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CA India
Swati K & Co. Chartered Accountants ICAI FRN 021392S

Outsourcing — your books, closed monthly, partner-reviewed.

Outsourced finance is the practice that runs on a monthly heartbeat — cloud-based bookkeeping, payroll, AP / AR, statutory deposits, monthly MIS and audit-ready close. We work natively on Zoho Books, QuickBooks Online, Xero and Tally Prime, integrating with your bank, payment gateway and HRMS so the close happens by T+10 every month. A partner reviews every trial balance before the management accounts ship.

Why work with us

Three things every outsourced client gets.

/ 01 · Monthly close, on the calendar

T+10, every month.

Every engagement runs to a published close calendar: bank rec by T+3, GST 2B reconciliation by T+5, journal entries and accruals by T+7, partner review by T+8, management accounts delivered by T+10. The close is calendar-driven, not energy-driven. You know exactly when the numbers will land.

/ 02 · Partner-reviewed accounts

Every trial balance, signed off.

The trial balance and management accounts cross the partner desk before they leave the firm — no exceptions. Anomalies are flagged in writing, accruals and provisions are scrutinised, and reasonableness checks (gross margin trends, working-capital movement, accrual quality) are run every month. It’s the audit-trail that keeps the next auditor happy.

/ 03 · One desk, end-to-end

From entries to ESI to MIS, one team.

You don’t coordinate three vendors — bookkeeper, payroll vendor, GST vendor. One partner-supervised team handles transaction entries, payroll, statutory deposits, AP / AR follow-ups and the monthly MIS. The same desk also escalates to the audit and tax partners when needed, so year-end is a continuation, not a fire drill.

FAQ

Five questions we get asked.

Which accounting platforms do you work on? +
Natively: Zoho Books (most common for India-first SMEs), QuickBooks Online (most common for foreign-subsidiary clients), Tally Prime (for traditional businesses with on-premise data) and Xero (for SaaS / service businesses with global stack). We can migrate from one platform to another as part of the cloud-accounting setup engagement.
How does the engagement onboarding work? +
Week 1–2: chart of accounts setup, opening balances, system access, integration paths (bank, payment gateway, payroll). Week 3–4: parallel run of one month’s books to validate. Week 4 onwards: cutover and we’re live on the regular T+10 close. Setup fee is one-time; monthly retainer starts from cutover.
Who controls the accounting data? +
You do. The accounting platform instance is in the client’s name — we are users with role-based access. You can revoke access at any time. Data export is built-in; the books are always available to you. We’re service providers, not data custodians.
Do you handle payments and bank disbursements? +
By default, no. We prepare payment files and reconcile, but the actual payment authorisation stays with the client. We can take payment-execution permissions on request, with a separate engagement letter, dual-control authorisations and an audit trail.
What’s the difference between Full BPO and Virtual CFO? +
Full BPO is the back-office layer — entries, payroll, statutory, MIS — partner-reviewed. Virtual CFO is the senior financial-leadership layer — strategy, board reporting, treasury, fundraise readiness, lender relations. Many clients take both: Full BPO runs the close, Virtual CFO runs the strategy. They can be structured as separate engagements or one bundled retainer.
Ready when you are

Talk to a senior CA.

A 30-minute call with a partner — no deck, no follow-up email blasts. Just a read on your current finance setup and the cleanest path to a monthly partner-reviewed close.