KM
Karan Malhotra
Founder, SaaS Startup · Bengaluru
Google
Moved from Excel-and-Tally chaos to Zoho + monthly MIS in 3 weeks. My VC due-diligence pack came ready-to-share.
Verified Client
CA-supervised bookkeeping on Zoho, QuickBooks, Tally & Xero — closed by the 7th of every month.
Books, GST, TDS and MIS in one retainer. Real-time dashboards, monthly reconciliations and a named CA reviewer — used by 1,500+ Indian founders, agencies and D2C brands.
Per month · CA reviewed · GST + TDS included
If any of these describe your business, this service is either mandatory or strongly recommended.
Pre-seed to Series-B startups needing investor-grade books, monthly burn / runway tracking and cap-table-aware accounting for SAFE/CCPS instruments.
Shopify, WooCommerce and Amazon sellers — automated sales-channel reconciliation, COGS tracking, GST 2B matching and marketplace payout accounting.
Companies needing statutory books under Companies Act 2013, ROC-ready financials, board-pack MIS and clean audit trail every quarter.
Firms needing partner-wise capital accounts, profit-sharing computations, ITR-5 ready books and clean Section 40(b) working.
Design, marketing, IT consulting firms — project-level P&L, retainer revenue recognition, client-wise AR ageing and cash-flow forecasts.
CAs, doctors, architects, IT freelancers under 44ADA — simplified books, quarterly advance tax and clean ITR-3/ITR-4 filing.
Inventory-heavy businesses needing valuation (FIFO/weighted-avg), landed-cost tracking, GST 2B reconciliation and vendor ageing.
12A/80G registered NGOs needing FCRA-compliant books, project-wise fund utilisation, and audit-ready Form 10B financials.
Keep these handy — most clients complete document sharing in under 10 minutes. Upload securely on WhatsApp or via our dashboard.
Every document is stored on encrypted servers, accessible only to your assigned CA.
A modern, fully digital workflow — no office visits, no paperwork chaos.
30-min call to map your business, revenue model, banks, GST setup and reporting needs. We design a customised Chart of Accounts and migration plan.
We onboard you to Zoho / QuickBooks / Tally Prime / Xero, migrate opening balances, import historical data, connect bank feeds and Shopify/Amazon channels.
Weekly capture of invoices, expenses and banking. Monthly bank, GST 2B, vendor and customer reconciliations — books locked by the 7th of the following month.
GSTR-1/3B filed by 11th/20th, TDS challans and returns handled, and MIS pack (P&L, BS, CF, KPI dashboard) delivered.
30-min call with your named CA to walk through numbers, highlight variances, plan tax savings, and action decisions for the next month.
We help sellers, freelancers and D2C brands register GST for the marketplaces they invoice on.
Brand names shown are for illustration of businesses commonly served — no official partnership implied.
A premium experience usually reserved for big firms — at startup-friendly pricing.
From D2C founders in Bengaluru to consultants in Chennai — we deliver accounting & bookkeeping with CA supervision across 28 states and 8 UTs.
Every month's books signed off by a qualified Chartered Accountant — not a junior bookkeeper or a software-only bot.
Strict SLA — books, reconciliations and reports delivered by the 7th of the next month, every month, or the month is free.
Monthly retainer includes GSTR-1, GSTR-3B and TDS workings — no separate invoices, no surprise line items.
One named accountant + a backup CA on a private WhatsApp thread — typical response under 2 working hours.
Monthly MIS pack: P&L vs budget, top customers, AR/AP ageing, runway, burn — built for non-finance founders.
Free advance-tax computation, ITR filing and a year-end tax-saving plan bundled into every annual retainer.
Software subscription (Zoho/QB/Tally) billed by vendor separately. No hidden charges from Taxpex.
A CA-authored, plain-English guide to books, cloud software, MIS, statutory audits and choosing the right retainer.
Bookkeeping is the systematic recording of every financial transaction — sales, purchases, receipts, payments — in the books of accounts. Accounting builds on bookkeeping to classify, summarise, interpret and report those transactions as financial statements (P&L, Balance Sheet, Cash Flow) and MIS dashboards.
For any Indian business — a proprietor above ₹25 lakh turnover, an LLP, a Private Limited Company or an NGO — bookkeeping is a statutory requirement under the Income Tax Act (Section 44AA) and the Companies Act 2013. Beyond compliance, well-maintained books unlock working-capital loans, investor funding, GST ITC and clean tax audits.
| Aspect | Cash Basis | Accrual Basis |
|---|---|---|
| Revenue recognition | When cash received | When invoice raised |
| Expense recognition | When cash paid | When bill received |
| Statutory acceptance | Small professionals u/s 44ADA | All companies, LLPs, most firms |
| GST compatibility | Not aligned | Fully aligned with GST invoice-basis |
| Preferred for | Freelancers, small proprietors | Startups, SMEs, all corporates |
Taxpex is a Zoho Books Premier Partner, QuickBooks ProAdvisor and Tally-certified partner — so we can migrate you to any software and even run a hybrid stack (Tally for statutory + Zoho for MIS).
| Software | Best for | Starting Price | GST Ready |
|---|---|---|---|
| Zoho Books | Startups, agencies, SaaS | ₹749/mo | Yes — native |
| QuickBooks | Global SMBs, consulting | $25/mo (India: withdrawn) | Partial |
| Tally Prime | Trading, manufacturing | ₹22,500 one-time | Yes — Indian standard |
| Xero | Global services, D2C | $15/mo | Requires GST plugin |
Monthly revenue, COGS, operating expenses, EBITDA and net profit — compared against prior month, prior year and budget.
Assets, liabilities and equity as on month-end — with debtor/creditor ageing and working-capital movement.
Operating, investing and financing cash flows — the only report that shows real liquidity, not accounting profit.
Business-specific metrics: MRR, ARR, CAC, LTV, burn, runway for SaaS; contribution margin, RTO % for D2C.
A one-page narrative explaining what changed, why, and what actions the CA recommends — signed by your reviewer.
The biggest mistake Indian businesses make is running books and GST returns as separate silos. Modern accounting demands that every invoice pushed into books simultaneously flows into GSTR-1, GSTR-3B and 2B reconciliation — and every payment above TDS thresholds triggers a challan entry.
| Aspect | In-house Accountant | Taxpex Retainer |
|---|---|---|
| Monthly cost | ₹30–60k + PF/gratuity | ₹3.5k – ₹25k |
| Skill level | Junior bookkeeper | Senior CA + team |
| Software cost | Additional | Bundled |
| GST + TDS filings | Extra CA fees | Bundled |
| MIS + tax planning | Rarely delivered | Standard deliverable |
| Continuity risk | Attrition, sick leave | Team-based, always on |
The single most common error. Every non-business expense is disallowed and adds to taxable profit. Use separate bank accounts and cards.
Books that don't reconcile with bank statements will fail audit and invite scrutiny. Reconcile at least monthly, ideally weekly.
Missing supplier invoices become permanent ITC losses if not chased within the same financial year.
TDS credit in Form 26AS lapses if not reconciled and claimed in your ITR — leaving refunds on the table.
Booking full-year advance as revenue in month 1 inflates P&L and understates GST liability — auditors will re-state.
Search or filter by category. Still unsure? A senior CA replies on WhatsApp within minutes.
15-minute call · Zero obligation · Get a software recommendation, chart-of-accounts plan and exact retainer quote before you pay a rupee.
We work on Zoho Books, Tally, QuickBooks and custom Excel/Sheets workflows — whichever fits your stack.
via Accounting & BookkeepingYes — backlog cleanups, ledger reconciliations and prior-year corrections are a core offering.
via Accounting & BookkeepingContent refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.
Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance