Small Business Accounting & Monthly Bookkeeping
Keep your finances in order every month — without the stress. We handle your books so you can focus on growing your business.
What's Included
Our monthly accounting package is a complete financial management solution — not just data entry.
Monthly Bookkeeping
We capture and categorise every transaction, keeping your books accurate and up to date every month.
Bank Reconciliation
Full reconciliation of all bank accounts to ensure your records match your bank statements.
Financial Statements
Monthly income statement and balance sheet so you always know where your business stands.
Creditors Management
We track what you owe, ensure timely payments, and avoid unnecessary penalties.
Debtors Management
Monitor outstanding invoices and follow up to improve your cash collection cycle.
Cash Flow Monitoring
Stay ahead of cash crunches with monthly cash flow reports and early-warning insights.
Expense Tracking
All business expenses are captured, categorised, and reviewed for tax-efficiency.
Compliance Support
We flag upcoming deadlines and ensure your records are always audit-ready.
What You'll Need
To get started, please have these documents ready:
Initial Setup Documents
- Company registration documents (COR14.3 or similar)
- Directors / members ID copies
- Most recent bank statements (3–6 months)
- Existing accounting records or trial balance
- List of assets and outstanding loans
- SARS tax reference number
Monthly Ongoing Requirements
- Bank statements (all accounts)
- Supplier invoices and receipts
- Customer invoices issued
- Petty cash slips and expense receipts
- Payroll summary (if applicable)
- Any loan or finance statements
💡 Pro Tip: Scan or photograph your receipts as you go — apps like Dext or even your phone camera make this painless. The more organised your source documents, the faster we can close your month.
- 1.Onboarding call & document collection (Week 1)
- 2.Historical catch-up or setup (Week 1–2)
- 3.First monthly close delivered (End of Month 1)
- 4.Ongoing: books closed within 5 business days of month-end
Learn More
Who It's For
- Small businesses with 1–50 employees
- Sole proprietors and freelancers
- Startups needing clean books from day one
- Business owners who currently do their own books
- Companies that have fallen behind on their accounting
- Any business that wants reliable monthly financials
Why It Matters
- Accurate books are required for VAT returns, tax submissions, and SARS audits
- Banks and investors require financial statements for funding
- Monthly financials help you make better pricing and hiring decisions
- Clean records prevent costly penalties and interest
- Knowing your numbers gives you confidence to grow
- Outsourcing saves time and is more cost-effective than an in-house bookkeeper
Common Questions
Do I need to be VAT registered to use this service?
No. We work with VAT-registered and non-VAT businesses. We can also advise on whether VAT registration makes sense for your business.
What accounting software do you use?
We work primarily on Xero and Sage, but can accommodate other platforms. Cloud-based access means you always have a live view of your finances.
What if my books are months behind?
No problem — we offer catch-up bookkeeping as part of the onboarding process. We quote based on the volume of work required.
Can I upgrade or downgrade my plan?
Yes. As your business grows, we scale the service accordingly. We review your package every 6 months.
What Makes Us Different
- Dedicated accountant — not a call centre
- Turnaround within 5 business days of month-end
- Plain-language reports you actually understand
- Proactive tax and compliance reminders
- Affordable, transparent pricing — no hidden fees
- We grow with you: payroll, VAT, tax all under one roof
Ready to Get Your Books in Order?
Let us handle the numbers so you can focus on what you do best.
Ready to Get Organized?
Get a personalised quote in 24 hours. No obligation, no jargon.
Get a Free Quote