Bookkeeping & Bank Reconciliation
Starting from
₹2,999one-time
18% GST extra on professional fees
- Entry of sales, purchases and expenses
- Bank reconciliation for one account
- Ledger and trial balance
- Up to 300 vouchers
+ 2 more in this plan
Accounting & Audit
Monthly Accounting
A predictable monthly accounting cycle: vouchers posted, ledgers reviewed, one clear report on the same day each month.
- From ₹2,499 / month + GST
- Report pack within 7 working days of the cut-off date
- Confidential handling
About Monthly Accounting
Some owners do not want a long engagement, just a steady monthly close. This plan gives you a fixed cut-off, a fixed set of reports and an accountant who knows your business, so surprises show up in the first week of the month, not at year end.
What is Monthly Accounting?
Monthly Accounting is a subscription-style service built around the month-end close. You send documents by a cut-off date, we post entries, tie balances to bank, GST and TDS records, review aged receivables and payables, and send a short report pack on a fixed schedule.
It is designed for businesses with a moderate transaction count that want regularity without a heavy retainer. Because the scope is defined, the monthly fee is predictable. You can scale up to the full accounting and bookkeeping plan whenever volume or reporting needs grow.
Who needs this service?
You may need it if any of these describe you.
- Small shops, clinics and agencies with up to a few hundred entries a month
- Consultants and freelancers who invoice regularly and need clean books for tax
- Startups that need monthly numbers for founders and investors
- Owners who currently update books only once a year before the ITR
- Franchise outlets that must report monthly to a head office
Benefits
Fixed monthly cycle
Cut-off, posting and report dates are agreed in advance and kept.
Predictable fee
A single monthly price for a defined number of entries and bank accounts.
Early warning
Falling margins, overdue receivables or unusual expenses show up each month.
Compliance sync
GST turnover and TDS deducted agree with your return data every month.
Easy upgrade
Move to full bookkeeping or add payroll and inventory when you need to.
Types of Monthly Accounting
Basic monthly close
Posting of sales, purchases and expenses with bank matching and a trial balance.
Monthly close with GST tie-out
Adds a check of GSTR-1, GSTR-3B and GSTR-2B totals against books.
Monthly close with MIS
Adds a short management pack with profit and loss trend, cash position and dues.
Multi-entity monthly close
For owners with more than one firm or GSTIN, with consolidated view on request.
Eligibility requirements
- Any business or professional with monthly transaction volumes within the plan limit.
- Documents must reach us by the agreed cut-off date (for example, the 5th of the following month).
- A named contact on your side who can answer queries within two working days.
Documents required
Keep these ready to avoid delays. Send scans or photos over WhatsApp - never share passwords or OTPs.
Each month
- Bank and card statements (PDF or Excel)
- Sales invoices or POS report
- Purchase bills and expense receipts
- Cash book or petty cash summary
- Loan, EMI and interest certificates
At start
- Last financial statements or opening balances
- GST and TDS credentials or past returns
- List of customers and suppliers with GSTINs
Step-by-step process
- Fix cut-offWe agree the monthly document deadline and report date.
- Upload documentsYou send documents via shared drive, email or WhatsApp in the agreed format.
- Post entriesVouchers are recorded in your accounting software with correct ledgers and tax treatment.
- Match and reviewBank, GST and TDS balances are matched; queries are listed for your answers.
- Report packYou receive the trial balance, profit and loss, dues list and a short commentary.
- Carry forwardOpen queries roll into next month until resolved.
Applicable rules & regulations
Plain-English notes. Always verify against the official notification.
| Section / rule / form | What it means |
|---|---|
| Section 128 Companies Act 2013 | Companies must keep books of account on accrual basis; monthly posting supports this requirement. |
| Section 35 CGST Act | Accounts of stock, supplies and ITC must be maintained and be available for inspection. |
| Section 44AA Income-tax Act 1961 | Books of account requirements for specified professions and for businesses above the prescribed thresholds. |
| Section 269ST | Cash receipts of ₹2 lakh or more in a day, per transaction or per occasion from one person are restricted; accounting highlights such entries. |
Important due dates
Statutory dates can be extended by notification - check the official portal before relying on them.
| Activity | Due date |
|---|---|
| Monthly close report | Agreed report date in the engagement (commonly within 7-10 working days after month end) |
| GST and TDS returns using the books | As notified - monthly or quarterly depending on registration |
Transparent pricing
Plans from our Accounting Services Pricing list. Government charges and GST are shown separately.
Financial Statements
Starting from
₹4,999/ year
18% GST extra on professional fees
- Profit and loss account and balance sheet
- Depreciation schedule
- Closing stock and adjusting entries
- Notes to accounts (basic)
+ 2 more in this plan
Tax Audit (Section 44AB)
Starting from
₹7,999/ year
18% GST extra on professional fees
- Tax audit report in Form 3CB-3CD / 3CA-3CD
- Examination of books and clause-wise disclosures
- TDS and GST compliance cross-check
- Reconciliation with financial statements
+ 2 more in this plan
Statutory Audit
Starting from
₹14,999/ year
18% GST extra on professional fees
- Audit under the Companies Act / LLP Act as applicable
- Audit planning, vouching and verification
- Independent auditor report and CARO review
- Board / partner observations letter
+ 2 more in this plan
Package comparison
| Feature | Bookkeeping & Bank Reconciliation | Financial Statements | Tax Audit (Section 44AB) | Statutory Audit |
|---|---|---|---|---|
| Bookkeeping entries | Up to 300 | |||
| Bank reconciliation | ||||
| P&L and balance sheet | Reviewed | Audited | ||
| Audit report | Tax audit | Statutory | ||
| Depreciation schedule | ||||
| Portal filing of report | Support | |||
| Management letter |
Government fees & professional fees
We never mark up government payments.
Professional fee
From ₹2,499 per month for a defined number of entries and one bank account. Extra accounts, branches or entries are priced on a clear slab.
Government charges
No government fee for accounting work.
Other costs
Year-end finalisation, audit assistance, payroll and return filing are optional and charged separately.
Deliverables
What you receive from us.
- Posted monthly books
- Trial balance and profit and loss statement
- Bank reconciliation summary
- Receivables and payables ageing
- Query list for owner action
Turnaround time
Report pack within 7 working days of the cut-off dateTimelines assume complete, correct documents and, where applicable, timely action by the government portal or authority.
Why choose SK Wealth Tax Advisor?
- Experienced Professional SupportEvery file is handled by a person who knows the rules, not a call centre script.
- Transparent & Affordable PricingProfessional fees, government charges and GST are shown separately.
- Timely Filing & ComplianceWe track due dates for you and remind you before they arrive.
- Complete Business SolutionsRegistration, accounting, tax, ROC and licences under one roof.
- Digital & Paperless ServicesShare documents securely online. No office visit needed.
- Personalized Tax PlanningAdvice based on your income, goals and the regime that suits you.
Monthly Accounting - FAQs
What if I miss the monthly cut-off?
Your month is still processed, but the report date moves accordingly. Late documents may be carried to next month's close.
How many entries are included?
A limit is agreed up front based on your history. If volume rises above it, we tell you before charging any extra.
Is year-end finalisation included?
Year-end balance sheet, schedules and depreciation are separate; see the Financial Statements service.
Do you reconcile my bank every month?
Yes, bank matching is part of the monthly close. A deeper review with unreconciled item follow-up is covered in the Bank Reconciliation service.
Can I pause the plan?
Yes, with notice. Gaps become backlog work later, so we recommend not pausing for long periods.
Get started with Monthly Accounting
Share a few details and we will reply on your preferred channel. No obligation.
Contact us
- +91 98765 43210
- Chat on WhatsApp
- info@skwealthtax.com
- A-123, Sector-18, Rohini, New Delhi – 110085
- Mon – Sat: 10:00 AM – 7:00 PM