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COMPREHENSIVE FINANCE & COMPLIANCE SUPPORT

More than accounting. A finance partner for your business.

Growth Plan brings together accounting, tax, payroll, statutory compliance coordination and financial reporting for established and growing businesses.

Get consistent support across your finance operations without having to build every capability in-house. We work with you to understand your requirements and agree on a practical, clearly defined scope of services.

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Designed for businesses that need broader, ongoing support. Services and fees are confirmed based on your business profile and agreed scope.
YOUR FINANCE FUNCTION, SUPPORTED

Reliable financial operations for your next stage of growth.

As a business grows, finance requirements become more interconnected. Accounting records, tax filings, payroll, statutory obligations and management reporting all need consistent coordination.

Growth Plan is designed for companies that want a dependable team to support these recurring activities and provide better visibility into their financial position.

Instead of a one-size-fits-all package, we define the engagement around your entity type, transaction activity, employee count, registrations and reporting requirements.

BUILT FOR ESTABLISHED BUSINESSES

When your business needs more than the essentials.

Growth Plan is intended for companies with ongoing financial activity and a need for coordinated finance and compliance support.

Established SMEs

Businesses with regular sales, purchases, expenses and accounting activity that need consistent monthly support.

Growing Companies

Businesses experiencing increased transaction volumes, additional registrations, new locations or expanding teams.

Businesses with Employees

Organisations that need recurring payroll processing, employee-related records and applicable tax coordination.

Owners Seeking Financial Visibility

Business owners who want regular financial reports, cash flow visibility and support with routine finance queries.

GROWTH PLAN SUPPORT

Comprehensive support across your finance operations.

Select the services relevant to your business. The final deliverables, frequency and responsibilities will be agreed as part of your engagement.

Accounting & Bookkeeping

Maintain organised financial records and a consistent accounting process throughout the year.

  • Recording and classification of business transactions
  • Bank and account reconciliations
  • Accounts payable and receivable tracking
  • Monthly bookkeeping review
  • Month-end closing support
  • Preparation of agreed financial statements

GST Compliance

Support for applicable GST reporting and recurring compliance activities.

  • GST return preparation and filing support
  • Sales and purchase data review
  • Input tax credit reconciliation support
  • GST ledger and liability review
  • Filing calendar coordination
  • Routine GST compliance query support

Income Tax & TDS

Coordinate applicable income tax and withholding compliance based on your business activities.

  • Income tax return preparation support
  • TDS calculation and return filing support, where applicable
  • Tax payment and due-date coordination
  • TDS records and reconciliation support
  • Tax compliance documentation
  • Coordination for routine tax-related queries

Company & LLP Compliance

Organise recurring statutory compliance activities relevant to your entity type and obligations.

  • Compliance calendar coordination
  • Annual filing support, as applicable
  • Preparation and coordination of required information
  • Document collection and follow-ups
  • Coordination with relevant professionals, where needed
  • Tracking of agreed compliance activities

Payroll & Employee Operations

Support recurring payroll activities and employee-related finance administration.

  • Monthly payroll processing
  • Salary and deduction calculations
  • Payslip preparation
  • Salary-related TDS support, where applicable
  • Payroll reports and records
  • Coordination of agreed employee compliance activities

Management Reporting

Get a clearer view of business performance through periodic financial information.

  • Monthly management reports
  • Profit and loss summaries
  • Balance sheet and key account summaries
  • Cash flow reporting
  • Receivables and payables visibility
  • Budget versus actual reporting, where agreed

Finance Operations Support

Improve consistency across routine finance workflows and recurring information requirements.

  • Finance process coordination
  • Accounting document follow-ups
  • Routine finance query support
  • Open-item tracking and periodic reviews
  • Coordination with internal teams and stakeholders
  • Support for agreed workflow improvements

Finance Review & Advisory

Access additional finance expertise for periodic reviews and business planning discussions.

  • Periodic financial performance review
  • Cash flow planning discussions
  • Working capital visibility
  • Budgeting and planning support
  • Finance insights for business decisions
  • Additional CFO support by agreed scope
Scope clarification: Growth Plan is a configurable service engagement, not an unlimited or automatically inclusive service bundle. The final scope will be confirmed after reviewing your business profile, transaction activity, registrations, employee count and reporting requirements. Government fees, taxes, penalties, audit, certification, legal opinions, representation, historical clean-up and specialised advisory are excluded unless expressly agreed in writing.
TWO LEVELS OF SUPPORT

Choose the support that fits your business.

ComplyLite provides a focused starting point. Growth Plan is designed for businesses that need broader, ongoing support.

ESSENTIAL SUPPORT

ComplyLite

A practical, limited-scope offering for startups and early-stage businesses with straightforward requirements and tighter budgets.

  • Focused accounting and compliance support
  • Core recurring requirements
  • Clearly defined service scope
  • Suitable for smaller operating requirements
Explore ComplyLite
COMPREHENSIVE SUPPORT

Growth Plan

A broader finance support engagement for established businesses that need accounting, compliance, payroll, reporting and ongoing coordination.

  • Broader range of finance services
  • Support for more involved operations
  • Regular financial reporting, as agreed
  • Flexible scope based on business requirements
Discuss Growth Plan
A STRUCTURED ENGAGEMENT

From understanding your operations to ongoing support.

We establish a clear scope, responsibilities and working process before recurring services begin.

01

Understand your business

We review your entity type, business activity, registrations, transaction volume, employee count and existing finance processes.

02

Define services and responsibilities

We identify the services required, expected deliverables, reporting frequency, timelines and responsibilities of both teams.

03

Set up records and workflows

We coordinate the required documents, accounting records, authorised system access and information-sharing process.

04

Deliver recurring support

We follow the agreed workflow for accounting, compliance coordination, payroll and reporting, with periodic reviews as required.

ONBOARDING CHECKLIST

Information that may be required.

The exact requirements depend on your entity type, registrations and selected services.

  • Certificate of incorporation or LLP registration, where applicable
  • PAN and relevant business registration details
  • GST registration details, where registered
  • Bank statements and accounting records
  • Sales, purchase and expense documents
  • Previous financial statements and tax filings, where available
  • Employee and payroll information, where applicable
  • Details of existing accounting software and workflows
  • Authorised access to relevant accounting or filing portals
  • Current compliance calendar or pending-item details, if available
COMMON QUESTIONS

Growth Plan FAQs

What is the EasyBookz Growth Plan?

Growth Plan is a configurable finance support engagement for established and growing businesses. Depending on the agreed scope, it can cover accounting, tax compliance, payroll, statutory compliance coordination, financial reporting and finance operations support.

How is Growth Plan different from ComplyLite?

ComplyLite is intended for startups and early-stage businesses that need essential support within a focused scope and budget. Growth Plan is designed for businesses that require a broader range of recurring finance services, more coordination and regular financial reporting.

Does Growth Plan include all the services listed on this page?

The services shown describe the support areas available through Growth Plan. The actual services, deliverables, frequency and fees are confirmed in the engagement scope after reviewing your business requirements.

Can you support our existing accounting software?

We can review your existing accounting tools and workflow during onboarding. The available support and any required setup or integration work will be confirmed based on your software, access arrangements and requirements.

Do you provide payroll and employee compliance support?

Payroll processing, payslip preparation and applicable employee-related tax or compliance coordination can be included where relevant and agreed. The scope depends on employee count, payroll complexity and applicable requirements.

Does Growth Plan include CFO or business advisory services?

Periodic finance reviews and agreed reporting support can be considered as part of the engagement. More extensive CFO advisory, financial modelling, fundraising support or specialised consulting may require a separate scope.

Are audit, certification and government fees included?

These are not automatically included. Audit, certification, legal opinions, representation, government fees, penalties and specialised professional services will be discussed and agreed separately where required.

How is Growth Plan pricing determined?

Pricing depends on factors such as entity type, transaction volume, number of bank accounts, employee count, registrations, compliance obligations, reporting needs and the level of ongoing support required. Use the pricing calculator for an initial estimate or contact us to discuss a tailored scope.

Can we expand the scope as our business grows?

Yes. If your business adds employees, registrations, locations or reporting requirements, we can review the engagement and discuss an updated scope and fee.

GROW WITH EASYBOOKZ

Get the finance support your business needs.

Tell us about your business, current finance processes and support requirements. We’ll help you define a practical scope for ongoing accounting, compliance and reporting.

Discuss Growth Plan Estimate Your Pricing

Or email us at discover@easybookz.com