Organised transaction records
Record business activity consistently with supporting evidence.
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For businesses needing organised transaction records, reconciliations, and ledgers.
Share your requirements to confirm scope, records and charges.
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Select the service scope and period. Professional fees are shown separately from applicable tax and statutory/provider charges.
One month of books for up to 50 agreed transactions
Professional Fee + 18% GST (₹540)
What's Included:
Up to 200 monthly transactions; quarterly review terms agreed upfront
Professional Fee + 18% GST (₹1,080)
What's Included:
Prepare the records relevant to your case. The final checklist depends on your application, jurisdiction and agreed scope. Keep authentication codes and passwords private.
Tax & compliance · YOUR SERVICE GUIDE
Bookkeeping turns invoices, bank movements and supporting records into an organised account of the business. Good accounting also explains differences and outstanding items. The scope should state the periods, entities, transaction volume and reports, with separate treatment for historical cleanup or missing records.
Businesses needing routine records, periodic reports or catch-up accounting can begin with a review of opening balances and available documents. Inventory, payroll, multiple currencies or several entities need a tailored scope.
Understand the route, prepare the right information and agree the deliverables before work begins. The sections below explain what to expect at each stage.

Get answers to common questions about Bookkeeping and Accounting
Record business activity consistently with supporting evidence.
Compare the books with bank and other relevant records and identify differences.
Receive the agreed financial summaries with a clear understanding of assumptions and open items.
A short, accurate brief makes the first review more useful. These three areas determine the route, document checklist and the work that can be included in your order.
Identify the months, entities, bank accounts and expected transaction count.
Provide prior accounts, opening balances and the available ledger export.
Organise sales, purchases, expenses and relevant payroll, inventory, loan and asset records.
Your accepted package or quotation is the working scope. Check the application, document, period or transaction limits that apply to your case, and ask for any additional work to be listed clearly.
Assess the records, accounting structure and software or migration needs within scope.
Process the agreed transactions and reconcile the named accounts.
Resolve customer questions and prepare the specified period-end reports and exports.

The document checklist on this page separates the records to prepare from items that apply only in particular circumstances. Your case team confirms the final list and accepted formats before work starts.
Every recorded transaction needs an understandable business description and supporting record where available.
A bank balance that matches the ledger is one control, but receivables, payables, loans and other accounts may also need review.
Reports are more useful when unexplained balances, missing records and unusual movements are surfaced rather than hidden.
Agree periods, entities, volume, software and reporting needs.
Identify prior records and unresolved opening differences.
Process the supplied invoices and transactions using the agreed structure.
Compare the named bank and ledger balances and investigate differences.
Ask focused questions and document adjustments or remaining gaps.
Provide agreed reports, exports and a clear open-item note.
The order of some activities may change after the initial review. Your approved scope determines the work, and any authority or third-party stage follows its applicable process.
The closing cycle depends on complete source records and prompt responses to exceptions. Historical reconstruction, software migration and unresolved opening balances require additional planning.
A usable brief and complete records allow the team to confirm what can be prepared and what remains outstanding.
Prompt, consolidated answers and approval of factual details help prevent repeated document changes.
Authority processing, third-party evidence or the other party’s response may have a separate timetable. Ask which dependencies affect your case.
State the billing period, transaction definition, entity and bank-account counts, software and report list. Payroll, inventory, migration, tax filings and audit should be expressly included or separately quoted.
Use the package and statutory-fee information displayed on this service page for the current commercial options. Before accepting a quotation, check its units, period, inclusions and any conditional additional work.

The preparation, review, filing or advice expressly described in the accepted engagement.
Applicable government charges, taxes and external costs should be identified separately, with the relevant basis.
Extra documents, periods, classes, revisions or proceedings need a clear description and quotation when outside the original order.
Completion should leave you with the records named in your order. Review the deliverables below against the selected package, and distinguish a filed application or draft from an approval or final authority outcome.
Ledger records and exports within the chosen software and period scope.
The agreed bank or account reconciliations with unresolved items identified.
The specified profit and loss, balance-sheet or cash summaries for the agreed period.

The completed engagement is one stage in the wider business or legal journey. These follow-up areas help you organise the next action and decide whether any additional service is needed.
Provide complete documents at the agreed interval.
Identify owner transactions clearly so that the books reflect their nature.
Share the completed records with the separately appointed filing or audit professional where required.

These routes serve different needs. Use the differences to frame the initial discussion; the appropriate option follows a review of your facts and the current requirements.
Ongoing processing for defined months and transaction volumes.
Adds the specified reconciliations and management summaries.
Historical cleanup with a defined opening review and missing-record scope.
Agree what counts as a transaction and how additional work is priced.
Do not treat uncertain historical balances as verified without review.
Accounting records, tax returns and audit are distinct deliverables.
If something is uncertain, flag it in the brief. A clear question is more useful than an assumed fact that later needs to be corrected. Keep the complete current documents together so the review is based on one consistent record.

Good coordination gives every stage a clear purpose. Your instructions and records support the professional’s assessment; the agreed scope explains the work and the expected handover.
Tell the team what you need, the relevant location or period and any time-sensitive issue. The first review establishes the information and professional scope required.
Check the selected package or quotation for deliverables, allowances and dependencies. Confirm additional work before it is treated as part of the case.
Check factual details in the draft or application and provide consolidated feedback. Keep the approved version and completion evidence with your records.

Start with a short description of what you need, the relevant records and any deadline. Use the checklist and process above to prepare your questions, then confirm the scope that fits your situation.
This guide explains the general service journey. The applicable route, legal position, documents and dates are assessed for the facts of the engagement. Authority approval or a particular dispute outcome cannot be promised.
Reference: Official guidance and legal resources · Content reviewed October 2026