Core Business Leader Package
From R6,750 + VAT per month
Our Core Business Leader package is crafted for businesses that require comprehensive and reliable accounting support, coupled with enhanced business insights. This package is perfect for companies looking to streamline their operations and stay ahead in a competitive market.
DEDICATED PROFESSIONAL ACCOUNTANT
- Expert Support: A Qualified Professional Accountant (SA) will be assigned to you as your dedicated account manager. They will guide you through every financial aspect of your business, ensuring personalized service and attention to detail.
CLOUD-BASED ACCOUNTING SOFTWARE
- Xero Accounting Software: Access to Xero, a leading cloud-based accounting platform that keeps your financial data secure, accessible, and up to date.
- Hubdoc Integration: Enjoy seamless document management with Hubdoc, which automatically stores and organizes all your financial documents in one place.
COMPREHENSIVE PROCESSING & RECONCILIATION
- Monthly Processing: We handle your accounting directly from supplier and customer invoices, as well as other source documents, ensuring accuracy and consistency in your financial records.
- Reconciliation: Your financial transactions will be meticulously reconciled every month, giving you clear visibility over your business finances.
ANNUAL FINANCIAL STATEMENTS
- Financial Reporting: We prepare and provide annual financial statements, ensuring your business remains compliant and well-informed about its financial standing.
TAX SERVICES
- Comprehensive Tax Management: All tax submissions and reminders are covered, including Income Tax, Provisional Tax, VAT, and Withholding Tax, ensuring that your business meets all its tax obligations on time.
- Proactive Tax Planning: We assist with year-round tax planning, helping you minimize liabilities and maximize returns.
PAYROLL SERVICES
- Payroll Management: We handle monthly payroll processing, including all necessary submissions to SARS, the Department of Labour, and the Compensation Commissioner, ensuring compliance and timely payments to your staff.
- Employee Support: Providing your employees with access to accurate and timely payslips, along with support for any payroll-related queries.
MONTHLY REPORTING
- Standard Monthly Reporting Pack: Every month, receive a comprehensive report pack including:
- Executive Summary
- Cash Summary
- Profit & Loss Statement
- Balance Sheet
- Aged Receivables
- Aged Payables
- Insights and Analysis: These reports give you a clear view of your financial performance, helping you make informed decisions for your business.
BUSINESS SUPPORT
- Ongoing Support: Our support function is available to assist with all your accounting, tax, and business queries and requirements. We’re here to help you navigate any challenges your business might face.
QUARTERLY REVIEW MEETINGS
- Strategic Reviews: We’ll meet with you quarterly to review your financial performance, discuss strategic goals, and provide actionable insights to help your business thrive.
Starting from R6,750 + VAT per month
Our Service Guarantee
We pride ourselves on delivering exceptional service through a clear and structured approach:
- We move our clients to the Cloud – Embracing modern, cloud-based solutions for efficient financial management.
- We schedule your work – Ensuring timely completion of all tasks.
- We collect information up front – Streamlining processes by gathering all necessary documents at the start.
- We establish fees before we start – Providing transparency and peace of mind with upfront pricing.
- We turnaround work based on your specific needs – Delivering tailored solutions that meet your business’s unique requirements.
- We don’t charge for phone calls and emails – Offering free communication for all your queries.
- We provide an annual Business Health-Check – Keeping your business on track with a comprehensive review each year.
Dynamic Business Consulting Empower. Optimize. Thrive.
