Bookkeeping Essentials

For micro & small businesses who just want compliance and records

Services:

• Monthly bookkeeping (cashbook, journals, reconciliations)

• Invoicing & receipts processing

• Supplier invoice capturing

• Bank & credit card reconciliations

• Monthly financial statements (basic P&L & balance sheet)

• SARS returns (VAT, EMP201, EMP501)

Deliverables:

• Up-to-date books

• Simple reports for compliance & loan applications

Pricing model:
R3,500 – R5,500/project (depending on volume)

For SMEs that want a finance partner, not just a bookkeeper

Services:

• Everything in business finance management PLUS:

• Strategic business planning (expansion, hiring, new branches)

• Loan & funding readiness packs (banks, SEFA, NYDA, NEDBANK, ABSA)

• Tax planning & efficiency reviews

• Business process setup (approval workflows, expense policies, controls)

• Investor/board reporting packs

• Scenario analysis (e.g., impact of expansion, new product, or staff hire)

Deliverables:

• Quarterly “Business Strategy Pack” with recommendations

• Bank & investor-ready reports

Pricing model:
R7,500 – R12,000/project.

For scaling businesses needing high-level financial strategy to get funding

Services:

• Everything in business management office PLUS:

• Virtual CFO role (monthly/quarterly strategy meetings)

• Capital raising & investor relations support

• Tax structuring & group structuring advice (Pty, Trusts, Holdings)

• Advanced financial modeling (profitability, valuation, growth planning)

• Business transformation (digital tools, automation, efficiency projects)

• Profitability optimization (pricing, margins, cost control)

Deliverables:

• Full Outsourced Finance Office (client never needs to hire in-house)

• Strategic insights for scaling or preparing for investment

Pricing model:
R12,500 – R20,000/project (custom, depending on business size)