"I don't know if I'm actually making money"
A busy sales month doesn't mean a profitable one. Monthly P&L, prepared on time and explained, answers that without digging through vouchers.
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A finance function you can actually read, without hiring for it.
For growing businesses that need management reporting — monthly P&L, cash view, receivables ageing — without the full cost of an in-house finance team. You get a consultant who treats your numbers like their own.
Monthly MIS prepared from your books, with one review call a month.
Monthly deliverables
- Profit and loss summary
- Balance sheet draft
- Receivables and payables ageing
- Cash position view
- A short review call on the numbers that matter
Monthly rhythmReports on a fixed date, like clockwork
Plain languageNumbers explained for decisions, not jargon
Named consultantOne person who knows your business
CA-readyA clean ledger when your auditor needs it
Problems we solve
Signs the numbers aren't working for you.
"Debtors are a mystery"
Growth often means money out faster than it comes in. Receivables ageing tells you who's slow before it becomes a cash problem.
"CA visit is a fire drill"
Every March the accounts get dragged into shape. With books kept current all year, the audit visit stops being an emergency.
How it works
From raw books to a decision-ready month-end.
- 1
We take over the books
Entries and reconciliation run on the same monthly rhythm as bookkeeping.
- 2
Reports are prepared
P&L, balance sheet draft, ageing and cash view, from the closed month.
- 3
You get the pack
Sent on a fixed date, so you know when to expect it.
- 4
Review call
We walk through what changed and what to watch, in plain language.
Around the edges
Where accounting support ends, and who does the rest.
We handle
Management reporting
P&L, cash view and ageing, built for decisions rather than compliance.
Receivables and payables
Tracking, follow-up support and credit-limit sanity checks.
Working with your CA
We hand over a clean, current ledger so their work is faster and cheaper.
GST on the same books
Return preparation from the same data, so reports and returns agree.
Reserved for a Chartered Accountant
Audits and certification
Statutory audit, tax audit and certificates stay with your CA. We never present ourselves as auditors.
Final accounts
Your CA finalises and signs off on accounts for statutory purposes.
Representation
Appearing before authorities on notices or disputes is handled by the professional authorised for it.
Pricing
Most complete
Ways to work with us.
Monthly reporting
Monthly plan
- Books kept on the monthly rhythm
- Report pack on a fixed date
- Review call included
Books + GST + reporting
Monthly plan
- Everything on the left, plus GST returns
- One team, one monthly plan
- The Odoo + managed books setup if you're on Odoo
Health check only
Free 30 minutes
- We read your last four months of numbers
- Tell you the three things to fix first
- Quote the monthly routine if you want it
FAQ
Accounting support questions.
Something else? WhatsApp us and a consultant will reply.
Is this an audit or certification service?
No. We provide accounting support and management reporting. Statutory audits and certification are done by a Chartered Accountant, and we hand your CA a clean, current ledger.
What reports will we actually see?
Monthly P&L, a balance sheet draft, receivables ageing and a cash view, plus a short review call to walk through what changed.
Do we have to be on Odoo for this service?
Yes. Our accounting and monthly reporting run on Odoo books. If you keep records on Tally, Zoho or another package, we migrate you into Odoo first, and the monthly routine starts from a clean base.
How is this different from bookkeeping?
Bookkeeping keeps the records accurate. This adds management reporting and analysis on top — the monthly pack and the conversation about what the numbers mean.
Read your business from your books.
Send your last four months of numbers and we'll tell you what they say, free, in a 30-minute health check.