Services
Financial services built around your numbers.
Four core services, delivered across US, Canada, and India. Each can stand alone or work together — most clients grow from bookkeeping into tax and reporting support as their needs develop.
BK
Bookkeeping & Accounting
Accurate day-to-day records and a clean monthly close. We maintain your books so statements are current, reconciled, and audit-ready before any deadline arrives — not scrambled together after one does.
- Day-to-day transaction recording and bank reconciliation
- Monthly or quarterly financial statements
- Year-round audit-ready accounts
- Chart of accounts setup and clean-up
- GST/HST, TDS, or sales tax line-item coding
Markets
Engagement
Ongoing monthly retainer
Tools
TX
Tax Planning & Compliance
Proactive structuring and timely return filing for individuals and businesses across US, Canada, and India. We cover federal and state or provincial requirements — including cross-border obligations for NRIs, expats, and returning residents.
- Income tax return preparation and e-filing
- Advance tax and TDS management (India)
- GST/HST registration and periodic returns (Canada)
- Federal and state/local tax compliance (US)
- Cross-border tax planning for NRIs and returning residents
Markets
Engagement
Annual filing + ongoing advisory
Tools
FA
Financial Analysis
From EBITDA modelling to cash flow forecasting, we translate numbers into decisions. Every report is designed to be read by owners and boards, not just accountants — clear narrative, precise figures, actionable output.
- EBITDA and profitability modelling
- Cash flow forecasting and scenario planning
- KPI dashboards tailored to your business
- Variance analysis and management reporting
- Investment appraisal for capital decisions
Markets
Engagement
Project-based or ongoing retainer
Tools
XL
Excel & Reporting
Custom spreadsheet models and MIS reports built for clarity — whether for internal management, board packs, or investor reporting. We also audit and clean up existing workbooks that have grown unmanageable over time.
- Financial model build and documentation
- Management Information System (MIS) report design
- Board-ready summary dashboards
- Automated reporting templates
- Audit and clean-up of existing workbooks
Markets
Engagement
Project-based
Tools
A note on investment guidance
While we do not formally offer investment management or advice, we regularly help clients understand the tax implications of their investment decisions — mutual funds, NRI repatriation, Schedule FA reporting, ESOP and RSU vesting, and capital gains planning. This is general guidance, not regulated financial advice. Mention it in your enquiry if it's relevant to your situation.
How it works
From first message to ongoing work.
Send an enquiry
A short note about your situation — what you're working with, which market you operate in, and roughly what you need. No forms to fill, no commitment.
Scoping conversation
We'll look at your books, your filing obligations, or your reporting needs and confirm exactly what the engagement covers — scope, cadence, and what to expect.
Ongoing work begins
Once scoped and agreed, work starts. You'll have a direct line for questions and a regular delivery schedule — no surprises, no chasing.
Ready to begin
Not sure which service fits?
Send a short note about your situation. We'll read it and tell you exactly what we'd suggest — no obligation, no sales call.
Send an enquirySelective intake · Response within 48 hours