Our Structured Process
A structured path to unlock your startup's full potential.
A Step-by-Step Path to Success
We follow a proven methodology to ensure your startup achieves its strategic objectives and unlocks sustainable growth.
- 1
Discovery Call – Compliance Included
Identify statutory exposure early, covering GST, Income Tax, TDS, ROC, Payroll, and PF/ESI status. Output: Compliance risk assessment & draft filing calendar.
- 2
Finance Scope Definition
Define a clear scope for monthly bookkeeping, GST/TDS filing, tax support, and ROC compliance to avoid ambiguity. Output: Finance + Compliance RACI matrix.
- 3
Proposal, Agreement & Controls
Contractually define filing responsibilities, timelines, data dependencies, and penalty clauses to protect compliance. Output: Signed MSA + Finance & Compliance SOW.
- 4
Finance & Compliance Onboarding
Collect credentials and prior returns for GST, Income Tax, and ROC to set an accurate statutory base. Output: Opening compliance review sign-off.
- 5
Monthly Finance & GST Cycle
Monthly accounting, reconciliation, GST return filing (GSTR-1 & 3B), liability computation, and challan payment. Output: Filed GST returns & reconciliation statement.
- 6
TDS & Payroll Filings
Handle monthly TDS calculation and challan payments, and file quarterly TDS returns (24Q, 26Q), providing Form 16/16A.
- 7
Monthly Finance Report & Review Call
Review P&L, Balance Sheet, cash flow, GST position, and tax summary. Discuss variances and plan for upcoming tax deadlines.
- 8
Quarterly Compliance & Reporting
Manage quarterly GST (QRMP), ROC/Company filings (AOC-4, MGT-7), and advance tax computations and payments.
- 9
Quarterly Finance & Strategy Review
Focus on budget vs. actuals, tax outflow trends, runway analysis, and compliance health score. Output: Updated forecasts & action items.
- 10
Annual Income Tax & Year-End Filings
Finalize tax computation, file income tax returns (ITR), manage tax audits (if applicable), and prepare annual GST returns and financial statements.
- 11
Ongoing Compliance & Risk Alerts
Utilize a live compliance calendar, automated reminders, and notice monitoring to track deadlines and alert founders of any risk exposure.
- 12
Renewal, Expansion, or Exit
Provide a compliance scorecard at renewal. For exits, ensure all filings are up-to-date and provide a complete handover checklist and access transfer.