Start with compliance, add financial performance, and grow into strategic finance.
Essential
Compliance Package
For start-ups and small businesses
Keep the business compliant with statutory and tax obligations.
- Monthly bookkeeping and bank reconciliations
- VAT returns and reconciliations
- PAYE, UIF and SDL submissions, where applicable
- EMP201 and EMP501 reconciliations
- Annual financial statements
- Company income tax returns (ITR14)
- Provisional tax returns (IRP6)
- CIPC annual returns and compliance support, if included in the engagement
Best for clients who mainly need accurate records and compliance handled on time.
R2,500–R6,000 per month
Small, low-volume businesses
Growth
Management Accounting Package
For growing SMEs
Give business owners visibility and control over financial performance.
Everything in the Compliance Package, plus:
- Monthly management accounts
- Profit and loss, balance sheet and cash-flow reporting
- Budgeting and cash-flow forecasting
- Budget-versus-actual analysis
- Debtors and creditors reporting
- Monthly financial review meeting
- Profitability and cost-control recommendations
- Key performance indicators (KPIs)
Best for business owners who want to understand where their money goes and improve profitability.
R6,000–R15,000 per month
Growing SMEs
Premium
Virtual CFO Package
For established and scaling businesses
Provide strategic financial leadership without employing a full-time CFO.
Everything in the Management Accounting Package, plus:
- Strategic financial planning
- Rolling cash-flow forecasts and scenario modelling
- Annual budgets and financial targets
- Pricing, margin and profitability analysis
- Working-capital optimisation
- Funding and financing support
- Financial risk management and internal controls
- Board and investor reporting
- Monthly strategic CFO meeting
- Business growth and expansion advice
Best for businesses that need senior financial insight and strategic decision support without the cost of a full-time CFO.
R15,000–R40,000+ per month
Established SMEs
Fees depend on transaction volumes, number of employees, VAT complexity, reporting frequency and the level of CFO involvement.