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CA Rinky Vishwakarma, Fellow Chartered Accountant
CA Rinky VishwakarmaFellow Chartered Accountant · SVT & AssociatesICAI No.: 177507
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Accounting for a Purpose

Switching Your Accountant or Accounting Software: From Rs. 2,999 One-Time, Handover completed in 10 days

Switch Your Accountant or Accounting Software, prepared and reviewed by a practising CA at an ICAI-registered firm, with a fixed fee confirmed in writing.

Starting priceRs. 2,999one-time + GST
TurnaroundHandover completed in 10 daysFixed fee in writing
What is includedCA-reviewedBooks, reconciliation, MIS
Switching accountants or accounting software means transferring balances, parties, stock and open invoices from the old setup to the new one, with a reconciliation proving nothing was lost. SVT & Associates, an ICAI-registered CA firm, manages the handover from Rs. 2,999 plus GST, followed by monthly accounting if you continue.
★ 4.8 Google rating
20 years combined experience
1,000+ clients served
ICAI-registered firm
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Reviewed by CA Rinky Vishwakarma (ICAI No.: 177507) · Last updated

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CA Rinky VishwakarmaReviewed by CA Rinky Vishwakarma · ICAI No.: 177507
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1,000+
Clients served
20 years
Combined experience
4.8 ★
Google rating
UDIN
On every attest certificate
Who Needs This

When You Need Switch Your Accountant or Accounting Software

In Detail

Switch Your Accountant or Accounting Software: how it works and what to expect

The three things that go wrong in a handover

First, opening balances do not match the closing balances of the previous period, because someone adjusted entries after the last trial balance. Second, open invoices are lost, so receivables and payables are understated. Third, masters are copied with all their old errors.

Our process starts with a trial balance as on the cut-over date and proves that the new system opens with exactly the same figures, party by party, stock item by stock item. Cleaned masters replace the old ones where you approve.

If your previous accountant will not release records

Records belong to the client. A professional who has not been paid may still have a right to certain working papers, but the client's books and statutory documents must be available to the client on request. We can send a polite written request on your behalf.

Where records are not forthcoming, we rebuild from the GST portal, income-tax portal, bank statements and supplier confirmations. That reconstruction is the backlog clean-up service, quoted separately once we see what is available.

Handover checklist
ItemRequired before cut-over
Trial balance as on cut-over dateYes
Party and stock closing balancesYes
Open invoices and billsYes
Fixed-asset registerYes
GST and TDS filing statusYes

See also: Outsourced Tally Accounting Services, Bookkeeping Services, Accounting Backlog Clean-Up Services.

What You Get

What Is Included

  • Review of the old data and its trial balance
  • Opening balances migrated to the new system
  • Party, stock and fixed-asset masters transferred
  • Open invoices and bills carried forward
  • Reconciliation proving opening balances agree
  • Written handover note and checklist
Documents Required

Documents Checklist

  • Latest backup or exports from the old system
  • Last trial balance and balance sheet
  • Party and stock lists
  • Open invoices and bills
  • Log-in details or backup of the new system
  • Written consent for the previous accountant to release records
How It Works

How It Works, Step by Step

  1. Collect

    Get data and the last trial balance

    Days 1 to 2
  2. Map

    Map old ledgers and masters to the new structure

    Days 3 to 5
  3. Migrate

    Load balances and open items

    Days 6 to 8
  4. Reconcile and train

    Prove the totals agree and train your team

    Days 9 to 10
Sample Output

What Your Monthly Report Looks Like

Every client receives a short, CA-reviewed MIS. A free blank format is available to download with no sign-up: Monthly MIS report format.

Sample monthly MIS snapshot (illustrative figures, not a real client)
LineThis month (Rs.)Last month (Rs.)Comment
Revenue12,40,00011,10,000Up 11.7%
Gross margin31.5%29.8%Better purchase rates
Operating expenses2,95,0002,80,000Rent revision
Net profit before tax95,60052,300Margin improved
Closing cash and bank3,42,0002,60,000Collections on time
Debtors over 90 days74,0001,12,000Two accounts recovered
Transparent Pricing

Switch Your Accountant or Accounting Software Fees: Fixed and Transparent

Fee breakdown for Switch Your Accountant or Accounting Software
LineAmount
Our professional fee (one-time + GST)Rs. 2,999
GST at 18%Rs. 540
Government or statutory feeRs. 0 (none for accounting work)
Total payableRs. 3,539
Monthly plans, by volume of work (fees before GST)
PlanBest forEntries a monthFee a monthWith 18% GST
StarterProfessionals, service firmsUp to 100Rs. 1,500Rs. 1,770
GrowthTraders, small manufacturersUp to 500Rs. 3,500Rs. 4,130
ScaleRetail, restaurants, e-commerce500+Rs. 7,500Rs. 8,850
Add-ons and one-time work (fees before GST)
ServiceFee
Payroll, up to 10 employeesRs. 1,000 a month
TDS accounting and returnsRs. 1,000 a month
Extra bank account reconciliationRs. 1,000 a month
MIS pack with commentaryRs. 2,000 a month
Backlog clean-up, up to 6 monthsRs. 4,999 one-time
Annual accounts and audit supportRs. 9,999 a year
Virtual CFORs. 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.

Client Reviews

What Our Clients Say

G
★★★★★
4.81,000+ clients · View on Google Maps
★★★★★

"Ever since my association, I am impressed with the professionalism and personal conduct of the firm. Clients are made to feel belonging."

RS
Rachana SinghBusiness Owner, Mumbai
★★★★★

"An extremely professional setup, very responsible to all our needs. Strongly recommend for taxation and accounting services."

AD
Abhishek DubeyEntrepreneur, Mumbai
★★★★★

"The best for auditing, finance, and budget analysis. Will consistently give the best possible solution, worth every penny."

MS
Mayur SinkarCFO, Startup, Mumbai
Your CA

Reviewed and Signed by a Practising Chartered Accountant

CA Rinky Vishwakarma, Fellow Chartered Accountant, ICAI No. 177507

CA Rinky Vishwakarma

Signing Chartered Accountant, SVT & Associates
ICAI No.: 177507Fellow CA – ICAI20 years combined experience1,000+ clients served

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.

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FAQ

Frequently Asked Questions

Will I lose my history if I switch from Tally to Zoho Books?

No. Opening balances are migrated as of a cut-over date, and previous years' data stays in your Tally backup. If you need year-wise comparisons, we import summary figures for earlier years, so reports show trends without carrying every old voucher into the new system.

How do you ensure the new books open correctly?

We prepare a trial balance as on the cut-over date from the old system, load it into the new system and compare party-wise and item-wise balances. A signed reconciliation shows every difference is zero, or lists what remains and why.

Can you take over mid-year without disturbing GST filings?

Yes. We file the next due return from the new books after verifying the previous period's return status on the portal. If a previous period is unfiled, we flag it and file it first, so there is no gap in compliance history.

Who prepares and signs the work?

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.

How quickly can you start?

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.

Is my financial data confidential?

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.

Which accounting software do you work in?

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.

Are your fees fixed, and are there hidden charges?

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.

Do you serve clients outside Mumbai?

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.

Can I stop the service if I am not satisfied?

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.

Related

Related Services and Pages

Accounting Services by a Practising CAHub: all services, cities and guidesOutsourced Tally Accounting ServicesFrom Rs. 1,500Bookkeeping ServicesFrom Rs. 1,500Accounting Backlog Clean-Up ServicesFrom Rs. 4,999Tax Advisory ServicesITR, GST advisory, notices, NRI taxationProfessional Tax Registration and FilingRegistration and monthly or annual returns

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Who signs and issues the work. SVT & Associates is a Chartered Accountancy firm registered with the Institute of Chartered Accountants of India. Accounting, MIS and tax work is prepared under the supervision of CA Rinky Vishwakarma (FCA, ICAI Membership No. 177507). Certificates and attest reports, where issued, are signed by a practising CA and carry a UDIN. Our role in online document collection and delivery is administrative; the professional opinion is the CA's. Fees are shown before 18% GST. We do not guarantee any outcome, approval or sanction by a bank, lender or authority.
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