Consulting · Accounting and tax
The FORTRESS Finance Office
Correct compliance. Clear monthly insight.
- For
- Owner-managed businesses, schools and institutions
- Levels
- Essential, Growth or Executive
- Every month
- A one-page Clarity Report
- Fee
- A fixed monthly fee, agreed in writing
Six questions, answered
Everything you need to decide.
1Who it is for
Owner-managed and growing businesses whose books are behind, or where every tax deadline brings a scramble. Schools and institutions that want their numbers run properly also start here.
2What changes
Your books stay current and your filings go in on time. Every month, one page tells you what your numbers mean and what to do next.
3How it works
- A conversationAbout your business, your records and your deadlines.
- Choose your levelEssential, Growth or Executive, at a fixed monthly fee agreed in writing.
- Onboarding within seven daysAccess, records and your deadline calendar.
- Every monthBooks updated, filings made, and your Clarity Report.
- Every quarterA review of results, plans and new needs.
4What you get
EssentialThe monthly foundation: bookkeeping; monthly VAT, PAYE and withholding tax filings; a tax calendar; the Monthly Clarity Report.GrowthEssential, plus a clearer view ahead: management accounts, a 13-week cash-flow forecast and a quarterly review meeting.ExecutiveA part-time finance lead: board-style reporting, budgeting, lender relationships and strategic advice.5Why trust it
You see the work every month, on one page. Fees are fixed and agreed in writing, there are no hidden fees, and a named person is responsible for everything we send you.
6What next
Book a conversation. If the Finance Office is right for you, we explain the three levels and confirm the fee in writing.
In plain words
The words you will hear, explained simply.
- Bookkeeping
- Recording every sale, purchase and payment, so your accounts show what really happened.
- Management accounts
- Regular reports of your income, your costs, and what the business owns and owes, prepared to help you run it.
- Board-style reporting
- A short, regular set of reports of the kind a company’s directors would expect, so you can see performance at a glance.
- 13-week cash-flow forecast
- A week-by-week view of the money expected in and out over the next three months, so you see a shortfall before it arrives.
- PAYE
- Pay As You Earn: the income tax deducted from staff salaries and paid to the tax authority.
- Withholding tax
- Tax deducted from certain payments, such as some payments to suppliers, and paid to the tax authority.
- Tax calendar
- A list of your filing and payment deadlines, so each one is handled before it arrives.
When to talk to us
Good moments to get in touch.
- Your bookkeeper has left, and the books are falling behind.
- A notice has arrived from the tax authority.
- The business is growing fast, or opening a new branch.
- Year-end is coming.
- You are moving to the new VAT rules under the VAT Act, 2025 (Act 1151).
Questions
Questions about the Finance Office
Questions and answers
How much does the Finance Office cost?
We do not publish fees, because they depend on the level you choose and the size of your books. The fee is a fixed monthly amount, agreed in writing before work begins, with no hidden fees.
Which tax filings are included?
At the Essential level we handle your monthly VAT, PAYE and withholding tax filings, and give you a tax calendar, so deadlines are known and handled before they arrive.
What is the Monthly Clarity Report?
One page every month: three traffic lights for Compliance, Cash and Profit; the five numbers that matter; what changed and why; next month’s deadlines; and three recommended actions, each with an owner.
Can we start with a review first?
Yes. You can start with the 5P Business Health Diagnostic, a paid, two-week review that shows where you stand and what to do first.
Can we keep our current accountant?
Yes. You can keep your accountant and use us for a diagnostic, a second opinion or monthly insight.
Our books are behind. Is that a problem?
No. We start by finding out where you stand, then agree a plan to bring your books up to date.
Is our business too small for you?
Size alone is not a problem. The Finance Office has an Essential level for the monthly basics, and a one-off consultation can answer a single question. If we are not the right fit, we will say so in the first conversation.
A relative keeps our books. Do we have to replace them?
No. We can work alongside them: we review the records and the tax treatment, and we can train them in the checks we use. You decide how much you hand over.
Let’s begin
Start the conversation.
Book a 45-minute conversation, with no obligation. Or message us on WhatsApp and tell us what you need.