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    Monthly Bookkeeping

    Monthly Bookkeeping Services for South African Businesses

    Books that are three months behind are already costing you money — in missed VAT input claims, in overstated tax, and in decisions made from gut feel instead of numbers. Our SAICA registered team runs a disciplined monthly bookkeeping cycle on Xero, Sage or Pastel so your general ledger is closed, reconciled and reportable within the first working week of every new month.

    A proper month-end close, every single month

    Each cycle we import bank feeds from FNB, Standard Bank, ABSA, Nedbank, Capitec, TymeBank, Investec and Bidvest; process supplier bills, customer invoices, card spend, EFT clearings and cash journals; reconcile every bank, credit card, loan, petty cash and merchant account (Yoco, iKhokha, Payfast, Stripe, PayPal); and clear the control accounts — trade debtors, trade creditors, VAT, PAYE and payroll clearing. Nothing is left as 'suspense' by design. Anything unusual gets flagged in a monthly review note before the numbers are signed off.

    Cloud accounting that fits how you already work

    We are Xero and Sage partners and comfortable in Pastel Partner, QuickBooks Online and Zoho Books. If you are still on spreadsheets or a bureau that gives you a paper trial balance once a year, we migrate you cleanly — opening balances agreed to your last set of signed annual financial statements, chart of accounts rebuilt to match how you actually run the business, and integrations wired to your point-of-sale, ecommerce platform, project software or app-store payouts.

    Numbers you can act on, not just file

    Within the first week of the new month you receive management accounts — profit and loss compared to prior month and prior year, balance sheet, cash summary and a short commentary. VAT-registered clients get a pre-VAT201 pack showing output, input and net payable before submission. Directors of small companies get a personal drawings and loan-account view so IT3(b) surprises never happen at year-end.

    One team for bookkeeping, VAT, payroll and tax

    Because our packages also cover VAT201, EMP201, EMP501, provisional tax, ITR14, CIPC annual returns and Beneficial Ownership, your bookkeeping feeds every downstream filing without rework, duplicate data entry or version-control fights between three different providers. One SAICA registered team, one fixed monthly fee, one point of accountability.

    What it costs

    Basic (dormant / nil-turnover companies): from R300 per month. Entry (active businesses up to R2.3 million turnover, non-VAT): R2,500 per month. Medium (up to R12 million turnover, VAT-registered): R4,500 per month. Every tier is all-inclusive of CIPC annual return filing and SARS liaison — you never receive a surprise invoice for a routine query.

    Learn more

    Read the full Bookkeeping in South Africa guide

    Complete guide to bookkeeping in SA — what it costs, how it's done, and how to use it to run a better business.

    What's Included

    Monthly Bookkeeping at a glance

    Live bank feeds from every major SA bank
    Monthly bank, card and loan reconciliations
    Debtors, creditors and VAT control clearing
    Management accounts by working day 5
    Pre-VAT201 review pack for VAT vendors
    Directors' drawings and loan account tracking
    Xero, Sage, Pastel, QuickBooks and Zoho
    Integrated with payroll, tax and CIPC
    FAQ

    Frequently asked questions

    Common questions about monthly bookkeeping in South Africa.

    Related Services

    Explore our other services

    Bookkeeping, payroll, tax and CIPC compliance — all under one SAICA registered team.

    Ready to Get Your Books Handled Properly?

    Let us take care of your bookkeeping, compliance, and peace of mind. Get started with a free consultation today.