What we help you with

  • Setting up basic accounting systems for individuals and businesses
  • Day-to-day bookkeeping and reconciliation
  • GST registration, monthly/quarterly return filing
  • Income tax return filing for individuals and businesses
  • TDS, advance tax and other statutory compliances
  • Simple MIS reports for cash flow and profitability

Our way of working

  1. Understanding your entity: Whether you are a freelancer, proprietor, partnership or company.
  2. Designing a simple process: How invoices, expenses and bank statements will be shared and recorded.
  3. Regular compliance calendar: GST, TDS and ITR deadlines mapped and tracked.
  4. Review & advisory: Periodic review of numbers with suggestions to improve cash flow and tax efficiency.

Who is this for?

Freelancers, professionals, traders, shop owners and SMEs who want a dependable partner for day-to-day accounts and tax.

Information we’ll need

  • PAN, Aadhaar and basic business registration documents
  • Previous year financials and IT returns (if available)
  • Sales and purchase invoices
  • Bank statements and cash records
Set up your accounts with Finex