LedgerPro — Services Offered

LedgerPro’s core service offering addresses the fundamental financial record-keeping needs of SMEs. These services form the foundation of the firm’s subscription packages and generate the majority of recurring revenue.

Section 5 · Business Plan

Services Offered

5.1 Core Accounting and Bookkeeping Services

Daily and monthly transaction processing and categorisation
Bank reconciliation and inter-company reconciliations
Creditors and debtors management, including ageing analysis
General ledger maintenance and trial balance preparation
Monthly, quarterly, and annual management accounts
Fixed asset register maintenance and depreciation schedules
Year-end financial statement preparation (in compliance with IFRS for SMEs)

5.2 Tax Compliance Services

Tax compliance is a critical need for all South African businesses. LedgerPro ensures that clients meet all SARS obligations accurately and on time, minimising the risk of penalties, interest charges, and adverse audit findings.

Company income tax returns (ITR14) and provisional tax calculations (IRP6)
Individual income tax returns (ITR12) for directors and professionals
Value-added tax returns (VAT201) – monthly or bi-monthly submissions
Tax clearance certificate applications and renewals
SARS dispute resolution, objections, and appeals support
Tax planning and advisory to optimise tax positions within legal frameworks

5.3 Payroll and Human Resources Compliance Services

Payroll processing is one of the most time-consuming and error-prone financial functions for SMEs. LedgerPro provides a fully managed payroll service that ensures accuracy, confidentiality, and full statutory compliance.

Monthly payroll processing for permanent and contract employees
EMP201 monthly submissions to SARS
IRP5 and IT3(a) employee tax certificate generation
UIF declaration and SDL calculations
Leave management and payslip generation
Workmen’s Compensation Fund (COIDA) submissions
HR compliance advisory including Basic Conditions of Employment Act requirements

5.4 Financial Advisory and Value-Added Services

Beyond compliance-driven services, LedgerPro positions itself as a strategic financial partner to its clients. The advisory practice generates higher-margin revenue and strengthens client retention.

Annual budgeting and quarterly forecasting
Cash flow management and working capital optimisation
Financial health reviews and key performance indicator (KPI) tracking
Business plan and financial model preparation for funding applications
Accounting software selection, setup, training, and ongoing support
CIPC annual return filings and company secretarial support
B-BBEE compliance advisory and scorecard preparation support

5.5 Service Packages and Pricing

LedgerPro offers tiered subscription packages designed to cater to different client sizes and needs. All packages include access to the cloud-based client portal.

Package	Target Client	Monthly Fee (excl. VAT)	Included Services
Starter	Sole proprietors, freelancers	R2,500 – R4,000	Monthly bookkeeping (up to 100 transactions), bank reconciliation, quarterly VAT, annual ITR12
Growth	Small businesses (1–10 employees)	R5,000 – R8,500	Full monthly bookkeeping, management accounts, VAT, PAYE, payroll for up to 10 employees, annual financial statements
Professional	Medium businesses (11–50 employees)	R9,000 – R18,000	Comprehensive bookkeeping, management accounts, tax compliance, full payroll, advisory support, dedicated account manager
Enterprise	Growing businesses (50+ employees)	R20,000+	Fully customised engagement, CFO-level support, budgeting and forecasting, board pack preparation, on-site visits

Ad hoc services such as business plan preparation, special projects, and once-off tax advisory are priced on a per-engagement basis using a standard hourly rate of R850 to R1,500 per hour depending on the seniority of the resource assigned.

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