Tax & Accounting
Accounting advisory — clean books, every month, without surprises.
Tally Prime, Zoho Books, QuickBooks or Busy — we run your books on the platform that fits your business and deliver audit-ready financials by the 10th of every month.
Verticals we specialise in
Retail & FMCG distribution
Multi-godown inventory, batch & expiry tracking, distributor schemes and ageing-led receivables.
Manufacturing
Bill of material, costing variants, work-in-progress and machine-hour-based overheads.
D2C & e-commerce
Channel-wise revenue (Amazon, Flipkart, Shopify), ad-spend ROAS, return & RTO accounting.
Doctors & clinics
Doctor-wise revenue, consumables tracking, TDS on consultation fees and OPD/IPD billing.
Real-estate developers
Project-wise P&L, RERA compliance, customer receivables and contractor payables.
Professional firms
Matter-wise profitability, time tracking, partner draws and tax on professional receipts.
What you get every month
- Bank reconciliation across all accounts
- GST input register and GSTR-2B reconciliation
- Customer & vendor ledgers with ageing
- P&L, balance sheet and cash-flow statement
- Expense analytics by category and vendor
- Open items list — what's pending from your end
Velixa positioning
FAQ
Common questions
Tally or Zoho Books — which should I pick?+
If you're a distributor, manufacturer or trader with heavy inventory and your CA already uses Tally, stay on Tally Prime. If you're a tech startup, D2C brand or service business that wants cloud access and automation, Zoho Books wins. We work on both — and we'll tell you honestly which fits your workflow.
Can you take over books mid-year?+
Yes — we reconstruct opening balances from your last audited financials, reconcile the gap period, and continue cleanly from there. Most transitions take 10–15 working days depending on how clean the previous books were.
Will my data stay confidential?+
Yes — strict NDA, isolated cloud folders, role-based access limited to the assigned accountant and reviewer. We never share client data with third parties, including your bank, without your written consent.
Next step
Get your file reviewed before you apply again.
Share basic details — a senior advisor will read your profile, diagnose what's blocking approval, and tell you exactly what to fix first.
- No CIBIL pull until strategy is agreed
- No blind portal submissions
- Review by a senior advisor — not a call-centre agent
Explore further
Continue your funding readiness journey
Funding Readiness Assessment
Score your business against the 6 pillars lenders actually evaluate.
Why Loan Applications Get Rejected
The 8 silent killers behind approval failures — and how to fix each.
Tax Planning for Loan Eligibility
How ITR & GST decisions today decide your borrowing capacity tomorrow.
Business Loan vs LAP
Which structure actually fits your cash flow, risk and tenure.
Credit Profile Improvement
From low CIBIL or rejection to a fundable file — the structured way.