Monthly bookkeeping
Bank statements captured and reconciled every month, so your books are always current.
- Bank and card reconciliations
- Income and expenses correctly categorised
- Monthly or quarterly reports
Online bookkeeping · anywhere in South Africa
Online bookkeeping services across South Africa
Monthly bookkeeping, payroll, VAT and SARS tax for small businesses, sole proprietors and start-ups, wherever you are in South Africa. Send your documents by WhatsApp or email, and we keep your books up to date and SARS-ready every month.
Based in RietvalleirandRegistered tax practitionersThe same person every month
What we do online
Everything your books need, without the drive
One practice for bookkeeping, payroll and tax, so your numbers and your SARS submissions always agree.
Payroll
Payslips, PAYE, UIF and SDL done every month, with your EMP201 submitted on time.
- Payslips for your staff
- EMP201 by the 7th of each month
- EMP501 reconciliations
VAT
VAT registration and VAT201 returns prepared from reconciled books.
- VAT registration with SARS
- VAT201 returns every period
- Input VAT checked against slips
Tax returns
Company and personal tax returns, plus provisional tax, from the same set of books.
- ITR14 for companies, ITR12 for individuals
- IRP6 provisional tax
- Tax clearance (TCS PIN)
Reports and financial statements
Management accounts during the year and annual financial statements at year-end.
- Profit and loss and balance sheet
- Annual financial statements
- CIPC annual returns
Catch-up bookkeeping
Months behind? We bring your books up to date and file what is outstanding with SARS.
- Backlog captured and reconciled
- Outstanding returns filed
- A clean start for the next tax year
How online bookkeeping works
You don't need a bookkeeper down the road. Everything we need reaches us by WhatsApp, email or a shared folder, and the work is done in Xero, QuickBooks or Sage and on SARS eFiling, exactly as it would be with a bookkeeper down the road. You get the same monthly books, payroll and tax, without having to drop off a box of slips.
Each month you send us:
- Bank statements for every business account and card.
- Sales invoices and supplier slips, as photos or PDFs.
- Payroll changes: new staff, leave, overtime or bonuses.
- Any letters from SARS or CIPC, so nothing slips through.
We capture and reconcile everything, submit what is due to SARS and send you a short summary of where your business stands.
Who it suits
- Small businesses with a handful of staff that need monthly books, payroll and VAT handled together.
- Sole proprietors and freelancers who want their income, expenses and provisional tax in order. See tax for sole proprietors.
- Start-ups registering a company and setting up with SARS for the first time. See company registration.
- Business owners anywhere in South Africa who want one practitioner for their books, payroll and tax.
Why Melletts
Melletts Financial Services has looked after small businesses since 2002. We are registered tax practitioners, so the person doing your books also handles your SARS submissions. You deal with one person who knows your file, and everything is explained in plain language. We work in Xero, QuickBooks and Sage, so if you already use one of them we can carry on in your existing file. We are based in Pretoria East, Gauteng, and work with clients from Gauteng to Cape Town and Gqeberha. If you are in Pretoria, see our page for a bookkeeper in Pretoria. We also have pages for Johannesburg, Cape Town and Durban.
Tip: Keep business and personal spending in separate bank accounts. It is the biggest single time-saver in monthly bookkeeping, and it makes your tax return far easier to support if SARS asks questions.
How it works
Getting started in three steps
No office visit needed. Everything moves by email, WhatsApp and phone.
Send us a WhatsApp
Tell us in a few lines about your business or your tax situation.
Get a fixed quote
We confirm what is needed and give you an upfront monthly or once-off price.
Hand it over
Send your documents; we do the books and filings and keep you updated.
FAQ
Online bookkeeping, quick answers
Can you do my bookkeeping if I am not in Pretoria?
Yes. Most of our clients send their documents by WhatsApp or email, so it makes no difference where in South Africa you are. We handle SARS submissions on eFiling, and we talk on WhatsApp or by phone whenever you need us.
What do I need to send each month?
Your bank statements, sales invoices, supplier slips and any payroll changes, plus any letters from SARS or CIPC. Photos and PDFs are fine. We tell you exactly what is missing.
How much does online bookkeeping cost?
It depends on how many transactions you have, whether you have staff and whether you are registered for VAT. After a free 15-minute call you get a fixed monthly quote, so there are no surprises.
Can you take over from my previous bookkeeper?
Yes. We get your opening balances and your SARS status, then carry on from there. If the books are behind, we catch them up first.
Is my information kept confidential?
Yes. Your documents are used only to do your books and tax, and are treated confidentially, as you would expect from a registered tax practitioner.
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Contact us
Let's take the numbers off your plate
Get a free, no-obligation quote today. The fastest way to reach us is WhatsApp.
Your contactTherèse Mellett
WhatsApp076 771 8483
Call us076 771 8483
Emailinfo@Office hoursMon – Thu · 08:30 – 17:00
Fri · 08:30 – 14:00
Based inRietvalleirand, Pretoria East
Fri · 08:30 – 14:00
Serving all of South Africa: the whole of Gauteng (Pretoria, Centurion, Johannesburg, Midrand and more), Cape Town, Port Elizabeth (Gqeberha) and everywhere in between — everything is handled by email, WhatsApp and phone, so there is no need to come in.
Need a bookkeeper, wherever you are in South Africa?
Send one WhatsApp to book a free 15-minute call. We will tell you exactly how online bookkeeping would work for your business.