Monthly Bookkeeping.
Monthly bookkeeping keeps your accounts current: every sale, purchase, expense, receipt and payment recorded and reconciled each month rather than in a rush at year-end. We record transactions in your accounting software, reconcile bank and party balances, and keep the books aligned with your GST and TDS filings, whatever your monthly volume.
Books are typically closed within 7–10 working days after month-end, once bank statements and documents arrive. Transaction volume and how promptly documents come in drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Start-ups and small businesses without a full-time accountant
- Growing companies whose in-house team needs support at higher volumes
- Businesses that want books ready for GST, TDS and audit without a year-end cleanup
- Foreign-owned Indian entities that need reliable local books
What you receive at the end.
- 01Up-to-date books in your accounting software
- 02Monthly bank reconciliation statements
- 03Trial balance and ageing of receivables and payables
- 04List of open queries and missing documents
Monthly Bookkeeping, step by step.
Books are typically closed within 7–10 working days after month-end, once bank statements and documents arrive. Transaction volume and how promptly documents come in drive the time.
- 1
Onboarding and setup
We review your chart of accounts, software and document flow, and set a monthly calendar.
- 2
Transaction recording
We record sales, purchases, expenses, payroll entries, receipts and payments from source documents.
- 3
Monthly reconciliations
We reconcile bank accounts, customer and vendor balances, and GST and TDS ledgers.
- 4
Trial balance review
We review the trial balance for misclassifications, missing entries and unusual balances.
- 5
Monthly handover
We send a short pack: trial balance, receivables and payables ageing, and open queries.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to your accounting software
- Sales and purchase invoices and expense bills
- Bank statements and payment gateway reports
- Monthly payroll summary
- GST and TDS returns filed for the month
- Loan and asset purchase documents
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Monthly Bookkeeping.
Ready to discuss Monthly Bookkeeping?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.