Phone: +91 98206 12806     Email: business@wealthcafe.biz

Quickbooks Certified Advisor

“Balancing your money is the key to having enough.”


QUICKBOOKS ONLINE
Are you tired of the inefficiencies of your old accounting software/accountant and looking for a ProAdvisor to help you maintain your Accounts in Quickbooks Online?
SME FOCUS
Are you a Small and Medium Enterprise (SME) looking to improve the Management of your Accounts and Finance and need strong systems to move to the next stage of growth?
TRUSTED ADVISOR
Are you looking for a Trusted Advisor for your business who can guide through the ever changing business environment and works with you like your business Partner?

The first question an entrepreneur is faced with is what entity should he use to run the business – Company / LLP / Partnership / Proprietorship?

The final decision is a function of multiple questions including the nature of the business, scale of operations, plans of growth, raising funds from the market etc. We sit with the entrepreneurs and debate out on the best mode of running the business for them.

Our Services then take you through each step till the choice of entity gets incorporated and you can start your operations.

Doing business without a target is like embarking on a journey without knowing the destination. A Business Plan helps you cystalise all your plans, thoughts, ideas and put numbers to them. It also gives an entrepreneur an goal post for his business. Having a business plan made before you embark on your entrepreneurial journey heals you take corrective action well in advance. It also helps you plan your finances w.r.t. to the quantum needed and timing of it.

And when a business is started with funds raised from Banks or from Investors, a Business Plan is indispensable.

Over time, we have become Business Plan specialists. We do not believe in template based Business Plans and draft business and entrepreneur specific plans.

Through proper management of inflows and outflows, a business can realize tangible gains. The surplus funds generated by a business need to be managed effectively.

We manage your short-to-medium term surplus funds through investments in appropriate instruments including Liquid Funds, Debt Funds, G-Secs, Bonds, Deposits, etc. As money lying in the Current Accounts does not earn any interest, use of Liquid Funds as an alternative has helped businesses improve their bottom lines.

Use of Mutual Funds as a part of Treasury Management of a business can offer superior returns compared to Fixed Deposits. In spite of the increase in Dividend Distribution Tax (DDT) to equal the Corporate Tax Rate, Mutual Funds continue to be tax efficient as they can qualify for Long Term Capital Gains and don’t attract TDS provisions.