Accounting & Bookkeeping
When the books are late, every decision is a guess.
Unreconciled bank accounts and missing invoices make VAT returns risky and management reports unreliable. We keep your records current every month.
Who it suits: Start-ups, established SMEs and growing businesses moving off spreadsheets or a slow provider.
What's included
- Cloud accounting set-up and monthly processing
- Bank and supplier reconciliations
- Month-end close and general ledger
- Annual financial statements
- A structured handover from your current provider
Can you take over from my accountant mid-year?
Yes. We collect the records, reconcile opening balances and agree a handover date, so nothing falls between providers.
Outsourced CFO
Senior financial leadership without a full-time hire.
Funding rounds, expansion and board questions need CFO-level thinking. Many growing businesses need that input for part of the month, not a full-time salary.
Who it suits: Leadership teams facing funding, growth, complex decisions or board and investor reporting.
What's included
- Strategic financial planning
- Financial modelling and scenario analysis
- Funding and capital planning
- Board and investor reporting
- Part-time financial director support
How is this different from management accounts?
Management accounts report what happened. CFO support uses those numbers to plan what happens next.
Financial Watch
Know before it becomes a problem.
Cash-flow squeezes, slipping margins and unusual payments show up in the numbers before they show up in the bank.
Who it suits: Businesses we already do the accounting for, at the Foundation, Growth or CFO level.
What's included
- Cash-flow and working-capital monitoring
- Margin, revenue and expense trends
- Debtor and creditor monitoring
- Review of unusual transactions
- A short monthly note on what needs attention
Financial Oversight
Your books are kept by someone else. Is anyone checking them?
An in-house bookkeeper or external accountant may prepare accounts correctly, but owners still need an independent view of controls and reporting quality.
Who it suits: Owners with an in-house bookkeeper, a finance team, an external accountant or several finance systems.
What's included
- Control and process review
- Management-reporting and data-integrity checks
- Reconciliation and accounting-quality review
- Findings on risks, with recommended fixes
Financial Watch
Ongoing monitoring of a finance function we run for you.
Financial Oversight
An independent review of a finance function run by others.
Neither service is a statutory audit or a forensic investigation, and neither guarantees that fraud will be prevented. Where specialist work is needed, we will say so.
Up to 20 questions
Not sure what you need? Take the check.
Unreliable records, cash leakage and a lack of visibility. Takes about five minutes, and a person reviews your answers.
- Are you making sales but still struggling to understand where your money goes?
- Do you know whether your business is genuinely profitable after all expenses?
- Are your accounting records behind, incomplete or difficult to reconcile?
- …and up to 17 more
How we work
Six steps, one organised file
Assess
We review your business profile, goals, the records you have and any likely gaps.
Map
We set out the entities, people, systems, deadlines and documents needed for the agreed scope.
Reconcile
We tie figures back to bank records, tax returns, financial statements and evidence.
Prepare
We compile returns, reports or statements in a clear, consistent order for your review.
Submit
With your approval, we file with SARS or CIPC or deliver the report.
Respond
We track follow-up requests, such as SARS queries, and prepare evidence-based responses.
Not sure where to start?