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Financial Statements
Your Compliance Partner

Balance Sheets and P&L for audits. Accurate financial reporting is the cornerstone of business credibility and strategic growth.

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Statutory Overview

Preparation of Balance Sheets, Profit & Loss accounts, and Cash Flow statements as per AS/Ind-AS.

These statements are crucial for bank loan applications, investor pitches, and mandatory ROC filings.

We ensure your financials present a true and fair view of your business while optimizing for legal tax benefits.

Professional financial statements act as your business's medical report, highlighting strengths and identifying risks. In today's complex regulatory environment, having error-free and audit-ready reports is a competitive advantage that empowers stakeholders and safeguards corporate integrity.

Investor Ready reporting
Bank compliance
Accurate tax base
Audit Readiness
Strategic Decision Support

Eligibility & Applicability

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Loan Applicants
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Audit Entities
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Companies & LLPs
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Startups seeking funding
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Businesses crossing Audit thresholds

Official Mandate Under Law

Preparation of Financial Statements is a legal mandate for all Companies (Pvt Ltd, Public, OPC) and Limited Liability Partnerships (LLPs). It is also highly recommended for Partnership firms and Proprietorships that require bank funding, intend to raise private equity, or need to comply with statutory audit requirements under the Income Tax Act.

Documentation Checklist

Core Accounting Data

  • Final Trial Balance
  • General Ledger for the full Financial Year
  • Cash Book and Petty Cash registers
  • Bank Reconciliation Statements (BRS)

Supporting Records

  • Bank Statements for all accounts
  • Fixed Asset Register with depreciation details
  • Closing Stock valuation sheet
  • List of Sundry Debtors and Creditors

Compliance & Liability Data

  • GST Return summaries (GSTR-3B & GSTR-1)
  • TDS return data and challans
  • Loan Sanction letters and interest certificates
  • Previous Year's Audited Financial Statements

Our Execution Roadmap

1

Data Collection & Vetting

Structured gathering of trial balances, bank extracts, and primary accounting records for initial review.

2

Reconciliation & Scrubbing

Deep matching of internal ledgers with bank statements and tax portal data to resolve discrepancies.

3

Provisions & Adjustments

Calculating and recording mandatory year-end adjustments like depreciation, prepaid expenses, and outstanding liabilities.

4

Drafting of Statements

Preparation of the Balance Sheet, Profit & Loss account, and Cash Flow statement as per applicable Accounting Standards.

5

Quality Review

Technical vetting by senior consultants to ensure zero errors and full alignment with statutory reporting frameworks.

6

Finalization & Delivery

Issuing the final set of financial statements ready for statutory audit, ROC filing, or bank submission.

The Katta Advantage

10+ Years of professional audit-standard preparation experience
100% Accuracy with multi-layered data vetting processes
Seamless coordination with your internal auditors for smooth closures
Strategic focus on tax optimization within legal frameworks
Actionable management insights derived from financial data

We provide actionable intelligence, not just document processing.

Why Choose Compliance Katta

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Uncompromising Accuracy

Identifying data vetting errors others overlook.

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Process-Driven Approach

Eliminating guesswork with structured roadmaps.

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Proactive Risk Shield

Identifying statutory gaps before they manifest.

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Seamless Coordination

Working as an extension of your existing staff.

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End-to-End Handling

Taking full ownership of your legal obligations.

FAQs

How long does it typically take to prepare the final statements?
Depending on the volume of transactions and data readiness, it usually takes 3 to 7 working days to prepare a finalized draft for audit or submission.
Are these statements suitable for applying for bank CC/OD limits?
Yes, we prepare financial statements that adhere to bank-specific formats and CMA data requirements, significantly improving your credibility for loan approvals.
Is it mandatory to prepare financials if my company had no business?
Yes, even if there were no business transactions, every active Company and LLP must prepare and file 'Nil' financial statements with the ROC to maintain legal status.
Can you help me understand the projected ratios in the report?
Absolutely. We provide a walk-through session to explain critical parameters like Debt Service Coverage Ratio (DSCR) and Current Ratio so you are well-prepared for the banker's interview.