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Monthly Accounting & Tax Retainers

One monthly fee for your books, tax, payroll and reporting.

From R3 000.00/mo
  • Flexible contracts
  • Cancel anytime with 30 days' notice
  • 24/7 access to your accounting information
Accounting specialist

Choose your option

Option 01

Compliance Core

From R3 000/mo

  • Bookkeeping from bank statements
  • Annual Financial Statements
  • SARS Tax Returns (excl. VAT)
  • Payroll for up to 3 staff
  • Tax clearance
  • Quarterly management accounts
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Option 02Most popular

Compliance Plus

From R5 000/mo

  • Everything in Core
  • Supplier invoice processing
  • VAT returns
  • Payroll for up to 10 staff
  • Monthly recons
  • Monthly management accounts
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Option 03

Financial Management

From R11 000/mo

  • Everything in Plus
  • Daily bookkeeping
  • Daily summary reporting
  • Payroll for up to 20 staff
  • Weekly recons
  • Detailed weekly reporting
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How it works

One fixed monthly fee, one accountant who knows your business, and no more year-end scramble. Here is how we take your books and tax off your plate.

01

Free consultation

We look at your turnover, staff and tax registrations, then recommend the retainer that fits. No surprises, and you only pay for what you need.

02

Seamless onboarding

We take over from your previous accountant, link your bank feeds and clean up any backlog so you start on accurate numbers.

03

We run it monthly

Bookkeeping, VAT, payroll and SARS submissions are prepared and filed on time, every month. Deadlines become our problem, not yours.

04

Reports that guide you

Clear monthly management accounts show where your money is going, so you can make decisions with confidence and stay ready for funders and SARS.

What we will need from you

  • Company registration documents and SARS tax reference numbers
  • Bank statements for the relevant period
  • Prior-year financial statements and tax returns
  • Supporting invoices, receipts and payroll records
  • Access to your accounting software, if applicable

Frequently asked questions

What does Monthly Accounting & Tax Retainers cost?
From R3 000.00/mo. The fee is based on the nature and complexity of the work involved, and we confirm the final amount in writing before any work begins — no hidden fees.
Do you work with my existing software?
We work with Xero, Sage, QuickBooks and Excel-based records, and can migrate you to cloud accounting.
Who will handle my account?
Every client gets a dedicated account manager supported by registered accountants and auditors.
How is the fee calculated?
Fees depend on transaction volume, staff count and reporting requirements. We confirm a fixed fee before work starts.

Guides on Monthly Accounting & Tax Retainers

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