MIS, Budgeting & FP&A
Monthly management reports, budgets and forecasts
- 1DesignReports and KPIs agreed.
- 2DeliverMonthly MIS after close.
- 3PlanBudget and forecast updates.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About MIS, Budgeting & FP&A
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
MIS turns monthly accounts into decisions: revenue and margin by product or channel, cost trends, cash runway and KPIs compared with budget. Budgeting sets the year's targets; rolling forecasts update them as the year unfolds. For startups, investors expect a monthly or quarterly board pack built from the same numbers.
MIS works only if the books close on time and are consistent month to month. We set up the reporting structure in your accounting system and deliver reports within days of month-end.
We also build the annual budget with department heads and track variances.
| Frequency | Monthly MIS; quarterly board packs |
|---|---|
| Contents | P&L by segment, KPIs, cash, variance |
| Planning | Annual budget and rolling forecast |
Who this is for
Common scenarios where this service is a good fit.
- Funded startups reporting to investors
- SMEs wanting financial visibility
- Family businesses professionalising finance
What you get
Clear deliverables so you know exactly what's included.
- Report design
- Monthly MIS
- Budget and forecast
- Board packs
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Reports and KPIs agreed.
Monthly MIS after close.
Budget and forecast updates.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
