MONTHLY SERVICES

Monthly Bookkeeping and Financial Management — From R295 per Month

Books captured and reconciled every month, deadlines never missed, and reports you can actually make decisions with — explained in plain language, for one predictable monthly fee. Sign up once as a client; a debit order is arranged when you join.

The retainers

LAUNCH SPECIAL — OUR OPENING PRICES
We are opening our monthly client book at launch prices. Sign up now and this is the price you pay. No long contracts — cancel with one calendar month’s written notice.

Compliance Care Retainer — R295 per month

Stay registered and never miss a filing again — your compliance calendar managed and your annual return and beneficial ownership filed every year.

Learn more — what is included, how long it takes and what to submit

What is included:

→ Compliance calendar managed all year
→ Annual return and beneficial ownership filed annually (government fee at cost)
→ Status monitoring and reminders
→ Yearly status report

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Monthly Bookkeeping Retainer — was R2,650 now R1,250 per month

Built for start-up companies — your books captured, reconciled and current every month — up to 60 transactions on one bank account, with a quarterly plain-language summary.

Learn more — what is included, how long it takes and what to submit

What is included:

→ Monthly transaction capture and bank reconciliation
→ Who owes you and who you owe, updated monthly
→ Quarterly plain-language business summary
→ Filing deadline calendar managed
→ Email support, 48-hour response

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Financial Management Retainer — was R4,450 now R2,250 per month

Everything in bookkeeping plus a monthly management report, budget versus actual, cash flow notes and a quarterly review meeting — like having a financial manager without employing one.

Learn more — what is included, how long it takes and what to submit

What is included:

→ Monthly bookkeeping up to 150 transactions
→ Monthly management report in plain language
→ Budget versus actual comparison
→ Cash flow note every month
→ 60-minute quarterly review meeting

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Non-Profit Financial Management and Funder Reporting Retainer — was R5,750 now R3,750 per month

A full finance department for your non-profit organisation at a fraction of the cost of employing one — funder packs, Department of Social Development submission and board-ready reports included.

Learn more — what is included, how long it takes and what to submit

What is included:

→ Everything in the Financial Management Retainer
→ Funder report packs for up to two funders
→ Annual Department of Social Development submission
→ Board-ready quarterly report

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Payroll add-on: R220 per employee per month (minimum R450). Compare all plans in detail on the monthly retainers page.

Annual Financial Statements

Banks, funders and tender offices often ask for formal annual financial statements. We prepare your file and deliver the statements through our partner practice — one quote, one point of contact, a professional result. Price: fixed written quotation after a quick look at your records.

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Not sure where to start?

Tell us about your business and we recommend the right retainer — straight answer, no upsell.

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