Services Covered Under Specialised Professional Services

1. Certifications & Attestation Services

We provide professional support for various CA certificates and financial attestations required by banks, regulatory authorities, government departments, tenders, funding agencies, management and other stakeholders.

Our services include turnover certificates, net worth certificates, capital contribution certificates, fund utilisation certificates, projected financial statement support, stock and receivables certificates, statutory dues certificates, bank loan-related certificates, tender-related financial certificates and other management representation-based certificates.

All certifications are issued subject to verification of records, supporting documents, applicable professional standards and relevant ICAI guidance.

2. Financial Reporting & Projected Financials

We assist businesses and organisations in preparing structured financial information for statutory, banking, management and business decision-making purposes.

Our services include preparation and review of financial statements, profit and loss account, balance sheet, cash flow statements, schedules, projected financial statements, CMA data, project reports, fund flow statements, cash flow projections, budgeted financials, audit schedules and management financial summaries.

This service is useful for businesses applying for bank loans, working capital limits, tenders, investor discussions, internal management review and statutory reporting.

3. Due Diligence & Transaction Advisory

We provide financial due diligence and transaction support to help promoters, investors and management teams understand the financial position, compliance status and potential risks before entering into business transactions.

Our services include review of books of accounts, financial statements, revenue and expenses, working capital, debtors and creditors, loans and liabilities, tax compliance status, GST and TDS compliance, ROC compliance, profitability, related party transactions and key business risks.

This service is suitable for investments, acquisitions, business transfers, partner admission, restructuring, funding discussions and internal business reviews.

4. FEMA, NRI & Foreign Remittance Support

We assist clients with documentation and advisory support for cross-border transactions, foreign remittances, NRI taxation and FEMA-related compliance coordination.

Our support includes NRI taxation guidance, foreign remittance documentation, withholding tax review, overseas payment documentation, import and export-related payment support, foreign investment reporting coordination, repatriation documentation and bank coordination for remittance-related requirements.

For specialised legal or RBI approval matters, we coordinate with appropriate professionals while supporting the tax, accounting and documentation aspects.

5. Accounting Systems, Zoho & Tally Support

A properly configured accounting system improves reporting quality, compliance accuracy and financial control. We assist businesses in setting up, reviewing and improving accounting systems and finance workflows.

Our services include Tally setup and review, Zoho Books setup and review, chart of accounts structuring, GST ledger configuration, TDS ledger setup, cost centre and branch setup, user access review, approval workflow review, invoice format support, report extraction, MIS configuration, reconciliation process setup and accounting data clean-up support.

This service is useful for MSMEs, start-ups and businesses shifting from manual or unstructured accounting to a more organised finance system.

6. Business Documentation & Agreement Support

Proper documentation is important for compliance, banking, taxation, business relationships and internal governance. We assist clients in preparing business and compliance-related documents.

Our support includes board resolutions, shareholder resolutions, authorisation letters, management declarations, undertakings, partnership deed support, LLP agreement support, reconstitution deed support, business MOUs, vendor and customer declarations, bank-related letters, department replies, internal policies, statutory documentation and compliance checklists.

Where documents require legal opinion, advocate certification or specialised legal drafting, we coordinate with appropriate legal professionals.

7. Bank Finance & Loan Documentation Support

Businesses often require structured financial documents for bank loans, working capital limits, overdraft facilities, project finance and other funding requirements.

Our services include projected financial statements, CMA data support, cash flow projections, working capital assessment support, business financial summaries, stock and receivables statements, loan repayment capacity review, financial ratio analysis, bank documentation support and periodic reporting support to banks.

This service is particularly useful for MSMEs, contractors, manufacturers, traders, service businesses and start-ups seeking bank finance.

8. Management Audit & Process Review

As businesses grow, informal processes may lead to financial leakages, delays, weak accountability and compliance gaps. We assist organisations in reviewing business processes and strengthening internal controls.

Our services include purchase process review, sales and billing process review, expense approval review, vendor payment process review, receivables follow-up process review, inventory process review, approval matrix review, maker-checker control review, SOP gap identification, documentation process review and management reporting improvement.

This service helps businesses improve control, accountability, reporting discipline and operational efficiency.

9. Business Valuation & Financial Analysis Support

We assist businesses with financial analysis and valuation-related support for internal decision-making, investment discussions, partner admission, restructuring and regulatory purposes wherever applicable.

Our services may include financial performance review, valuation data compilation, projected financial analysis, profitability analysis, net worth assessment, business value indicators, financial ratio analysis and support for valuation reports prepared under applicable professional requirements.

This service is useful for business restructuring, investor discussions, share transfer, partner settlement, funding and internal management evaluation.

10. Regulatory & Departmental Documentation Support

Businesses often receive communications or require documents for government departments, banks, tax authorities, MCA, GST department, income tax department and other regulatory bodies.

We assist in preparing structured replies, factual submissions, supporting statements, reconciliations, undertakings, declarations and explanatory notes based on records and applicable compliance requirements.

Our support includes GST department replies, income tax department replies, ROC-related documentation, bank letters, AD code support letters, statutory declarations, compliance explanations, factual notes and professional documentation for regulatory purposes.