Documents Required
Individuals
Proprietorship
Partnership Firms
Process Timeline
Understanding Client Requirements
Assess client needs, define service scope, and set expectations.
Setting Up Accounting Systems
Choose accounting software, create chart of accounts, and integrate financial tools.
Data Collection and Organization
Gather and categorize financial documents for accurate record-keeping.
Bookkeeping
Record transactions, reconcile accounts, and manage payables/receivables.
Tax Planning and Compliance
Calculate tax liabilities, prepare and file returns, and advise on tax strategies.
Payroll Management
Manage payroll, calculate salaries and deductions, and generate payslips.
Financial Reporting
Prepare financial statements and management reports with insights.
Budgeting and Forecasting
Create budgets, forecast income and expenses, and plan for growth.
Compliance and Audit Support
Ensure compliance with laws and assist in audits.
Continuous Monitoring and Support
Update records, provide ongoing advisory, and conduct reviews.
Frequently Asked Questions
Find answers to commonly asked questions about our products and services.