Monthly accounting plans

A clear engagement for each stage of business complexity.

Choose between Essential, Growth and Executive. The public comparison explains the scope and limits; exact fees are reserved for signed-in clients and confirmed in an accepted proposal.

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The three current retainers

Compare the level of monthly support.

Each service is governed by the accepted engagement. Additional entities, volumes, complexity and out-of-scope work may require a revised or separate fee.

Essential

Essential Retainer — Monthly

For businesses that need reliable monthly bookkeeping, recurring compliance support and a sound reporting foundation.

Up to 100 accounting transactions per month and payroll for up to 10 employees.

Monthly bookkeeping and bank reconciliation
Quarterly basic management reporting
Payroll administration
Routine VAT, PAYE, provisional and annual tax compliance where applicable
Annual financial-statement compilation
Basic CIPC compliance monitoring
Reasonable routine email and telephone support

Request Essential proposal

Growth

Growth Retainer — Monthly

For growing businesses that need full monthly processing, management information and scheduled advisory support.

Up to 200 accounting transactions per month and payroll for up to 20 employees.

Full monthly bookkeeping
Bank and control-account reconciliations
Monthly management accounts
Payroll administration and routine tax compliance
Annual financial statements and CIPC monitoring
Cash-flow and budget monitoring
Routine SARS correspondence and compliance follow-up
Scheduled advisory support as stated in the proposal

Request Growth proposal

Executive

Executive Retainer — Monthly

For businesses requiring a substantially outsourced finance and compliance function with closer management involvement.

Transaction, employee, entity and meeting limits are stated in the accepted proposal.

Comprehensive accounting and bookkeeping
Detailed reconciliations and month-end review
Monthly management accounts and periodic performance analysis
Payroll and employer-compliance oversight
Routine tax compliance and annual financial statements
Cash-flow forecasts, budget monitoring and tax planning
CIPC and statutory monitoring
Scheduled management or director meetings
Priority normal-hours support

Request Executive proposal

Fees are available to signed-in clients.

Sign in using the verified email address linked to your client account to view the current monthly fees. Prospective clients may request a proposal without signing in.

Plan comparison

What changes as the engagement expands.

Service area	Essential	Growth	Executive
Bookkeeping	Monthly	Full monthly	Comprehensive
Reconciliations	Bank reconciliation	Bank and control accounts	Detailed month-end review
Management reporting	Quarterly basic reporting	Monthly management accounts	Monthly accounts and performance analysis
Payroll	Up to 10 employees	Up to 20 employees	Limit stated in proposal
Accounting transactions	Up to 100 per month	Up to 200 per month	Limit stated in proposal
Tax compliance	Routine, where applicable	Routine compliance and follow-up	Routine compliance and tax planning
Annual financial statements	Included	Included	Included
Advisory involvement	Routine support	Scheduled in proposal	Management meetings stated in proposal

Common exclusions

SARS audits, verifications, objections, appeals, debt relief, instalment/payment arrangements, compromise applications, suspension of payment and tax-debt recovery disputes
Backlog clean-ups and record reconstruction
Specialised registrations or restructuring
Special reports, urgent or after-hours work
Third-party charges and work outside the agreed scope

How additional work is handled

Out-of-scope professional time may be charged at the approved hourly rate where appropriate. Specialised fixed-fee work is separately assessed and quoted. No work outside the accepted scope proceeds merely because a monthly retainer is active.

Final deliverables, entity limits, transaction volumes, payroll limits, meeting frequency, responsibilities and exclusions are those stated in the accepted proposal and engagement terms.

Let us assess the right plan for your business.

Share your business profile, accounting volume, payroll size and current record status. We will review fit before preparing a formal proposal.

Request a Proposal