Monthly Compliance System — Built For Clarity, Control, And Peace Of Mind.
Monthly bookkeeping and compliance for Johannesburg businesses — managed through a structured system with defined cut-offs, consistent month-end close standards, and proactive tracking. So your records stay SARS-ready, deadlines stay under control, and you always know where you stand.
Not sure where you fit? We’ll confirm the best plan after reviewing your last 2–3 months of activity.
Compliance Shouldn’t Create Pressure.
Most issues don’t come from one big mistake — they come from month-to-month inconsistency: missing documents, unclear handovers, and work that gets pushed “to later” until something becomes urgent.
The Monthly Compliance System was built to replace that with a structured monthly rhythm — so your records stay SARS-ready, deadlines stay controlled, and you stay consistently up to date.
How the Monthly Compliance System works
A simple rhythm — run the same way every month.
Collect → Check → Close → Comply → Confirm
Collect: Monthly checklist + cut-off date (consistent document handover process)
Check: We review for gaps and request missing items early
Close: Month-end close completed and records kept SARS-ready
Comply: Submissions managed where applicable (VAT / payroll)
Confirm: You receive confirmation the month is closed, up to date, and compliant
You’re not buying “accounting tasks.” You’re buying a monthly system that prevents avoidable compliance surprises.
Choose your plan
Start with the plan that matches your VAT status. Payroll can be added if needed. Your monthly fee is confirmed during onboarding based on monthly activity (transaction volume) and complexity.
Package 1 : Monthly Compliance System - Non-VAT
For businesses that are not VAT registered and want consistent monthly bookkeeping, clean records, and proactive compliance discipline — without last-minute pressure.
What you get every month :
Collect → Check → Close → Comply → Confirm
Collect: Monthly checklist + cut-off date (consistent document handover process)
Check: We review for gaps and request missing items early
Close: Month-end close completed and records kept SARS-ready
Comply: Monthly compliance tracking and deadline monitoring (non-VAT scope)
Confirm: You receive confirmation the month is closed, up to date, and compliant
What’s included
Monthly bookkeeping and reconciliations
Clean month-end close and SARS-ready recordkeeping standards
Monthly Profit & Loss (YTD) + a simple cash view
Ongoing compliance tracking and deadline oversight
Standard annual compliance support (as per your agreed scope)
Annual Financial Statements (AFS) (compilation/standard scope)
(AFS are compiled from the records provided and do not constitute an audit or independent review unless separately agreed.) Where an independent review or audit is legally required, this is scoped and quoted separately (or handled with your appointed auditor/reviewer)
Annual Income Tax Return
2× Provisional Tax submissions (where applicable)
Standard annual CIPC compliance (Annual Return filing)
Beneficial Ownership annual filing (where required by CIPC; additional complexity or multiple beneficial owners may require additional scope — confirmed upfront).
Ideal for
Owner-managed businesses who want their monthly records handled properly and to stay consistently up to date.
Package 2: Monthly Compliance System - VAT Included
For VAT-registered businesses that want VAT handled correctly and consistently — integrated into the monthly close so there are no last-minute scrambles or surprises.
What you get every month :
Collect → Check → Close → Comply → Confirm
Collect: Monthly checklist + cut-off date (consistent document handover process)
Check: We review for gaps and request missing items early
Close: Month-end close completed and records kept SARS-ready
Comply: Monthly compliance tracking and deadline monitoring
Confirm: You receive confirmation the month is closed, up to date, and compliant
What’s included
Everything in Monthly Compliance System: Non Vat, Plus
VAT reconciliation as part of the monthly close
VAT201 preparation and submission (monthly or bi-monthly, as applicable)
VAT checks to flag common issues early (before submission deadlines)
Ideal for
VAT-registered owners who want consistent compliance, clean records, and VAT handled as a routine — not a crisis.
Add-Ons : Payroll
Add payroll if you need monthly processing and statutory compliance managed alongside your Monthly Compliance System.
Payroll Add-On includes:
What’s included
Payroll processing and payslips
EMP201 preparation and submission
UIF/SDL handled where applicable
EMP501 bi-annual reconciliation
Annual payroll compliance items within scope (where applicable)
How it fits into the system
Payroll is managed within the same monthly rhythm — with consistent cut-off dates, documentation standards, and compliance tracking.
Payroll pricing is based on the number of employees and payroll complexity.
Property Investors & Trusts
We also support property investors and trusts who want structured monthly compliance, clean records, and consistent governance support.
Because requirements vary (number of properties/entities, bank accounts, activity levels, and compliance needs), scope is confirmed after a baseline review and quoted upfront.
Transparent Tiering
We use a tiering system to keep pricing consistent and transparent. Your tier is confirmed during onboarding based on monthly activity and complexity.
Tier A: 0–80 transactions/month
Tier B: 81–180 transactions/month
Tier C: 181–350 transactions/month
Custom: 350+ transactions/month (quoted)
Note: Tiering guides pricing; complexity factors (multiple bank accounts, multi-entity, portfolio/trust structures, heavy loan activity) may require a customised scope. If your volume changes materially over time, your tier may be adjusted to keep scope fair and delivery consistent.
Services available across Johannesburg
Not sure which plan fits?
No problem — we’ll confirm the best fit after a baseline review. In most cases, we only need your last 2–3 months of activity to confirm your tier, VAT cycle, payroll requirements (if applicable), and the most efficient onboarding path.
What we check during the baseline review
VAT registration status and submission cycle (if applicable)
Payroll requirements (number of employees, pay frequency)
Average monthly transaction volume
Bank accounts, lending accounts, and operational complexity
Any backlog / catch-up work required
No Surprises Policy
We run the Monthly Compliance System with clear monthly cut-off dates and a consistent close process. If anything falls outside monthly scope, we quote upfront before proceeding — so there are no surprises in your compliance or your billing.
Out-of-scope work is quoted and agreed in writing before we proceed.
Some work is best handled as a once-off engagement. Where applicable, we quote clearly and agree in writing before proceeding.
Common examples include:
Historical catch-ups / backlogs / clean-ups (periods where records were not maintained)
SARS disputes and advanced casework, including objections/appeals, audits, verifications, and non-routine correspondence
Registrations, reinstatements, and structural changes, including CIPC changes, new registrations, deregistrations, shareholding changes, and complex amendments
Complex advisory, restructuring, and tax planning beyond routine compliance and standard reporting
Additional entities (each entity is scoped and priced separately)
Missing or unsupported records requiring reconstruction or extensive follow-up
Non-standard year-end complexity, such as group structures, high asset volumes, multi-currency activity, extensive loan accounts, or complex reconciliations (assessed after review)
Ready for structured monthly compliance — without surprises?
Request a consultation and we’ll confirm your best plan, tier, and onboarding steps.