Monthly accounting and payroll · fully remote · Xero preferred, QuickBooks, Sage and Zoho welcome
An accountant who plans your tax, not just files it.
Did your accountant phone you in January to say "your provisional tax is going to be R180k, let's reduce it before February"? Or did you find out when the bill arrived? That's the difference between an accountant who files and one who plans. Our retainer clients, businesses turning over R1m or more, get a tax plan before year-end, a reply within one working day, and no surprises.
What every retainer includes
The boring things done properly, and the planning most firms skip.
Monthly bookkeeping, Xero preferred
Bank feeds reconciled monthly, not at year-end. Hubdoc for your invoices. You can see where you stand any day of the month. Already on QuickBooks, Sage or Zoho? We take you on as you are and agree together whether a move to Xero is worth it.
VAT, PAYE and provisional tax
Every return filed on time, every payment date in your calendar in advance, and the number explained before it's due.
Annual financial statements and tax return
Prepared from clean monthly books, so year-end is a formality rather than a reconstruction.
Tax planning before year-end
A planning session two months before your year-end, with the salary/dividend mix, allowances and structure reviewed against current rates.
CIPC and compliance
Annual returns, beneficial ownership filings, tax clearance kept green, SARS correspondence handled.
A reply within one working day
Email or WhatsApp your client success manager and hear back within the working day. No ticket numbers, no call centre.
Packages
Which package you're in comes down to two things: are you VAT registered, and who captures the bank.
The accounting, tax returns, financial statements and year-end planning are the same in every package. Retainers start from R2,990 a month; Xero and payroll are added on top, and your exact fee is quoted the day after the free review, with every item listed.
Full Service
Owner-managed businesses under the VAT threshold and most companies in their first year. You forward the odd invoice; we capture, reconcile and file everything.
Payroll added on if you have staff.
Review & File
VAT-registered businesses under about R5 million where you or your admin person capture in Xero, Sage, QuickBooks or Zoho. We check and correct the capturing every month, reconcile, and prepare, file and defend every VAT201.
Payroll added on if you have staff.
Full Service VAT
Businesses that invoice every day: trading, retail, construction, manufacturing, transport. We process every account, card machine and supplier, and file and defend every VAT201. Priced on your monthly bank transactions: count the lines on last month's statements; most businesses this size sit between 150 and 300.
Payroll added on if you have staff.
Tailored
Groups, trusts, property and investment companies, and businesses that only need six-monthly or annual accounting. We build the package from the pieces and price each one on its own facts.
Payroll added on if you have staff.
Payroll for 1 to 100+ staff
Monthly payslips, EMP201 and UIF declarations, the two EMP501 reconciliations a year, IRP5s, and leave and overtime handled with your HR person. Priced on the number of employees and added to any package.
Xero preferred, any software welcome
We're a Xero Gold Champion Partner and we work best in it: on our subscription, any plan the business needs, or keep paying Xero yourself. We also take on clients from QuickBooks, Sage, Zoho and most other packages. During the handover we look at what you're on and agree whether to stay or move; if we move you, we do the migration.
Advisory Plus
For owners whose review found more than the retainer costs: quarterly tax-planning sessions with the tax team, an annual structure review (group, trust, intercompany loans) and your salary-and-dividend mix reset every year.
No double paying during the handover
Your retainer starts on the date we agree, usually the 1st of the next month, and the handover from your current accountant happens inside that first month: give them notice for the same date and there's no overlap. We send the release request for you and chase the records. Years behind with SARS? The catch-up is quoted separately and done first; the package starts once you're compliant.
Switching accountants
The handover takes us two weeks and takes you one email.
We collect your records from your current accountant, take over your SARS and CIPC profiles as your registered tax practitioners, move or clean up your Xero, and tell you when it's done. Nothing falls through the gap, and no return is missed in between.
You send one email
To your current accountant, asking them to release your records to us. We give you the wording.
We take over the profiles
SARS eFiling, CIPC, Xero. We confirm every outstanding return and deadline on day one.
First planning session
Within the first month, so the switch pays for itself before your next provisional payment.
Not sure which package? Start with the free review.
Thirty minutes on your own numbers tells us, and you, exactly what you need.