Services Offered

(Tally Prime | Zoho Books | Intuit QuickBooks)

At Phoenix Pro, we provide structured and technology-driven bookkeeping solutions using Tally Prime, Zoho Books, and Intuit QuickBooks, ensuring accuracy, compliance, and real-time financial clarity.

Our Services Include:

• Setup and configuration of accounting software based on business structure
  
  

• Chart of accounts creation and customization
  
  

• Daily transaction recording (sales, purchases, receipts, payments, journal entries)
  
  

• Bank and credit card reconciliation
  
  

• GST-compliant accounting and return data preparation
  
  

• Accounts payable and receivable management
  
  

• Vendor and customer ledger management
  
  

• Payroll accounting and statutory compliance entries
  
  

• Inventory accounting and stock reconciliation
  
  

• Fixed asset accounting and depreciation tracking
  
  

• MIS reporting and financial statement preparation
  
  

• Periodic review and finalization of books
  
  

• Year-end closing and audit support
  
  

Software Expertise

We work seamlessly on:

• Tally Prime for structured traditional accounting environments
  
  

• Zoho Books for cloud-based, automation-driven businesses
  
  

• Intuit QuickBooks for streamlined, globally aligned accounting systems
  
  

Our Value Proposition

• Services are fully customized based on your business model — Proprietorship, Partnership, LLP, or Private Limited Company
  
  

• Scalable support for startups, SMEs, and established enterprises
  
  

• Best-in-market pricing without compromising on quality
  
  

• High standards of accuracy, confidentiality, and professional integrity
  
  

• Dedicated support and timely response
  
  

We don’t just maintain books — we create financial clarity that empowers better business decisions.

Regulatory compliance is not just a legal requirement — it is the foundation of a credible and sustainable business. At Phoenix Pro, we provide end-to-end tax and statutory compliance services to ensure your business remains compliant, penalty-free, and professionally structured.

Income Tax Compliances

• TDS computation, deduction, and timely payment

• Quarterly TDS return filing (24Q, 26Q, etc.)

• Advance tax computation and payment planning

• Income Tax Return filing (Individuals, Firms, LLPs, Companies)

• Tax audit coordination and support

• Replying to income tax notices and compliance proceedings

• Tax planning and advisory

GST Compliances

• GST registration and amendments

• Monthly / Quarterly GST return filing (GSTR-1, GSTR-3B, CMP-08, etc.)

• Annual return filing (GSTR-9 / 9C support)

• GST reconciliation and ITC verification

• GST audit support and representation

• Advisory on GST applicability and classification

ROC & Corporate Compliances

• Incorporation-related filings

• Annual ROC filings for Companies and LLPs

• Filing of AOC-4, MGT-7, DIR-3 KYC and other statutory forms

• Maintenance of statutory registers and minutes

• Board resolutions and secretarial compliance support

• Event-based ROC filings (change in directors, share allotment, etc.)

Why Timely Compliance Matters

Timely filing and statutory adherence:

• Prevents hefty penalties, interest, and legal consequences

• Avoids notices and departmental scrutiny

• Enhances credibility in the eyes of regulators, banks, investors, and stakeholders

• Strengthens your business reputation and financial discipline

Our Commitment to Clients

• Services customized based on your business structure — Proprietorship, Partnership, LLP, or Private Limited Company

• Compliance calendar tracking and proactive reminders

• Best-in-market pricing while maintaining high standards of quality and professionalism

• Strict confidentiality and systematic documentation

• Dedicated support with practical, solution-oriented advice

At Phoenix Pro, we ensure that compliance becomes a strength — not a burden — for your business.

A strong audit framework is not just about compliance — it is about protecting your business from financial risks, operational inefficiencies, and long-term losses.

At Phoenix Pro, we provide comprehensive audit and assurance services designed to strengthen internal controls, enhance transparency, and build financial discipline.

Our Audit Services Include:

Internal Audit

• Evaluation of internal control systems

• Risk assessment and process review

• Verification of accounting records and transactions

• Identification of control gaps and improvement recommendations

• Compliance review with internal policies

Concurrent Audit

• Real-time transaction verification

• Ongoing review of financial and operational activities

• Detection of irregularities and control lapses

• Monitoring statutory compliance adherence

Revenue Audit

• Verification of revenue recognition processes

• Examination of billing, invoicing, and collection systems

• Identification of revenue leakages

• Strengthening revenue control mechanisms

Management Audit

• Performance evaluation of departments

• Operational efficiency assessment

• Cost control analysis

• Strategic recommendations for improved governance

Tax Audit

• Examination of books as per Income Tax Act provisions

• Verification of statutory compliance

• Reporting under relevant tax audit clauses

• Coordination with tax consultants and authorities

Company / Statutory Audit Support

• Financial statement verification

• Compliance review under Companies Act provisions

• Liaison with statutory auditors

• Assistance in finalization of accounts

Specialized Audits

• Fixed Asset Verification & Reconciliation

• Turnkey Project Audit

• Inventory & Stock Audit

• Process & System-Based Audit

Why Timely Audit is Critical

• Detects errors, fraud, and inefficiencies at an early stage

• Prevents potential financial losses in the future

• Strengthens internal control systems

• Builds a structured financial framework

• Enhances credibility with regulators, banks, and stakeholders

A timely audit acts as a preventive shield — not just a corrective measure.

Our Value Proposition

• Audit programs customized based on your business model — Proprietorship, Partnership, LLP, or Private Limited Company

• Practical, business-oriented audit observations (not just theoretical reporting)

• Best-in-market service charges while maintaining high professional standards

• Confidential, systematic, and transparent approach

• Actionable reports that help management make informed decisions

At Phoenix Pro, our audit approach goes beyond verification — we help you build a financially resilient organization.

Growth does not happen by chance — it happens through structured planning, informed decisions, and professional guidance.

At Phoenix Pro, we provide strategic business and wealth consultancy services that help entrepreneurs expand confidently, diversify wisely, and build long-term financial stability.

Our Consultancy Services Include:

Business Advisory

• Business structure evaluation and restructuring guidance

• Business diversification strategy planning

• Expansion and scaling advisory

• Feasibility studies and risk assessment

• Financial modeling and profitability analysis

Project & Investment Planning

• Preparation of detailed project reports (DPR)

• CMA data preparation for bank funding

• Investment opportunity evaluation

• Capital budgeting and ROI analysis

• Funding advisory (banks, financial institutions, investors)

Wealth Creation & Financial Planning

• Structured investment planning

• Asset allocation strategies

• Risk management advisory

• Long-term financial goal planning

• Business-owner wealth structuring

Liaison & Approval Support

• Coordination with banks and financial institutions

• Assistance in regulatory approvals

• Liaison with statutory authorities

• Support for government registrations and clearances

Why Professional Consultancy Matters

A capable entrepreneur should focus on what they do best — building and running the business.

With professional support:

• Strategic decisions are data-driven and risk-aware

• Opportunities are evaluated before capital is deployed

• Compliance and documentation are handled systematically

• Growth becomes structured instead of accidental

While you focus on your core strength, we take care of the financial planning, structuring, and strategic groundwork.

Our Value Proposition

• Consultancy services customized based on your business model — Proprietorship, Partnership, LLP, or Private Limited Company

• Practical, implementation-oriented advice (not just theoretical suggestions)

• Best-in-market service charges with uncompromising professional standards

• Confidential and transparent engagement

• Long-term advisory partnership approach

At Phoenix Pro, we don’t just advise — we partner in your growth journey.

Timely and accurate tax filing is not just a legal obligation — it is a responsible financial practice that ensures peace of mind and financial clarity.

At Phoenix Pro, we provide comprehensive tax filing and advisory services for Resident Individuals (non-business taxpayers), ensuring compliance with the Income Tax Act while optimizing tax benefits legally available.

Our Services Include:

• Income Tax Return (ITR) filing for salaried individuals

• Filing for individuals having multiple income sources

  • Salary income

  • House property income

  • Capital gains (shares, mutual funds, property)

  • Interest income (bank deposits, bonds, etc.)

  • Other income sources

• Review and reconciliation with Form 26AS, AIS & TIS

• Tax computation and deduction optimization

• Advance tax calculation and guidance

• Capital gains computation (equity, mutual funds, real estate)

• Claiming refunds and rectification filings

• Responding to income tax notices and compliance queries

• Tax planning advisory within legal framework

Why Professional Assistance Matters

Professional support ensures:

• Accurate computation and proper disclosure

• Maximum eligible deductions and exemptions

• Timely filing without last-minute stress

• Avoidance of penalties, interest, and notices

• Peace of mind knowing your statutory duties are fulfilled correctly

A well-filed return strengthens financial credibility with banks, visa authorities, and financial institutions.

Our Value Proposition

• Services customized based on individual income structure and financial profile

• Clear documentation checklist and guided process

• Best-in-market service charges while maintaining high standards of quality and professionalism

• Strict confidentiality of financial data

• Prompt response and ongoing support

At Phoenix Pro, we ensure that tax compliance becomes a smooth, stress-free experience — allowing you to stay financially disciplined and mentally at peace.

Cross-border income brings opportunity — but also complexity.

At Phoenix Pro, we provide specialized taxation and compliance services for Non-Resident Indians (NRIs), ensuring accurate reporting, treaty benefits, and full compliance with Indian tax regulations.

With evolving tax laws and increasing data transparency between countries, professional guidance is essential to avoid unnecessary tax exposure and compliance risks.

Our NRI Taxation Services Include:

• Determination of residential status under the Income Tax Act

• Income Tax Return (ITR) filing for NRIs

• Tax computation for income earned in India

  • Rental income from property

  • Capital gains on sale of property or securities

  • Interest income (NRO/NRE accounts, deposits)

  • Dividend and investment income

• Capital gains planning and indexation benefits

• TDS review and refund claim processing

• DTAA (Double Taxation Avoidance Agreement) benefit advisory

• Lower / Nil TDS certificate application (Form 13)

• Repatriation tax planning support

• Representation and response to income tax notices

• Assistance in obtaining PAN, Aadhaar compliance guidance

Why Professional NRI Tax Support Is Critical

• Ensures correct residential status classification

• Avoids double taxation through proper DTAA application

• Prevents excess TDS deductions

• Minimizes risk of scrutiny or penalty

• Enables smooth repatriation of funds

• Maintains financial credibility in India

Cross-border taxation mistakes can be expensive. Structured professional support protects your global income efficiently.

Our Value Proposition

• Services customized based on your income structure, country of residence, and investment profile

• Clear advisory on India-specific compliance obligations

• Coordination with overseas advisors when required

• Best-in-market service charges while maintaining high standards of quality and professionalism

• Strict confidentiality and systematic documentation

At Phoenix Pro, we ensure that managing Indian tax obligations becomes seamless — allowing NRIs to stay compliant while focusing on their global professional commitments.

(For MSMEs & Startups)

Growing businesses require financial leadership — but not every business needs a full-time CFO.

At Phoenix Pro, our Virtual CFO services provide strategic financial direction, compliance oversight, and performance monitoring — without the cost burden of a full-time executive.

We partner with MSMEs and startups to build financially strong, scalable, and compliant organizations.

Our Virtual CFO Services Include:

Financial Strategy & Planning

• Preparation of annual budgets and financial forecasts

• Cash flow planning and working capital management

• Cost structure analysis and optimization

• Break-even and profitability analysis

• Financial risk assessment

Management Reporting & Decision Support

• Monthly MIS reporting and performance dashboards

• KPI tracking and variance analysis

• Profitability analysis by product / division

• Business performance review meetings

• Strategic advisory for growth and expansion

Compliance & Governance Oversight

• Monitoring of statutory compliances (GST, TDS, ROC, etc.)

• Financial discipline implementation

• Internal control system strengthening

• Coordination with auditors and tax consultants

• Financial policy formulation

Funding & Investor Support

• Preparation of financial projections

• CMA data for bank finance

• Investor presentation support

• Valuation support

• Due diligence coordination

Process & System Development

• Accounting system setup and review

• SOP drafting for finance functions

• Financial workflow automation guidance

• Expense control frameworks

Why a Virtual CFO Is Critical

A competent CFO ensures that:

• The company remains financially and statutorily healthy

• Cash flow is controlled and optimized

• Financial risks are identified early

• Growth decisions are data-driven

• The financial structure aligns with the entrepreneur’s goals and long-term vision

With structured financial leadership, the entrepreneur can focus on operations and expansion while strategic financial management is handled professionally.

Our Value Proposition

• Services customized based on your business structure — Proprietorship, Partnership, LLP, or Private Limited Company

• Scalable engagement model for startups and growing MSMEs

• Best-in-market service charges while maintaining high standards of quality and professionalism

• Confidential and advisory-driven partnership approach

• Practical, implementation-focused financial guidance

At Phoenix Pro, our Virtual CFO service is not just about numbers — it is about building financially resilient businesses aligned with your vision.

The foundation of every successful business lies in choosing the right structure.

At Phoenix Pro, we help entrepreneurs and investors establish and structure their ventures correctly from the beginning — ensuring legal clarity, tax efficiency, regulatory compliance, and long-term scalability.

Whether you are launching a startup, formalizing an existing business, or restructuring for growth, we provide end-to-end professional guidance.

Our Services Include:

Business Entity Selection Advisory

• Evaluation of suitable structure:

  • Proprietorship

  • Partnership Firm

  • LLP

  • Private Limited Company

• Comparative analysis of tax implications

• Capital structure advisory

• Liability and governance assessment

Company & LLP Incorporation

• Name approval and reservation

• Drafting of MOA & AOA

• Incorporation filings with ROC

• DIN & DSC assistance

• PAN, TAN, and statutory registrations

Partnership & Firm Structuring

• Drafting and registration of partnership deeds

• Capital contribution structuring

• Profit-sharing ratio advisory

• Conversion of firm to LLP or Company

Shareholding & Capital Structuring

• Equity structuring advisory

• Share allotment planning

• Share transfer compliance

• Drafting shareholder agreements

• Exit and dilution planning

Startup & Regulatory Registrations

• MSME registration

• Startup India registration

• GST registration

• PF & ESI registration

• Professional tax and other statutory registrations

Business Restructuring & Conversion

• Conversion of Proprietorship to LLP/Company

• LLP to Private Limited conversion

• Internal restructuring advisory

• Compliance restructuring

Why Proper Structuring Is Critical

• Reduces future tax burden

• Minimizes legal risks and disputes

• Enhances investor confidence

• Simplifies compliance management

• Strengthens business credibility with banks and regulators

A well-structured entity today prevents costly restructuring tomorrow.

Our Value Proposition

• Structuring solutions customized based on your business model, growth plans, and risk profile

• Integrated support from Chartered Accountant, Company Secretary, and legal advisors

• Best-in-market service charges while maintaining high standards of quality and professionalism

• Transparent process and systematic documentation

• Long-term advisory partnership approach

At Phoenix Pro, we don’t just register businesses — we build strong foundations for sustainable growth.