Taxes Only
Sole Proprietors

R750 pm

You nurture your own bookkeeping process & we assist only with your tax submissions

Provisional tax

Income tax

Starter
Sole Proprietors

R2,500pm

You handle your client invoices, quotes & payment follow up processes

We reconcile 20 bank transactions per month on a quarterly basis

Quarterly update of your entire accounting profile and reconciling of all your accounts

Quarterly financial performance report

30 minutes email or telephone support quarterly

Provisional tax

Income tax

 Basic financial statements

Premium
Sole Proprietors

R3,500pm

You handle your client invoices, quotes & payment follow up processes

We enter up to 5 supplier bills per month

We reconcile 20 bank transactions per month

Monthly update of your entire accounting profile and reconciling of all your accounts limited to the number of transactions mentioned

Monthly financial performance report

30 minutes email or telephone support monthly

Provisional tax

Income tax

Basic financial statements

Classic
Companies

R5,000pm

Send up to 5 client invoices on your behalf, once per month

Enter up to 5 supplier bills per month, once a month

Reconciliation of 20 bank transactions for the month, once a month

Payroll & respective tax submissions for 1 employee

Plus all principal services listed

 * Upgrade to accounting for and submission of VAT at an additional fee of R1,500 per month

Private
Companies

R15,000pm

Send up to 10 client invoices per month on your behalf, executed once per week

Enter up to 10 supplier bills per month, executed once per week

Manage your accounts email once weekly

Bank account access to load payments once weekly

Once a week reconciliation of up to 40 bank transactions per month

Accounting for and submission of VAT

Payroll & respective tax submissions for up to 5 employees

Plus all principal services listed

Grand
Companies

R20,000pm

Send up to 5 client invoices per week, executed 3 times per week

Enter up to 5 supplier bills per week, executed 3 times per week

Manage your accounts email 3 times per week

Bank account access to load payments once weekly

Reconcile 60 bank transactions in total each month, done 3 times per week

Accounting for and submission of VAT

Payroll & respective tax submissions for up to 5 employees

Plus all principal services listed

Principal Services Included
Classic

Monthly update of your entire accounting profile and reconciling of all your accounts

Monthly financial performance report

Bi-annual 1 hour financial update meeting

30 minutes email or telephone support monthly

Provisional tax

Income tax

 Basic financial statements

CIPC Annual Return

Principal Services Included
Premium & Grand

Monthly financial performance report

Quarterly 1-hour financial update meeting

30 minutes email or telephone support monthly

Provisional tax

Income tax

 Formal financial statements

CIPC Annual Return

Optional Extras

Financial assistance & guidance charged at R1,350 per hour

Bank transactions in addition to mentioned limits charged in heaps of 10’s costing R1,000 per additional set

Additional client invoices or supplier bills charged in sets of 5 at R750 per set

Additional employees on payroll charged at R250 per person per month

Managing of email account per additional day charged at R750 per day

Independent annual review of financial statements charged at R15,000 per year payable above and beyond monthly retainer fees once annually

Business owner’s personal income tax return (unless sole proprietor) at R4,500 per year

CIPC amendments charged at R660 per amendment

SARS attend to request for review or audits raised R1,350 per hour

Meetings charged for at R1,350 per hour

Additional email and telephone support charged at R330 per 15 minute increment

Travel fee from Walters Street, Rosebank is R4,50 per km plus R330 per every 15 minutes spent in traffic

Once off Services

New Client On-Boarding Fee R825

Processing and reconciliation of all bank account transactions R1,200 per every 10 transactions

Client invoices or supplier bills charged in sets of 5 at R850 per set

Payroll charged at R250 per employee on payroll

CIPC Annual Returns R700 per return

Business Income tax return R6,000

Formal Financial Statements R10,000

Financial Statements + Independent Annual Review R20,000

Attending to SARS audit raised R1,500 per hour

Meetings charged at R1,500 per hour

Email and telephone support charged at R400 per 15 minutes increment

Travel fee from Walters Street, Rosebank is R5,50 per km as well as R400 per every 15 minutes spent in traffic

Financial Manager
Companies

R15,000pm

For businesses with an existing bookkeeper we provide a financial manager package.

Your VAT returns are calculated and submitted by us.

Monthly management accounts are prepared and presented in a monthly management meeting.

Support is provided to your bookkeeper with a limit of 1 hour per week.

View additional services available in the Add Ons Section.