Beyond Accounting

Our Services

At Magnus Trio, we go beyond accounting to offer a range of services that help our clients make informed business decisions. Our tagline, "Beyond Accounting", reflects our commitment to providing a comprehensive suite of services that go beyond traditional accounting offerings.

Virtual CFO
Service 01
Service 01

Virtual CFO

Magnus Trio offers comprehensive virtual CFO services tailored to optimize your financial performance.

Key Services:

  • Insightful Financial Analysis: Track key metrics, link them to business drivers, and create customized dashboards for informed decision-making.
  • Efficient Cash Flow Management: Streamline receivables and payables, manage liquidity, and mitigate credit risk.
  • Top and Bottom Line Improvement: Conduct 360° financial analysis, optimize pricing, benchmark against competitors, and manage costs effectively.
  • Investor Relationship & Reporting: Provide timely and accurate financial information to investors, analyze performance, and facilitate effective communication.
  • Accounting Policies & Procedures: Develop customized policies, strengthen internal controls, and streamline accounting processes.
  • Internal Control: Identify and mitigate risks, implement effective controls, and continuously monitor their effectiveness.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Private Equity Valuation
Service 02
Service 02

Private Equity Valuation

Get a clear, defensible view of what your business is worth — for fundraising, share transfers, ESOPs or strategic transactions.

Key Services:

  • Fundraising Valuations: Valuations that support investor discussions and funding rounds.
  • Transaction Support: Valuations for mergers, acquisitions and share transfers.
  • ESOP Valuations: Fair-value assessments for employee stock option plans.
  • Detailed Reports: Clear, well-documented valuation reports you can share with stakeholders.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
MIS Reporting & KPI Dashboards
Service 03
Service 03

MIS Reporting & KPI Dashboards

Through our signature solution 'Metrix by Magnus', we build customized dashboards that give you a real-time view of your financial performance.

Key Services:

  • Custom KPIs: Metrics tailored to your business model and goals.
  • Real-time Visibility: Track revenue, costs and profitability as they happen.
  • Management Reports: Structured monthly MIS reports for founders and boards.
  • Better Decisions: Turn raw numbers into clear, actionable insight.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
India Entry Services
Service 04
Service 04

India Entry Services

Planning to enter the Indian market? We help overseas businesses set up and stay compliant in India.

Key Services:

  • Incorporation & Registrations: Company formation and the registrations you need to start operating.
  • Regulatory Guidance: Help navigating Indian regulatory and compliance requirements.
  • Accounting Setup: Books, processes and reporting set up from day one.
  • Ongoing Compliance: Continued support so your Indian entity stays compliant.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Financial Due Diligence
Service 05
Service 05

Financial Due Diligence

Know exactly what you are getting into. Our financial and statutory due diligence gives you a clear picture before you commit.

Key Services:

  • Financial Review: In-depth analysis of financial statements and records.
  • Statutory Due Diligence: Review of regulatory and statutory compliance.
  • Risk Identification: Highlight red flags and potential liabilities early.
  • Findings Report: Clear, actionable findings to support your decision.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Remote Book-keeping
Service 06
Service 06

Remote Book-keeping

Professional remote bookkeeping for startups and established businesses, on platforms including QuickBooks, Xero and Sage.

Key Services:

  • Day-to-day Bookkeeping: Accurate recording of all your transactions.
  • Reconciliations: Regular bank and ledger reconciliations.
  • Financial Statements: Timely preparation of financial statements.
  • Popular Platforms: Experience with QuickBooks, Xero, Sage and more.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Financial Planning & Analysis
Service 07
Service 07

Financial Planning & Analysis

We analyze your financial data to identify trends and opportunities for growth, using the latest analytics tools.

Key Services:

  • Budgeting: Realistic budgets aligned to your business goals.
  • Forecasting: Forward-looking forecasts to plan with confidence.
  • Variance Analysis: Understand where and why actuals differ from plan.
  • Business Plans: Financial models and plans for growth and fundraising.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Internal Audit & Process Optimization
Service 08
Service 08

Internal Audit & Process Optimization

We study your business processes, identify gaps and help you streamline operations with effective internal controls.

Key Services:

  • Internal Audit: Independent review of your processes and controls.
  • Process Study: Detailed study of how your business actually operates.
  • Streamlining: Practical recommendations to remove inefficiencies.
  • Risk Mitigation: Controls that reduce errors, leakages and fraud risk.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Tax Planning & Compliance
Service 09
Service 09

Tax Planning & Compliance

We provide tax preparation and planning services to keep you compliant with tax laws and regulations.

Key Services:

  • Tax Preparation: Accurate, on-time preparation of tax filings.
  • Tax Planning: Plan ahead to manage your tax position efficiently.
  • Compliance: Stay on top of statutory deadlines and requirements.
  • Advisory: Guidance on the tax impact of business decisions.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Labour Law Compliance
Service 10
Service 10

Labour Law Compliance

As your team grows, so do your obligations. We help you stay compliant with applicable labour laws and regulations.

Key Services:

  • Registrations: Labour-law related registrations for your business.
  • Statutory Filings: Timely returns and filings under applicable laws.
  • Compliance Review: Check where your business stands today.
  • Ongoing Support: Guidance as regulations and your team change.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation
Corporate Trainings
Service 11
Service 11

Corporate Trainings

Upskill your team with practical training programmes in finance, accounting and compliance, delivered by experienced professionals.

Key Services:

  • Finance for Non-Finance: Help managers understand and use financial information.
  • Accounting Teams: Practical training for in-house accounts teams.
  • Tools & Software: Training on accounting and reporting tools.
  • Customised Programmes: Sessions designed around your team’s needs.

By partnering with Magnus Trio, you can unlock the full potential of your business through expert financial guidance.

Get Consultation

We offer a wide range of services — from incorporation, accounting and taxation to management consulting. We tailor our solutions to your needs to identify growth opportunities, streamline your financial processes and support better business decisions.

Our energetic team brings fresh insights and personalised solutions that go beyond standard accounting, with close attention to detail and a strong focus on your business goals.

Rather than limiting ourselves to specific industries, we focus on meeting your regulatory and financial requirements. We have worked with SaaS, e-commerce, real estate, healthcare, manufacturing, retail, food service, consumer products, hospitality, and media & entertainment businesses.

A consultant can save you time, money and resources. As an independent party, we also bring an objective perspective and often raise questions you may not have considered.

We start with an initial discussion to understand your needs, then review your existing processes. Based on this, we develop a customised solution that fits your requirements and budget.

Yes, we can accommodate urgent timelines, though a rush fee may apply since expedited work affects our schedule and other clients.

Pricing depends on the project scope, your target audience, the quality of your existing financial reports, your level of involvement, the complexity of your industry and business, and timing relative to our workload. We also offer part-time and full-time resources.

We offer flexible payment terms and work with you to create a payment plan that suits your budget and preferences.

Yes. We sign a mutual NDA before starting any project to protect the confidential information of both parties.

We are headquartered in Coimbatore, India, and serve clients across multiple countries. We work mainly over phone, email, WhatsApp and online meetings, can visit you for a day or two when needed, and are comfortable with tools like Slack and Discord.

You will meet our founder or a managing partner to discuss your requirements and how our services can help.

We provide regular updates and communication throughout the engagement, along with access to project management tools so you can monitor progress.

We follow strict protocols and use up-to-date technology and encryption to keep your data confidential and secure.

Ready to take control of your finances?

Book a free consultation and let our experts guide your next move.

Get Consultation