Financial Services Offered
A- Financial Services for Individual
Personal Budgeting & Financial Planning.
Plan monthly budgets, savings goals, and expenses.
Offer tools or coaching sessions.
Property Purchase Assistance and Financial Planning for Home Purchase with a Home Loan.
Tax Preparation & Filing.
File personal income tax returns.
Offer year-round tax planning tips.
Guide on Investment & Retirement Planning.
Guide on Mutual Funds, SIPs, or Retirement Funds.
Debt Management Consulting.
Restructure or consolidate debt and build repayment plans.
B- Financial Services for Businesses
Bookkeeping & Accounting.
Manage day-to-day transactions and monthly reporting.
Reconcile bank accounts and prepare ledgers.
Financial Statement Preparation.
Create Profit & Loss Statements, Balance Sheets, and Cash Flow Statements.
Payroll Processing.
Manage payroll, taxes, and compliance for teams.
