Annual financial statements
Compiled AFS for your Pty Ltd or close corporation, prepared to standard and ready for SARS, the bank or investors.
Accounting & Bookkeeping
Clean books. Clear numbers. No surprises.
Monthly bookkeeping, annual financial statements and management accounts for South African businesses — on modern cloud software, with a real person you can actually talk to.
Monthly bookkeeping
Your records kept current, not reconstructed in February
Most tax stress in South Africa is really bookkeeping stress — a year of slips and statements reconstructed in a panic before a deadline. We keep your books current every month: bank feeds reconciled, invoices captured, and a clear picture of what you're making.
We work on cloud platforms like Xero, so you can see your position from your phone and we can work on the same live figures — no emailing spreadsheets back and forth.
What's included
The full accounting function, handled
Monthly bookkeeping
Bank reconciliations, supplier and customer ledgers, and VAT-ready records kept up to date all year.
Management accounts
Monthly or quarterly reporting that tells you what's actually happening — margins, cashflow, and what to do next.
Catch-up work
Behind on your books? We rebuild messy or missing records and get you compliant without the lecture.
Independent reviews support
Where your company needs an independent review, we prepare the file and work alongside the reviewer.
Cloud software setup
Xero set up properly — chart of accounts, bank feeds and invoicing that fit how your business works.
Cloud-first
See your numbers from your phone
We work on modern cloud platforms like Xero, which changes what bookkeeping feels like. Bank feeds pull transactions in automatically, you can raise an invoice from your phone, and you can see exactly where the business stands without waiting for a year-end.
Because we're on the same live system as you, there's no emailing spreadsheets back and forth and no "which version is right?" — we're both looking at the same up-to-date picture, whenever you need it.
How we work with you
A rhythm that keeps you ahead, not behind
- 1We set you up properly
Cloud software configured to how your business actually works — chart of accounts, bank feeds, invoicing — and any backlog cleared so you start from a clean, current position.
- 2We keep the books current monthly
Reconciliations, ledgers and VAT-ready records maintained every month, so nothing is ever reconstructed in a panic before a deadline.
- 3We report what matters
Management accounts that tell you what's actually happening — margins, cashflow, and where to focus — not just a set of numbers filed away.
- 4We handle year-end and tax
Your annual financial statements and tax returns flow naturally out of books that were right all year. No scramble, no shock bill.
Frequently asked questions
Common accounting questions
Do I need annual financial statements?
If you trade through a company, yes — the Companies Act requires annual financial statements, and SARS expects your ITR14 to be based on them. Sole proprietors need proper income and expense records for their ITR12 even though formal AFS aren't required.
Which bookkeeping software do you use?
We work primarily on Xero and other leading cloud platforms. If you're on something else — or on spreadsheets — we'll either work with it or move you across cleanly, history included.
My books are a mess. Can you fix them?
Yes, that's normal and fixable. We do catch-up bookkeeping regularly: we rebuild the records from bank statements and source documents, get the backlog filed, and set you up so it doesn't happen again.
How much does it cost?
It depends on volume and complexity, but everything is quoted as a fixed monthly fee before we start — no hourly surprises. Tell us about the business and we'll give you a straight answer.