Professional Service
Financial Reporting & MIS
Compliant financial statements, custom MIS dashboards, and projected financials — built for management decisions and stakeholder communication.
Scope of Work
What we offer
Each engagement is scoped to your specific needs. Here's what's included.
Statutory Financial Statements
P&L, Balance Sheet, and Cash Flow Statement prepared per Companies Act / Ind AS / IGAAP as applicable.
Deliverables
- Audited / management accounts
- Notes to accounts
- Schedules
Ind AS Compliance
Transition to Ind AS, restatement of prior year financials, and ongoing Ind AS accounting.
Deliverables
- Ind AS compliant statements
- Transition report
- Policy documentation
Projected / Pro-Forma Financials
Forward-looking P&L, Balance Sheet, and Cash Flow based on your business assumptions.
Deliverables
- 3-year projection model
- Assumptions document
- Scenario modelling
Custom MIS Dashboard
Monthly or weekly MIS tailored to your business — revenue, margin, working capital, segment reporting.
Deliverables
- MIS template
- Monthly populated dashboard
- Trend charts
MSME & Sector-Specific Reporting
MSME form 1, sector-specific disclosures, and lender/investor reporting packs.
Deliverables
- MSME Form 1
- Lender reporting pack
- Investor update format
Ideal For
Who it's for
Our Approach
How we work
Requirements Scoping
Understand reporting needs, stakeholders, and format preferences.
Data Gathering
Collect trial balance, subsidiary data, and adjustments.
Preparation
Statements prepared with notes, disclosures, and schedules.
Review & Delivery
CA-signed reports delivered in PDF and Excel.
Why Choose Us
3 key benefits
Qualified CAs, not juniors
Every engagement is handled by a qualified Chartered Accountant — not outsourced to interns or semi-qualified staff.
Deadline-driven delivery
We run a structured compliance calendar. Statutory deadlines are tracked proactively — not chased at the last minute.
One point of contact
You get a dedicated CA for your account. No rotating teams, no re-explaining your business every month.
FAQs
Common questions about financial reporting & mis
Want to understand the theory?
Tally Prime Complete — Final Accounts
Lesson 23 walks through generating final accounts reports in Tally Prime — the same workflow our team uses.
Read the free courseReady to get started?
Get in touch and we'll set up a free consultation to discuss your financial reporting & mis requirements.