Mid-tier CA firm, 6 partners, 180 clients
- Scope
- Multi-client ledger & TB dashboard, GST/TDS reconciliations, practice task tracker.
- Target outcome
- Year-end close: 6 weeks → 2 weeks
industries
For CA Firms & Tax Practitioners
Excel for CA firms and tax practitioners - multi-client ledger GST/TDS reconciliation and a practice-wide task tracker. Senior-led from ₹40K.
- ca
- tax
- audit
- gst
- tds
- reconciliation
CA firms and tax practitioners run on deadline. Every quarter end, every filing date, every audit cycle is a date that does not move. The work is reconciliation-heavy, audit-traceable and done across dozens of clients at the same time. We build the Excel workbooks that hold every client's ledger, every reconciliation and every deadline in one place - so the partner walks into the partners' meeting with the same numbers the article team is filing against.
What we usually see
The spreadsheets we work with.
- Client ledgers imported from Tally, Zoho, Busy and the bank's portal in different formats
- GST reconciliations maintained in one workbook, TDS workings in another, audit schedules in a third
- Task and deadline trackers per partner, with the assignment list that lives in someone's head
- Year-end financial statement packs assembled by hand for 30-200 clients every March
What we ship
The deliverables, in plain English.
- 01
A multi-client ledger and trial balance dashboard with one refresh per client, audit-traceable
- 02
GST and TDS reconciliation workbook that flags mismatches before filing, with working preserved
- 03
A practice-wide task and deadline tracker that the partners and the article team can all read
Sample scenario
What a typical build targets.
Engagement
What we need from you, and what you get.
What we need from you
- 30 minutes on a call to walk us through your current close and reconciliation workflow
- Sample client exports from your accounting software and the GST portal
- A copy of your current task tracker (even a rough spreadsheet is fine)
- A single point of contact for review cycles
What you get
- Multi-client ledger and trial balance dashboard with audit-traceable working
- GST and TDS reconciliation workbook with mismatch flags and preserved workings
- Practice-wide task and deadline tracker that partners and the article team can read
- 30 days of post-delivery support and a written spec
Book a 30-minute discovery call
Walk us through your next filing cycle.
We will come back within a working day with a written fixed-scope proposal - no discovery retainer.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard
Mutual NDA availableCalls scheduled in your timezone