SERVICE PACKAGES

What you get

PACKAGE 1: STARTER COMPLIANCE PACKAGE

For new businesses, sole proprietors, and start‑ups needing essential compliance support.

Includes:

  • Company registration (CIPC)
  • SARS registrations (Income Tax, VAT, PAYE/UIF/SDL)
  • Monthly bookkeeping (basic volume)
  • Payroll for up to 3 employees
  • Annual Financial Statements (IFRS for SMEs)
  • Tax returns (individual + business)
  • Provisional tax submissions
  • VAT submissions
  • CIPC annual returns
  • SARS queries, reviews & verifications
  • Basic compliance guidance

Ideal for:

Start‑ups, new entrepreneurs, small businesses, consultants, freelancers.


PACKAGE 4: FRACTIONAL CFO / STRATEGIC FINANCE PACKAGE

Your highest‑value offering — positioned for organisations needing senior‑level financial leadership without hiring full‑time.

Includes everything in Advanced, plus:

  • Fractional CFO oversight (4–12 hours per month or customised)
  • Strategic financial planning
  • Performance management & KPI development
  • Board‑level reporting & presentations
  • Cash flow and working capital strategy
  • Business risk assessments
  • Financial strategy for growth & sustainability
  • Oversight of internal finance teams
  • Multi‑entity consolidation & reporting
  • Executive‑level decision support

Ideal for:

Growing SMEs, NPOs, multi‑entity organisations, and businesses needing senior financial leadership.

 ADD‑ON SERVICES (Optional Extras)

These can be added to any package:

  • NPO compliance & donor reporting
  • Internal audit support
  • Staff training (bookkeeping, compliance, controls)
  • Bringing accounting records up to date
  • Temporary accounting support
  • SARS dispute resolution
  • Import/distribution SARS compliance advisory

  •  PACKAGE 2: GROWTH BUSINESS PACKAGE

    For growing SMEs that need monthly financial oversight and stronger compliance management.

    Includes everything in Starter, plus:

    • Monthly management accounts
    • Cash flow forecasting
    • Budgeting & variance analysis
    • Payroll for up to 10 employees
    • Supplier & customer reconciliations
    • SARS audit support
    • Internal control recommendations
    • Business process improvement guidance
    • Monthly compliance monitoring
    • Advisory check‑ins (quarterly)

    Ideal for:

    SMEs scaling operations, businesses with staff, companies needing regular financial insight.

  • PACKAGE 3: ADVANCED COMPLIANCE & ADVISORY PACKAGE

    For established businesses needing deeper financial insight, risk management, and strategic support.

    Includes everything in Growth, plus:

    • Strategic management accounting (CGMA)
    • Costing, profitability & break‑even analysis
    • Financial modelling & scenario planning
    • Risk & control management
    • Governance & compliance assessments
    • Policy & procedure development
    • Cash flow optimisation strategies
    • Funding readiness support (financial packs, projections)
    • Monthly advisory meetings
    • Multi‑entity support (if applicable)
    • Audit‑ready file preparation

    Ideal for:

    Businesses preparing for expansion, funding, audits, or multi‑entity operations.