Practice Management guides for Indian CAs
Running the firm rather than the file. Pricing your work, handling client documents, staffing the season and building processes that survive the people who wrote them.
5 articles
What Manual Bank Entry Actually Costs Your Firm
Nobody bills for bank entry, so it reads as free. Work the real number out for one client and it is usually the most expensive unbilled thing the practice does.
Getting Bank Statements Out of Clients Without Chasing Them
The document chase is treated as an unavoidable feature of practice. Most of it is caused by how the request is worded, and that part is fixable in an afternoon.
Handling Fifty Clients’ Statements in One Season
Processing one statement well and processing fifty are different problems. The second one is about sequencing and standardisation, and most firms solve it by working longer instead.
Bank Entries and the 44AB Tax Audit: What the Auditor Actually Looks At
The bank ledger feeds more clauses of Form 3CD than any other account in the books. Which clauses, what they are testing for, and where the evidence has to come from.
Cash Deposits, Section 269ST, and What the Tax Audit Asks
Two lakh received in cash from one person in one day attracts a penalty equal to the amount received. The bank statement shows the deposit, not the receipt behind it, and clause 31 of Form 3CD asks about the receipt.