SMME Compliance & Finance Packages

Professional finance, tax and compliance support for owner-managed and growing businesses.

Request a SMME Package Fit AssessmentView Fees & Packages

What this service is

WGL’s SMME Compliance & Finance Packages are designed for businesses that need more than basic bookkeeping. As businesses grow, owners need reliable records, SARS discipline, payroll compliance, management reporting, statutory administration and practical financial interpretation. WGL provides a structured finance backbone without requiring the client to build a full internal finance department.

Who this service is for

  • Non-VAT micro firms, dormant entities and solo founders
  • VAT-registered and employer SMMEs
  • Established businesses needing monthly reporting discipline
  • Upper-SMME and growth-stage firms needing CFO-level insight, forecasting and funding readiness

Which package is right for your business?

PackageBest suited forTypical stageMain value
Starter ComplianceNon-VAT micro firms, dormant entities and solo foundersEarly-stage or simple structureStay compliant and organised
Growth ComplianceVAT-registered and employer SMMEsGrowing trading businessIntegrate bookkeeping, VAT and payroll
Finance ControlGrowing SMMEs needing reporting disciplineEstablished businessImprove monthly reporting and cash visibility
Finance PartnerUpper-SMME and growth-stage firmsScaling businessCFO-level insight, forecasting and funding readiness

When to speak to WGL

  • Your business is growing and administration is becoming difficult to manage.
  • VAT, payroll or SARS deadlines are creating stress.
  • You do not receive reliable monthly reports.
  • You are not sure whether your business is profitable.
  • Your bookkeeping is behind.
  • You need documents for banks, funders or tenders.
  • You want CFO-level support without hiring a full-time CFO.

What WGL does for SMMEs

  • Bookkeeping and transaction processing
  • VAT and PAYE support
  • Payroll processing
  • CIPC and beneficial ownership support
  • Annual financial statements support
  • Management accounts
  • Cashflow visibility
  • Debtors and creditors review
  • SARS compliance-status support
  • Funding-readiness support for higher-tier packages
  • Owner advisory meetings for higher-tier packages

What clients receive

  • Monthly bookkeeping pack
  • VAT / PAYE compliance support
  • Payroll support
  • CIPC / beneficial ownership support
  • Management accounts
  • Debtors and creditors schedules
  • Cashflow visibility
  • Annual financial statements support
  • SARS compliance status support
  • Funding and board/investor pack support for higher-tier packages

Client responsibilities

  • Provide bank statements, invoices and supporting documents on time.
  • Confirm payroll information before submission deadlines.
  • Notify WGL of SARS notices, tenders or funding deadlines early.
  • Review reports and queries promptly.

How WGL works

  • Discovery and scoping: confirm context, urgency, records available, intended output and decision need.
  • Information request: issue a clear checklist of records, documents, system access or supporting evidence.
  • Review and analysis: apply professional judgement and use analytics and AI responsibly where appropriate.
  • Draft preparation: prepare working papers, draft reports, schedules, models, registers, packs or documentation.
  • Professional review: review important outputs for clarity, consistency, accuracy and professional defensibility.
  • Client discussion: discuss findings, assumptions, limitations and next steps.
  • Final deliverables: issue the agreed report, pack, schedule, model, filing support or documentation.

Responsible AI and professional review

WGL uses AI and analytics to improve speed, structure, pattern recognition, drafting and reporting. AI does not replace professional judgement. Important outputs remain subject to human review, client-specific facts, confidentiality requirements and appropriate professional scepticism.

Industries this service supports

  • SMMEs and owner-managed businesses
  • Growth-stage companies
  • Mining and mining-services contractors
  • Engineering and industrial firms
  • Construction and infrastructure businesses
  • Logistics and fleet-based businesses
  • Professional services firms
  • Public-sector suppliers
  • Retail, medical, consulting and light manufacturing businesses

Fees and quote pathway

Fees depend on scope, complexity, urgency, quality of records, volume of work and level of professional review required. WGL will issue a tailored quotation after scoping the work. See Fees & Packages for indicative fee architecture.

Why WGL

WGL combines professional accounting, tax, governance, advisory, engineering-documentation and analytics capability in one integrated service model. Our work is structured, professionally reviewed and designed for practical use by business owners, executives, finance teams, SARS stakeholders, funders, auditors, attorneys, procurement teams, boards and public-sector stakeholders.

FAQs

  • Which package is right for my business? WGL will assess your trading stage, tax profile, payroll obligations and reporting needs.
  • Can I upgrade later? Yes, packages can be reviewed as your business grows.
  • Are SARS services included? Core compliance support is included where stated; complex SARS matters are scoped separately.
  • Are software fees included? Software subscriptions are usually billed separately unless a written quote states otherwise.

Request a SMME Package Fit Assessment

Not sure where to start? Send WGL a short description of your situation and we will recommend the most appropriate service pathway.

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