Set Up Your Books Properly From Day One — And Know Where Your Money Goes.
Most startups operate without proper accounting until tax season — then spend weeks scrambling. Setting up your books correctly from the beginning saves time, reduces tax liability, and gives you financial clarity.
- ✔ Tally Prime or Zoho Books — we set up both
- ✔ Chart of accounts structured for your business type
- ✔ Handed over with training so your team can manage it
The challenge
Does this sound familiar?
- You have no idea how much money your business has actually made or spent this month
- Your income and expenses are scattered across bank statements, UPI, and Excel sheets
- You're heading into your first tax filing with no organised books — and it's stressful
- You've tried setting up Tally or Zoho Books yourself but gave up halfway through
- Your CA is asking for accounts and you don't have anything ready to give them
Here's how we solve it.
- We recommend the right software for your business — Tally or Zoho Books — and set it up properly
- We create a chart of accounts tailored to your industry and GST requirements
- We enter your historical transactions and reconcile against bank statements
- We run a live training session so your team can manage day-to-day entries going forward
What's included
Everything we deliver.
Everything we set up so your books are clean and usable from day one.
- ✔ Accounting software recommendation and setup (Tally Prime or Zoho Books)
- ✔ Chart of accounts creation tailored to your business type
- ✔ Company master setup: financial year, GST details, bank accounts
- ✔ Quick-reference guide for common transactions
- ✔ Opening balances entry
- ✔ GST configuration: tax ledgers, HSN/SAC codes for your products/services
- ✔ Invoice template setup (GST-compliant, branded)
- ✔ Bank reconciliation process setup and training
- ✔ Up to 3 months of historical transaction entry
- ✔ 2-hour live training session for your team
How it works
How we set up your accounting system.
A structured setup that gets your books clean and your team confident.
Requirements Assessment
We understand your business type, transaction volume, and whether Tally or Zoho Books is right for you.
Software Setup
We configure company details, chart of accounts, GST ledgers, and invoice templates.
Data Entry & Reconciliation
We enter opening balances and historical transactions, then reconcile against bank statements.
Training & Handover
We run a 2-hour live training session and hand over a quick-reference guide.
Results
What clean, well-set-up books deliver.
Day 1
Clean books from setup
3 months
Historical data entered
2 hours
Team training session
100%
CA-ready accounts
Pricing
Simple, transparent pricing.
One-time setup fee. Software subscription (Tally or Zoho) paid directly to the platform.
Basic Setup
Software configuration and chart of accounts.-
Software setup (Tally or Zoho Books)
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Chart of accounts
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GST configuration
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Invoice template
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1-hr training
Complete Setup
Full setup with historical data and team training.-
All Basic inclusions
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Opening balances entry
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Up to 3 months historical entry
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Bank reconciliation setup
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2-hr live training
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Quick-reference guide
Setup + Monthly
Setup + ongoing monthly bookkeeping management.-
Complete Setup included
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Monthly bookkeeping management
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Bank reconciliation monthly
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P&L and Balance Sheet monthly
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GST return data preparation
Client stories
What our clients say.
FAQs
Frequently asked questions.
Everything you need to know before getting started.
Should I use Tally Prime or Zoho Books?
Tally Prime is a one-time purchase (~₹18,000–₹54,000) and is the most widely used in India — your CA will almost certainly know it. Zoho Books is cloud-based (~₹749–₹2,499/month) and accessible from anywhere. For most startups, Zoho Books is easier to start with.
What is a chart of accounts?
An organised list of all financial categories your business uses — sales revenue, office expenses, salaries, GST liability, etc. Setting it up correctly means financial reports are meaningful and your CA can work without confusion.
What if my books are a complete mess from the past year?
That’s exactly what we’re used to. Our Complete Setup package includes up to 3 months of historical entry. For larger backlogs, we’ll quote based on transaction volume.
Do I need an accountant to manage bookkeeping every month?
Not necessarily. Once set up properly, a non-accountant can handle basic data entry. Our Setup + Monthly plan is for businesses that prefer to outsource the entire bookkeeping function.
Will my CA be able to work with the books you set up?
Yes. We set up accounts in a structure any CA will be comfortable with. If your CA has specific preferences, tell us during setup and we’ll accommodate them.
Want to start with clean, organised books?
Book a free call — we’ll assess your situation and set up an accounting system that actually works.
Free 30-minute call · No commitment required · Honest advice, always
