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Online Bookkeeping
₹89,999.00
Maintain accounts digitally
Description
?? What You Will Get
When you buy Online Bookkeeping, these are things your client should receive:
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Regular recording of all financial transactions (sales, purchases, expenses)
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Bank statement reconciliation (i.e. matching your book entries with bank data)
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Categorization of income & expenses (to track profit, cost centres etc.)
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Accounts Payable & Receivable tracking (invoices to receive / payments you owe)
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Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow summary)
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Periodic summaries / dashboard view (vs budget, vs previous months)
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GST / tax-related bookkeeping: calculating inputs/outputs, tracking tax liabilities (if applicable)
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Ledger maintenance and generation of trial balance
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Secure cloud storage / backup of books & records
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Access to a financial expert or bookkeeper via dashboard or regular calls to clarify entries
?? Process / Timeline
Here?s the typical workflow and timeline you might follow / show on your page:
| Step | Activity |
|---|---|
| Day 1 | Client provides details: past transactions, bank statements, existing ledger data (if any), access to documents |
| Day 2 | Setup: chart of accounts, bookkeeping software, categorize expense/income heads |
| Day 3-5 | Record all transactions for the period (day / week / month, depending on agreement), reconcile bank statements, check for missing entries |
| Day 5-7 | Prepare and send monthly report to the client, highlight anomalies, suggestions for improvement |
| Ongoing | Continuous entry of transactions, monthly reconciliation, adjusting entries, ensuring tax-compliance ready, periodic review meetings |
?? Documents / Information Required
To provide accurate bookkeeping, you will need from the client:
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Bank statements (for all business accounts) and digital access or copies
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All invoices (sales & purchase) / bills / receipts / expense vouchers
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Details of loans, liabilities or assets (if any)
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Previous financial records (if you?ve done bookkeeping already)
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Details of business bank account & merchant accounts (if applicable)
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Information about applicable taxes / GST registration / rates etc.
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Any subscriptions, rent, salary / payroll data etc. if applicable
?? Benefits of Online Bookkeeping
Why clients will want to use your Online Bookkeeping:
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Accurate, up-to-date financial data ? better decision-making
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Saves time & effort vs doing bookkeeping manually or hiring full-time staff
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Keeps business tax / compliance obligations easier: avoid late fines, mismatched entries etc.
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Helps see cash flow, profit margins, and unprofitable cost centres quickly
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Easy access (anywhere, anytime) because books are online / in the cloud
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Secure storage & backups reduce risk of data loss
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Scalability: you can upgrade service level (more transactions, deeper reports) as business grows
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