Monthly and annual bookkeeping tasks to stay audit-ready.
Bookkeeping
Bookkeeping Services for SMEs and Startups
Clean, GST-ready, audit-ready books — every month, without the cost of a full-time accountant. Our expert-supervised bookkeeping team uses Tally, Zoho Books and QuickBooks to keep your numbers reliable for ITR, GST, audits and investor due diligence. Foreign parents can also review our sister site's post-entry accounting and compliance playbook for Indian subsidiaries.
Regi Tom Antony's view
Books kept every month are cheap; books caught up once a year are expensive and usually wrong. Close every month, reconcile the bank and GST ledgers, and the annual audit becomes a review rather than a rebuild.
What's Included
Monthly double-entry bookkeeping (sales, purchase, expenses, journal)
Bank, credit card and wallet reconciliations
Accounts payable and accounts receivable ledger management
GST-ready ledger and input tax credit tracking
Trial balance, P&L and balance sheet preparation
Tally / Zoho Books / QuickBooks setup, migration and support
Year-end finalisation pack for the statutory auditor
Our Process
STEP 1
Onboarding
Chart of accounts setup, opening balances and tool configuration.
Week 1
STEP 2
Document Flow
Secure cloud folder for invoices, bills and bank statements.
Ongoing
STEP 3
Monthly Posting
Transactions recorded, reconciled and reviewed by CA.
Monthly
STEP 4
MIS & Sign-off
P&L, balance sheet and key ratios shared with founder.
By 10th of next month
STEP 5
Audit Hand-off
Year-end finalisation pack delivered to statutory auditor.
April–May
Documents Required
- Bank, credit card and wallet statements (monthly)
- Sales invoices and e-invoice / e-way bill data
- Purchase bills and expense vouchers
- Payroll register and reimbursement claims
- GST returns (GSTR-1, 3B, 2B) and TDS challans
- Loan, EMI and lease agreements
- Fixed asset additions / disposals with invoices
Key Statutory References
| Item | Reference |
|---|---|
| Books Requirement | Section 128, Companies Act 2013 |
| Retention Period | 8 years from end of relevant FY |
| Income Tax Books | Section 62 (formerly section 44AA) — for specified professions / business |
| GST Records | Rule 56, CGST Rules — 72 months |
Monthly on LinkedIn
The CFO Desk
One finance problem a month for SME owners, and for Gulf and overseas owners running teams in India, with what fixes it.
Subscribe on LinkedInKnow an owner who would find this useful? Send them smeadvisory.in/cfodesk.
Frequently Asked Questions
DPDP Act, 2023
Your business is covered by the DPDP Act, with no MSME exemption. Core duties apply from 13 May 2027.
We run DPDP readiness online, on the same calendar as your GST, TDS and ROC.
Related Services
Guides & Resources
Integrate payroll records into your monthly accounting workflow.
Get clean, monthly books
Book a 15-minute advisory call with Regi Tom Antony.