Smart Financial Membership - Customized to Client Requirements

This membership package is our best seller, as it comes with management accounts (a must have) with a budget to compare your financials against budget. An introduction to strategy, and tax structuring. As well as Payroll, and Tax Compliance. This membership is perfect for companies that are already established, and feel that the services they are receiving are unsatisfactory. You will find our services are impeccable.

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

– Basic Membership
– Smart Financial Goals Membership
– Comprehensive Membership
– Express Backlog Services

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Key Features

Smart Financial Membership Subscription Includes:

Bookkeeping

Basic Bookkeeping up to balance sheet

Supplier Invoices

Capturing and allocation of Supplier Invoices

Management Accounts

Preparing and compiling Management Accounts

VAT

Compiling & Filing VAT Returns

CIPC

Filing of annual returns

Provisional Tax

Company Provisional Tax Returns

Personal Tax

Personal Tax Returns

Company Tax

Company Tax Returns

Payroll

0 -15 or 16+ Employees

PAYE Submissions

Filing of RAYE returns with SARS

IRP5

Reconciling of IRP5s - biannually

Tax Compliance

Quarterly Tax Compliance verification

Financial Statements

Up to Balance Sheet

Workmen's Compensation

Assistance in Business Strategy

Budget Setup

Setup of Annual Financial Budget

Access To Books

Full Access including Licencing

Our Packages

BasicR2850 - 3450

  • Bookkeeping
  • VAT
  • CIPC
  • Provisional Tax – Personal
  • Provisional Tax – Company
  • Personal tax Return
  • Company Tax Return
  • Financial Statements
  • Access To books
Choose Plan
Best Seller

Smart Financial GoalsR5470 - 8500

  • Everything in BASIC plus
  • This membership package is our best seller, as it comes with management accounts (a must have) with a budget to compare your financials against budget.  An introduction to strategy, and tax structuring. As well as Payroll, and Tax Compliance. This membership is perfect for companies that are already established, and feel that the services they are receiving are unsatisfactory. You will find our services are impeccable.
Choose Plan
Strategic

ComprehensiveR13100 - 16100

  • Everything in SMART FINANCIAL GOALS plus
  • Detailed plan of setting up your strategy in all aspects of your business
  • Implementation of that strategy
  • Monthly evaluation of strategy against your monthly management accounts, including an analysis of a variety of ratio’s allowing for a better understanding of the evaluation, and perhaps a change is required
  • POPI Act Documentation for your business
  • Independently Reviewed Financial Statements with working papers required by legislation.
  • Monthly fee
  • Monthly online meetings to discuss your company’s financial performance.
Choose Plan

Express Backlog ServicesPOA

  • Backlog Bookkeeping
  • Backlog Financial Statements
  • Backlog of Company Tax returns
  • Backlog  CIPC Annual Returns
  • Backlog Payroll
  • Backlog Personal Tax Return
  • Backlog  Company Tax Return
  • Backlog PAYE Return submission
  • Backlog Financial Statements
  • POPI Act documentation and submission to information regulator
  • Backlog IRP501 submissions
Choose Plan