Keep things in order.
For sole traders and small businesses with straightforward records.
- Monthly transaction processing
- One bank account reconciliation
- Monthly income & expense summary
- Outstanding information checklist
- Routine email support
Reliable records, reconciled balances and a clear monthly routine.
Read more ↗Reports & statementsManagement accounts and annual financial statements that explain your performance.
Read more ↗Planning & decisionsBudgets, cash flow forecasts and practical support for business decisions.
Read more ↗From keeping the books to planning your next move. Choose the support that fits your business today.
Explore monthly packagesThree levels of support, shaped around how much you process and how closely you want to track performance.
Indicative pricing. Final scope and fees are confirmed in a written proposal after reviewing your records.
For sole traders and small businesses with straightforward records.
For growing businesses that need a closer view of their finances.
For owners who want reporting and regular financial guidance.
All amounts are in ZAR. VAT will be added only where legally applicable and confirmed in your quote.
Software subscriptions, payroll, annual financial statements, CIPC fees, historical catch-up work and tax submissions are excluded unless expressly included in your proposal.
Choose a standalone service or add it to your monthly accounting scope.
Compilation from a reconciled trial balance, including supporting schedules and a director discussion.
Monthly payroll processing, payslips and a payroll summary for a simple, salaried team.
Bring outstanding records up to date, reconcile balances and identify gaps before ongoing accounting begins.
Company registrations, annual returns, beneficial ownership filings and company record maintenance.
Set up your chart of accounts, opening balances and reporting structure, with a practical handover.
A financial model built around your assumptions, income, costs and working capital needs.
For owners making decisions about margins, staffing, expansion or cash. We agree a focused advisory scope around the decisions ahead.
Discuss a tailored retainer ↗Understand the contribution of products, services and customers.
Compare the financial effect of different plans before committing.
Improve approval processes, reconciliations and reporting discipline.
Regular management discussions and financial oversight, with an agreed scope and fee.
A clear proposal comes first. No work starts until the scope, price and responsibilities are agreed.
Each bank statement line or separately processed invoice, credit note or journal counts towards the agreed monthly limit. Reconciliation of an already processed item is not counted again.
Multiple entities, inventory, foreign currencies, additional accounts, poor records or more complex reporting need a tailored quote. If your volume increases, we agree any fee change before extra work.
Complete bank statements, invoices and supporting records by an agreed date, plus timely answers to queries. Your proposal sets out delivery dates and responsibilities.
Tax compliance and tax advisory services are planned, subject to tax practitioner registration. They are not included in the packages above and are not currently offered through this page.
A few details about your business are a good place to start.
Tell us what you need using the form, or contact us directly.