Tax Structuring
Saving ₹40 Lakhs in Annual Tax Liability for a Mid-Market Trading Company
A family-owned trading business restructuring for a private equity partner — after a previous CA advised against it entirely.
View case study →From Chaos to Clean Books: Series A Readiness for a Bengaluru SaaS Startup
A 3-year-old B2B SaaS startup, six months from a Series A fundraise — with books that wouldn't survive due diligence.
Client Profile
A 3-year-old B2B SaaS company with 40 employees, preparing for a Series A fundraise. The founding team had been managing finances with a part-time bookkeeper and an unorganised local CA.
The Challenge
The startup's books were in disarray — revenue recognition was inconsistent, GST filings had gaps, TDS defaults had accumulated, and there was no audit trail that any investor's due diligence team would accept. The fundraise was six months away.
- Inconsistent revenue recognition
- Gaps in GST filings
- Accumulated TDS defaults
- No investor-grade audit trail
Our Approach
What We
Did About It.
01
Financial Health Assessment
A full diagnostic completed within the first two weeks of engagement.
02
18-Month Restatement
Accounts restated under Ind AS to investor-grade standards.
03
GST Arrears Cleared
Outstanding GST filing gaps identified and resolved.
04
TDS Defaults Resolved
Accumulated TDS defaults settled directly with the revenue authorities.
05
Cap Table & Financial Model
A clean, investor-ready cap table and financial model built from the ground up.
06
Investor-Grade Data Room
A virtual data room prepared to the standard institutional investors expect.
The Outcome
The startup completed its Series A within the target timeline. The lead investor's diligence team specifically noted the quality of financial documentation. The founders now operate under a full-service engagement with Fincom Insights.
Early-stage compliance shortcuts do not stay contained. When investor scrutiny arrives, the true cost of those shortcuts becomes visible — often at the worst possible moment. Engaging Fincom Insights six months before the fundraise was less expensive than a single round of remediation. It also protected the valuation.
What This Demonstrates
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