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.

Request A Consultation:

Please select the time you can meet with us.
Please select the day you can meet with us.
MM slash DD slash YYYY

Key Features

Smart Financial Membership Subscription Includes:


Basic Bookkeeping up to balance sheet

Supplier Invoices

Capturing and allocation of Supplier Invoices

Management Accounts

Preparing and compiling Management Accounts


Compiling & Filing VAT Returns


Filing of annual returns

Provisional Tax

Company Provisional Tax Returns

Personal Tax

Personal Tax Returns

Company Tax

Company Tax Returns


0 -15 or 16+ Employees

PAYE Submissions

Filing of RAYE returns with SARS


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