A fixed fee,
and no surprises.
We quote after the inspection, never before it. The fee is banded by transaction volume and written into the engagement letter — and if you cross a band we tell you before the invoice changes, never after.
Daybook
Get a quoteUp to 150 transactions / month
Sole proprietors and small Pty Ltds with one entity, no staff and straightforward flows.
- Monthly bookkeeping and close
- Bank and card reconciliation
- Income statement and balance sheet
- VAT201 preparation and submission
- Year-end pack for your accountant
- Email support, next business day
- Payroll and EMP201
- Creditors payment runs
- AFS compilation
General Ledger
Get a quoteUp to 600 transactions / month
Growing companies with staff, suppliers and a VAT registration to keep current.
- Everything in Daybook
- Payroll, EMP201 and EMP501 reconciliations
- IRP5 and IT3(a) certificates issued
- Debtors and creditors management
- CIPC annual return and beneficial ownership
- Monthly reporting pack with written commentary
- Named bookkeeper, shared channel, same-day replies
- Multi-entity consolidation
Full Set
Get a quoteUnlimited transactions
Groups, multi-site operators and businesses that need a finance head in the room.
- Everything in General Ledger
- Multi-entity and inter-company consolidation
- AFS compiled on IFRS for SMEs
- Thirteen-week rolling cash forecast
- Annual budget build and variance tracking
- COIDA, B-BBEE affidavit and full statutory calendar
- Quarterly review session
Clean-Up & Catch-Up
Behind by months or years, or already receiving letters from SARS. Quoted as a fixed-scope project after the inspection, so you know the number before any work begins.
What sets the band
Transaction volume
Counted across every bank, card and processor feed. This is the primary driver and the only one that moves month to month.
Number of entities
Each additional company, trust or partnership requiring its own ledger and consolidation carries its own line.
Services engaged
Payroll, payables management and advisory each add a fixed amount. Nothing is billed hourly, ever.
Questions
If yours is not here, ask it on the inspection call. There is no question about your own books we will charge you to answer.
No. We keep the ledger and prepare the returns and schedules; your accountant, accounting officer or auditor signs off the annual financial statements and advises on structure and tax planning. Most clients find the relationship improves, because their accountant finally receives a trial balance that ties instead of a folder of bank statements.
We prepare every return — VAT201, EMP201, EMP501, IRP6 support — and reconcile it to the ledger before it goes anywhere. Submission on your eFiling profile is done either by us once you have added us as a user on your profile, or by your registered tax practitioner where the engagement is set up that way. We will confirm which applies to you in the engagement letter.
We have rebuilt ledgers seven years cold from bank statements and gateway exports. There is no backlog we refuse on principle — only ones where the source documents genuinely no longer exist, and we tell you that during the inspection rather than after taking a fee. If SARS has already raised penalties, the findings note quantifies them so you know the full position up front.
Sage Business Cloud, Sage Pastel Partner, Xero, QuickBooks Online and Zoho Books, with SimplePay or PaySpace for payroll and Dext for document capture. If you have no preference we recommend one after the inspection based on your trade, and migrate you into it properly rather than importing a balance and hoping.
Registration is compulsory once taxable supplies exceed R1 million in any consecutive twelve-month period, or where you have contracted to exceed it. Voluntary registration is available from R50,000. We monitor the threshold as part of the monthly close and flag it well before you cross, because registering late is a far more expensive problem than registering early.
One ninety-minute inspection call, read-only access to your bank profile and accounting software, and being added as a user on your SARS eFiling profile. After that the standing commitment is answering one question list a month and approving a payment run — under an hour, most months.
The monthly fee is fixed against the transaction volume band written into your engagement letter. If you cross a band we tell you before the invoice changes, never after. Clean-up work is quoted as a fixed-scope project after the inspection, and nothing is billed by the hour.
Read-only bank access wherever your bank supports it, multi-factor authentication on every system including eFiling, encrypted document exchange, and no client records held on local machines. Personal information is processed in line with POPIA, and access is revoked the day an engagement ends.
Thirty days written notice, no exit fee, and your data exported in full with a handover memo covering the state of the ledger, outstanding returns and anything your next bookkeeper needs to know. Books held hostage is not a business model we are interested in.