Monthly bookkeeping packages.
Fixed-scope monthly bookkeeping packages for transaction processing, reconciliations and practical finance admin.
What this service is
Fixed-scope monthly bookkeeping packages for transaction processing, reconciliations and practical finance admin.
Who it is for
SMEs that need cleaner books, schedules and monthly admin support.
What is included
- Starter Books
- Monthly Books
- VAT-ready Books
- Management reporting add-on
- Document capture rules
What is not included
- Audit sign-off
- Tax opinions unless separately scoped
- Guaranteed SARS outcomes
Documents and inputs
- Monthly bank statements
- Sales invoices
- Supplier invoices
- Payroll inputs
- Access to Xero, QuickBooks, Sage or Excel records
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
Monthly packages start from R1,500/month and scale by transaction volume and reporting 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.