A clear move from your current setup to a consistent monthly process.
Ledger & Co first understands the current state of the records, then defines the recurring work, responsibilities and monthly timetable.
From scope review to quarterly reporting rhythm.
The sequence is deliberately practical. It identifies current issues before recurring work is promised.
- Start
Initial scope review
Ledger & Co reviews the business activity, transaction volume, employee count, VAT status, current systems and the state of existing records.
- Before work begins
Defined monthly proposal
The recurring work is scoped before a fee is agreed. Any historical clean-up or unusual filing work is identified separately.
- Onboarding
Onboarding and access
Required platforms, source documents and communication routines are confirmed. Sensitive records are requested through approved secure channels.
- Monthly
Monthly processing
Records are captured, reconciled and reviewed on a consistent timetable, with missing information requested clearly.
- Monthly / statutory
Filing and payroll coordination
Agreed SARS and payroll work is coordinated with the bookkeeping records and client approvals.
- Quarterly
Quarterly review
The team reviews agreed financial information with the client and explains the practical issues shown in the reports.
A careful handover protects both the records and the client.
When a business switches from another provider, Ledger & Co should review the state of the prior records, access permissions, unresolved SARS items, payroll data and reporting expectations before monthly work begins.
Sensitive files should not be sent through the general website form. Access, documents and exports should be requested later through approved secure channels.
[Secure client portal URL] should be added only after the approved client portal is confirmed.
Start with the scope, not a generic package.
Tell Ledger & Co how the business currently handles bookkeeping, payroll, tax and reporting. The team will review the scope and confirm the suitable next step.