Accounting & Bookkeeping

Books that are closed on the same date every month

Ledgers, reconciliations, payables, receivables and a management reporting pack — prepared in India, in your own accounting software, and reviewed before it reaches you.

Preparer and reviewer on every file Your software, your data Fixed monthly fee
what is included

What the monthly engagement covers

One team, one cycle, one place to look for the answer.

Ledgers and day-to-day books

Sales, purchases, expenses, journals and fixed assets recorded to your chart of accounts, with a consistent coding policy written down so it does not drift from month to month.

Bank and payment reconciliations

Every bank account, card, wallet and payment gateway reconciled to statement, every month, with the reconciliation statement attached to the pack.

Accounts payable

Supplier bills captured, matched to purchase orders where you use them, coded and queued for your approval. You approve; we never release a payment on our own authority.

Accounts receivable

Customer invoices raised or imported, receipts allocated, and an aged debtors listing each month with the chasing status against each line.

Payroll journals

Payroll postings, accruals and reconciliations of the payroll control accounts, whether payroll is run by us, by you, or by a local bureau in your country.

Queries, answered once

A single running queries list instead of scattered emails. Anything we cannot code without you goes on it, and it is cleared before close.

what you receive

The reporting pack, every month

Written for someone running a business, not only for the file.

Management accounts

Profit and loss, balance sheet and cash summary for the month and year to date, with comparatives against the prior period.

Working schedules

Aged receivables and payables, bank reconciliations, accruals and prepayments, and fixed asset movement — the schedules your auditor will ask for anyway.

Year-end and audit support

A year-end file your local accountant, auditor or CPA can work straight from, plus direct answers to their queries during the audit.

the systems

Software we work in

Zoho Books and Zoho ERP

Our home ground. As a Zoho Advanced Partner we implement, migrate and then run the books — so the person maintaining your system is the person who built it.

QuickBooks Online and Xero

The two most common systems among our US, UK and Australian clients. We work inside your existing file rather than moving you unless you ask.

Tally and legacy systems

If you are on Tally or an older desktop package, we can either keep it running or plan a clean move onto a cloud system without losing history.

how we work

How the engagement runs

step one

Scope, in writing

Entity structure, volumes, software, deadlines and who signs what. It goes into a written scope so both sides know what is included before anything starts.

step two

Onboarding and catch-up

Named access set up, opening balances agreed, and any backlog brought current period by period with a note of every adjustment.

step three

The monthly rhythm

Records in by an agreed cut-off, queries cleared, books closed, reviewer signs off, pack delivered. Same dates every month.

Every business is a different amount of work.

Tell us your country, entity type, rough monthly transaction volume and the software you are on. We will come back with a fixed monthly fee.

Get a fixed monthly quote
by country

How this works where you are

The bookkeeping is the same craft everywhere. The filings, thresholds and formats are not.

questions

Common questions

Do you work in our accounting software, or yours?

Yours. We work inside your own Zoho Books, QuickBooks Online, Xero, Tally or Zoho ERP file, so the records stay yours and you keep full visibility. If you would rather move onto Zoho, we can implement it first — we are a Zoho Advanced Partner — and then run the books on it.

How often are the books closed?

Monthly by default, on a date we agree with you. Some clients want a weekly payables run or a weekly cash position as well; that is part of the scope conversation rather than an extra service.

What is in the monthly reporting pack?

Profit and loss, balance sheet and cash summary for the month and year to date, with comparatives; bank and payment-gateway reconciliation statements; an aged receivables and aged payables listing; and a short note from your reviewer on anything that needs your decision.

Who checks the work?

Every file has a preparer and a separate reviewer. Nothing reaches you without the second pair of eyes, and both stay on your file month after month.

Our books are months behind. Can you still take us on?

Yes. We agree how far back to go, then work forward period by period, reconciling as we go, and hand you a written summary of every adjustment before we start the current month.

Do you talk to our auditor or CPA directly?

If you want us to, yes. We prepare the year-end schedules in the format your local accountant, auditor, CPA or registered tax agent asks for, answer their queries directly, and copy you on everything.

What do you need from us each month?

Bank and card statements or a read-only feed, sales and purchase documents, payroll figures if payroll is run elsewhere, and an answer to the queries list. Most clients settle into a routine within two cycles.

How is our data kept safe?

Named user accounts with least-privilege access, no shared logins, and read-only bank access wherever the software supports it. Documents stay in your own system or a drive you control, and all access is revoked when an engagement ends.

Can you handle more than one entity?

Yes. Group structures, multiple entities and multi-currency books are normal work for us, including intercompany reconciliations and a consolidated view.

How do we get a quote?

Send us the contact form with your entity type, country, rough monthly transaction volume and the software you are on. We come back with a fixed monthly fee and a start date.

let us take a look

Send us your scope. We will send back a fee.

Tell us where you are, what you run on and roughly how much moves through the books each month.