Accounting & Bookkeeping
Books maintained monthly, to a standard that survives an audit — so tax filings and audits are built on figures that are already reconciled, not assembled at the last moment.
Discuss this requirementEvery other service in the practice — audit, tax, GST — depends on the accuracy of the books underneath it. Monthly accounting is treated as the foundation: ledgers reconciled, statements produced on a schedule the business can actually use to make decisions during the year, not just at filing time.
Where a business runs its own bookkeeping in-house, the practice can instead review the accounts periodically ahead of audit or return filing.
- Businesses without an in-house accounting team
- Companies needing monthly MIS for decision-making
- Businesses preparing for audit or a funding round
- Businesses wanting a second review of in-house books
Monthly Accounting
Ledger maintenance, bank reconciliation and expense categorisation on a monthly cycle, in the accounting software the business already uses.
Financial Statements
Preparation of profit & loss account, balance sheet and cash-flow statement, ready for audit, filing or lender submission.
MIS Reporting
Periodic management information reports formatted for decision-making, not just compliance.
Accounting Review
Periodic review of in-house books for accuracy and completeness ahead of audit or year-end finalisation.
Can the practice take over books that are already behind?
Yes — this is common. The first step is usually a catch-up reconciliation to bring the books current before monthly maintenance begins.
Which accounting software is used?
Whichever the business already runs — Tally, Zoho Books and QuickBooks are all supported. Set-up is available if none is in place yet.
How often are financial statements produced?
Monthly for MIS purposes, with formal financial statements finalised at year-end or whenever a lender or authority needs them.
Ready to scope out the accounting & bookkeeping requirement?