Outsourced Finance Department - Customized to Client Requirements

Our most complete offering, ideal for established businesses needing a full finance function without hiring in-house. This package includes a dedicated Financial Manager, daily bookkeeping, monthly reporting, management meetings, and full strategic oversight to keep your business financially strong and compliant.

How it Works

Simply click on the Choose Plan button below and complete the form. One of our professionals will then contact you to discuss your requirements and sign you up.

Memberships We Offer

– Tax Package
– Basic Membership
– Comprehensive Membership
– Outsourced Finance Department

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Key Features

Smart Financial Membership Subscription Includes:

Financial Manager

Dedicated financial manager assigned to your business

Tax Package

Includes all services listed under the Tax Package

Bookkeeping

Daily bookkeeping from source documents

Management Accounts

Monthly Business Intelligence management accounts

Management Meetings

Monthly meetings to review finances and strategy

Budget Setup

Annual budget setup for reporting and tracking

Access to Management

Open door policy with senior management

Software Access

Software and full access licencing included

Cash Flow Reporting

Quarterly cash flow reporting

Costings

Detailed cost tracking and analysis

Our Packages

Popular

Tax PackageMost PopularR2800

  • Bookkeeping
  • Due diligence to verify area’s of non-compliance
  • Bi-Monthly VAT Returns
  • Bi-Annual Provisional Returns for both the individual and company
  • Annual Income Tax Returns for both the individual and company
  • Dividend Tax
  • PAYE returns
  • Bi-Annual IRP5 submissions
  • CIPC Annual returns
  • Annual Financial Statements
  • Tax Structuring
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Best Seller

Basic MembershipMost PopularR5900

  • Everything under Tax package
  • Allocated one specialized team member to work closely with within your industry
  • Monthly bookkeeping from your bank statements
  • Bi-monthly Business Intelligence management accounts
  • Annual Budget setup for reporting purposes
  • Open door policy with senior management.
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Strategic

Comprehensive MembershipMost PopularR9600

  • Everything under Tax package
  • Weekly bookkeeping from source documents
  • Monthly Business Intelligence management accounts
  • Annual Budget setup for reporting purposes
  • Open door policy with senior management.
  • Software and Access License
  • Quarterly cash flow reporting
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Popular

Outsourced Finance DepartmentMost PopularR16500

Includes a Financial Manager.

  • Everything under Tax package
  • Daily bookkeeping from source documents
  • Monthly Business Intelligence management accounts
  • Monthly Management Meetings
  • Annual Budget setup for reporting purposes
  • Open door policy with senior management.
  • Software and Access License
  • Quarterly cash flow reporting
  • Costings
Choose Plan