Outsourced finance department services for growing SMEs.
Integra FinanceDesk provides a complete outsourced finance function for South African small and medium-sized businesses, combining accounting, tax, reporting, cash-flow management, budgeting, forecasting and strategic CFO advisory into structured monthly subscription packages.
Explore our core services below to see how we support your business at every stage of growth.
Core Accounting & Tax
Bookkeeping and accounting
Reliable financial record-keeping is the foundation of every growing business. Integra FinanceDesk manages your daily processing, bank reconciliations, and ledger maintenance, ensuring your records are always accurate and up-to-date.
Our clients receive organized digital records and reconciled accounts that provide a clear view of their spending. This service is essential for SMEs needing to maintain professional standards as they scale.
Included in all packages at a level appropriate to business size and complexity.
Annual financial statements
We prepare fully compliant annual financial statements (AFS) that meet both your internal needs and external regulatory requirements. This service ensures your year-end reporting is professionally handled and technically sound.
The specific scope of these reports depends on your entity type and South African regulatory standards. These statements provide the authoritative record of your financial results for lenders, shareholders, and SARS.
Typically included in FinanceDesk Starter, Growth and CFO, with scope tailored to your business.
VAT and tax compliance
Navigating the South African tax landscape requires precision. We assist growing SMEs with their VAT, provisional tax, and income tax compliance, ensuring that all submissions are filed correctly and on time.
Our team stays current with SARS requirements so you don't have to. We help manage your tax risk by maintaining structured records that support your filings, giving you peace of mind that your compliance is in order.
Typically included in FinanceDesk Starter, Growth and CFO, with scope tailored to your business.
Payroll and related services
Managing staff pay and statutory deductions is a sensitive and time-consuming process. We support payroll processing, PAYE, UIF, and related submissions to ensure your employees are paid accurately and your business remains compliant.
This service removes the administrative burden of monthly returns and EMP201 submissions. We provide clear reporting on your employee costs, helping you stay on top of your workforce financial obligations.
Strategic CFO & Advisory
Monthly management accounts
Typically included in Growth and CFO packages.
We provide detailed monthly accounts that go beyond basic compliance. These reports help business owners track actual performance against their goals. Clients receive a comprehensive pack including income statements and balance sheets.
Financial dashboards and reporting
Available in Growth and CFO packages.
We provide clear, decision-focused dashboards and reports aligned with the Integra FinanceDesk standard. This visual reporting allows for instant insight into Key Performance Indicators (KPIs) and business health.
Cash-flow management
Usually part of the Growth and CFO packages.
Effective cash-flow forecasting and working capital monitoring are vital for SMEs. We conduct debtor analysis and provide forward-looking visibility so you always know your liquidity position.
Budgeting and forecasting
Included in Growth and CFO, tailored to specific needs.
We assist with creating robust budgets and projections. This includes scenario planning to help you understand the financial impact of business decisions before you make them.
Profitability improvement
Typically belongs to the Growth and CFO packages.
Our financial analysis identifies trends and margin opportunities. We help you understand where your business is making money and where improvements can be made to boost the bottom line.
Outsourced CFO services
Core component of the CFO package.
Access CFO-level guidance without the full-time overhead. We provide strategic reporting, management meeting support, and high-level financial modelling to steer your company's growth path.
Funding readiness and financial modelling
Included in CFO package; final scope confirmed in tailored proposal.
Preparing for lenders or investors requires precise financial modelling and clear communication. We build robust models and help prepare the financial data necessary to secure funding and investment.
Not sure which services you need?
We’ll help you assess your current finance function and recommend the right level of support. Please note that some specialised or regulated services may be scoped separately and confirmed before engagement.