Services
Accounting, MIS and Virtual CFO services for growing businesses
Four connected services that take you from accurate books to better-informed decisions.
AccountingReportingInsightsDecisions
01
Accounting & Finance Operations
Build a reliable financial foundation through accurate accounting and disciplined month-end processes.
Every report depends on accurate, up-to-date books. We keep yours reconciled and close each month on a fixed timetable, in your existing software where it suits.
What’s included
- Bookkeeping
- Bank reconciliations
- Customer and vendor reconciliations
- Month-end close
- Financial statement preparation
- Audit support
Audit support means the schedules and reconciliations your auditors request.
Discuss Your Requirements for Accounting & Finance Operations
02
Management Reporting & MIS
Turn your accounts into timely reporting on business performance.
Statutory accounts arrive months after the year ends. A monthly MIS pack compares results with budget and last period, and explains what changed while there is still time to act.
What’s included
- Monthly P&L and Balance Sheet
- Cash-flow reporting
- Budget vs Actual
- Receivable and payable ageing
- Margin and profitability analysis
- Management commentary
Typical management information
| Report | What it shows |
|---|---|
| One-page summary | Revenue, margin, profit and cash at a glance |
| P&L vs budget and last year | Where results are ahead or behind |
| Balance sheet snapshot | Movements in receivables, stock, payables and debt |
| Cash-flow statement | Where cash came from and where it went |
| Margin by product, customer or channel | What earns the most, and the least |
| Management commentary | The main movements, in plain words |
03
Finance Analytics
Go beyond headline numbers to understand the key drivers of financial performance.
Headline figures show that revenue or margin moved. Analytics shows why: which products, customers, channels or costs drove the change.
From financial data to management insight
- Collect.Pull data from your accounting software and sales records.
- Organise.Structure it so every month compares like for like.
- Analyse.Find the drivers behind margin, cash and working capital.
- Present.Clear dashboards and short commentary, with points to act on.
What’s included
- KPI dashboards
- Working-capital analysis
- Profitability analysis
- Trend analysis
- Receivable analysis
- Business-performance dashboards
04
Virtual CFO & Advisory
Senior finance expertise, without first building an in-house finance leadership team.
Growth brings bigger questions: funding, pricing, expansion and controls. A Virtual CFO gives you senior finance input on a planned, part-time basis that grows with the business.
How it works
- A regular rhythm.Monthly or quarterly reviews of performance, cash and priorities.
- Planning ahead.Budgets, rolling forecasts and cash plans.
- Decision support.Analysis for pricing, new lines, capital spending or funding.
- Stronger controls.Approval processes that fit the size of the business.
What’s included
- Budgeting and forecasting
- Cash-flow planning
- Management performance reviews
- Board/management reporting
- Financial controls
- Decision-support analysis
Let’s bring greater clarity to your finances.
Start with a complimentary discussion about your accounting, reporting and MIS.
JaipurServing Businesses Across India