Membership Plans

Proactive financial guidance, compliance support, and priority access to professional expertise for a predictable monthly subscription.

Silver Membership

Ideal for entrepreneurs & start-ups.

R 299 /mo

Monthly business & financial newsletter
SARS & CIPC compliance alerts
30-minute monthly consultation
Exclusive member service discounts
Access to business resource library
FREE AI Financial Assistant

Gold Membership

Ideal for growing businesses.

R 599 /mo

Everything in Silver
2 consultation hours per month
2 professional letters/documents
Quarterly business review
Priority email support
FREE AI Financial Assistant

Platinum Membership

Ideal for established SMEs.

R 999 /mo

Everything in Gold
Monthly strategic review meeting
Unlimited standard letters (fair use)
Contracts & document reviews
Annual financial planning session
Active compliance monitoring
FREE AI Financial Assistant

Business Elite

Your outsourced finance department.

R 2,499 /mo

Dedicated financial advisor
4 consulting hours monthly
Monthly management reporting
Strategic financial planning
Virtual finance office support
FREE AI Financial Assistant

Detailed Package Breakdown

Understand exactly what each membership level includes and how it can benefit your business.

Silver Membership - R299/month

Perfect for: Entrepreneurs, start-ups, and small businesses looking for essential financial guidance and compliance support.

What's Included:

Monthly Newsletter: Stay updated with the latest financial insights, tax updates, and business tips.
Compliance Alerts: Timely notifications about SARS deadlines, CIPC requirements, and regulatory changes.
Monthly Consultation: 30-minute one-on-one session with a financial professional to address your questions.
Member Discounts: Exclusive discounts on additional services like tax returns, bookkeeping, and advisory sessions.
Resource Library: Access to templates, guides, and tools to help manage your business finances.
AI Financial Assistant: Unlimited access to our intelligent AI chatbot for instant financial guidance, tax questions, and business advice.

Subscribe to Silver - R299/month

Gold Membership - R599/month

Perfect for: Growing businesses that need more hands-on support and regular strategic input.

Everything in Silver, Plus:

2 Hours Monthly Consultation: Double the time with your financial advisor for deeper discussions and planning.
Professional Documents: 2 letters or financial documents per month prepared by our team (e.g., confirmation letters, financial summaries).
Quarterly Business Review: Comprehensive review of your financial performance with actionable insights and recommendations.
Priority Email Support: Fast-tracked email responses for urgent queries and requests.
AI Financial Assistant: Enhanced AI access with priority processing and personalized financial insights based on your business data.

Subscribe to Gold - R599/month

Platinum Membership - R999/month

Perfect for: Established SMEs that require comprehensive financial management and proactive compliance monitoring.

Everything in Gold, Plus:

Monthly Strategic Review: Regular strategic meetings to align your financial goals with business objectives.
Unlimited Standard Letters: No limit on standard letters and documents (fair use policy applies).
Contract & Document Reviews: Professional review of contracts, agreements, and important financial documents.
Annual Financial Planning: Dedicated session to plan your financial strategy for the year ahead.
Active Compliance Monitoring: Proactive monitoring of all statutory requirements with alerts and action plans.
AI Financial Assistant: Full AI capabilities with integration to your financial data for predictive analytics and smart recommendations.

Subscribe to Platinum - R999/month

Business Elite - R2,499/month

Perfect for: Businesses that need a complete outsourced finance department with dedicated support.

Everything in Platinum, Plus:

Dedicated Financial Advisor: Your own assigned financial professional who understands your business intimately.
4 Consulting Hours Monthly: Extensive time for strategic planning, problem-solving, and ongoing support.
Monthly Management Reporting: Comprehensive management accounts with visual dashboards and KPI tracking.
Strategic Financial Planning: Ongoing strategic guidance to optimize profitability, cash flow, and growth.
Virtual Finance Office: Full virtual finance department support including bookkeeping, reporting, and compliance management.
AI Financial Assistant: Premium AI experience with custom integrations, automated reporting, and AI-driven financial forecasting.

Subscribe to Elite - R2,499/month

How Our AI Financial Assistant Works

Experience the future of financial support with our intelligent AI-powered assistant available 24/7.

Instant Financial Q&A

Get immediate answers to your financial questions, from basic accounting queries to complex tax regulations.

Tax Questions: "What expenses can I deduct?"
VAT Queries: "When do I need to register for VAT?"
Compliance: "What are my CIPC filing deadlines?"

Financial Insights & Analysis

Receive data-driven insights and analysis to help you make informed business decisions.

Cash Flow Analysis: Understand your cash flow patterns.
Profitability Metrics: Track key performance indicators.
Trend Identification: Spot financial trends early.

Smart Recommendations

Get personalized recommendations based on your business profile and financial situation.

Cost Optimization: Identify savings opportunities.
Growth Strategies: Data-backed expansion advice.
Risk Mitigation: Proactive financial risk alerts.

24/7 Availability

Access financial support whenever you need it, without waiting for business hours.

Anytime Access: Get help outside normal hours.
Quick Responses: Instant answers to urgent questions.
Continuous Learning: AI improves with every interaction.

Compliance Guidance

Stay up-to-date with the latest regulations and ensure your business remains compliant.

SARS Updates: Latest tax regulation changes.
CIPC Requirements: Corporate compliance guidance.
Deadline Tracking: Never miss important filing dates.

Seamless Integration

The AI assistant works alongside your human advisors for a complete financial support system.

Human + AI: Best of both worlds.
Escalation Ready: Complex issues routed to experts.
Consistent Support: Unified financial guidance.

Membership Plans

FREE AI Assistant Included with Every Membership