Cloud accounting setup support.
Setup and cleanup support for small businesses moving from spreadsheets or messy systems into cloud accounting.
What this service is
Setup and cleanup support for small businesses moving from spreadsheets or messy systems into cloud accounting.
Who it is for
SMEs that need cleaner books, schedules and monthly admin support.
What is included
- Chart of accounts setup
- Opening balance checklist
- Bank feed guidance
- Invoice and supplier setup
- Basic workflow handover
What is not included
- Audit sign-off
- Tax opinions unless separately scoped
- Guaranteed SARS outcomes
Documents and inputs
- Current records
- Bank accounts list
- Customer and supplier lists
- VAT status
- Opening balances if available
Process
- Confirm the months, systems and transaction volume.
- Collect bank statements, sales records, supplier invoices and payroll inputs.
- Process or clean the records month by month.
- Prepare exception lists for missing documents and unclear transactions.
- Hand over reconciliations, schedules and practical next steps.
Turnaround note
Turnaround depends on transaction volume, missing documents and system access.
Pricing note
Cloud accounting setup is quoted after reviewing system, data and migration needs.
Government or statutory fees may be separate. Prices depend on document readiness and complexity.
Questions people ask
Do you provide audit or tax practitioner sign-off?
No audit, independent review or tax practitioner sign-off is included unless it is separately scoped with an appropriately registered professional.
Can bookkeeping be done remotely?
Yes. Most bookkeeping support can be handled remotely using bank statements, invoices, receipts and cloud accounting access.