MIS Reporting Services, prepared and reviewed by a practising CA at an ICAI-registered firm, with a fixed fee confirmed in writing.
Reviewed by CA Rinky Vishwakarma (ICAI No.: 177507) · Last updated
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An MIS pack is not a ledger dump. It is a short document that answers three questions: are we making money, where is our cash, and what needs attention now. Our standard pack therefore starts with a one-page summary and keeps the detail behind it for reference.
The summary shows revenue, gross margin, operating profit and closing cash against the previous month and the budget. A commentary of five or six lines explains the largest movements in plain words, so the owner can act without reading every schedule.
Banks use monthly stock and debtors statements to set drawing power, and investors use burn and runway to decide on follow-on funding. When these numbers come from the same closed books as your statutory accounts, they agree with each other and with the audited figures.
For partnerships and family firms, a shared MIS ends arguments about who knows the true profit. Each partner receives the same report on the same day, and questions are answered from the ledger rather than from memory.
| Report | What you learn | Frequency |
|---|---|---|
| Profit and loss with budget comparison | Margin and cost control | Monthly |
| Balance sheet | Assets, liabilities, net worth | Monthly |
| Cash-flow summary | Where cash came from and went | Monthly |
| Debtors and creditors ageing | Overdue money and dues payable | Monthly |
| Dashboard | One-page owner view | Monthly |
See also: Virtual CFO Services, Bookkeeping Services, Monthly MIS Report Format.
Entries and reconciliations finish by the 5th
By 5thWe produce statements and ageing
Days 6 to 8The CA reviews and writes the commentary
Day 9You receive the pack by the 10th
By 10thEvery client receives a short, CA-reviewed MIS. A free blank format is available to download with no sign-up: Monthly MIS report format.
| Line | This month (Rs.) | Last month (Rs.) | Comment |
|---|---|---|---|
| Revenue | 12,40,000 | 11,10,000 | Up 11.7% |
| Gross margin | 31.5% | 29.8% | Better purchase rates |
| Operating expenses | 2,95,000 | 2,80,000 | Rent revision |
| Net profit before tax | 95,600 | 52,300 | Margin improved |
| Closing cash and bank | 3,42,000 | 2,60,000 | Collections on time |
| Debtors over 90 days | 74,000 | 1,12,000 | Two accounts recovered |
| Line | Amount |
|---|---|
| Our professional fee (per month + GST) | Rs. 2,000 |
| GST at 18% | Rs. 360 |
| Government or statutory fee | Rs. 0 (none for accounting work) |
| Total payable | Rs. 2,360 |
| Plan | Best for | Entries a month | Fee a month | With 18% GST |
|---|---|---|---|---|
| Starter | Professionals, service firms | Up to 100 | Rs. 1,500 | Rs. 1,770 |
| Growth | Traders, small manufacturers | Up to 500 | Rs. 3,500 | Rs. 4,130 |
| Scale | Retail, restaurants, e-commerce | 500+ | Rs. 7,500 | Rs. 8,850 |
| Service | Fee |
|---|---|
| Payroll, up to 10 employees | Rs. 1,000 a month |
| TDS accounting and returns | Rs. 1,000 a month |
| Extra bank account reconciliation | Rs. 1,000 a month |
| MIS pack with commentary | Rs. 2,000 a month |
| Backlog clean-up, up to 6 months | Rs. 4,999 one-time |
| Annual accounts and audit support | Rs. 9,999 a year |
| Virtual CFO | Rs. 15,000 a month |
Fees are fixed in writing after we review one sample month. Accounting has no government fee; taxes you owe are paid directly to the government.
"Ever since my association, I am impressed with the professionalism and personal conduct of the firm. Clients are made to feel belonging."
"An extremely professional setup, very responsible to all our needs. Strongly recommend for taxation and accounting services."
"The best for auditing, finance, and budget analysis. Will consistently give the best possible solution, worth every penny."
Fellow Chartered Accountant (FCA) with over 12 years of experience across Big 4 audit, investment banking and independent practice. Personally reviews each client's books and MIS before sign-off, and signs certificates in her capacity as a practising CA.
in View LinkedIn profileFinancial statements follow accounting standards and are prepared mainly for law, tax and lenders at year end. MIS is a monthly management view, with comparisons and commentary, designed for decisions. Both come from the same books, so the numbers agree, but MIS arrives faster and carries more analysis.
Yes. We can prepare the quarterly operating statement, stock and debtors statement and drawing-power computation in the format your bank specifies, using the same closed books. The CA reviews it so the figures are consistent with your financial statements. Please share the bank's template at onboarding.
We first complete the pending months through a backlog clean-up, which has its own fixed fee on this site. Once the books are current, the MIS runs on the 10th every month, and the earlier months are summarised so you can see the trend.
SVT & Associates is an ICAI-registered Chartered Accountancy firm. Every account is supervised and reviewed by CA Rinky Vishwakarma, Fellow Chartered Accountant, ICAI Membership No. 177507. Where a certificate or attest report is issued, it is signed by a practising CA and carries a UDIN.
After a short consultation and receipt of your documents, onboarding usually takes three to five working days, and the first monthly books are delivered within seven days of receiving complete data. If a filing deadline is close, we handle that first and then complete the wider setup.
Yes. As a Chartered Accountancy firm we are bound by the ICAI Code of Ethics on professional confidentiality. Your records are accessed only by staff working on your account, are shared through controlled folders or your own software, and are never given to third parties without your written consent or a legal requirement.
We work in your existing software, whether Tally Prime, Tally ERP 9, Zoho Books, QuickBooks or Busy, so you do not need to switch. Your licence and data remain yours at all times, and a full export of your books is available whenever you ask for it.
Fees are fixed and confirmed in writing after we review one sample month of your data. Our fee and GST are shown on separate lines, and accounting has no government fee. Work outside the agreed scope, such as a backlog clean-up, is priced separately and agreed with you before it begins.
Yes. Most of our work is delivered online across India, using shared folders, your accounting software, video calls and WhatsApp. Our office is in Goregaon West, Mumbai, where local clients can meet the CA in person, but no visit is needed to start or continue the service.
Monthly plans are not locked in, and you can end the service by giving us notice. You will receive your books, reconciliations and working papers in an exportable form. The Refund Policy linked in the footer explains how any advance payment is treated.
Free consultation · Fixed fee in writing · CA-managed
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