Books that close on time. Every month. Without reminders.
Daily ledger discipline, monthly closes, and audit-ready financials — delivered on a fixed retainer with a single point of contact.
The exact scope of work.
- Daily transaction recording across bank, cash and digital wallets
- Vendor and customer ledger reconciliation, monthly
- Bank reconciliation statements with discrepancy flagging
- Inventory accounting and stock valuation (where applicable)
- Monthly trial balance, P&L and balance sheet
- Year-end finalisation handed over audit-ready
Built specifically for these business profiles.
Funded startups
Need investor-grade books and a clean audit trail from day one.
Scaling SMEs (₹2–50 Cr)
Have outgrown a part-time accountant but don't yet need a full in-house team.
Family-run businesses
Want professional reporting alongside their existing accounts staff.
Outcomes — not deliverables.
Every engagement is measured against the result it produces, not the volume of work performed.
A monthly closing calendar that hits day-7 of the following month, every cycle.
Books that pass statutory audit without a single back-and-forth on basic reconciliations.
A single MIS pack the leadership team actually reads — because it has commentary, not just numbers.
Zero ambiguity on what a vendor was paid, when, and against which invoice.
How we work, step by step.
Onboarding
NDA, current-state diagnostic, and migration of legacy data into the agreed accounting stack.
Execution
Daily entries, weekly reconciliations, monthly closes — all on the FinEdge calendar.
Reporting
Monthly MIS with commentary, delivered by day-7 of the following month.
Review
Quarterly review call with leadership to align reporting with business priorities.
What clients ask before signing.
Which accounting software do you support?
Tally Prime, Zoho Books and QuickBooks Online are our standard. We can work on existing ERPs (SAP B1, NetSuite) under custom scope.
Can you take over books that are months behind?
Yes. Backlog clearance is a separate, time-boxed engagement. We have closed up to 18 months of pending books inside 6 weeks.
Will my own staff still be needed?
Often yes, for invoicing and bank operations. We integrate with your existing finance staff rather than replacing them.
How is data exchanged securely?
Through access-controlled cloud storage and direct read-only access to your accounting software. No data over personal email or WhatsApp.
What happens at year-end?
Books are delivered audit-ready with all schedules, reconciliations and supporting documentation indexed. Your statutory auditor receives a single clean handover pack.
Your financial data is treated like a liability on our own books.
NDA before any data exchange
Every engagement begins with a signed non-disclosure agreement — before a single ledger, return or invoice is shared.
Named team only
Your account is owned by a CA-led team you can name. No junior interns, no rotating handlers, no offshore handoffs.
Encrypted document exchange
Financial documents move through access-controlled, encrypted channels. Email attachments are not our default — secure portals are.
ICAI-registered practice
Lead engagements are signed off by ICAI-registered Chartered Accountants. GST work is owned by certified GST Practitioners.
India-hosted infrastructure
Client books, working papers and supporting documents are stored on India-resident, access-controlled infrastructure.
Quarterly access reviews
Internal access lists are reviewed every quarter. Departing team members lose access on the same business day.
Ready for finance that runs itself?
Book a 30-minute discovery call. No commitment. No pitch. Just clarity.