Reconciled accounts and management reports
Services overview
The recurring finance work your business needs, brought together.
Ledger & Co combines monthly bookkeeping, payroll, tax administration and quarterly review support into a defined service suited to the size and complexity of each business.
Comparison
Each service has a rhythm, output and client responsibility.
The table is a service summary, not a fake software interface. It explains the operating model a prospective client is buying.
| Service | Frequency | Typical output | Client input |
|---|---|---|---|
| Monthly bookkeeping | Monthly | Reconciled accounts and management reports | Provide complete source documents and access to agreed systems |
| Tax and SARS filing | By applicable deadline | Agreed SARS submissions and filing support | Provide complete and accurate source records |
| Payroll | Monthly | Payroll summaries, payslip outputs and bookkeeping entries | Submit approved payroll changes by the agreed monthly date |
| Quarterly advisory reviews | Quarterly | Financial review meeting and agreed action notes | Attend or send the right decision-maker to the review |
Service index
Choose the recurring work that needs a clearer monthly process.
Agreed SARS submissions and filing support
Payroll summaries, payslip outputs and bookkeeping entries
Financial review meeting and agreed action notes
Scope
Fixed fees depend on the defined monthly work.
The monthly fee should be agreed only after the business activity, transaction volume, employee count, VAT status, platforms and current record status are understood.
Historical clean-up, unusually complex SARS matters, advisory projects and work outside the recurring monthly scope should be identified separately.
[Minimum monthly fee, if published] and [Typical onboarding period, if approved] should remain placeholders until approved by the firm.
Bring bookkeeping, payroll, tax and reporting into a defined monthly scope.
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.