Accounting & financial management

Accounting sorted. One fixed monthly fee.

A dedicated accountant and finance team handling your books, tax and reporting for a fixed monthly fee. No hourly billing. No surprises.

What you get

  • Monthly bookkeeping
  • Annual financial statements
  • Provisional & income tax
  • Your own accountant

From

R2,750 / mo

For

Owner-led South African businesses that want a dependable finance function without the in-house salaries.

Fixed monthly fee

No hourly billing

Monthly reporting

Clear financial visibility

Dedicated accountant

Finance & payroll teams

4.7 average

Client rating

3months

The Smartbook guarantee

A straightforward promise for new monthly accounting clients.

Not happy in your first three months?

Get a full refund for your first three months.

If you’re not happy during your first three months of working with us, we’ll give you a full refund of every fee you’ve paid. No excuses.

Covered period

Your first three months

Your refund

100% of fees paid

How we work

Four steps, then it just runs.

A practical monthly rhythm, tailored to how your business works.

01

We get to know your business

We learn how your business runs, then set up a simple online system for sharing everything we need.

02

We handle the accounting

We process transactions, reconcile accounts and keep the books current. You send the paperwork; we do the rest.

03

We keep you compliant

VAT, PAYE, provisional and income tax are prepared and submitted, with proactive planning throughout the year.

04

You get clear reporting

Your dedicated team gives you up-to-date management accounts and plain-English reporting you can use to make decisions.

Businesses we understand

Industries we love serving

Our monthly accounting service is built for owner-led businesses that want dependable books, payroll, tax and reporting without building an in-house finance team.

Healthcare practices

GPs, dental practices, optometrists and other allied health professionals.

Restaurants & cafés

Independent restaurants, coffee shops and growing hospitality teams.

Creatives

Studios, agencies, freelancers and production businesses.

Tech businesses

Software companies, SaaS businesses and ambitious start-ups.

Manufacturing

Makers, producers and established manufacturing operations.

Professional services

Consultancies, legal practices and specialist service firms.

Property businesses

Property managers, agencies, landlords and developers.

Monthly accounting plans

One fee. All included.

Every plan starts with the same core finance function. Choose by annual turnover and business complexity — not by the level of care you receive.

Monthly bookkeepingAnnual financial statementsProvisional taxIncome tax returnDedicated accountant

Find your plan by annual turnover

 

Solo Essentials

For sole traders and non-VAT businesses with turnover under R1 million.

R2,750

per month, excl. VAT

  • Monthly bookkeeping
  • Annual financial statements
  • 1st & 2nd provisional tax returns
  • Income tax return
Start here

Most popular

Business Builder

For VAT-registered businesses with turnover between R1 million and R3 million.

R4,250

per month, excl. VAT

  • Monthly bookkeeping
  • Annual financial statements
  • VAT submissions
  • Provisional & income tax returns
Start here

 

Growth Finance

For VAT-registered businesses with turnover between R3 million and R6 million.

R5,500

per month, excl. VAT

  • Monthly bookkeeping
  • Annual financial statements
  • VAT submissions
  • Provisional & income tax returns
Start here

 

Scale Finance

For VAT-registered businesses with turnover between R6 million and R10 million.

R7,500

per month, excl. VAT

  • Monthly bookkeeping
  • Annual financial statements
  • VAT submissions
  • Provisional & income tax returns
Start here

Turnover above R10 million or multiple entities? Talk to us about a custom plan.

Payroll

Payroll for every stage of growth.

Payslips, leave and recurring SARS and UIF declarations for one fixed monthly fee. Add payroll to an accounting plan or use it on its own.

1–5 employees

R750

per month, excl. VAT

Once-off setup: R550

  • Monthly payslips
  • Leave management
  • SARS EMP201
  • SARS EMP501
  • UIF declarations
Book a free call

6–10 employees

R1,150

per month, excl. VAT

Once-off setup: R900

  • Monthly payslips
  • Leave management
  • SARS EMP201
  • SARS EMP501
  • UIF declarations
Book a free call

11–30 employees

R2,250

per month, excl. VAT

Once-off setup: R1,400

  • Monthly payslips
  • Leave management
  • SARS EMP201
  • SARS EMP501
  • UIF declarations
Book a free call

31–50 employees

R3,100

per month, excl. VAT

Once-off setup: R1,850

  • Monthly payslips
  • Leave management
  • SARS EMP201
  • SARS EMP501
  • UIF declarations
Book a free call

Clients

Owners who'd rather not think about compliance.

4.7Google rating · See reviews
“Smartbook took years of overdue CIPC admin off my plate in a week. I finally stopped dreading those emails.”
Café owner · Cape Town
“Knowledgeable, responsive and on top of every SARS deadline. Best decision we made for the business.”
Retail director · Johannesburg
“Affordable and completely hands-off. I sleep easy knowing the compliance side is sorted.”
Founder · Durban

Questions, answered.

The practical details business owners ask before handing over their accounting.

hello@smartbookie.co.za
What's included in monthly accounting?

Every plan includes monthly bookkeeping, annual financial statements, provisional tax returns, an income tax return and a dedicated accountant. VAT submissions are included on the VAT-registered plans.

Can Smartbook take over from my current accountant?

Yes. We coordinate the handover, collect the records we need and pick up the ongoing work with as little disruption as possible.

Do I need to be VAT registered?

No. Solo Essentials is designed for non-VAT businesses under R1 million turnover. The other plans suit VAT-registered businesses at increasing turnover levels.

Is payroll included in the accounting plans?

Payroll is priced separately by employee count, so you only pay for the team size you have. It can be added to an accounting plan or used on its own.

What happens if turnover is above R10 million?

We'll build a custom plan around the complexity of your business, reporting needs and entity structure. Book a free call and we'll scope it with you.

Ready to hand over your accounting?

Book a free consultation. We’ll look at how your business runs, recommend the right plan and explain the cost before you commit to anything.

Book a free call

30 minutes · No cost · Speak to an accountant, not a salesperson