Accounting & Bookkeeping

Accurate books and clear financial statements you can actually rely on, updated on a schedule you can count on.

Overview

What this service covers

Good decisions need reliable numbers. We maintain your books, reconcile them against your bank statements, and produce financial statements that hold up whether you're applying for a loan, bringing in an investor, or just want to know where the business stands.

We work with whatever system suits you — from spreadsheets to Tally to cloud accounting software — and can take over fully from wherever your books currently stand.

Who It's For

Is this the right service for you?

Small businesses without an in-house accountant
Businesses switching accountants mid-year
Anyone preparing financials for a loan or investor
Businesses wanting monthly MIS visibility
What Vertex Can Help With

Books that stay current, not just at year-end

Day-to-day Bookkeeping
Bank Reconciliation
Financial Statements (P&L, Balance Sheet)
Payroll Processing
Monthly MIS Reports
Accounting Software Setup (Tally/Zoho)
Year-end Closing Support
Process

How it works

01

Review Current Books

We look at where your books currently stand and clean up anything inconsistent.

02

Set a Cadence

We agree a monthly (or as-needed) update schedule that fits your transaction volume.

03

Maintain & Reconcile

Bookkeeping and bank reconciliation happen on schedule, not in a year-end rush.

04

Report & Close

You get monthly MIS visibility, and year-end closing is straightforward.

Good to Know

Important practical information

  • Monthly updates catch errors early —waiting until year-end makes discrepancies harder to trace and tax filing more stressful.

  • Bank reconciliation is where mismatches usually surface —it's matching every bank transaction against your books, so nothing is missed or misclassified.

  • Audit requirements depend on your entity type —some structures are legally required to get audited financials, others just need clean, presentable books.

FAQs

Common questions

Monthly at minimum for most small businesses — waiting until year-end makes errors harder to catch and tax filing more stressful. We can set up a cadence that fits your transaction volume.

It's matching every transaction in your bank statement against what's recorded in your books, so nothing is missed, duplicated or misclassified. It's often where discrepancies first surface.

That depends on your business structure and turnover — some entities are legally required to get audited, others just need clean, presentable financials. We'll tell you which applies to you.

We're comfortable with Tally, Zoho Books and standard spreadsheet-based systems, and can help you migrate from one to another if needed.

Yes — we review the books as they stand, clean up anything inconsistent, and continue from there rather than starting over.

Talk to Vertex about Accounting & Bookkeeping

A short conversation is usually enough to know where things stand and what's needed next.

Message on WhatsApp or send an enquiry form →
At a glance
  • Update cadence — Monthly, or as agreed with you
  • Who it's for — Businesses without a dedicated accountant
  • We also help with — Payroll, MIS & software migration
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