Outsourced Accounting Retainer

Your all-in-one retainer package that grows with your business.

Who is this for?

The Outsourced Accounting Retainer is for founders who would rather run their business than run its finances.

Built for

Agencies
Consultancies
Service businesses

The retainer option is perfect for companies putting proper systems in place to scale the business. It's also built for companies looking to outsource the finance function to focus on growth.

Why use it?

If your business is growing, and you don't have time to worry about Xero, payroll, capturing or compliance, this is the package that takes all of it off your plate.

We work in the background, so you can scale your business

Our ideal client is a growing business in the service economy, with a leadership team focused on scaling. While you scale your business, we handle the financial admin efficiently and reliably in the background.

What we use for your business

Ideally, our clients have an existing accounting tech stack in place.

Our preferred tech stack:

Xero for accounting
SimplePay for payroll
Hubdoc/Dext for invoice/receipt capturing

It's not a problem if this is not in place yet. Refer to our catch-up/ad hoc work services.

Flexible
Retainer

The retainer flexes around how much of the finance function you want
to hand over. We offer two models that cover most clients:

Full Finance Function

We run everything, with a single dedicated team managing the whole finance function end to end.

Compliance and advisory alongside your bookkeeper

You keep an internal bookkeeper for day-to-day capturing, and we take everything else: payroll, tax and secretarial compliance, reporting, and tax advisory.

What does the full retainer include?

Dedicated account manager

One point of contact for every query on your account.

Bookkeeping

A dedicated bookkeeper processes your transactions and keeps your Xero accurate and up to date, every month and on time.

Company secretarial

Share certificates and registers, beneficial ownership declarations, CIPC annual returns, and ongoing secretarial updates.

Tax compliance

VAT returns (VAT201), payroll taxes (EMP201), biannual employer reconciliations (EMP501), provisional tax, and company income tax returns. We maintain everything you're registered for on eFiling and handle new registrations when you need them.

Payroll

Payslips for all employees, pay and employee-tax calculations, plus UIF and Workmen's Compensation (COIDA) registration and maintenance.

Management reporting

Monthly management reports, powered by Clarity, our flagship tool.

Annual financial statements

Compiled or independently reviewed, depending on your needs.

Tax advisory

Tax structuring, planning meetings, and ongoing optimisation.

Advisory hours

A set allocation of consulting sessions each month for whatever comes up.

If you already have a bookkeeper, we drop the capturing and keep the rest (account manager, payroll where needed, tax and secretarial compliance, annual reporting, and tax advisory).

What are the three package tiers?

01

Starter

Your day-to-day operations and compliance: account manager, dedicated bookkeeper, company secretarial, tax compliance, and payroll.

This is the operational backbone for a thriving business.

02. Standard

Everything in Starter, plus the first layer of advisory: management reporting, tax planning, and financial guidance.

Includes Clarity.

03. Premium

Everything in Standard, dialled up to a fully outsourced CFO: monthly management reports, tax-planning meetings, and dedicated consultation hours.

Includes Clarity.

Every package builds on the one before it, and you can step up as you grow. Start on compliance and add advisory when you need it.

The Process

Our clients experience a seamless transition to Finvoke

Isolated Vanilla Timeline

Step 1

Discovery Call

We map your scope: transaction volumes, what you need, and what's been missing from your current setup.

Step 2

Tailored Proposal

We send a package (Starter, Standard, or Premium) shaped to what you actually need.

Step 3

Sign-off

You approve the proposal and sign on as our client.

Step 4

Onboarding

Our team collects everything from your previous accountant. Nothing falls through the cracks.

• We move your tax types onto our profile
• Gain access to your software
• Gather your compliance documents
• Load every deadline into our practice-management system

Step 5

Business as usual

Because everything runs on cloud accounting, disruption is minimal and we're up and running almost immediately.

Your package is never set in stone

Most clients start with compliance and build from there. As your need for insight and
advisory grows, we add to it.

What makes us different?

01

Not Your Average Bookkeeper

02

Niche Expertise That Drives Real Impact

03

Operational Clarity Beyond the Books

Why do clients choose us?

We manage over 100 businesses, and word of mouth remains our biggest source of new business, the clearest sign that the people we work with trust our work and stay. The result is a finance function that's frictionless, convenient, and genuinely on your side.

We're accessible

You can pick up the phone and reach your accountant immediately and directly.

We're proactive

Our Google reviews say it better than we can. The bottom line is we care, and it shows.

We're not afraid of technology

We stay ahead of the curve, most visibly in our flagship tool, Clarity.

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