Financial solutions / Finance & compliance
Accounting, compliance, audit support and strategic financial advisory under one roof — organised around what your business needs to know next.
The practice
Some businesses need clean books. Others need an audit-ready control environment or a monthly decision partner. The scope begins with the real requirement, not a blanket checklist.
Reconcile
Review
Human check
Decision
Illustrative process · no client figures
Transaction records, bank and debtor/creditor reconciliation, payroll processing support and monthly balance sheet and P&L preparation.
What you receive: Reconciled books, financial statements and a receivables/payables view.
Discuss this serviceGST returns including GSTR-1, GSTR-3B and annual returns where applicable; e-invoice and e-way bill support; TDS/TCS computation, payment, quarterly filing and mismatch follow-up; advance tax, income-tax returns and ROC record/filing support.
What you receive: An applicability-led filing calendar, prepared records and scoped compliance support.
Discuss this serviceCompare proprietorship, partnership and private limited structures against your needs. Support may include PAN, MSME, GST or TAN; partnership deed and firm PAN; or name approval, incorporation/MCA, MOA/AOA, DIN and DSC as relevant.
What you receive: A formation checklist and coordinated documentation for the selected structure.
Discuss this servicePrepare records for statutory, tax and financial-statement audits; coordinate required reports with appropriately qualified professionals where the law requires them.
What you receive: Organised records, an issue list and a clear audit handoff.
Discuss this serviceMonthly MIS, budgets, forecasts and variance reviews; cash-flow and working-capital planning; profitability and product or customer margin reviews.
What you receive: A management decision pack and review cadence shaped around your business.
Discuss this serviceRisk-based process review, SOP documentation, control-gap analysis, compliance checks and a management action tracker.
What you receive: Prioritised control findings with owners and follow-through.
Discuss this servicePhysical verification, bin-card versus book reconciliation, slow-moving or obsolete inventory review, valuation support and shortage reporting.
What you receive: A stock reconciliation and exception report for management review.
Discuss this serviceGST notice or scrutiny support, income-tax assessment/appeal coordination, GSTR-2B reconciliation, input tax credit eligibility and reverse-charge checks where relevant.
What you receive: A scoped response and reconciliation plan, with qualified specialists where required.
Discuss this serviceStatutory, tax, audit and notice work depends on applicability, available records and professional requirements. Where legally required, work is coordinated with appropriately qualified specialists; no resolution or tax outcome is guaranteed.
Illustrative / monthly review
For a scoped Virtual CFO engagement, reporting should surface what changed, what needs attention and who owns the next step — not just hand over a spreadsheet.
Illustrative example
Reconciled books
Review area · scope to confirm
Cash-flow outlook
Review area · scope to confirm
Receivables & payables
Review area · scope to confirm
Variance review
Review area · scope to confirm
Management notes & decisions
Action owner for each open issue
Next review date & document requests
How it works
Understand the entity, records and immediate deadlines.
Confirm applicability, specialist requirements and responsibilities.
Agree project or monthly scope, cadence and document access.
Deliver the work with review points and a clear handover.
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