Your tax payments, salary, future growth plans and everything in between require accurate financial information. Unlike many other companies, our financial management is based on education. We measure success by our clients’ increasing ability to make informed decisions without needing to consult us. Our financial strategy add-on therefore focuses on giving you the tools and insight to run a profitable business.

We also recognise that most entrepreneurs start a business to create an income for themselves. While we are always told to separate our business and personal finances, you cannot separate the entrepreneur from the parent, partner or friend going home at the end of the day. As a result, we help you plan your personal finances in such a way that it does not affect your business’s long-term sustainability.


All our bookkeeping plans include the below services. The price is dependent on the number of average monthly transactions performed.

  • Capturing invoices issued
  • Capturing expenses paid
  • Monthly bank reconciliation
  • Monthly debtor statements
  • Monthly creditor reconciliation
  • Monthly management pack (Profit & Loss, Balance Sheet, Cash Flow)
  • Annual financial statements
  • SARS tax returns (VAT, income tax)
  • Xero licence fee

Basic 25

Up to 25 transactions


Basic 50

Up to 50 transactions


Basic 75

Up to 75 transactions


Basic 100

Up to 100 transactions


Basic 150

Up to 150 transactions


Optional Add-ons

In addition to the basic bookkeeping packages, we offer financial strategy and payroll add-ons.

Financial Strategy

Add-on to any bookkeeping package

  • Monthly meeting with advisor
  • Analysing income and expenses to improve profitability and cash flow
  • Creating a budget
  • Identifying financial goals
  • Establishing a plan to achieve financial goals
  • Establishing financial controls
  • Analysing financial processes and identifying efficiencies
  • Creating a separation between business and personal finances to prevent personal finances from draining the business


Add-on to any bookkeeping package

R350/month plus R75/employee
  • EMP201 submission
  • EMP501 submission
  • Employees’ IRP5s
  • UIF submission
  • Annual Workmen’s Compensation submission
  • SimplePay licence fee