Pricing Frameworks Library
Accounting Services
Easily generate quotes for your accounting services using our carefully crafted, pre-designed pricing templates. Customise these templates with your charge-out rates and fixed fees to perfectly align with your unique client base and service offerings.
Monthly Services
Bookkeeping
Record and maintain all financial transactions for accurate client records.
Payroll
Calculate salaries and manage tax deductions for accurate payroll.
Cloud Setup
Move your clients' accounting to a secure, accessible cloud platform.
Controlling Function
Oversee clients' budgets and financial operations for compliance.
Payroll Reconciliations
Prepare and submit EMP501 reconciliations to meet SARS requirements.
VAT Queries
Address clients' VAT and PAYE-related queries from SARS.
Software Subscriptions
Manage and recommend accounting software subscriptions for clients.
Advanced Management Reporting
Create detailed financial reports to guide clients' business decisions.
Consolidated Accounting Offering
Provide comprehensive ongoing accounting services for clients.
Annual Services
Financial Statements
Prepare a client's annual financial statements in accordance with accounting standards and regulations.
Income Tax Compliance
Ensure clients comply with income tax regulations, including accurate filing and reporting.
Tax Queries
Address clients' tax-related questions and assist with resolving issues with tax authorities.
Independent Review
Conduct an independent review of financial statements to offer limited assurance on their accuracy.
Audit
Perform a thorough examination of a client's financial records to ensure accuracy and compliance.
Audit / Review Group Financial Statements
Conduct audits or reviews of group financial statements to verify accuracy and ensure they meet required standards.
Group Consolidated Financial statements
Prepare financial statements that consolidate data from a group of related companies or subsidiaries.
Independent Trustee
Serve as an independent trustee for clients, overseeing the management of their trust assets and ensuring compliance with legal requirements.
Secretarial Services
Provide corporate secretarial services, including company registrations, filings, and compliance with corporate governance rules.
Specialised & Once Off Services
Agreed Upon Procedures
Perform specific financial checks based on client requests, providing results without offering an opinion or assurance.
BBBEE Verification
Verify a company's compliance with Black Economic Empowerment (BBBEE) standards and issue certification.
Due Diligence
Conduct thorough investigations into a company's financials and operations, typically for mergers, acquisitions, or partnerships.
Valuations
Assess the market value of a business or its assets, providing a detailed report for clients' needs.
Pricing Frameworks Library
Legal Services
Discover the convenience of Surplus Pricing Software, offering fundamental pricing frameworks tailored for legal services. Customise and refine these templates with your rates and specifications effortlessly, simplifying the pricing process in your legal firm.
Estate Planning
Assist clients in planning for the distribution and management of their assets upon death, considering tax and legal implications.
Trusts
Provide clients with comprehensive guidance and support in assisting clients in setting up, managing, and administering trusts.
Contracts
Involves the pricing of legal services for contracts involving various activities related to the creation, negotiation, review, and enforcement of legal agreements between parties.
Pricing Frameworks Library
Consulting & Advisory Services
Revolutionise your consulting and advisory services pricing with Surplus Pricing Software. Effortlessly create tailored quotes, implement value-based pricing strategies, and optimise profitability with our intuitive tools and customisable frameworks.
Business Advisory
Offer strategic guidance to help clients improve business performance and achieve their goals.
Formal Advisory
Provide structured advice on financial or business-related matters, ensuring compliance with regulations and best practices.
Meeting Facilitation
Coordinate and manage meetings for clients, ensuring effective communication and goal-oriented discussions.
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