Your Journey with Karna Manoj & Co.
A seamless 10-step onboarding process designed to understand your business, set up compliant systems, and deliver ongoing peace of mind.
Lead Capture
Share your basic details — name, business, contact information, and the services you need. We'll assign a dedicated relationship manager to guide you.
STD code + number (e.g. 040-12345678)
Scope Definition
We assess your entity type, industry, turnover, and compliance needs. Together, we define the right service package — Basic, Standard, or Premium.
Proposal & Agreement
Receive a transparent proposal with pricing, payment terms, and service scope. Once approved, we move forward.
KYC & Verification
Submit your PAN, Aadhaar, GST certificate, incorporation docs, and bank details. We conduct thorough verification, risk rating, and PEP/blacklist checks.
Engagement Letter
Sign the formal engagement letter that outlines mutual responsibilities, scope of services, confidentiality, and terms of engagement.
Client Creation
We set up your profile in our system — assigning a unique Client ID, financial year, filing frequency, and linking all relevant records.
Portal & Access Setup
Get access to the client portal. We collect your GST, Income Tax, and other portal credentials to manage filings on your behalf.
Compliance Calendar
We build a comprehensive compliance calendar with all your due dates — GST returns, TDS deposits, advance tax, audit deadlines, and more.
Initial Review
Our team reviews your existing books, past returns, and pending compliances. We identify gaps and prepare a remediation plan if needed.
Service Delivery
Your ongoing services begin — regular filings, bookkeeping, advisory, and proactive compliance alerts. Welcome aboard!
Prefer to talk first?
Contact our team for a free consultation. We'll walk you through the onboarding process and answer all your questions.