Our Services

We provide fixed-fee monthly bookkeeping and accounting services designed for South African small businesses.

Our services are structured to give you exactly what you need — without unnecessary complexity.

Monthly Bookkeeping

  • Accurate transaction processing

  • Bank and credit card reconciliations

  • Supplier and customer allocations

  • Clean, organized books every month

VAT Support

  • VAT201 preparation

  • VAT review and accuracy checks

  • Monthly VAT tracking to avoid surprises

  • Submission support where applicable

Monthly Reporting & Clarity

  • Simple management reports

  • Clear breakdown of income and expenses

  • Cashflow visibility

  • Monthly review calls (Growth package)

Cloud Accounting Setup

  • QuickBooks or Xero setup

  • Bank feed configuration

  • Receipt management systems

  • Automation to save time

Year-End Support

  • Annual Financial Statements (AFS)

  • Year-end reconciliations

  • Accountant-ready records

  • Coordination with tax practitioners if required

PACKAGE 1: STARTER

Ideal for:

  • Micro businesses

  • Consultants / freelancers

  • Early-stage businesses

Includes:

  • Up to 60+ transactions/month

  • Bank feed setup

  • Monthly reconciliations

  • Supplier & customer ledger maintenance

  • Monthly basic management report

  • Email + WhatsApp support

  • Annual financial statements (AFS or YE pack depending on country)

PACKAGE 2: GROWTH

Ideal for:

  • SA small businesses needing monthly clarity

  • VAT-registered businesses

Includes:

  • Up to 120+ transactions/month

  • Full monthly bookkeeping

  • Bank & credit card reconciliations

  • VAT201 preparation (SA)

  • Monthly management report (clean, simple, professional)

  • 30-minute monthly financial clarity call

  • Receipt management setup

  • Annual Financial Statements / Year-end pack

  • SARS document support (via subcontractor where needed)

Get your free 15-Min call

PACKAGE 3: SCALE

Ideal for:

  • Growing SMEs

  • Service-based companies with multiple systems

  • Clients needing more structure + insights

Includes:

Everything in Growth, plus:

  • Cashflow forecasting (simple 12-month model)

  • Automation setup (bank rules, receipt capture, templates)

  • Debtor & creditor analysis

  • Quarterly business performance review

  • Priority support

  • Up to 200 transactions

  • Basic budgeting template setup