Everyday bookkeeping
Record and categorise income, expenses, invoices and receipts in an agreed monthly bookkeeping workflow, with missing information flagged for review.
UNITED STATES · CANADA · AUSTRALIAAcross borders.
Across borders.
Closer to your numbers.
Monthly bookkeeping, reconciliations and financial reporting for businesses in the United States, Canada and Australia, with offshore support for US and Canadian accounting firms. Work with a team that keeps your records organised and your accountant informed.
A clearer month-end
Records, brought togetherInvoices · receipts · statements
Accounts, reconciledTransactions · balances · open questions
Reports, ready to discussMonthly visibility · accountant handoff
A typical workflow. The exact scope and reporting schedule are agreed for your business.
PRACTICAL SUPPORT, CLEAR DELIVERABLESGood books start with
Good books start with
a connected workflow.
From organising source documents to reconciling accounts and preparing reports, discuss a scope that fits your business. Monthly work and one-time catch-up projects are assessed separately.
Bank & card reconciliation
Match recorded activity to statements and flag missing entries, duplicates or unexplained differences for review.
Monthly reporting support
Receive agreed profit and loss, balance sheet and cash flow reports, with a plain-English summary of movements and open questions.
Receivables & payables records
Track supplier bills, customer invoices and outstanding balances, with ageing schedules and agreed follow-up support. Payment approvals stay with you.
Catch-up & clean-up
Discuss a defined period of incomplete books, assess what is available and agree the work needed before starting.
Accountant-ready handoff
Prepare a reviewed year-end package of reconciliations, ledgers, supporting schedules and open items for your accountant or tax preparer. Filing and sign-off remain separately agreed.
FOR BUSINESSES AND ACCOUNTING FIRMSYour books. Your clients.
Your books. Your clients.
A team working alongside you.
For growing businesses
- Ongoing bookkeeping without building an in-house finance team.
- Reconciled accounts, invoice visibility and reports you can discuss with your accountant.
- Catch-up support before moving into a regular monthly close.
For US and Canadian accounting firms
- White-label bookkeeping and write-up support under your firm’s name and review.
- Additional capacity for reconciliations, workpapers and tax-season preparation support.
- A named contact who follows your systems and checklists; client contact only when you authorise it.
Akshara is a Hyderabad-based bookkeeping and accounting support team, not a CPA firm. Your firm retains the client relationship, review and professional sign-off.
START WITH YOUR BUSINESS LOCATIONOne connected team.
USD / BUSINESS BOOKS
CAD / BUSINESS BOOKS
AUD / BUSINESS BOOKS
One connected team.
Support in your context.
Your country affects the records, reporting conversations and adviser handoff that matter. Explore the starting points for your business.
USD / BUSINESS BOOKSUnited States
Business records, reconciled accounts and a clearer handoff to your US accountant.
Explore country supportCAD / BUSINESS BOOKSCanada
Organised books, a clear document trail and a workflow agreed with your Canadian adviser.
Explore country supportAUD / BUSINESS BOOKSAustralia
Day-to-day bookkeeping and reporting support around your Australian business calendar.
Explore country supportBUILT AROUND YOUR REQUIREMENTSFlexible tools.
Flexible tools.
Clear deliverables.
Choose bookkeeping support around your software, team and reporting needs. We agree the included work, review responsibilities and delivery schedule before starting.
QuickBooks Online & Xero
Bookkeeping support in QuickBooks Online and Xero, using the account structure and reporting workflow agreed for your business. Other software requirements can be assessed during onboarding.
Payroll preparation
Prepare payroll inputs, supporting schedules and reconciliation records around your agreed requirements. Approval, payment execution and jurisdiction-specific filing responsibilities are confirmed separately.
Tax-ready reporting
Organise financial reports, supporting records and schedules for your tax adviser’s review. Report formats, periods and any additional filing work are agreed as part of the scope.
FROM FIRST CONVERSATION TO REVIEWA clear start.
A clear start.
A workable monthly rhythm.
Understand your setup
Start with a discovery conversation about your business or firm, country, software, transaction volume and any backlog. Agree deliverables and fees before work begins.
Agree access & scope
Agree confidentiality, record location, named contacts and reporting dates. Use individual accountant invitations with only the access needed; do not share banking passwords.
Organise & reconcile
Address any agreed catch-up work, then record activity and reconcile accounts each month. Keep missing documents and unresolved items visible for your review.
Review & hand over
Review the monthly close, explain significant movements and share reports with your business or accountant. Agree deadlines around complete records and your review calendar.
SET UP FOR A BETTER HANDOFFYour records.
Your records.
Your control.
What to bring to the first discussion
- Your business country and legal entity type.
- Current accounting software, reporting currency and number of accounts.
- Approximate monthly transaction volume and last reconciled period.
- Whether you need ongoing support, clean-up or help preparing an accountant handoff.
- Your accountant’s requirements, reporting dates and preferred contact window.
What we agree before work begins
- The included accounts, entities, periods and reporting outputs.
- Who supplies source documents and approves unresolved items.
- The QuickBooks Online, Xero or other agreed software setup and access method.
- Record location, authorised access and document-sharing arrangements.
- Review responsibilities, timing and a quote for the agreed scope.
Confidentiality terms, record location and access responsibilities are agreed before onboarding. Use individual accountant access, limit permissions to the assigned team and arrange access removal when the engagement ends. Never share banking passwords or sensitive records through this enquiry form.
BEFORE WE TALK
A few useful answers.
Do I need to change accounting software?
We support bookkeeping in QuickBooks Online and Xero. Tell us what you use today so we can agree the workflow. Other software and any migration requirements are assessed during onboarding.
Can I enquire if my books are behind?
Yes. Share the period needing attention, approximate transaction volume and available records. A catch-up review helps define the work before a quote.
Can payroll preparation and tax-ready reporting be included?
Yes. Payroll preparation and tax-ready reporting can be included based on your requirements. The quote identifies the deliverables, review responsibilities and reporting periods. Tax return filing, statutory lodgements and regulated professional sign-off are confirmed separately.
Will you replace my local accountant?
The workflow is designed to support your business and its accountant with organised records. Local tax advice and professional sign-off remain with the appropriately authorised adviser.
How do communication and time zones work?
Tell us your time zone and preferred contact window. Review dates, response expectations and meeting availability are agreed during onboarding.
What does overseas bookkeeping cost?
Request a quote. The scope depends on transaction volume, entities, accounts, record quality, periods covered and reporting needs. There is no fixed package price on this page.
Can you work under our accounting firm’s name?
Yes. US and Canadian accounting firms can discuss white-label bookkeeping, write-up and peak-period support. We follow the agreed checklist and submit work for your review. We do not contact your clients unless you authorise it.
What will I receive each month?
Agree the accounts to reconcile, profit and loss, balance sheet, cash flow reporting, receivables/payables schedules and a short summary. Forecasts, margin analysis and additional management reporting can be scoped separately.
LET’S UNDERSTAND YOUR BOOKS
Ready for a clearer month-end?
Tell us where your business operates, how you keep records today and what you need help with. We will start with the scope.