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Choose Business Structure
Obtain Digital Signature Certificate (DSC)
Obtain Director Identification Number (DIN)
Name Reservation
Drafting of Documents (MOA & AOA)
Filing of Incorporation Forms
Payment of Fees
Certificate of Incorporation
Financial Statement Preparation
General Ledger Management
Budgeting and Forecasting
Tax Compliance
Internal Controls
Financial Analysis and Reporting
Audit Support
Liaisoning with Investors
Presentations and Reports
Information Dissemination
ROC (Registrar of Companies) Compliance
CMA Data
Financial Projection
Management Reporting
Recording Transactions
Maintaining Ledgers
Managing Accounts Receivable
Managing Accounts Payable
Bank Reconciliation
Payroll Processing
Expense Tracking
Cash flow forecasting
Monitoring & Tracking
Managing Receivable
Controlling Payables
Cash Reserve Management
Expense Management
Manage Investment Activity
Support in discussion with investors
Report to share holders
Report to Management
Discussion with clients for any financial matters
Discussion with vendors for financial matters
Annual General Meeting (AGM)
Annual Return Filing (Form MGT-7)
Financial Statements (Form AOC-4)
Board Meetings
Director Disclosures
Appointment of Auditor (Form ADT-1)
Director KYC (DIR-3 KYC)
Form MSME-1
Form DPT-3
Form BEN-2
Event-Based Compliances (INC 22, DIR 12,SH 7, PAS 3 etc.)
Income Tax
Goods and Services Tax (GST)
Tax Deducted at Source (TDS)
Tax Collected at Source (TCS)
Professional Tax
Statutory Audit
Tax Audit
Internal Audit
Compliance Audit
Revenue Projections
Expense Forecasting
Capital Expenditure Planning
Cash Flow Forecasting
Budget aligns with the company’s strategic goals and objectives
Departmental Budgets
Contingency Planning
Budget Implementation
Budget Monitoring and Control
Reporting and Review
Data Collection and Management
Report Generation (Financial, Operational, Customer report)
Performance Analysis (KPI, Trend Analysis, Benchmarking)
Identifying tax deductions and credits
Business structure for tax optimization
Prepare and manage data for the compliance and tax optimisation
Preparation of Financial statement
Notes to the financial statement
Disclosure of Accounting Policy
Legal Compliances and corporate governance
Data preparation for Valuation
Valuation Report
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