FIVE OAKS CONSULT SERVICES

 

ACORN

The Acorn is ideal for a small operation, usually only the owner who is responsible for making the tea to closing the deal. You put off dealing with your financial record keeping purely because it is a tedious task for you and you would much rather spend that time either on generating more income or having fun.

When signing up to an Acorn subscription you will have full user access to Xero. We will assist you with the following:

  • Setup and registration of a company if you don’t have one already.

  • Monthly processing of expenses and purchases.

  • Monthly reconciliation of bank statements to financial records.

  • Provide you with a standard set of management accounts bi-annually.

  • Standard annual financial statements.

  • Ensure compliance from a VAT perspective.

  • Submit annual returns to CIPC.


The monthly professional fee for this package is R 3 000 excluding VAT.

SPROUT

Your business is starting to pick-up and you need to free up your time to cultivate it into a thing of beauty. You have been grafting endless days and months to bring it to where it is. Let us free up your time so that you can work on cultivating new relationships and maintaining the ones that brought you here.


When signing up to a Sprout subscription you will have full user access to Xero. We will assist you with the following:

  • Bi-weekly processing of expenses and purchases.

  • Bi-weekly reconciliation of bank statements to financial records.

  • Provide you with a standard set of management accounts bi-monthly.

  • Standard annual financial statements.

  • Assistance with budget setting.

  • Ensure compliance from a VAT perspective.

  • Submit annual returns to CIPC.


The monthly professional fee for this package is R 6 500 excluding VAT.

SAPLING

You have built a business that now requires you to focus on strategic direction and delegating tasks to the inner circle. You need to track the business’ performance on a regular basis but don’t have the financial resources to appoint a full time chartered accountant.


When signing up to a Sapling subscription you will have full user access to Xero. We will assist you with the following:

  • Weekly processing of expenses and purchases.

  • Weekly reconciliation of bank statements to financial records.

  • Provide you with a standard set of management accounts on a monthly basis.

  • Assistance with budget setting.

  • Standard annual financial statements.

  • Ensure compliance from a VAT perspective.

  • Submit annual returns to CIPC.

  • Bi-monthly face to face consultations with a Chartered Accountant to analyze your business’ financial health.


The monthly professional fee for this package is R 9 500 excluding VAT.

OAK

The Oak is a business with established income streams and management needs to be able to track performance monthly against historic and budgeted figures. Chances are that you have a full-time financial clerk but they are tied up with day to day tasks and not getting around to assisting you with the financial management of the business.


When signing up to an Oak subscription you will have full user access to Xero. We will assist you with the following:

  • Daily processing of expenses and purchases.

  • Weekly reconciliation of bank statements to financial records.

  • Provide you with a standard set of management accounts on a monthly basis.

  • Assistance with budget setting.

  • Standard annual financial statements.

  • Assistance with the preparation of an audit file.

  • Monthly face to face consultations with a Chartered Accountant to analyze your business’s financial health.

  • Ensure compliance from a VAT perspective.

  • Submit annual returns to CIPC.

  • Annual tax return submissions for all directors of the entity.

Your business will require additional finance in order to grow, included with your monthly fee are five hours of our time on an annual basis to assist with raising the required funds.

The monthly professional fee for this package is R 12 500 excluding VAT.

We Use Xero to ensure that our clients have access to their accounting records anytime from anywhere in the world. All our clients are serviced from a remote location, eliminating the need for a bricks and mortar office. We aim to meet with you at least bi-annually, depending on the level of engagement we agree to when signing you up.

FIVE OAKS CONSULT

+27(0)63 694 1184

Stellenbosch, South Africa

©2017 BY FIVE OAKS CONSULT (PTY) LTD