Monthly Xero Financial Management For South African Business Owners

More than bookkeeping. We keep your Xero up to date, provide accurate monthly financial reporting, and give you the visibility you need to improve profitability, cash flow, and business performance.

Stop Buying “Bookkeeping”. Start Getting Monthly Financial Management.

Most bookkeepers just capture transactions.

We give you a complete monthly financial management service using Xero:

Your Xero is set up and maintained properly
Your books are updated every month
You receive clear management reports
You stay on top of VAT requirements
You can make better business decisions, not just file returns

Get My Books Handled

Premium, But Still In Line With South African Market Rates

Typical bookkeeping packages in South Africa range from about R2,000 to R7,500+ per month, depending on:

Transaction volume
VAT requirements
Reporting needs

Our R3,500, R5,500, and R7,500 per month packages are:

Right in the normal market range
Designed for business owners who want proactive support and monthly management information, not just basic data capturing
Structured so you always know what you’re paying for and what you’re getting

Get My Books Handled

Everything You Expect From A Bookkeeper… Plus Monthly Management Insight

Daily / Weekly tasks included - Capture and allocate bank transactions

Monthly tasks included - Bank reconciliations

VAT compliance support included
Year‑end support included - Trial balance preparation

All of this is managed inside Xero, with setup and ongoing maintenance included in your monthly package.

Daily / Weekly tasks included:

Capture and allocate bank transactions
Allocate income and expenses correctly
Process customer invoices
Process supplier invoices
Capture cash and petty cash expenses
Match receipts to transactions
Process credit card and loan transactions
Process asset purchases
Process journals and necessary adjustments

Monthly tasks included:

Bank reconciliations
Credit card and loan reconciliations
Debtors and creditors reconciliations
Petty cash reconciliation
VAT reconciliation
Payroll journals only
Review of expense allocations
Review of coding accuracy
Preparation of management accounts

Year‑end support:

Trial balance preparation
Accountant handover pack
Supporting schedules
Fixed asset register updates
Annual financial statement preparation support
Audit preparation support

You also receive:

Monthly Profit & Loss report
Monthly Balance Sheet
Monthly Cash Flow report
Accounts receivable (debtors) report
Accounts payable (creditors) report
Debtor follow‑up reporting
Creditor payment schedule
VAT201 preparation and submission

All of this is managed inside Xero, with setup and ongoing maintenance included in your monthly package.

Packages & pricing

What You Get Every Month (Beyond Just “Books Are Done”)

Instead of wondering what’s happening in your business, you:

Know your profit every month
Know your cash flow and where money is going
Avoid SARS penalties by staying compliant and up to date
Make better business decisions with real numbers, not guesses
Understand where money is leaking so you can fix it
Have up‑to‑date financial records in Xero, maintained for you

This is Monthly Financial Management, not just bookkeeping.

Choose The Level Of Monthly Xero Support Your Business Needs

R3,500 per month

Package 1: Essential Bookkeeping

What you will get:

Xero setup & ongoing maintenance
Up to 250 transactions per month
1 bank account
Monthly bookkeeping
Bank reconciliation
Debtors and creditors reconciliation
Monthly Profit & Loss
Monthly Balance Sheet
Email support
Quarterly review call

Additional charges:
Extra transactions: R15 each
VAT returns: R500 per submission

Special Bonuses Valued at R997 per Month:
Access to the Refocus Your Business Growth Engine - Starter option
Access to weekly group coaching sessions for your business
Access to the Refocus Your Business - 12 Week Video Course

Ideal for startups and smaller businesses.

Get Essential Bookkeeping

R5,500 per month

Package 2: Growth Bookkeeping

What you will get:

Xero setup & ongoing maintenance
Up to 450 transactions per month
Up to 2 bank accounts
Monthly bookkeeping
Bank reconciliations
Debtors and creditors management
Monthly management accounts
Profit & Loss
Balance Sheet
Cash Flow Report
VAT preparation and submission
Monthly financial review meeting
Basic budgeting support
Email and WhatsApp support

Additional charges:
Extra transactions: R12 each

Special Bonuses Valued at R997 per Month:
Access to the Refocus Your Business Growth Engine - Starter option
Access to weekly group coaching sessions for your business
Access to the Refocus Your Business - 12 Week Video Course

Ideal for growing businesses needing better financial visibility.

Get Growth Bookkeeping

R7,500 per month

Package 3: Premium Bookkeeping

What you will get:

Xero setup & ongoing maintenance
Up to 750 transactions per month
Up to 4 bank accounts
Monthly bookkeeping
Full reconciliations
Debtors and creditors management
Monthly management accounts
Profit & Loss
Balance Sheet
Cash Flow Report
Budget vs Actual Report
VAT preparation and submission
Monthly finance review meeting
KPI dashboard
Cash flow forecasting
SARS VAT correspondence support
Priority support

Additional charges:
Extra transactions: R10 each

Special Bonuses Valued at R997 per Month:
Access to the Refocus Your Business Growth Engine - Starter option
Access to weekly group coaching sessions for your business
Access to the Refocus Your Business - 12 Week Video Course

Ideal for established businesses wanting a finance partner.

Get Premium Bookkeeping

NICE TO MEET YOU

I'm Annemie de Wet

Annemie de Wet is an experienced accounting professional with more than 20 years of experience helping businesses maintain accurate financial records, improve financial visibility, and stay compliant. She holds an Accounting Degree from the University of Johannesburg (UJ) and is passionate about helping business owners understand their numbers and make informed financial decisions.

Beyond her professional expertise, Annemie is a devoted wife and proud mother of twin daughters and a son. Her combination of technical knowledge, attention to detail, and commitment to serving others allows her to provide clients with reliable, professional bookkeeping and accounting support they can trust.

How it works - Simple 3‑Step Start

Book a quick call

We learn about your business, current Xero setup (or lack of one), and monthly needs.

Xero setup & onboarding

We set up or clean up your Xero, connect bank feeds, and configure your chart of accounts and reports.

Ongoing monthly management

Each month we handle your bookkeeping, month‑end tasks, SARS submissions in scope, and send you clear reports.

GET STARTED TODAY!