What We Do
Our Services
A full range of services from bookkeeping and reporting through to virtual CFO and credit support — engage a single service or a continuing support arrangement.
Accounting & Bookkeeping
Clean books, closed on a calendar you can plan around. We pick up the ledger wherever it stands today — current, behind, or in need of a rebuild.
- Day-to-day transaction processing and coding
- Bank, credit card and merchant reconciliations
- Accounts payable and accounts receivable ledgers
- Month-end and year-end close with checklists
- Multi-entity and multi-currency accounting
- Fixed asset register and depreciation schedules
- Inventory and cost of goods accounting
- Catch-up, clean-up and prior-period rectification
- Ledger schedules and financial statement support
- Chart of accounts design and restructuring
MIS & Management Reporting
The monthly pack that actually gets read — numbers with the commentary that explains what moved and why it matters.
- Monthly MIS and management reporting packs
- Dashboards and KPI reporting
- Budgeting, forecasting and rolling re-forecasts
- Budget-to-actual variance analysis with commentary
- Cash flow statements and short-term cash forecasting
- Product, branch and customer profitability analysis
- Costing, margin and break-even analysis
- Working capital and ageing analysis
Virtual CFO
Senior finance thinking without a senior finance salary — for the questions a bookkeeper cannot answer and a full-time CFO is too early to hire for.
- Periodic financial review with management
- Financial planning and budgeting support
- Cash-flow visibility and runway analysis
- Board, investor and lender reporting packs
- Pricing, unit economics and contribution analysis
- Working capital and funding structure review
- Finance function design and team structuring
- Scenario and sensitivity analysis
Financial Advisory
Structured analysis for the decisions that carry a number — investment, expansion, funding and restructuring.
- Financial modelling and three-statement projections
- Detailed project reports and business plans
- Feasibility studies and viability analysis
- Ratio analysis — DSCR, break-even and return measures
- Funding option comparison and cost-of-funds analysis
- Investor and lender presentations
- Cost optimisation and financial structuring
- Management decision support and analysis
Business Support
The repetitive, deadline-bound work that fills your team’s day and none of their job satisfaction.
- Invoice processing and vendor master management
- Purchase order and three-way matching
- Customer invoicing, statements and collection follow-up
- Payroll input preparation and coordination
- Employee expense and reimbursement processing
- Document indexing, digitisation and records management
- Standard operating procedure documentation
- Process review and management coordination
Credit & Project Support
Lender-ready papers, built the way credit teams actually read them — drawn from years of banking and project finance work.
- CMA data preparation
- Working capital and term loan proposals
- Project finance documentation
- Credit facility structuring, fund-based and non-fund-based
- Import and export limit documentation
- Loan syndication support
- Assistance on sanction terms and conditions
- Sanction condition tracking and documentation
Compliance & Coordination Support
Reviewer-ready files, prepared to the standard your own licensed professional expects to receive.
- Working paper and schedule preparation
- Trial balance to return reconciliation
- Data preparation for statutory filings
- Reconciliation of tax data to books
- Audit support schedules and auditor query responses
- Compliance calendars and filing status tracking
- Coordination with your auditors and tax advisers
- Internal control documentation support
Engagement Models
Four Ways to Work With Us
Every engagement begins with a written scope, an agreed delivery calendar and a named point of contact.
| Model | What it means | Typical basis |
|---|---|---|
| Dedicated Team | One or more full-time professionals working only on your account, on your systems and your working calendar. Best when volumes are steady. | Monthly fee per resource |
| Managed Service | We own a defined scope — for example the full month-end close and reporting pack — and deliver it to an agreed timetable. | Fixed monthly retainer |
| Assignment | A defined piece of work with a start and an end: clean-up, migration, financial model, project report, SOP documentation. | Fixed assignment fee |
| Seasonal Capacity | Additional trained hands through a busy season or a transition, released when the peak passes. | Block of hours or per resource |
On Pricing
We price on the shape of the work, not on a rate card published before we have seen your books. After an introductory call and a look at your volumes, you receive a written fee proposal. There is no charge for the introductory call or the scoping exercise, and a short paid pilot is available if you would like to see the work before committing to a term.
Technology
We Work Inside the Systems You Already Use
If you are choosing a new system, we will help you pick one that fits your reporting needs rather than our convenience.
Software names are referenced only to describe our working experience. All trademarks belong to their respective owners.
Confidentiality
Data Security & Confidentiality
Your books and your client data are the most sensitive things you will hand to a support partner. We treat them that way.
Contractual Protection
- Non-disclosure agreement signed before any data is shared
- Individual confidentiality undertaking from every assigned team member
- Defined data ownership, retention and return-or-destroy terms on exit
Access Controls
- Work performed within your systems and access arrangements wherever possible
- Role-based access reviewed whenever the engagement team changes
- Multi-factor authentication and no shared credentials
Working Environment
- Controlled workstations and a clean-desk policy
- Encrypted, access-controlled file transfer — never personal email
- Processes designed around India's DPDP Act, 2023 and client-side privacy requirements
Let's Start With a Conversation
Tell us what your month-end looks like today and what you would like to hand over. We reply within one business day, with no obligation on either side.