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Financial clarity your business can act on.

Bookkeeping, payroll, GST compliance, reporting and CFO-level advice. One Bengaluru team, for growing businesses in India and abroad.

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Organised financial working papers prepared by NeoFin Advisors in Bengaluru

Accuracy first.

Every report rests on it, so reviews and reconciliations follow a set, documented process.

Confidential by default.

Financial and payroll data is handled on a need-to-know basis, with a clear record of the work.

Plain language.

Numbers explained in clear terms, and anything that needs your attention raised early.

Services

Choose one service or the whole function. It all runs from one set of reconciled numbers.

Bookkeeping

Books kept current and reconciled every month, in Tally, Zoho Books or your ERP.

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Ledger · April

Client receipt, Acme Pvt Ltd+₹4,72,000
GST payment, GSTR-3B−₹1,12,600
AWS India, March−₹38,240
Razorpay settlement+₹86,420

Closing balance ₹38,46,210 · Reconciled

Payroll

PF, ESI, PT and TDS handled, on time, every cycle.

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Payslip · March

Gross salary₹1,20,000
PF (employee)−₹14,400
Professional tax−₹200
TDS, sec. 192−₹9,850
Net pay₹95,550

Outsourced compliance

GST, TDS, income tax and ROC, ready well before every deadline.

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GSTR-3B · March

Due 20 Apr
Output tax₹4,82,300
ITC, matched to 2B−₹3,64,120
Net payable₹1,18,180

Virtual CFO functions

Budgets, cash flow, MIS and board reporting, in plain terms.

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Cash runway

14 months

At current burn of ₹18.5L a month

Modelling & valuation

Scenario models and considered valuations for big decisions.

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Valuation range

₹42 CrBase ₹48 Cr₹55 Cr

M&A & transaction advisory

Structuring, due diligence, transaction tax and FEMA, from LOI to closing.

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Deal workstreams

LOI to closing
Financial due diligenceDone
Tax due diligenceDone
Secretarial due diligenceIn review
FEMA filing (FC-TRS)Next

Process, internal audit & ERP

Internal audits, process redesign and ERP implementation, end to end.

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ERP roadmap

Week 9 of 14

Assess

Design

Build

Migrate

Go-live

Internal audit: 3 high-risk gaps closed in design

Not sure where to start?

Tell us what is slowing you down. We will suggest the right mix of services.

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How it works

Step 1

We get to know your business.

Your setup, your systems and what you actually need, whether that is one task or the whole function.

Discovery call · notes

  • Current systemZoho Books
  • Entities2 (India, US)
  • Transactions a monthAbout 1,200
  • ComplianceGST, TDS, payroll

Step 2

We agree a clear scope.

Defined deliverables, dates and a named contact, so you always know what happens and when.

Engagement scope

BookkeepingPayrollGST returns
Monthly close
By the 7th
MIS pack
By the 10th
Your contact
A named accountant

Step 3

We report, every month.

Closed books, MIS and every GST and TDS deadline met, with a direct line whenever questions come up.

April

Deadlines tracked for you

MTWTFSS123456789101112131415161718192021222324252627282930
  • 7 Apr TDS deposit
  • 10 Apr MIS pack
  • 11 Apr GSTR-1
  • 20 Apr GSTR-3B

Step 4

We grow with you.

The arrangement scales as you do, so you never pay for more than you need or outgrow your setup.

Your engagement over time

  1. Today Bookkeeping and payroll
  2. 6 months Plus MIS and GST
  3. 12 months Plus virtual CFO

Reporting and advisory: from reconciled numbers to confident decisions

Reporting and advisory

Every transaction, reconciled.

Bank feeds, GST and ledgers matched line by line, every single month.

NFMonthly finance pack

Bank reconciliation · April

8 of 8 matched

Razorpay settlement+₹86,420
Office rent, Koramangala−₹1,85,000
Client receipt, Acme Pvt Ltd+₹4,72,000
AWS India, March invoice−₹38,240
GST payment, GSTR-3B−₹1,12,600
Salaries, March payroll−₹14,85,000
TDS deposit, Form 26Q−₹96,300
Stripe payout, US client+₹3,18,750

Profit & loss · FY 2026–27

Illustrative

Revenue, Apr–Sep
₹0.00 Cr
Gross margin
0.0%
EBITDA
0.0%
Cash runway
0 months
FY27 revenue
₹0.00 Cr
Break-even
Q3 FY28
0
₹50L
₹1 Cr

Hire 4 engineers in Q3

Runway stays above 14 months

AprJunAugOctDecFeb
RevenueForecast
  • Bank and card reconciliations
  • GSTR-2B input tax credit matching
  • Ledger scrutiny and month-end close

Industries

All industries

Ecommerce And Retail

Finance support adapted to the rhythms of ecommerce, D2C and retail businesses.

Technology And Software

Finance support for SaaS companies, startups and technology businesses scaling from Bengaluru and beyond.

Financial Services And Fintech

Careful, well-documented finance support for fintechs and financial services firms.

Professional Services

Finance support for consultancies, agencies and CA or CPA firms that need extra capacity.

Hospitality

Finance support for restaurants, cafés and hospitality groups with high transaction volumes.

Real Estate

Finance support for developers, property owners and real estate service businesses.

International markets

Our hours overlap UK and European mornings, Gulf working days and US evenings. For country-specific filing or regulated advice, we work with qualified local specialists.

Bengaluru

Indicative map of markets we support remotely, not a map of offices or licensed locations.

Systems and technology

We work inside the systems you already use. Automation handles the routine; experienced people review what matters.

TP

Tally Prime

Syncing · NeoFin Advisors

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DateDescriptionAmount
12 MarOffice supplies, invoice #2231−₹12,400
11 MarClient receipt, Indiranagar+₹2,40,000
10 MarSalary transfer, March payroll−₹6,15,000
09 MarGST payment, GSTR-3B−₹48,250
08 MarRazorpay settlement+₹86,420

Questions

The questions businesses in Bengaluru and abroad most often ask before working with us.

Book a consultation and see how much clearer running your business feels with the right finance support behind you.

Book a free consultation
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