A documented process, every month.
From the first call to the monthly close, every step has an owner, a piece of evidence and a control.
Five steps to your first close.
Tell us about the business
A short qualification form: transactions, bank accounts, VAT, employees and deadlines.
A 20-minute scoping call
We confirm what you need and whether we are the right fit, before anyone commits.
A written proposal
Fixed inclusions, transaction bands, exclusions and the monthly fee, in writing.
Engagement and secure onboarding
A signed engagement letter, verified access and a secure document channel.
Your first close
Reconciled books and a written close status report: what is in, what is outstanding, what is done.
Collected, processed, reviewed, approved.
Your documents come in against a cut-off date and a completeness checklist. We process them, escalate exceptions instead of clearing unsupported balances, and review material journals, VAT, PAYE and reconciliations before anything reaches you.
Nothing goes to SARS until you have approved the figures in writing. You, or your accountant, then submit the return; or we arrange submission through a registered tax practitioner. Then you get a short service note: open items, deliverables, next deadlines.
| Stage | Control |
|---|---|
| Records collection | Cut-off date, completeness checklist, reminders |
| Processing | Exceptions escalated; no unsupported balances cleared |
| Review | Material journals, VAT/PAYE and reconciliations checked |
| Your approval | You approve the return figures and authorise payments |
| Submission | Submission-ready return handed over, or submitted through a registered practitioner |
| Close-out | Open items, deliverables, next deadlines |
What you can hold us to.
Payroll and bank data, handled properly.
Bookkeeping means handling personal information: employee records, ID numbers, bank details. We treat it accordingly.
- Multifactor authentication on every system we use
- Access limited per client, and removed when an engagement ends
- Secure file transfer for payroll, bank and identity documents, never casual channels
- Versioned, tested backups and a documented incident process
- POPIA operator terms in every engagement where they apply
Clean books start with a twenty-minute call.
Tell us how the business runs. We will tell you what it needs, what it costs, and whether we are the right fit.