| Category |
yourBookkeeper |
yourAccountant |
yourFM |
yourCFO |
| Level of Business |
Startup |
Small Business Owner |
SME |
Established |
| Staff level engagement |
Associate |
Senior Associate |
Manager |
Chartered Accountant |
| Years in operation (usually) |
<1 |
>1 |
2+ |
3+ |
| Monthly Transactions |
<25 |
<50 |
<100 |
<200 |
| CIPC services |
Yes |
Yes |
Yes |
Yes |
| Income Tax services and submissions |
Yes |
Yes |
Yes |
Yes |
| COID Registration and Letter of Good standing |
– |
– |
– |
Yes |
| UIF Registration and filing |
– |
Yes |
Yes |
Yes |
| PAYE Registration and filing |
– |
Yes |
Yes |
Yes |
| VAT Registration and returns |
– |
Yes |
Yes |
Yes |
| CSD Registration and maintenance |
– |
– |
Yes |
Yes |
| Google Business Verification |
– |
– |
– |
Yes |
| Processing of Transactions |
Quarterly |
Bi Monthly (No Supplier processing) |
Monthly |
Weekly |
| Debtors |
Half Yearly |
Quarterly |
Monthly |
Weekly |
| Creditors recons |
Half Yearly |
Quarterly |
Monthly |
Weekly |
| Bank recons |
Half Yearly |
Quarterly |
Monthly |
Weekly |
| Meetings |
Quarterly |
Quarterly |
Bi-Monthly |
Monthly |
| Management Accounts / Reports |
Quarterly |
Quarterly |
Bi-Monthly |
Monthly |
| Cash vs. Accrual Accounting |
Cash |
Cash |
Accrual |
Accrual |
