We have 3 service packages including the estimated pricing:
- The Premium services package is the full financial, reporting, accounting, business management and growth-related services. The objective of this package is to enable the business to improve the overall performances, accelerate growth and create sustainable long-term value.
- The Intermediate services package is a financial management package including accounting, taxation, reporting and specified financial advisory services. The objective of this package is to enable the efficient and effective management of the finances, assets, resources and cash flows of the business, provide management with specified management information to enable them to manage the business optimally and to manage taxes and ensure compliance with relevant legislation.
- The Economy services package is a financial accounting and reporting package. The objective of this package is to provide the business with financial accounting and record-keeping as well as basic reporting functions. This package is to enable the business to comply with relevant tax and company, other relevant business legislation and best practices relating to record-keeping and reporting.
- We can also create a flexible package based on your own unique needs and requirements. The pricing will be based on these unique needs and requirements.
STANDARD SERVICE PACKAGES
| PREMIUM | INTERMEDIATE | ECONOMY |
| Act as your chief financial officer | ||
| Provide and implement financial, income tax, VAT, PAYE, risk management, company law and general business advice | Provide and implement financial, income tax, VAT, PAYE, risk management, company law advice (without the general business advice) | |
| Performing the full monthly accounting function and basic reporting | Performing the full monthly accounting function and basic reporting | Performing the full monthly accounting function and basic reporting |
| Monthly management reporting | Monthly management reporting | |
| Compile bespoke, value adding reports and information to facilitate and support strategic decision-making and problem-solving | ||
| Cash flow management including budgetary control | Cash flow management including budgetary control | |
| Management of drivers of cost to optimise and reduce cost | ||
| Financial planning and control | Financial planning and control | |
| Profitability analyses, planning and control | ||
| Processing of monthly payroll, annual PAYE reconciliation and issuing of IRP5’s | Processing of monthly payroll, annual PAYE reconciliation and issuing of IRP5’s (maximum 10 employees) | Processing of monthly payroll, annual PAYE reconciliation and issuing of IRP5’s (maximum 5 employees |
| Credit management & collection of debt from clients | ||
| Management of working capital | Management of working capital | |
| Preparation & submission of statutory returns – VAT, PAYE, Skills Levy, Compensation Fund, CIPC | Preparation & submission of statutory returns – VAT, PAYE, Skills Levy, Compensation Fund, CIPC | Preparation & submission of statutory returns – VAT, PAYE, Skills Levy, Compensation Fund, CIPC |
| Management of assets & maintaining an assets register | Management of assets & maintaining an assets register | Maintaining an assets register |
| Raising funding from financial institutions & investors | ||
| Identification and managing risk and compiling and maintaining a risk register | ||
| Developing and reviewing business processes and systems | ||
| Developing and implementing financial policies, controls and processes | Developing and implementing financial policies, controls and processes | Implementing (only) financial policies, controls and processes |
| Compiling budgets (once a year) and financial forecasts (monthly), | Compiling budgets (once a year) and financial forecasts (monthly), | |
| Reviewing of new contracts | ||
| Reviewing of tender documentation, if any | ||
| Compiling cost estimates for tenders and quotations | ||
| Preparation of company meeting resolutions and minutes | ||
| Other company secretarial services | ||
| Attending monthly management meetings via Zoom | Attending monthly management meetings via Zoom | |
| Attending adhoc management meetings via Zoom | ||
| Periodic visiting of business operations – local | ||
| Facilitate in developing, reviewing & implementing business strategy | ||
| From R10000 pm excl VAT | From R6500 pm excl VAT | From R2500 pm excl VAT |
| EXCLUSIONS | EXCLUSIONS | EXCLUSIONS |
| Compilation of annual financial statements in accordance with International Financial Reporting Standards for SME’s and full IFRS | Compilation of annual financial statements in accordance with International Financial Reporting Standards for SME’s and full IFRS | Compilation of annual financial statements in accordance with International Financial Reporting Standards for SME’s and full IFRS |
| Annual income tax returns | Annual income tax returns | Annual income tax returns |
| Provisional tax returns – twice annually | Provisional tax returns – twice annually | Provisional tax returns – twice annually |
| Compiling business plans | Compiling business plans | Compiling business plans |
| Director’s tax returns | Director’s tax returns | Director’s tax returns |
| Dividend tax returns | Dividend tax returns | Dividend tax returns |
| Any other service that is not mentioned above | Any other service that is not mentioned above | Any other service that is not mentioned above |