What's included
- Daily / weekly transaction posting from bank, card and UPI statements
- GST-compliant sales & purchase invoicing
- Vendor & customer ledgers, ageing reports
- Bank, credit card and e-wallet reconciliation
- Stock / inventory accounting (Tally / Zoho / Busy)
- Monthly Profit & Loss, Balance Sheet and Cash-Flow MIS
- Audit-ready books with full schedules (debtors, creditors, fixed assets, GST 2A/2B)
Software we work on
We're agnostic — most clients use Zoho Books (cloud, GST-ready, multi-user), Tally Prime (traditional, single-location), Busy (manufacturing & trading) or QuickBooks Online (for export clients). We can also migrate your existing data without losing history.
Who needs this service
- Traders and retailers with 100+ monthly transactions across bank, card and UPI
- Multi-GSTIN / multi-branch businesses needing consolidated MIS (J&K + Punjab + Delhi is our most common combination)
- Startups that need investor-ready books but can't justify a full-time accountant
- Businesses migrating from manual registers or Excel to Tally / Zoho / Busy
- Firms heading into a statutory or tax audit with incomplete schedules
Documents & access required
- Bank, credit card and e-wallet statements (PDF or Excel) — monthly
- Sales and purchase invoices (photos / PDFs on WhatsApp are fine)
- Expense bills, salary sheet, rent and loan statements
- GST login or GSTR-2B download, TDS challans
- View-only access to Zoho / Tally / Busy (or we set it up for you)
How the monthly cycle works
- Days 1–5 — you drop the previous month's documents on WhatsApp / shared drive
- Days 5–12 — posting, ledger clean-up and bank reconciliation
- Days 12–15 — GST 2A/2B matching, TDS check, query list sent to you
- By day 20 — P&L, Balance Sheet and Cash-Flow MIS delivered on WhatsApp / email
- Year end — audit-ready schedules: debtors, creditors, fixed assets, GST reconciliation
When you should book a CA call
- You received a notice under Section 139(9), 143(1)(a), 143(2), 148, 245 or e-Verification
- You sold a property, shares, mutual funds or crypto and want to plan capital gains and 54/54EC exemptions
- You're an NRI and need help with DTAA, TDS on rent / property sale, Form 15CA-15CB
- You want to restructure your business — proprietorship to LLP / Pvt Ltd
- You want a year-end tax-saving plan using 80C, 80D, NPS, HRA, LTA and home loan
- You're starting up and want ESOP, founder agreement and angel-tax guidance