Client Engagement
& Track Record
Our track record demonstrates the value clients receive when finance, compliance, and governance are managed with discipline. The following engagements show our ability to deliver timely execution, reduce compliance risk, improve systems, support business growth, and build finance functions that stand up to scrutiny.
Akshaya Tritiya Audit Completion
Finalised
In April 2026, we completed and finalised audited balance sheets for 15 organisations by Akshaya Tritiya after more than six months of advance planning, document follow-up, reconciliations, and audit coordination.
The engagement demonstrates our ability to manage multiple audit timelines together while maintaining documentation discipline and timely client closure.
Financial Systems & Operations Scaling
For a steel appliances public limited company, we manage finance support beyond the statutory audit scope by designing practical systems, process controls, and reporting routines.
This helps the company strengthen operating discipline, improve management visibility, and keep its finance infrastructure aligned with business expansion.
Systems Setup,
Governance & Business Growth
For a private limited training company, our structured finance, governance, and board-process support helped convert informal operating practices into scalable systems.
Key outcomes achieved include following
Supported reported business growth of 300% through stronger internal systems, process discipline, and financial review mechanisms
Established a formal governance rhythm through regular physical Board Meetings and Annual General Meetings, fulfilling a long-standing objective of the Directors
Introduced a three-level succession plan through structured Board engagement with a Company Secretary present at meetings
Supported expansion from one entity to three separate companies, giving the promoter greater clarity to launch distinct ventures
GST Compliance
& Departmental Audits
Since 2017, we have managed end-to-end GST compliance for a leading management consultancy firm. During this eight-year engagement, an independent due diligence review by an international consultant resulted in only three minor observations, supporting the client’s confidence in the consistency, accuracy, and reliability of its compliance systems.
Over the past three years, we have represented and supported five clients during regular GST departmental audits. Our structured submissions, clear reconciliations, and organised documentation helped clients respond confidently to departmental scrutiny and reduce uncertainty during audit proceedings.
Accounts Department
Setup For NGO
For a large-scale NGO operating across 14 districts and 900 villages with annual CSR funding of over Rs. 14 crores, we are establishing and operationalising the accounts department from the ground up. The engagement focuses on reliable accounting processes, field-level reporting structures, control routines, and documentation suited to CSR funding requirements and regulatory expectations.
