Chartered Accountant & Business Advisor · Mohali, Punjab info@sbchartered.com

Clarity in numbers. Confidence in decisions.

Your finances.
Your business. A clearer way forward.

Accounting, taxation and business advisory to help you understand your financial position, manage compliance and make informed decisions.

CA Shivam Bhatia Chartered Accountant & Business Advisor
CA Shivam Bhatia
Professional insight.
Personal attention.

Based in Sector 68, Mohali, Punjab

GST & Tax Consultancy Audit & Assurance Accounting Services Business Advisory

01 / About the Practice

More than records.
A better understanding.

Good financial decisions begin with accurate information and advice you can understand.

CA Shivam Bhatia provides professional accounting, taxation and business advisory services with a focus on accuracy, compliance and client satisfaction. The practice is based in Mohali, Punjab.

Whether you need support with your accounts, want to understand a tax requirement or are considering an important business decision, the starting point is understanding your circumstances.

A thoughtful review of your records and priorities helps define the right scope of work and the information needed to move forward.

Speak with CA Shivam Bhatia ↗

02 / Areas of Practice

Financial expertise.
Focused on your needs.

From everyday accounting to important financial decisions, explore the areas in which professional support can help.

01 Tax & Compliance

GST & Tax Consultancy

Understand your tax position and approach your compliance requirements with greater clarity and organised information.

  • Guidance on GST and income-tax requirements
  • Review of relevant financial records and tax information
  • Support in understanding applicable compliance obligations
  • Discussion of documentation relevant to your requirements
Discuss Tax Support ↗
02 Review & Reporting

Audit & Assurance

An objective review of financial information, with attention to accuracy, transparency and applicable professional requirements.

  • Discussion of your audit or assurance requirements
  • Examination of relevant records and supporting documents
  • Attention to the reliability of financial information
  • Communication of findings within the agreed scope
Discuss Audit Requirements ↗
03 Records & Clarity

Accounting Services

Organised financial records that make it easier to understand your business, review activity and prepare for reporting.

  • Support with maintaining and reviewing accounts
  • Organisation of financial information and records
  • Review of supporting accounting documentation
  • Accounting insights to improve financial understanding
Discuss Your Accounts ↗
04 Planning & Direction

Business Advisory

Practical financial guidance to help you evaluate options and make informed decisions in the context of your business.

  • Understanding your financial position and priorities
  • Review of financial considerations behind business choices
  • Discussion of financial information relevant to planning
  • Advice aligned with your circumstances and business goals
Discuss Your Business ↗

Scope, deliverables, fees and timelines are agreed after reviewing your requirements. Services are subject to applicable professional requirements.

The Way We Think

Detail matters.
So does the bigger picture.

Financial work should help you understand what needs attention today and the decisions that lie ahead.

Accuracy at the Foundation

Careful attention to the records and supporting information that shape your financial position.

Compliance in Context

A considered approach to understanding the requirements relevant to your specific circumstances.

Advice That Makes Sense

Clear explanations that connect financial details with the questions and decisions you need to address.

03 / Getting Started

A clear conversation.
A considered next step.

Start with your requirement. An appropriate scope of work follows from understanding the details.

01

Share Your Requirement

Tell us what you need help with, your current situation and any relevant dates or priorities.

02

Review the Details

Discuss the records and background information needed to assess your requirement.

03

Agree the Scope

Confirm the proposed work, deliverables, fees and expected timelines before proceeding.

04

Move Forward Clearly

Proceed with the agreed engagement and understand any further information or action required.

CA Shivam Bhatia

Based in Mohali, Punjab

Start with
a conversation.

A question about your accounts. A compliance requirement. A business decision that needs a financial perspective. Share your requirement so we can discuss the appropriate next step.

OUR LOCATION

Sector 68, Mohali
Punjab, India

04 / Helpful Information

Before we
get started.

Common questions about making an enquiry and preparing for your initial discussion.

What services can I enquire about?

You can enquire about GST and tax consultancy, audit and assurance, accounting services, and business advisory. The exact scope is discussed based on your circumstances.

What should I share in my first enquiry?

Share a brief description of your requirement, whether it relates to you or your business, and any relevant deadline. Please do not include passwords, OTPs or sensitive identity documents in your initial message.

Which documents will be needed?

This depends on the engagement. Relevant accounts, previous filings or supporting financial records may be required. The appropriate document list can be confirmed after an initial discussion.

How are fees and timelines decided?

Fees and timelines depend on the scope, complexity and availability of information. These should be agreed before the engagement begins.

Where is the practice located?

The practice is located in Sector 68, Mohali, Punjab. Please call or email before visiting to confirm availability and detailed directions.

Is the website content personalised advice?

No. This website provides a general overview of services. Advice on a specific financial, tax or compliance matter requires a review of your circumstances and applicable requirements.

05 / Contact

Let’s bring clarity
to your next step.

For service enquiries, contact CA Shivam Bhatia and share a brief outline of your requirement.