Overview
Periodic financial leadership covering planning, budgeting, cash flow, reporting discipline, lender and investor readiness, and review of the finance function.
Who may need it
- Businesses without an in-house finance team
- Founders who need monthly numbers for decisions and filings
- Companies scaling operations, headcount or locations
What Incentify helps with
- Setup or clean-up of the accounting system
- Recording of transactions and periodic closing
- Reconciliation of banks, vendors and customers
- Reporting packs for management and lenders
- Coordination with your auditor and tax team
Documents typically required
- Bank statements for the period
- Sales invoices and purchase bills
- Expense records and payment proofs
- Payroll inputs, where applicable
- Opening balances or previous financial statements
The final checklist depends on your entity type, activity and jurisdiction. We confirm it before starting work.
Our process
- 01
Requirement review
We understand your business profile and confirm the scope of the engagement.
- 02
Document checklist
You receive a clear checklist and share the required information securely.
- 03
Preparation & filing
Our team prepares the applicable forms, records and submissions.
- 04
Follow-up & completion
We track the status, respond to queries where applicable and share the final outcome with you.
Expected timeline
Timeline varies based on documentation, authority processing and individual circumstances. We share an indicative schedule once your requirement and documents are reviewed.