Cloud Accounting Service Plans
Overview
Cloud accounting services come in three distinct plans, designed to cater for your level of growth and future ambitions.
Our fees include software fees and are fixed at an all inclusive fee, ensuring that there are no surprise bills at the end of the period.
The plan is suited for non-actively trading entities which require monthly cashbook processing and quarterly reporting.
You have access to your own dedicated accountant.
Our generic bookkeeping includes the following:
• Cashbook processing
• Annual Financial Statements
• Submission of statutory returns
• Reconciling to third-party records such as bank statements.
• Quarterly Management reports
This plan is the most popular amongst SMMEs who are on the growth trajectory.
The range of services include everything in the silver plan plus payroll and performance dashboards which provide additional insights to help you accelerate your business growth.
This plan is the most popular amongst SMMEs who are on the growth trajectory.
The range of services include everything in the silver plan plus payroll and performance dashboards which provide additional insights to help you accelerate your business growth.
This is a premium customised plan that is popular amongst medium to large entities that require more in the management of their business affairs. The range of services include everything in the Gold plan plus a financial manager who is responsible for the overall financial health of the business and will provide regular analysis on your financial reports.
Every business and entrepreneur is unique, choose the service plan that best meets your requirements.
Below is a list of the benefits you get per service plan, one of them is a match for your business.
If you are unsure which service plan to choose or you’ll like a customised plan, request a scoping meeting now and one of our service specialists will assist you choose the service that best matches your needs.
| Silver ► | Gold ► | Platinum ► | |
|---|---|---|---|
| Client Success Champion |  | | |
| Dedicated Accountant | | | |
| Financial Manager |  | | |
| Monthly Cashbook processing & Journals | Straight to GL Accounts | Against supplier invoices | Against supplier invoices |
| Debtors, Creditors, Bank & other Recons | Bi-Monthly | Monthly | Monthly |
| Management Reports | Quarterly | Bi-Monthly | Monthly, with performance review analysis |
| Virtual Meetings | Quarterly | Bi-Monthly | Monthly |
| Annual Financial Statements | within 6 months after y/e | within 5 months after y/e | within 3 months after y/e |
| Submission of Returns | VAT, Income Tax & CIPC | VAT, PAYE, Income Tax, UIF, CIPC & Return of Earnings. | VAT, PAYE, Income Tax, UIF, CIPC & Return of Earnings. |
| Payroll processing | | | |
| Assistance with generic bookkeeping, tax & technical queries | | | |
| Cloud Access | Yes | Yes | Yes |
| CSD Compliance Management | | | |
| Performance Dashboards | | Bi-Monthly | Monthly |
Resources
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To explore your specific needs and choose the best Plan for your next scaling-up phase, schedule a discussion with one of our experts.
