- Forecasting reports
- Investor-ready summaries
Dedicated Support
- Dedicated account manager
- 24/7 query response
- Priority ticketing
- Time-zone aligned support
- Local language assistance
- Monthly review calls
Virtual Consultations
- Schedule online meetings easily
- Discuss business finances virtually
- Real-time advice from experts
- Flexible timing per Indian time zone
- Support in English & local languages
- Quick resolution of queries
Transactions Recording
- Track daily sales & purchases
- Update invoices in system
- Record online payments
- Monitor refunds & adjustments
- Categorize transactions easily
- Ensure accurate bookkeeping
Payroll Recording
- Track freelancer payouts
- Record salary disbursements
- Maintain employee logs
- Handle deductions & bonuses
- Generate payroll summaries
- Support tax compliance
Receipts Management
- Upload & store receipts digitally
- Categorize expenses automatically
- Link receipts to transactions
- Track reimbursable expenses
- Quick search for any receipt
- Reduce paper clutter
Accounts Reconciliation
- Match bank statements with records
- Identify discrepancies fast
- Correct errors immediately
- Monthly reconciliation reports
- Support multi-account tracking
- Ensure accurate cash position
Financial Statements
- Generate P&L reports
- Balance sheet updates
- Monthly summary reports
- Track profitability easily
- Quick export to Excel/PDF
- Simplified review for freelancers
Compliance Ready Books
- Maintain tax-ready records
- Track GST/VAT obligations
- Audit-proof bookkeeping
- Ensure legal compliance
- Organize invoices & receipts
- Reduce penalty risks
Arrears Tracking
- Monitor outstanding invoices
- Send automated reminders
- Track payment history
- Prioritize overdue accounts
- Generate collection reports
- Improve cash inflow
Suppliers Management
- Track supplier invoices
- Maintain payment schedules
- Manage supplier contacts
- Categorize supplier types
- Monitor purchase trends
- Ensure timely payments
Cash Flow Management
- Track income vs expenses
- Forecast monthly cash flow
- Identify cash shortages
- Plan payments strategically
- Monitor liquidity position
- Optimize fund allocation
Sales Tax Preparation
- Prepare GST/VAT reports
- Track taxable transactions
- Ensure compliance deadlines
- Generate tax summaries
- Support audit queries
- Reduce filing errors
Inventories Management
- Track stock levels
- Update inventory records
- Monitor stock movements
- Set reorder alerts
- Categorize inventory items
- Generate stock reports
Payroll Processing
- Calculate salaries accurately
- Handle taxes & deductions
- Process payments on time
- Generate payslips easily
- Track employee benefits
- Ensure compliance reporting
Strategic Advisory
- Business financial planning
- Profitability analysis
- Budget optimization
- Investment guidance
- Financial decision support
- Strategic growth advice
Consolidated Reporting
- Combine multiple accounts
- Generate consolidated reports
- Track entity-wise performance
- Monitor group cash flow
- Compare business units
- Simplify complex reporting
Annual Tax Preparation
- Prepare yearly tax returns
- Ensure compliance with laws
- Maximize tax deductions
- Organize supporting documents
- Avoid penalties & fines
- Simplified filing process
Virtual Financial Audit
- Check accuracy of books
- Verify compliance records
- Highlight discrepancies
- Review internal controls
- Provide audit-ready reports
- Offer improvement suggestions
Advance Custom Reports
- Tailored financial dashboards
- Custom profit & loss reports
- Detailed cash flow analysis
- Project-wise cost reports
- Exportable formats
- Real-time reporting insights
Dedicated Support
- Dedicated account manager
- Quick query resolution
- 24/7 email support
- Priority handling of requests
- Personalized guidance
- Regular progress updates
Virtual Consultations
- Project financial guidance
- Budget planning tips
- Expense management advice
- Cash flow insights
- Tax planning consultation
- Custom reporting guidance
Transactions Recording
- Daily expense logging
- Supplier payments tracking
- Income recording
- Project-wise transactions
- Bank reconciliation prep
- Quick record updates
Payroll Recording
- Worker salary tracking
- Attendance integration
- Overtime calculations
- Contractor payments
- Tax deductions recording
- Payroll summaries
Receipts Management
- Invoice capture
- Payment receipts logging
- Project-wise receipt sorting
- Expense attachment storage
- Digital receipt archive
- Quick search & retrieval
Accounts Reconciliation
- Bank vs ledger check
- Payment verification
- Invoice match review
- Discrepancy alerts
- Monthly reconciliation reports
- Error correction guidance
Financial Statements
- Profit & loss summary
- Balance sheet overview
- Project-wise financials
- Cash flow report
- Monthly statement prep
- Custom insights
Compliance Ready Books
- Tax-ready ledgers
- Audit-friendly records
- Regulatory compliance check
- GST/VAT ready books
- Monthly review alerts
- Error-free entries
Arrears Tracking
- Pending payment alerts
- Client-wise overdue list
- Collection reminders
- Payment history tracking
- Aging report generation
- Follow-up scheduling
Suppliers Management
- Vendor database
- Payment tracking
- Contract monitoring
- Purchase order tracking
- Supplier performance
- Invoice matching
Cash Flow Management
- Daily cash updates
- Project cash flow forecast
- Expense vs income check
- Liquidity alerts
- Short-term planning
- Funding gap analysis
Sales Tax Preparation
- GST/VAT calculations
- Invoice compliance check
- Tax return prep
- Error-free reporting
- Filing reminders
- Documentation support
Inventories Management
- Material tracking
- Stock level alerts
- Project-wise inventory
- Purchase requirement forecast
- Supplier order tracking
- Loss & damage log
Payroll Processing
- Salary calculation
- Tax deductions
- Compliance reports
- Payment scheduling
- Employee payslips
- Record maintenance
Strategic Advisory
- Financial planning
- Investment guidance
- Risk assessment
- Budget optimization
- Growth strategy
- Profitability insights
Consolidated Reporting
- Group financial overview
- Project consolidation
- Entity comparison
- Monthly summary reports
- Compliance reporting
- Custom analytics
Annual Tax Preparation
- Year-end filing
- Tax computation
- Return submission
- Audit support
- Compliance check
- Document preparation
Virtual Financial Audit
- Ledger review
- Transaction verification
- Error detection
- Compliance check
- Audit-ready reports
- Risk assessment
Advance Custom Reports
- Project-wise analytics
- Profit & loss insights
- Cash flow trends
- Tax summary reports
- KPI tracking
- Custom dashboards
Dedicated Support
- Dedicated account manager
- Quick query resolution
- 24/7 assistance
- Regular updates
- Personalized guidance
- Follow-up reminders
Virtual Consultations
- Strategy sessions
- Finance guidance
- Process review
- Tax advice
- Portfolio insights
- Operational tips
Transactions Recording
- Property deals log
- Rent receipts
- Sales tracking
- Payment entries
- Vendor invoices
- Customer receipts
Payroll Recording
- Employee salaries
- Commission tracking
- Bonus logs
- Tax deductions
- Attendance integration
- Salary reports
Receipts Management
- Client payments
- Invoice tracking
- Online receipts
- Cash collections
- Document storage
- Receipt verification
Accounts Reconciliation
- Bank statements
- Vendor accounts
- Client ledgers
- Payment matching
- Discrepancy checks
- Monthly closure
Financial Statements
- Profit & Loss
- Balance Sheet
- Cash flow
- Budget reports
- Performance insights
- Trend analysis
Compliance Ready Books
- Tax-ready records
- Audit-ready books
- Regulation check
- GST compliance
- Document logs
- Reporting templates
Arrears Tracking
- Pending rents
- Late payments
- Client reminders
- Aging reports
- Follow-ups
- Recovery tracking
Suppliers Management
- Vendor database
- Purchase orders
- Invoice tracking
- Payment scheduling
- Contract records
- Supplier performance
Cash Flow Management
- Revenue tracking
- Expense monitoring
- Cash forecasting
- Liquidity analysis
- Fund allocation
- Payment planning
Sales Tax Preparation
- Property tax
- GST filing
- Quarterly reports
- Regulation compliance
- Tax reminders
- Audit readiness
Inventories Management
- Property listings
- Asset tracking
- Equipment logs
- Stock updates
- Valuation reports
- Maintenance schedules
Payroll Processing
- Salary payments
- Commissions
- Bonuses
- Tax deductions
- Payslip generation
- Employee reports
Strategic Advisory
- Growth planning
- Investment advice
- Financial strategy
- Risk analysis
- Budget optimization
- Expansion insights
Consolidated Reporting
- Branch reports
- Subsidiary data
- Group financials
- Trend consolidation
- Management dashboards
- Comparative analysis
Annual Tax Preparation
- Yearly filings
- Compliance check
- Deduction planning
- Audit readiness
- Tax optimization
- Government submission
Virtual Financial Audit
- Internal audit
- Process review
- Compliance check
- Fraud detection
- Reports & insights
- Corrective actions
Advance Custom Reports
- Cash flow analysis
- Investment reports
- Profit insights
- Expense trends
- Portfolio review
- Forecasting reports
Dedicated Support
- Dedicated manager
- Faster responses
- Customized solutions
- Regular updates
- Consultation scheduling
- Proactive alerts
Virtual Consultations
- One-on-one advisory
- Strategic sessions
- Tax guidance calls
- Compliance reviews
- Q&A consultations
- Planning support
Transactions Recording
- Daily entries
- Expense capture
- Revenue tracking
- Bank sync
- Error checks
- Audit trails
Payroll Recording
- Employee pay data
- Salary breakdown
- TDS/Tax tracking
- Leave adjustments
- Pay history logs
- Monthly updates
Receipts Management
- Digital uploads
- Smart categorization
- Cloud storage
- Tax ready docs
- OCR scanning
- Audit support
Accounts Reconciliation
- Bank match
- Credit card check
- Ledger accuracy
- Error spotting
- Month-end close
- Adjustment logs
Monthly Financial Statements
- P&L reports
- Balance sheet
- Cash flow report
- Variance analysis
- Trend insights
- Coach dashboards
Compliance Ready Books
- Tax aligned
- Audit prepared
- Regulation check
- Cross-verification
- Secure records
- Authority ready
Arrears Tracking
- Overdue alerts
- Aging reports
- Collection support
- Follow-up logs
- Client balances
- Payment history
Suppliers Management
- Vendor records
- Bill tracking
- Payment schedules
- Discount management
- Vendor aging
- Reconciliation
Cash Flow Management
- Forecasting
- Inflows tracking
- Outflows check
- Liquidity reports
- Trend analysis
- Decision support
Sales Tax Preparation
- Jurisdiction mapping
- Return filing
- Rate checks
- Record keeping
- Tax reconciliations
- Deadline alerts
Inventories Management
- Stock levels
- Item valuation
- Reorder alerts
- Shrinkage checks
- Batch tracking
- COGS reports
Payroll Processing
- Salary runs
- Tax deductions
- Benefit allocation
- Payslip generation
- Compliance filing
- Monthly reports
Strategic Advisory
- Growth strategy
- KPI tracking
- Board reporting
- Risk advisory
- Budget control
- Financial planning
Consolidated Reporting
- Group accounts
- Entity wise P&L
- Balance sheet merge
- Currency handling
- Segment reporting
- Group dashboards
Annual Tax Preparation
- Year-end books
- Tax adjustments
- Return filing
- Deductions applied
- Compliance checks
- Authority submission
Virtual Financial Audit
- Internal review
- Risk detection
- Audit trails
- Compliance tests
- Report summary
- Management notes
Advance Custom Reports
- Tailored KPIs
- Segment analysis
- Profit metrics
- Cash trends
- Growth ratios
- Decision data
Dedicated Support
- 24/7 response
- Dedicated manager
- Priority tickets
- Fast resolution
- Custom guidance
- Exclusive access
Virtual Consultations
- Expert business guidance
- Monthly strategy calls
- Tailored tax advice
- Cash flow reviews
- E-commerce insights
- Growth planning
Transactions Recording
- Daily sales entry
- Expense tracking
- Payment reconciliation
- Multi-currency support
- Order refunds
- Marketplace sync
Payroll Recording
- Employee salary setup
- Payroll schedule management
- Tax deduction tracking
- Commission calculations
- Overtime management
- Payroll reporting
Receipts Management
- Invoice storage
- Expense receipts
- Digital archiving
- Vendor bills tracking
- Refunds documentation
- Purchase proof organization
Accounts Reconciliation
- Bank account matching
- Credit card reconciliation
- Sales ledger checks
- Supplier account verification
- Payment discrepancies
- Monthly review
Financial Statements
- Profit & Loss
- Balance Sheet
- Cash Flow Summary
- Revenue trends
- Expense breakdown
- Custom reporting
Compliance Ready Books
- Tax-ready ledgers
- Audit-ready records
- Local tax compliance
- VAT/GST ready
- Regulatory adherence
- Standardized books
Arrears Tracking
- Overdue invoices
- Payment reminders
- Receivables aging
- Client statements
- Follow-up alerts
- Collection reports
Suppliers Management
- Vendor database
- Purchase orders
- Payment scheduling
- Supplier invoices
- Performance tracking
- Contract compliance
Cash Flow Management
- Daily cash monitoring
- Forecasting
- Payment prioritization
- Liquidity analysis
- Working capital insights
- Trend reporting
Sales Tax Preparation
- VAT/GST filing
- Sales tax calculations
- State tax reports
- Exemption checks
- Tax filing reminders
- Compliance audit prep
Inventories Management
- Stock level tracking
- Inventory valuation
- SKU management
- Order fulfillment
- Warehouse monitoring
- Stock alerts
Payroll Processing
- Salary disbursement
- Overtime calculation
- Employee records
- Tax deductions
- Payroll compliance
- Monthly reporting
Strategic Advisory
- Budget planning
- Financial forecasting
- Investment advice
- Risk assessment
- Profit optimization
- Growth strategies
Consolidated Reporting
- Parent-child accounts
- Group P&L reports
- Cash consolidation
- Inter-company reconciliation
- Multi-currency reporting
- Entity comparison
Annual Tax Preparation
- Year-end filings
- Income tax prep
- Deduction review
- Compliance check
- IRS/CRA/HMRC ready
- Audit support
Virtual Financial Audit
- Transaction verification
- Ledger review
- Compliance check
- Risk detection
- Audit report
- Recommendations
Advance Custom Reports
- Revenue analysis
- Expense breakdown
- Profit margins
- Cash flow insights
- Trend tracking
- Decision support
Dedicated Support
- Dedicated account manager
- Priority ticketing
- Instant query resolution
- Proactive alerts
- Weekly check-ins
- 24/7 access guidance
Virtual Consultations
- One-on-one expert sessions
- Platform setup guidance
- Financial planning tips
- Monthly business check-ins
- Sales growth strategies
- Operational efficiency advice
Transactions Recording
- Daily sales entry
- Expense tracking
- Refund management
- Payment gateway reconciliation
- Multi-currency support
- Accurate record keeping
Payroll Recording
- Employee salary logging
- Commission tracking
- Bonus recording
- Pay frequency setup
- Automatic calculations
- Year-end summaries
Receipts Management
- Digital invoice storage
- Supplier receipts logging
- Purchase record tracking
- Quick search feature
- Expense categorization
- Audit ready storage
Accounts Reconciliation
- Bank account matching
- Payment vs order check
- Refund reconciliation
- Credit card reconciliation
- Monthly account review
- Error detection alerts
Financial Statements
- Profit & Loss overview
- Balance Sheet summaries
- Cash Flow snapshots
- Monthly sales report
- Expense breakdown
- Revenue trends
Compliance Ready Books
- Tax compliant records
- Audit ready ledgers
- Regulatory alignment
- Invoice standardization
- GST/VAT tracking
- Legal documentation ready
Arrears Tracking
- Overdue order alerts
- Payment reminders
- Customer balance overview
- Historical tracking
- Invoice follow-ups
- Late payment reports
Suppliers Management
- Vendor contact info
- Purchase order logging
- Payment schedules
- Invoice reconciliation
- Order history tracking
- Supplier performance notes
Cash Flow Management
- Cash inflow monitoring
- Outflow tracking
- Forecasting trends
- Daily cash reports
- Liquidity alerts
- Profitability insights
Sales Tax Preparation
- VAT/GST computation
- State tax compliance
- Tax filing reminders
- Multi-jurisdiction support
- Quarterly report generation
- Audit ready tax files
Inventories Management
- Stock level tracking
- Order fulfillment check
- Warehouse reports
- Reorder alerts
- SKU categorization
- Inventory cost reports
Payroll Processing
- Salary calculations
- Automatic deductions
- Payroll distribution
- Employee pay slips
- Monthly summaries
- Compliance filing
Strategic Advisory
- Business growth planning
- Financial KPI tracking
- Investment advice
- Budget optimization
- Strategic decision support
- Quarterly review meetings
Consolidated Reporting
- Parent-subsidiary consolidation
- Multi-store financials
- Centralized dashboards
- Currency conversion reports
- Segment-wise P&L
- Investor-ready statements
Annual Tax Preparation
- End-of-year filing
- Tax optimization tips
- Form preparation
- Deduction maximization
- Audit support
- Compliance verification
Virtual Financial Audit
- Transaction review
- Error & discrepancy check
- Internal control assessment
- Compliance review
- Audit reporting
- Recommendations for improvement
Advance Custom Reports
- Sales trend analysis
- Profitability by SKU
- Expense category insights
- Cash flow forecasting
- Inventory valuation
- Custom dashboards
Dedicated Support
- 24/7 support access
- Dedicated account manager
- Instant query resolution
- Regular performance check-ins
- Proactive issue alerts
- Personalized guidance
Virtual Consultations
- One-on-one guidance
- Account setup review
- Financial strategy tips
- Compliance check-ins
- Platform optimization advice
- Q&A sessions
Transactions Recording
- Daily sales logging
- Refund tracking
- Fee & commission recording
- Expense categorization
- Multi-currency handling
- Payment reconciliations
Payroll Recording
- Employee hours tracking
- Salary entry logging
- Bonus & incentives tracking
- Compliance checks
- Payroll audit support
- Monthly summary reports
Receipts Management
- Digital receipt capture
- Invoice organization
- Expense validation
- Purchase categorization
- GST/VAT ready storage
- Quick search access
Accounts Reconciliation
- Bank statement matching
- Marketplace payment checks
- Fee reconciliation
- Refund & chargeback review
- Account discrepancy alerts
- Monthly reconciliation summary
Financial Statements
- Profit & Loss snapshot
- Balance sheet summary
- Cash flow overview
- Sales performance report
- Expense analysis
- Monthly statement delivery
Compliance Ready Books
- Tax-ready ledger
- Audit trail maintained
- Regulatory updates applied
- Digital record backup
- VAT/GST ready
- Transaction validation
Arrears Tracking
- Overdue invoice alerts
- Payment reminders setup
- Customer aging reports
- Dispute tracking
- Collections insights
- Summary dashboards
Suppliers Management
- Vendor contact records
- Purchase order tracking
- Payment schedules
- Invoice approvals
- Supplier performance reports
- Discount & rebate tracking
Cash Flow Management
- Daily cash monitoring
- Forecast inflows/outflows
- Liquidity alerts
- Expense trend analysis
- Cash buffer planning
- Monthly cash summary
Sales Tax Preparation
- Tax rate tracking
- Automated calculation
- Filing ready reports
- Multi-state compliance
- Tax return prep
- Audit-ready records
Inventories Management
- Stock level tracking
- SKU-wise reporting
- Restock alerts
- Supplier coordination
- Inventory valuation
- Sales vs stock analysis
Payroll Processing
- Salary calculation
- Tax deductions applied
- Employee payment execution
- Bonus & incentive processing
- Payroll summaries
- Compliance reporting
Strategic Advisory
- Financial strategy planning
- Budget guidance
- Profit optimization
- Investment insights
- Growth roadmap
- Executive reporting
Consolidated Reporting
- Parent & subsidiary books
- Consolidated P&L
- Intercompany reconciliation
- Segment reporting
- Custom dashboards
- Management insights
Annual Tax Preparation
- End-of-year review
- Tax filing prep
- Deductions & credits
- Multi-state compliance
- Audit-ready docs
- Tax optimization
Virtual Financial Audit
- Transaction review
- Compliance checks
- Gap identification
- Internal control advice
- Audit report prep
- Management feedback
Advance Custom Reports
- Custom dashboards
- Key KPI reporting
- Trend analysis
- Multi-period comparison
- Segment-wise insights
- Decision support
Dedicated Support
- Direct support access
- Faster response times
- Dedicated account manager
- Regular check-ins
- Proactive alerts
- Issue resolution guidance
Virtual Consultations
- Expert business advice
- Menu profitability check
- Operational guidance
- Staffing insights
- Cost reduction tips
- Financial strategy hints
Transactions Recording
- Daily sales logging
- Expense tracking
- Vendor payments record
- POS reconciliation
- Cash inflow/outflow
- Credit card settlements
Payroll Recording
- Staff salary tracking
- Shift-based wages
- Tip management
- Overtime calculations
- Payroll compliance hints
- Deduction logging
Receipts Management
- Organize daily bills
- Vendor receipt tracking
- Digital storage
- Quick retrieval
- Expense verification
- Audit ready hints
Accounts Reconciliation
- Bank statement matching
- POS vs bank review
- Credit card reconciliation
- Vendor payment check
- Cash balance validation
- Error detection hints
Financial Statements
- Monthly P&L snapshot
- Balance summary hints
- Cash flow overview
- Revenue vs cost review
- Profitability check
- Basic KPI hints
Compliance Ready Books
- GST/VAT ready
- Income tax hints
- Regulatory alignment
- Audit proof logging
- Vendor compliance hints
- Digital record hints
Arrears Tracking
- Pending invoice log
- Customer reminders
- Receivable analysis
- Credit limit hints
- Late payment alerts
- Collection strategy hints
Suppliers Management
- Vendor list tracking
- Payment scheduling
- Purchase order hints
- Delivery follow-up
- Cost control hints
- Vendor compliance hints
Cash Flow Management
- Daily inflow/outflow
- Forecast hints
- Peak season planning
- Expense prioritization
- Liquidity alerts
- Bank balance tracking
Sales Tax Preparation
- GST/VAT calculation hints
- Tax filing checklist
- POS tax tracking
- Exemption monitoring
- Quarterly prep hints
- Regulatory compliance hints
Inventories Management
- Stock level tracking
- Purchase vs usage hints
- Expiry monitoring
- Waste control hints
- Inventory valuation hints
- Order alerts
Payroll Processing
- Automated salary calculation
- Tax deduction hints
- Shift-based payroll
- Employee payslip hints
- Overtime calculations
- Payroll compliance hints
Strategic Advisory
- Profit strategy hints
- Expansion planning
- Investment guidance
- Cost optimization hints
- Financial KPI hints
- Growth roadmaps
Consolidated Reporting
- Branch-wise P&L hints
- Centralized cash flow
- Entity consolidation hints
- Cross-location reporting
- Financial summary hints
- Investor-ready reports
Annual Tax Preparation
- End-of-year prep hints
- Tax filing guidance
- Deductions checklist
- Compliance alerts
- Audit-ready hints
- Regulatory alignment
Virtual Financial Audit
- Transaction review hints
- Control checks
- Discrepancy alerts
- Process optimization hints
- Compliance review
- Audit report hints
Advance Custom Reports
- Management dashboards
- Custom KPIs hints
- Revenue trend analysis
- Expense analytics hints
- Profitability insights
- Decision support hints
Dedicated Support
- Dedicated account manager
- Quick response hints
- 24/7 support hints
- Proactive alerts
- Service escalation hints
- Priority resolution hints
Virtual Consultations
- Live strategy calls
- Financial guidance
- Custom solutions advice
- Monthly review sessions
- Tax planning insights
- Business growth tips
Transactions Recording
- Daily sales entry
- Expense logging
- POS integration
- Bank transactions match
- Supplier payments tracking
- Audit-ready ledger
Payroll Recording
- Employee salary tracking
- Leave & attendance logs
- Payroll journal entry
- Tax deductions recording
- Overtime & bonus tracking
- Payslip management
Receipts Management
- Digital receipt storage
- Supplier invoices upload
- Expense categorization
- GST/VAT ready receipts
- Audit-friendly files
- Searchable records
Accounts Reconciliation
- Bank statement matching
- Credit card reconciliation
- Supplier balance check
- Daily/weekly review
- Discrepancy alerts
- Monthly closing prep
Financial Statements
- P&L summaries
- Balance sheet prep
- Cash flow overview
- Monthly reports
- KPI highlights
- Management dashboards
Compliance Ready Books
- Tax-ready ledgers
- Regulatory compliance
- Audit-friendly records
- GST/VAT/PAYE updates
- Digital archive
- Standardized entries
Arrears Tracking
- Pending invoice alerts
- Aging reports
- Payment reminders
- Customer segmentation
- Credit limit monitoring
- Automated follow-ups
Suppliers Management
- Supplier database
- Order tracking
- Invoice reconciliation
- Payment scheduling
- Performance reports
- Contract expiry alerts
Cash Flow Management
- Daily cash tracking
- Forecasting trends
- Liquidity analysis
- Expense prioritization
- Funding recommendations
- Bank balance overview
Sales Tax Preparation
- VAT/GST recording
- Quarterly filings
- Tax calculation
- Compliance checks
- Audit support
- Multi-state reporting
Inventories Management
- Stock tracking
- Low stock alerts
- Purchase planning
- Batch & expiry tracking
- Inventory valuation
- Waste/loss monitoring
Payroll Processing
- Salary calculations
- Tax deductions
- Payslip distribution
- Overtime & bonuses
- Direct deposit setup
- Compliance reporting
Strategic Advisory
- Growth strategy
- Financial forecasting
- Profit improvement
- KPI analysis
- Investment guidance
- Board reporting
Consolidated Reporting
- Subsidiary consolidation
- Inter-company reconciliation
- Group financials
- Comparative analysis
- Investor-ready reports
- Compliance consolidation
Annual Tax Preparation
- Year-end filing
- Tax deductions optimization
- Multi-jurisdiction reporting
- Audit-ready statements
- Tax planning insights
- Deadline reminders
Virtual Financial Audit
- Transaction review
- Internal controls check
- Compliance verification
- Fraud detection alerts
- Report recommendations
- Digital audit trail
Advance Custom Reports
- KPIs dashboards
- Profitability analysis
- Cash flow forecasting
- Expense trend reports
- Custom management reports
- Performance insights
Dedicated Support
- Direct account manager
- 24/7 support
- Priority queries
- Proactive alerts
- Dedicated advisory
- Customized assistance
Virtual Consultations
- One-on-one advisory
- Case-specific guidance
- Financial planning tips
- Regulatory updates
- Tax strategy advice
- Risk management insights
Transactions Recording
- Client billing logs
- Expense tracking
- Invoice management
- Payment entries
- Bank transaction logs
- Case-related expenses
Payroll Recording
- Attorney salaries
- Staff payroll
- Bonus calculations
- Overtime tracking
- Deductions logging
- Pay period records
Receipts Management
- Client payments
- Vendor invoices
- Court fee receipts
- Expense receipts
- Digital storage
- Audit ready docs
Accounts Reconciliation
- Bank vs ledger
- Client trust funds
- Expense verification
- Payment matching
- Discrepancy alerts
- Trial balance checks
Financial Statements
- P&L overview
- Balance sheet
- Cash flow summaries
- Monthly insights
- Client fund statements
- Revenue trends
Compliance Ready Books
- Tax ready ledgers
- Audit-ready records
- Regulatory compliance
- Trust fund tracking
- Client reporting
- Financial accuracy
Arrears Tracking
- Outstanding client bills
- Payment reminders
- Aging reports
- Collection alerts
- Dispute tracking
- Recovery planning
Suppliers Management
- Vendor records
- Contract tracking
- Payment scheduling
- Expense approvals
- Order history
- Compliance docs
Cash Flow Management
- Daily cash position
- Expense forecasts
- Revenue projections
- Liquidity alerts
- Payment planning
- Financial dashboards
Sales Tax Preparation
- Jurisdiction check
- Tax calculation
- Filing prep
- Exemption tracking
- Return review
- Compliance alerts
Inventories Management
- Asset tracking
- Office supplies logs
- Inventory alerts
- Reorder notifications
- Valuation checks
- Audit-ready records
Payroll Processing
- Salary disbursement
- TDS calculations
- Overtime processing
- Leave adjustments
- Payslip generation
- Compliance filing
Strategic Advisory
- Financial strategy
- Budget planning
- Growth advisory
- Investment insights
- Risk analysis
- Profit optimization
Consolidated Reporting
- Branch reports
- Consolidated P&L
- Cash flow consolidation
- Intercompany adjustments
- Management dashboards
- Performance metrics
Annual Tax Preparation
- Tax filing prep
- Deductions review
- Compliance check
- Audit-ready docs
- Return filing
- Strategy recommendations
Virtual Financial Audit
- Internal checks
- Ledger verification
- Discrepancy detection
- Risk assessment
- Compliance validation
- Audit report prep
Advance Custom Reports
- Client profitability
- Case cost analysis
- Cash flow reports
- Revenue dashboards
- Expense summaries
- Trend analytics
Dedicated Support
- Dedicated account manager
- 24/7 support
- Quick query resolution
- Customized assistance
- Regular check-ins
- Proactive alerts
Let's get started in 4 Weeks
30 Minute
Meeting
1st Week
DOCUMENTATION
Business · Contract · Assessment
2nd Week
PRE-ONBOARDING
Access Securing · Cleanup · Catchup
3rd & 4th Week
FINAL-ONBOARDING
Schedules setup · Transition · Production
Ongoing
Production
When we partner with you as your Finance Manager, we follow The YOG Finance Management Process — a proven approach to manage finances and drive your business growth.
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