The GP package takes care of all the minimum general financial management and tax compliance of your practice. This includes monthly accounting, bookkeeping, financial reporting and tax compliance. It also includes subscription to our cloud based online systems and invoice submission tools and Apps.
Our Packages
General Purpose (GP)
Specialist Package
"The MOST Preferred"
Includes GP package, but goes beyond generic and minimum compliance. The Specialist package is future focused, allows you to set your financial goals and monitor progress towards them. It includes budget preparation and financial analysis reports for financial decision making. It also includes a monthly 30-minute virtual feedback consult.
Super Specialist
Also known as the Business Coach package. Includes CFO package and essentially looks at your entire wealth building strategy. This includes financial, business and investment advisory, plus retirement and estate planning, to help you build, grow and protect your wealth.
Package |
Accountant |
Chief Financial Officer |
Busienss Coach |
|---|---|---|---|
|
Billing or Revenue Cycle Management |
|||
|
Frequency of recording/processing |
Weekly |
Daily |
Daily |
|
Dedicated resource |
Accountant |
Chief Financial Officer (CFO) |
CFO & Business Coach |
|
Management Report |
No Report |
Financial Analysis Report |
Business Intelligence Report |
|
Management Report Review Meeting |
Telephonic |
Telephonic |
Telephonic/ In Person |
|
Dashboards |
|||
|
PAYE, SDL & UIF Returns (EMP 201) |
|||
|
EMP 501 returns |
|||
|
Vat Returns |
|||
|
Income Tax Returns |
|||
|
Provisional Tax Returns |
|||
|
Dividends Tax Returns |
|||
|
CIPC Returns & statutory – fee not included |
|
||
|
Payslips – number of employees |
Up to 4 |
Up to 8 |
Up to 12 |
|
Budget Preparation |
|||
|
Budget & Variance Reports |
|||
|
Tax Structuring, Planning & Advice |
|||
|
Cashflow Forecasting |
|||
|
Financial Advisory |
|||
|
Business Advisory |
|||
|
Estate Planning |
|||
|
Retirement Panning |
|||
|
Investment Advisory |
|||
|
Online course subscription |
|||
|
Doctor’s Net Worth book |
Accountant
Weekly recording/processing
Dedicated resource – Accountant
Management Report – No Analysis
Management Report Review Meeting – Telephonic
Weekly Dashboard Dashboards
PAYE, SDL & UIF Returns (EMP 201)
EMP 501 returns
Vat Returns
Income Tax Returns
Provisional Tax Returns
Dividends Tax Returns
CIPC Returns & statutory – fee not included
Up to 4 employee’s payslips
Chief Financial Officer
Billing or Revenue Cycle Management
Daily recording/processing
Dedicated resource – Chief Financial Officer (CFO)
Management Report – Financial Analysis Report
Management Report Review Meeting – Telephonic
Daily dashboards updates
PAYE, SDL & UIF Returns (EMP 201)
EMP 501 returns
Vat Returns
Income Tax Returns
Provisional Tax Returns
Dividends Tax Returns
CIPC Returns & statutory – fee not included
Up to 8 employee’s payslips
Budget Preparation
Budget & Variance Reports
Tax Structuring, Planning & Advice
Financial Advisory
Doctor’s Net Worth book
Financial Coach
Billing or Revenue Cycle Management
Daily recording/processing
Dedicated resource – CFO & Business Coach
Management Report – Financial Analysis Report
Management Report Review Meeting – Telephonic/ In Person
Daily dashboards updates
PAYE, SDL & UIF Returns (EMP 201)
EMP 501 returns
Vat Returns
Income Tax Returns
Provisional Tax Returns
Dividends Tax Returns
CIPC Returns & statutory – fee not included
Up to 12 employee’s payslips
Budget Preparation
Budget & Variance Reports
Tax Structuring, Planning & Advice
Cashflow Forecasting
Financial Advisory
Business Advisory
Estate Planning
Retirement Panning
Investment Advisory
Online course subscription
Doctor’s Net Worth book
