Client billing records
Sales invoices and receipts are processed and reconciled within the monthly books.
Accounting for professional services
Turn billable expertise into a clearer business.
Monthly accounting for consultancies, legal practices and specialist firms managing client billing, team costs, payroll, tax and growth.
What you get
- Client invoices and collections kept organised
- Team, contractor and operating costs captured
- Payroll and recurring tax submissions
- Clear reports for owner-led firms
For
Consultancies, legal practices and specialist service firms
Professional firms sell expertise, but the business still depends on disciplined billing, collections, payroll and cost control. When partners and directors are focused on delivery, financial admin can become reactive and reporting can arrive too late to guide decisions.
Smartbook’s specialist fit is a complete monthly routine around the firm: reliable books, the recurring tax and payroll work in your package, annual statements and management information explained in plain language.
Why Smartbook fits professional firms
We organise the financial side around client work and a people-led cost base.
- We process client billing and receipts into a consistent monthly accounting record.
- We organise employee, contractor and operating costs clearly.
- We support payroll and recurring employer submissions for growing teams.
- We give owners regular financial information without adding an in-house finance department.
A monthly finance function for a client-service business
Expense bookkeeping
Contractor, software, travel and operating expenses are captured from the records supplied.
Professional-team payroll
Payslips, leave information and listed employer declarations can be handled through a payroll package.
VAT and tax
Applicable VAT, provisional and income-tax submissions are prepared within the selected accounting plan.
Annual financial statements
Year-end statements are prepared from the books maintained throughout the year.
Management information
Regular reports help directors and partners review the financial position and plan the next stage.
A monthly routine that works around client delivery
Understand the operation
We learn how money moves through your business, who handles what and where the admin currently gets stuck.
Set up a clean monthly flow
We agree a practical routine for bank records, invoices, payroll information and the documents our team needs.
Handle the monthly work
We process and reconcile the books, prepare the recurring returns in your package and keep the records organised.
Explain the numbers
You get clear reporting and a dedicated team that can answer questions without burying you in accounting jargon.
What we need to get started
We make the handover fit your invoicing, banking and payroll process wherever practical.
- Business bank statements and access to the agreed records
- Sales invoices, platform reports or point-of-sale summaries
- Supplier invoices, receipts and expense records
- Payroll inputs and employee changes, where applicable
- Previous financial statements or tax submissions, if available
- A short handover on how your business currently runs
Common questions
Is Smartbook suitable for a consultancy or legal practice?
Yes. The monthly accounting service is designed for South African SMEs and can be structured around client billing, operating expenses, payroll and recurring submissions.
Will you follow up on unpaid client invoices?
The standard accounting service records the financial information provided. Any active debtor-collection or outsourced credit-control requirement should be discussed and scoped separately.
Can you handle payroll for professional staff?
Yes. Smartbook offers employee-based payroll packages alongside the monthly accounting plans.
Will we receive regular reports?
Yes. The service includes up-to-date accounting records and reporting, with the detail aligned to the selected plan and agreed requirements.
Related services
Last reviewed: August 2026. Smartbook keeps this page current with CIPC and SARS rules.
Focus on the client work. We’ll keep the business books dependable.
Tell us how you bill, collect and pay the team and we’ll recommend the right monthly accounting setup.
Book a free accounting call