How a month is scoped
Packages are how the monthly work is scoped, not a list of services. See the services.
The fee is quoted after we know the volumes. This page does not publish a price.
Comparison of TSBA service tiers| Included | Books in order | Compliance month | Value partner |
|---|
| Season | Start up, or catch up | Grow up | Grow up, or get out |
|---|
| Bank and bookkeeping close | Yes | Yes | Yes |
|---|
| Monthly note an owner can read | Yes | Yes | Yes |
|---|
| VAT 201 | No | Yes | Yes |
|---|
| Payroll, EMP201 and EMP501 | No | Yes | Yes |
|---|
| Provisional tax and annual returns | No | Yes | Yes |
|---|
| Policies, succession or sale file | No | No | Yes |
|---|
Books in order
The bank, the invoices and the filing get onto a system you can trust, month after month.
In the tier
- Chart of accounts set up in plain language
- Bank and card reconciliation
- Customer and supplier records
- A monthly pack of what came in, what went out, and what is still outstanding
- A list of the documents still missing, instead of a silent backlog
SARS returns, VAT and payroll sit in the next two tiers, or as their own piece of work.
Compliance month
The books stay current, and the returns that keep SARS, the staff and the VAT vendor status in order go out on time.
In the tier
- Everything in Books in order
- VAT 201 preparation and a review before you submit
- Payroll runs, EMP201 and the twice-yearly EMP501
- Provisional tax estimates from the live numbers, not last year’s guess
- Annual income tax return support for the company or the owner
- A compliance calendar with the dates that actually apply to you
Management commentary, policies and an exit or succession file are the Value partner work.
Value partner
The same compliance, plus a monthly reading of the business and the file you will want when you expand, hand over or sell.
In the tier
- Everything in Compliance month
- A short management note: cash, margin, tax owing, and the one decision in front of you
- Help standardising the policies and procedures that make the numbers repeatable
- A living file for a buyer, a bank or the next generation
- Room to talk about salary, drawings, reserves and the shape of an exit
We do not replace your attorney, your banker or a sworn valuator. We make their work possible.
