Accounting & Tax Services

Tailored accounting & Tax solutions designed for your business.

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.

Still exploring Services?

Discover specific pricing for your business to grow smarter, faster, and stronger.

Check My Price
Call WhatsApp