Next due: AOC-4 financial statements — 30 Oct (2 days)
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Accounting & Payroll

Budgeting and cash-flow forecasting

Annual budget and a rolling 12-month cash-flow forecast you can track against actuals every month.

Budget

Overview

Typical time7–10 working days
Documents2 to upload
DeliveredOnline · client portal
Reviewed bySenior expert

Annual budget and a rolling 12-month cash-flow forecast you can track against actuals every month.

What's included

  • Revenue and cost drivers modelled
  • Monthly budget and cash-flow
  • Scenarios and break-even
  • Variance format for monthly review

Information we need

You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.

Entity KYC

  • Type of entity *
  • Legal name (or proposed name) *
  • Trade / brand name optional
  • PAN of the entity optional
  • GSTIN optional
  • CIN / LLPIN / registration no. optional
  • Date of incorporation / birth optional
  • Registered / business address optional
  • City optional
  • State *
  • PIN code optional
  • Email *
  • Mobile *

Documents usually needed

Upload these in the client portal after ordering – scans or clear phone photos are fine.

  • Last two years’ financials
  • Business plan and assumptions

As per law

Law and sections

  • Management accounting practice

Who must comply

  • Owners planning growth, hiring or funding

Time limits

  • Before the start of the financial year

General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.

How it works

  1. Add to cartAdd this and any other services you need.
  2. Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
  3. Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
  4. Pay securelyBank transfer or UPI – the invoice is emailed instantly.
  5. Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
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