Do I really need monthly accounting, or can I just do it once a year?

While sole proprietors might survive with annual work, any registered company (Pty Ltd) needs monthly discipline. Waiting until year-end often leads to missed VAT claims, massive tax surprises, and penalties for non-compliance. Monthly accounting is cheaper than fixing a year's worth of mess.

Does this service include my tax returns?

Our monthly packages typically include the preparation of VAT and PAYE returns because they are based on the monthly data. Annual Corporate Income Tax (CIT) is usually a separate engagement, but the monthly work makes the annual filing fast and affordable.

What software do you use?

We are a cloud-first firm. We primarily use Xero and Sage Business Cloud Accounting. These tools allow us—and you—to see your financial position in real-time from anywhere in South Africa.

How do I get my documents to you?

We make it frictionless. We set up a dedicated email address for bills, or use tools like Dext where you simply snap a photo of a slip. No physical delivery of paper files is required.

What if my accounting is currently behind?

We can help. We will perform a 'Catch-Up' service to bring your books up to date before starting the monthly cycle. We assess the backlog and give you a fixed quote to fix it.

Is there a long-term contract?

No. We believe in earning your business every month. Our services are month-to-month with a standard 30-day notice period, giving you flexibility.

Monthly Accounting Services

Monthly Accounting Services for South African Businesses

Stop flying blind. Get accurate financial records, timely management reports, and seamless compliance every single month.

Financial Clarity, Delivered Monthly

Running a business is hard enough without worrying if your books are accurate or if you've missed a SARS deadline. Our monthly service is the heartbeat of your financial health.

Consistent, accurate financial records every single month
SARS compliance (VAT/PAYE) becomes automatic, not a panic
Clear management reports to track profit, loss, and cash flow
A dedicated accountant who understands your South African business context
No more shoeboxes—fully digital, cloud-based workflow (Xero/Sage)

More Than Just Data Entry

We turn your bank statements and invoices into specific, decision-ready insights.

Compliance & Protection

The South African Companies Act requires you to keep accurate financial records. We ensure you meet this legal obligation. By maintaining clean records monthly, we protect you from SARS audits, verify that every VAT claim is valid, and ensure your annual financial statements are a breeze to compile.

Growth & Strategy

You can't grow what you can't measure. Is your gross margin slipping? are your overheads creeping up? Our monthly management accounts give you the visibility to answer these questions. We provide the financial mirror that shows you the true health of your business.

Our Monthly Rhythm

A predictable, stress-free process designed for efficiency.

Step 1

Data Collection

You send invoices and receipts via email or app (Dext). We pull bank statements automatically via read-only feeds.

Step 2

Processing & Allocation

Our team allocates every transaction to the correct ledger account, ensuring VAT is claimed correctly.

Step 3

Reconciliation & Review

We reconcile bank balances to the cent and review the General Ledger for any anomalies or missing items.

Step 4

Reporting & Advisory

We send you a set of Management Accounts (Income Statement & Balance Sheet) with a brief commentary on performance.

Built for Your Business Type

The Growing Agency

Needs to track project profitability and ensure cash flow covers the payroll of a simplified, expanding team.

The Retailer / E-commerce

High volume of transactions. Needs precise daily reconciliation to match payment gateway settlements with bank deposits.

The Professional Consultant

Needs minimal admin. Wants to invoice clients, get paid, and ensure provisional tax is put aside correctly.

How We Work

We believe good accounting starts with structure and consistency. Our approach is designed to give business owners clarity without unnecessary complexity.

A clear onboarding process

Defined monthly timelines

Accurate reconciliation and reporting

Practical explanations, not accounting jargon

Ongoing improvements as your business grows

"Our focus is on building reliable financial systems that support better decisions over time."

Frequently Asked Questions

Switch to Seamless Monthly Accounting

Join hundreds of South African business owners who sleep better knowing their books are perfect.