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Monthly Retainer  ·  CA Firm  ·  All-Inclusive

Stop doing your own accounting.
Hire your finance team.

You built the business. But you are still reconciling the bank every month, chasing invoices, worrying about compliance deadlines and doing payroll yourself. That time belongs on your business, not in your books.

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📥
Accounts Payable
Vendor bills, approvals, payments
📤
Accounts Receivable
Invoicing, collections, follow-up
🏦
Bank Reconciliation
Monthly, clean, on time
📅
Month-End Close
P&L, balance sheet, journals
💰
Payroll and Compliance
Processing, PF, ESI, TDS
📊
CFO Reporting
MIS, cash flow, board packs

You need a finance team if any of these sound familiar

👤

You are the only one who understands the finances

If you disappeared for a month, the books would be a mess. No documentation, no process, no handover possible.

📉

Reports arrive weeks after month end

By the time you see April's P&L it is already June. Problems identified two months after they started.

🌍

India plus USA or UAE operations

Two entities, two compliance regimes, two sets of books. You need one team that understands both sides.

📈

Investors want proper reporting

Monthly MIS, cash runway, board-ready financials. Your current setup is not ready for investor-grade reporting.

🏢

US or UK firm needing India support

Your clients have India operations or subsidiaries. You need a CA firm (equivalent to CPA) on the ground handling the India side under your brand.

Compliance deadlines stress you out

GST, TDS, payroll compliance, advance tax. Each with its own deadline. Remembering all of them is not how you should spend your energy.

Your complete finance function, end to end

Accounting and Reconciliation

Accounts Payable: vendor bills recorded, approval workflow managed, payments tracked
Accounts Receivable: invoices raised on time, payment reminders sent, collections followed up
Bank Reconciliation: every account reconciled, unmatched items resolved, clean closing balance
Month-End Close: journal entries, depreciation, prepayments, accruals, books closed on schedule

Compliance and Reporting

Payroll and Compliance: salary processing, PF, ESI, PT, TDS on salary, payslips and Form 16
Tax Compliance: GST filing, TDS return, advance tax, income tax return preparation
Management Reporting: monthly MIS, P&L, balance sheet, cash flow, budget vs actual
CFO Advisory: cash forecasting, board packs, investor reporting, financial planning

Simple onboarding. Seamless every month after.

1

Discovery and scoping

We understand your business, current accounting setup, software used, team structure and compliance obligations.

One meetingNo access needed yet
2

You share access

Zoho Books or QuickBooks access, bank statements, payroll data and existing records. We take it from there.

Accounting software accessBank statementsPayroll data
3

We take over

Clean handover from your current setup. Historical cleanup if needed. From month one, we handle everything.

Month one: transition and cleanup
4

Monthly delivery

Books closed by the 10th of every month. Reports delivered. Compliance filed before deadlines.

Delivered by 10th every month
5

CFO review call

Monthly or quarterly call to review financials, discuss cash position and plan for upcoming decisions.

Monthly or quarterly included
What you stop worrying about
Did someone raise all the invoices this month?
Is GST filed before the deadline?
Are the books clean enough for the auditor?
What is my actual cash position right now?
Is payroll compliance going out on time?
Our commitment
Books closed by 10th of every month
Zero compliance deadlines missed
CA-qualified review on every file
Direct access to your CA, not a support queue

CA in India, equivalent to CPA in the USA

Chartered Accountant (CA) is the Indian equivalent of a Certified Public Accountant (CPA) in the USA or ACA/FCA in the UK, qualified by the Institute of Chartered Accountants of India (ICAI).

We serve businesses in the USA, UK, UAE and Australia with fluency in QuickBooks, Xero and Zoho Books for cross-border accounting.

🇮🇳
CA (India)
ICAI qualified
🇺🇸
CPA Equivalent
For US clients
🇬🇧
ACA Equivalent
For UK clients
🇦🇪
UAE and Australia
Cross-border finance

Ready to stop doing your own accounting?

Tell us your current setup and what you need handled. We will tell you exactly how we can take it over.