Bookkeeping + Financial Analysis for Small & Medium Enterprises

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Service Methodology

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Deliverables for you

1) Monthly Balance Sheet, Profit and Loss Account, Bank Book & Ledger

2) Monthly Meeting for Discussion

3) Monthly Key Analysis Report

• Top Products Sold

• Top Territories

• Key Customer Segments

• MoM Sales Comparison

• MoM Expense Comparison

• MoM Expenses Variation Causes

• MoM Income Variation Causes

4) Account Receivable /Account Payable Management

5) Business Unit/Vertical wise Accounting

6) Cash Flow Statement

7) Legal Virtual Assistant

Choose your Plan

Bookkeeping                

• Monthly Turnover more than 10K up to 20K

• Up to 4 Checking Accounts/Credit Cards

• Dedicated Bookkeeper & Account Manager

• Month-end Reconciliation

• Balance Sheet and Profit & Loss

• Cash Flow Statement

• Priority Support

Financial Analysis

• MoM Comparison of Revenues & Expenses

• Top Selling Product

• Top Selling Territory

• Key Customer Segments

• MoM Expense Variation Analysis

• MoM Revenue Variation Analysis

Review Meetings

• 1 Monthly Review Meeting

Bookkeeping                

• Monthly Turnover more than 20K up to 40K

• Up to 6 Checking Accounts/Credit Cards

• Dedicated Bookkeeper & Account Manager

• Month-end Reconciliation

• Balance Sheet and Profit & Loss

• Cash Flow Statement

• Account Receivable Reconci-liations

• Account Payable Reconci-liations

• Bookkeeping by Location/Business Unit

• Priority Support

Financial Analysis

• MoM Comparison of Revenues & Expenses

• Top Selling Product

• Top Selling Territory

• Key Customer Segments

• MoM Expense Variation Analysis

• MoM Revenue Variation Analysis

Review Meetings

• 2 Monthly Review Meeting

Bookkeeping                

• Monthly Turnover Upto 10K

• Upto 2 Checking Accounts/Credit Cards

• Dedicated Bookkeeper & Account Manager

• Month-end Reconciliation

• Balance Sheet and Profit & Loss

• Online Grievance Support

Financial Analysis

• MoM Comparison of Revenues & Expenses

Everything in Plan GROW + Your Dedicated Requirements

For Sole-Proprietors/ Freelancers

For Small Businesses

For Growing Businesses

For Scaling Businesses

(MOST POPULAR)

Add On Services

1) Annual Income Tax Return Filing & Sales Tax Filing

2)Global Company Incorporation

3)Global Trademark Filings

4) Forecasting/Budgeting

5) Quickbooks/ZOHO books Set Up