Where would you like to start?
Common situations businesses bring to us, grouped by area. Open any card to see where the work begins.
Costing & Profitability
3 situations“We are busy, but we are not sure which products or customers actually make money.”
Begin with product- and customer-wise cost sheets built from your own records: material, labour, overheads and selling costs. Contribution by product and customer then shows where margin is earned and where it is lost.
Discuss a costing requirement →“We set our prices by market rates, without a clear view of our own cost.”
Begin with the full cost of each product or service, including overheads, freight and credit terms. This sets a minimum acceptable price and shows which discounts the business can afford.
Discuss a costing requirement →“Our cost of production keeps rising, and we cannot see where.”
Begin with a cost trend analysis by element (material, labour, power and overheads), then compare actual consumption with expected norms to locate where cost is increasing.
Discuss a costing requirement →MIS, FP&A & CFO Support
3 situations“We are profitable on paper, but cash is always tight.”
Begin with an eight-week cash forecast that separates confirmed receipts from uncertain ones, so the weeks where cash may fall short are visible in advance.
Discuss reporting and CFO support →“Our management reports arrive late and do not help us decide.”
Begin with the decisions management makes each month. Then build a short MIS around them, covering sales, margin, cash, receivables and cost trends, issued on a fixed date.
Discuss reporting and CFO support →“We do not have a budget, or we prepare one and never look at it again.”
Begin with a simple annual budget built from actual sales and cost patterns. Then compare actuals against it each month and review the main variances with management.
Discuss reporting and CFO support →Accounting & Financial Reporting
2 situations“Our month-end closing is always delayed, and the numbers keep changing.”
Begin with the close process: what is recorded, when, by whom, and which reconciliations hold it up. Then set a close calendar with clear ownership for each step.
Discuss accounting and reporting support →“Our books are not updated regularly, so we never have current figures.”
Begin by clearing pending entries and reconciliations, then set a regular bookkeeping routine so the books stay current through the year.
Discuss accounting and reporting support →Tax & Regulatory Compliance
2 situations“Our books and our GST returns do not agree.”
Begin with a monthly reconciliation of the books with GSTR-1, GSTR-3B and GSTR-2B. Differences are then identified and corrected each month instead of building up until the annual return.
Discuss tax and compliance support →“TDS credits in Form 26AS do not match what we expected.”
Begin with a reconciliation of Form 26AS and AIS with the books before filing, then follow up with deductors on missing or incorrect entries.
Discuss tax and compliance support →Internal Audit & Controls
2 situations“We are not sure our controls would catch an error or a misuse.”
Begin with a walkthrough of key processes such as purchases, sales, payments and inventory. Then test the controls against evidence and strengthen them in order of risk.
Discuss internal audit and controls →“The stock in our books does not match what is in the store.”
Begin with a physical verification of stock against the books, then trace differences to receipts, issues, returns and valuation. Controls over stock movement are then strengthened where gaps appear.
Discuss internal audit and controls →Finance Transformation & Advisory
2 situations“The business has grown, but our finance processes have not.”
Begin by mapping how information moves from operations to the books. Then reduce duplicate work and spreadsheet dependency in practical steps.
Discuss finance transformation →“Different teams keep their own spreadsheets, and the figures never match.”
Begin by fixing a single source for each key figure, then set standard formats and a clear flow of data from operations to the accounts.
Discuss finance transformation →