A short call to understand the business, the volumes and where the books stand today.
We set up a shared folder and a bank feed. After that it is a monthly upload, nothing more.
Captured, reconciled and reported every month, in Xero, Sage, Zoho, QuickBooks or Odoo.
Annual financial statements reviewed and signed off by a chartered accountant. Peace of mind.
Our founder, James Dean, has spent over 17 years keeping books for small South African businesses, with a long history in restaurants and property management. Each business we take on is an individual, and you receive individual attention.
Spencer Bizwise is deliberately small. You deal with the person doing the work, and the same person answers the phone.
Daily takings, split tenders, stock and staff. High volume, thin margins, and a bookkeeper who has done it before.
Rental rolls, levies, deposits and owner statements, kept straight across multiple properties and entities.
From CIPC registration to your first VAT submission, set up properly so you are not fixing it in year three.
We aim to support your growth and success by refining your financial processes. Most start-ups need monthly bookkeeping and nothing else. If payroll, VAT or a catch-up job comes with it, we will say so in the quote rather than after the fact.
There is more in a month than most people expect: slips and invoices captured, the bank and card accounts reconciled line by line, debtors and creditors brought up to date, and a management pack with your profit and loss, balance sheet and a short note on what changed. The start-up package starts at R495 and covers the first three hours, which for most start-ups is the whole month. Compare it to what other bookkeepers quote you.
CIPC name reservation and company registration, share certificates, and your SARS income tax number. Done once, done properly, so the annual returns are never a problem later.
Monthly payslips, EMP201 and EMP501 submissions, UIF and leave records. Priced on headcount, quoted before we start.
VAT, provisional tax and annual returns prepared and reconciled, ready for submission to SARS. Filing itself is done by a registered tax practitioner, either yours or one we introduce you to, so the return that goes in has been through both of us.
For businesses that keep their own books but need the volume processed. Invoices, slips and statements captured into your system, accurately and on time.
Pricing, cash flow, structure and system choice. An hour with someone who has read seventeen years of small business books is usually cheaper than a year of guessing.
CIPC name reservation and registration, share certificates and your SARS income tax number. Starts at R850, depending on what the company needs.
Payroll, tax preparation, data capturing and catch-up work are quoted on your actual volumes, in writing, before any work starts. No hourly surprises at month end.
Businesses that need more than 3 hours a month move off the start-up price. We will tell you that on the first call, not on the third invoice.
Our founder, James Dean, has over 17 years of experience in bookkeeping and financial management, much of it in restaurants and property management. He started Spencer Bizwise because small businesses were being charged agency prices for work that one experienced person could do better.
He is a QuickBooks Certified ProAdvisor and works comfortably across Sage, Xero, Zoho, QuickBooks and Odoo. Year-end financial statements are reviewed and signed off by a chartered accountant, so you get the reassurance of a firm with the attention of a single bookkeeper.
The practice runs from the Upper Highway area of Durban and serves clients across South Africa, entirely online.
A current certification, not a logo from 2015.
Annual financial statements are reviewed and signed off by a CA (SA) at year end.
Sage, Xero, Zoho, QuickBooks and Odoo. We work in the system you already own.
Fifteen minutes, no obligation, and you leave the call knowing what your bookkeeping would cost. Bring last month's bank statement if you have it.
James replies personally, usually the same working day.
James will be in touch shortly. If it is urgent, WhatsApp 077 357 2650.