Services

Business Consulting

Virtual CFO, accounting and payroll support, business setup, project reports and funding.

Approach

Most of the businesses we work with do not need a finance department. They need the function to be reliable — books that close on the same date each month, payroll that runs without a reminder, dues paid before they fall due, and numbers a decision can be made on.

That is the recurring half of this practice. The other half is the set pieces: setting up the right entity, putting a project report in front of a lender, diligence before someone buys or invests, and the finance-side documents a funding round runs on.

None of this carries the reporting restrictions that attach to an audit. Where a piece of it would sit badly with the independence an audit requires, we say so before taking it on.

Who we act for

Whose obligation this usually is.

  • Owner-managed businesses Where the finance function is one person and a spreadsheet, and month-end depends on somebody remembering.
  • Startups DPIIT recognition, the deduction available to an eligible startup, share-option design, and funding documentation.
  • Businesses raising bank finance Project reports, working-capital assessment, and the periodic statements a lender requires after sanction.
  • Buyers, sellers and investors Financial and tax due diligence, and the numbers behind a valuation or a transaction document.
When this arises

What usually starts a file.

01

The books are behind, and the statutory dates are not.

02

A lender has asked for projections, a CMA statement or a project report before sanctioning a limit.

03

You are hiring past the point at which provident fund and employees' state insurance registration becomes compulsory.

04

You are choosing between a proprietorship, an LLP and a private limited company, and want the consequence of each before registering.

How we work

How this practice runs a file.

A fixed monthly close

The same closing date, reports and reconciliations every month, so a variance means something changed in the business.

Dues before dates

Provident fund, employees' state insurance, withholding tax and GST payments are scheduled ahead of the date.

Numbers that reconcile

Management reports tie back to the ledger and to what was filed, so the figure a lender sees is the figure in the return.

Handover documented

Processes, access and reconciliations are written down, so the work does not depend on one person's memory.

Statutory basis

The law this work sits under.

Sections, forms and limits change by amendment and notification. We work from the provision in force for your period.

Companies Act, 2013 and the LLP Act, 2008
Books of account, the form the financial statements take, and the records an entity must keep.
Accounting standards
Ind AS or Accounting Standards as applicable, which decide how a transaction is recognised and disclosed.
Labour and social security law
Provident fund, employees' state insurance, gratuity, bonus and the state Shops and Establishment Act.
Also in this practice

The rest of what this covers.

MIS, budgeting, costing and cash-flow forecasting
Financial and tax due diligence
Business valuation and transaction support

Availability depends on a registration or empanelment the firm holds — ask us before relying on it.

Ask about this

Standard operating procedures and internal control design
Insolvency and restructuring support

Availability depends on a registration or empanelment the firm holds — ask us before relying on it.

Ask about this

Other practices

Where this connects.

The books this practice keeps are the books an audit tests, and the payroll it runs is the withholding return that gets filed.

Discuss an engagement

WhatsApp Message us on WhatsApp. Opens in a new tab. Please do not send confidential documents by WhatsApp.