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How to switch

Switching sounds like admin. Most of it is mine.

Three steps and your books are in safe hands. Mid-year is fine. Behind is fine too.

01

A quick chat

WhatsApp me. Fifteen minutes on what you do and where the books are at.

02

Hand over access

Read-only bank feeds and your eFiling profile. I collect the rest from your old accountant.

03

Your first month closed

Books up to date, deadlines on my calendar, a fixed fee on yours.

Questions

What people ask first.

A fixed monthly fee, agreed before we start. It depends on how many transactions you have and which services you need, so I quote after our first chat. No surprise invoices.

Yes. I collect the records from your previous accountant, pick up from wherever the books are, and catch up anything that has fallen behind.

Not at all. We agree a catch-up first, get you current with SARS, then settle into the monthly rhythm.

Your books live in Xero, which means you can see them any time on any device. If you use something else today, we talk through the move in our first chat.

Very little. Once the bank feeds are connected, just send invoices and slips as they happen. I'll ask if anything is missing.

No. Most of the work runs on WhatsApp, email and Xero, so it doesn't matter where in South Africa you are.