Accounting-process and system-setup support, including Tally-related workflows where the edition and required capability are confirmed. Software configuration starts with your records and reporting requirements.
Review how invoices, receipts, purchases and bank entries reach the books. Agree ledger groups, cost centres and the reporting structure before changing data. Confirm software edition, licence ownership and access permissions.
Check opening and migrated data
Where migration is agreed, take an approved backup, map the source fields and test a limited import. Compare opening balances, customer and supplier totals and sample transactions. The business approves the checks before changes are made to live records.
Leave a usable handover
Document the agreed entry routine, reconciliation checks and reporting steps. Training or handover sessions depend on the assignment. Product certification, reseller status, custom integrations and support for every version are not implied.
Before we begin
Can you support software other than Tally?
Discuss the platform and edition first. Capability, access and integration requirements are assessed before an engagement is accepted; listing a platform does not imply certification.
Will you change our live data immediately?
Changes need an agreed plan, backup, test checks and client approval. Initial discussions can use a limited sample rather than unrestricted system access.
Agree the work before sharing records.
Tell us the period, approximate workload and the help you need. We confirm the records, responsibilities, review process and fees before accepting the assignment. Use the enquiry form for a brief description; document exchange is arranged separately.
Whether you need regular accounting support, help with pending records or a team to assist your accounting practice, send us a brief outline. We will discuss the scope, records required and the next steps.