Artha Vitta
PRACTICE AREAS & DELIVERABLES

What we handle,
and what you get.

Direct tax, indirect tax, exchange control, corporate and securities law, under a single engagement rather than four separate advisers. Scope varies with the size of a business; what follows is the shape of a typical engagement in each area.

9 Core Practice Areas CA & CS Director Review
Artha Vitta Corporate Advisory Practices & Deliverables
Finance FunctionManagement reporting

Virtual CFO

A finance function that reports to you without sitting on your payroll. We own the reporting cadence, join the decisions that carry a financial consequence, and keep the numbers ready for whoever asks next — a bank, a board, an investor, the department.

Core Scope & Key Deliverables

6 deliverables
Monthly MIS with commentary, not just statements
Cash flow forecasting and working capital monitoring
Annual budget, with variance review each month
Lender and investor reporting packs
Process and internal control review as the business scales
Input on pricing, costing and capital structure
Reviewed by a director before submission
Discuss this engagement
TaxIncome-tax Act, 2025

Income Tax

The Income-tax Act, 2025 replaced the 1961 Act with effect from 1 April 2026, and with it came new section numbering, new rules and a new series of forms. Most of what we do for clients now is making sure positions taken under the old law still hold under the new one — and that filings go on the right form.

Core Scope & Key Deliverables

7 deliverables
Returns for companies, LLPs, firms, trusts and individuals
Advance tax computation and quarterly monitoring
TDS and TCS compliance, statements and corrections
Certificates in the new Form 130 to Form 133 series
Lower and nil withholding certificates under section 395, applied for in Form 128
Faceless assessment, rectification and appellate support
Capital gains, residential status and non-resident positions
Reviewed by a director before submission
Discuss this engagement
TaxCGST, SGST and IGST Acts, 2017

GST

Input credit is where most disputes start. We work backwards from GSTR-2B and the IMS so that what is claimed matches what suppliers actually reported, and differences get chased in the month they arise rather than at annual return time.

Core Scope & Key Deliverables

7 deliverables
Registration, amendment and multi-state management
GSTR-1, GSTR-3B and IFF, monthly or under QRMP
Input credit reconciliation against GSTR-2B and supplier ledgers
Annual return in GSTR-9 and reconciliation in GSTR-9C
Refunds — exports, inverted duty, excess balance
E-invoicing and e-way bill review
Notices, scrutiny under Section 61 and departmental audit
Reviewed by a director before submission
Discuss this engagement
Corporate & RegulatoryForeign Exchange Management Act, 1999

FEMA

Cross-border money moves faster than the reporting around it. Most FEMA problems are timing failures rather than substantive ones — and they cost far less to prevent than to compound.

Core Scope & Key Deliverables

6 deliverables
FC-GPR and FC-TRS reporting on the FIRMS portal
Overseas direct investment filings and annual performance report
External commercial borrowing and monthly ECB-2 returns
Annual return on foreign liabilities and assets
Non-resident transactions, remittance and repatriation
Compounding where a contravention has already occurred
Reviewed by a director before submission
Discuss this engagement
TaxIncome-tax Act, 2025

Transfer Pricing

Documentation prepared close to the transaction is worth more than documentation assembled during an assessment. We build the study on comparables that hold, and get the commercial rationale on record while people still remember it. The arm's length principle carries over unchanged from the 1961 Act; the section, rule and form references do not.

Core Scope & Key Deliverables

6 deliverables
Benchmarking studies and method selection
Contemporaneous transfer pricing documentation
The accountant's report on international and specified domestic transactions
Intra-group services, cost allocation and royalties
Master File and country-by-country reporting where applicable
Transfer pricing assessment and appellate support
Reviewed by a director before submission
Discuss this engagement
Finance FunctionBooks and records

Book Keeping

Books that can be closed on time and handed to anyone — an auditor, a lender, a buyer — without a month of preparation first. We work on your existing software wherever possible.

Core Scope & Key Deliverables

6 deliverables
Accounting on Tally Prime, Zoho Books or your current stack
Bank, vendor and customer ledger reconciliation
Payables and receivables with ageing
Payroll processing and related statutory deductions
Fixed asset register maintenance
Month-end close and financial statement preparation
Reviewed by a director before submission
Discuss this engagement
Cross-BorderUnited States and Canada

Foreign Accounting and Incorporation

We incorporate and run the back office for Indian promoters setting up in the United States and Canada, and we handle the personal tax position of non-residents on both sides of the border. Our sister concern, Everstead FP&A Advisors, operates in the United States, so US filings and Indian filings are prepared by people who talk to each other rather than by two firms who never meet.

Core Scope & Key Deliverables

7 deliverables
Entity incorporation in the US (LLC and C-Corp) and in Canada
Registered agent, EIN and state or provincial registrations
Ongoing bookkeeping and management reporting for the foreign entity
Federal and state filing coordination through Everstead FP&A Advisors
Non-resident Indian tax positions, residential status and DTAA relief
Repatriation and FEMA reporting on the India side of the structure
One point of contact for the Indian and the US position together
Reviewed by a director before submission
Discuss this engagement
Corporate & RegulatoryCompanies Act, 2013 and LLP Act, 2008

MCA Compliances

Secretarial records are dull until someone asks to see them — in diligence, in a loan sanction, in an inspection. We keep them current instead of reconstructing them under pressure.

Core Scope & Key Deliverables

6 deliverables
Incorporation of companies and LLPs, and conversions
Annual filings — AOC-4, MGT-7 and LLP equivalents
Board and general meeting records and statutory registers
Director appointment, resignation and KYC
Share allotment, transfer and capital restructuring
Creation, modification and satisfaction of charges
Reviewed by a director before submission
Discuss this engagement
Corporate & RegulatorySEBI regulations

SEBI Compliances

Intermediaries run on a reporting calendar of their own, with exchange and depository requirements layered on top of SEBI's. We work with brokers and their authorised persons across states on keeping that calendar met and the records inspection-ready.

Core Scope & Key Deliverables

6 deliverables
Periodic and event-based reporting to exchanges and depositories
Net worth certification support and margin reporting
Internal audit and inspection coordination
Client records, KYC and document retention review
Authorised person onboarding and ongoing monitoring
Registration, renewal and change-in-particulars filings
Reviewed by a director before submission
Discuss this engagement
THE WORKFLOW

How our engagements run, from scoping to filing.

Every client relationship is structured around predictability, continuous monthly reconciliations, and direct director accountability.

01

Scope & Position Assessment

We review your corporate structure, historical returns, past assessments, and ongoing compliance needs to define exact boundaries.

02

Dedicated Specialist Assignment

Tax positions sit with a Chartered Accountant, secretarial records with a Company Secretary, and financial analysis with management professionals.

03

Proactive Monthly Reconciliation

We reconcile ledgers, GSTR-2B, IMS, and TDS records monthly so differences are caught immediately rather than under assessment deadlines.

04

Mandatory Director Review

Every return, filing pack, and advisory memorandum is reviewed and signed off by a director before submission.

ENGAGEMENT STRUCTURES

Three clear ways to work together.

Choose the structure that matches your current operating size, growth stage, and governance needs.

Recurring Compliance & Filings

Monthly Retainer

Continuous compliance management on a fixed monthly scope with a named specialist and predictable turnaround. Designed for businesses that want zero calendar surprises.

Dedicated practice specialist & single point of contact
All periodic statutory returns (Income Tax, GST, MCA)
Monthly ledger and credit reconciliations
Continuous regulatory advisory & deadline monitoring
Select this engagement model
Milestone-Based Specialized Scope

Defined Project

A standalone engagement with a concrete boundary — a transfer pricing study, foreign direct investment reporting, compounding petition, or clean-up of prior books.

Clear scope definition, milestone deliverables & timeline
Direct director oversight from drafting to submission
Comprehensive audit-ready workpapers and legal rationale
Handover packs for statutory auditors and lenders
Select this engagement model
Comprehensive
Embedded Finance Leadership

Virtual CFO

A standing finance function reporting to leadership without sitting on payroll. We own financial cadence, controls, and join decisions that carry balance sheet consequences.

Monthly MIS with executive commentary, not just tables
Working capital, cash runway & 13-week forecasting
Annual budgeting with monthly variance tracking
Lender packs, board decks & investor due diligence
Select this engagement model
FREQUENTLY ASKED QUESTIONS

Common questions about our practice & services

Details on transitions, software stacks, notice management, and director oversight.

Describe the situation and we will tell you what applies.

A short note about the business, where it is registered and what is handled in-house is enough for our partners to structure how an engagement would run, what applies, and what the timeline looks like.

CA & CS Director Review
Zero-Penalty Track Record
Predictable Retainer Scope