Everything your finance function needs, under one roof
Twelve services for Indian and US companies, in four groups. Most clients start with accounting and compliance, then add advisory as they grow.
Accounting & reporting
Clean books and reports you can act on.
Bookkeeping & accounting
Clean, accurate books every month.
- Record keeping and month-end close
- End-to-end accounts payable and receivable
- Monthly and quarterly financial statements
Management information (MIS)
Reports that help you decide, not just comply.
- MIS setup to collect and analyse financial data
- Detailed management reports
- Trend analysis to find opportunities
Audit & assurance
Audit-ready books, without the year-end scramble.
- Management audits for efficiency and accuracy
- Preparation for and management of external audits
- Compliance audits against regulatory standards
Certificates and statutory audits are issued and signed by our associate firm, Kolluri & Associates, Chartered Accountants (FRN 028609S).
Tax, compliance & payroll
Every due date tracked, every return filed on time, in India and the USA.
Tax planning & compliance
Direct and indirect tax, end to end.
- Tax IDs and registrations
- GST and TDS workings and returns
- State and central tax returns
- US compliance filings, including income tax returns
Business formation
Start on the right footing.
- Choosing the right legal structure: company, LLP, LLC or partnership
- Registration with the right authorities
- Compliance setup for regulatory and industry standards
Payroll & automation
Payroll that runs correctly, every month.
- Payroll system setup
- Calculations, disbursements and tax withholding
- PF, ESI, PT and TDS compliance
Certification support
Documents banks, investors and authorities ask for.
- Net worth and turnover certificates
- Income and solvency certificates
- Certificates for overseas remittances
Certificates and statutory audits are issued and signed by our associate firm, Kolluri & Associates, Chartered Accountants (FRN 028609S).
CFO & strategic advisory
The thinking of a CFO, when you need it.
Financial planning & budgeting
A plan your board and investors will trust.
- Financial plans and budgets for early-stage companies
- Financial models: sales capacity, headcount, free cash flow
- Forecasts for strategic planning
Valuations
Know what your business and ESOPs are worth.
- ESOP valuation, administration tools and FAQs
- Business valuation for M&A and investment
Finance hiring
The right finance people, at every level.
- Recruiting accountants, controllers and finance leaders
- Role design and interview support
Technology & people
The right systems, and support for your team.
ERP selection & implementation
The right system, set up the right way.
- ERP selection based on your business
- End-to-end implementation on Zoho or Odoo
- Training sessions for your team
Employee financial wellness
A perk your team will use.
- Personal financial planning and investment guidance
- Income tax return filing for your employees at preferential rates
Not sure what you need?
Start with a free 30-minute finance health check. We’ll tell you what to fix first.