Depends on volume.
No limit.
AFS-ready.
SARS-ready.
Critical Problems We Solve
Effective financial management isn't just about balancing books; it's about removing the friction points that stall your business growth.
Years of unfiled tax returns
SARS penalties accumulating daily
Inability to apply for finance without AFS
Accountant handover with missing records
The Cleanup Process
We treat catch-up bookkeeping like an archaeological dig. We start with the most reliable data (bank statements) and work outwards, reconstructing your financial history month by month.
Each month gets a full bank reconciliation, expense categorization, and balance sheet review before we move to the next.
- Month-by-month processing
- Bank statement reconstruction
- Expense categorization
- Sequential reconciliation
The Penalty Relief Opportunity
If you've been non-compliant, SARS may have issued estimated assessments and penalties. Once we clean up your books and file the correct returns, we can apply for penalty relief under the Voluntary Disclosure Programme (VDP) or the penalty dispute process.
In many cases, we've had penalties reduced by 50-100%.
- VDP application
- Penalty dispute process
- Estimated assessment reversal
- 50-100% penalty reduction
Ongoing Bookkeeping Setup
Cleanup is pointless if you fall behind again. As part of our service, we set up a system to keep your books current going forward.
This includes cloud accounting setup, automated bank feeds, and a monthly bookkeeping schedule to prevent the backlog from ever returning.
- Cloud accounting setup
- Automated bank feeds
- Monthly schedule
- Prevention system
Who Is This For?
- Businesses with months or years of unreconciled records
- Companies that have changed accountants
- Start-ups that neglected bookkeeping
- Businesses facing SARS audits with incomplete records
Engagement Requirements
- Bank statements for all outstanding periods
- Any existing accounting records
- Invoices and receipts (whatever is available)
- Loan agreements
Deliverables & Results
- Full categorization of historical bank transactions
- Bank reconciliation for all outstanding periods
- Reconstruction of Debtors and Creditors ledgers
- Fixed Asset Register compilation
- Trial Balance ready for AFS compilation
South African Compliance Context
"Creations transformed how we handle SARS. No more compliance anxiety."
Trusted Resources
Our Operational Methodology
A structured, 5-step approach designed for precision and clarity.
We review the current state of your books: what exists, what's missing, and how far behind you are.
We request bank statements, invoices, and any existing records from your previous accountant.
We systematically process each month, categorizing transactions and reconciling accounts.
We deliver clean, reconciled books ready for tax returns and financial statements.
Professional Insights
The cost of catch-up bookkeeping is almost always less than the penalties for non-compliance. Every day you wait, the problem gets bigger.
Bank statements are your lifeline. Even without invoices, we can reconstruct 80%+ of your books from banking data alone.
Many businesses avoid cleaning up because they fear what they'll find. In our experience, it's rarely as bad as expected.
Common Questions
Everything you need to know about our catch-up bookkeeping / historical cleanup service.