MBFA Financial Advisory
MBFA
Financial Advisory
Our services

Everything your SME needs from a finance partner — under one roof.

Five complementary services designed for South African SMEs. Pick what you need today; add what you need tomorrow. Pricing is tailored to your business — request a quote and we'll come back within one working day.

Sage Training & SupportBookkeeping & AccountingTax Planning & ComplianceBusiness AdvisoryOutsourced Payroll
Service 01

Sage Training & Support

Who it's for: Owners and finance teams using (or moving to) Sage who want to actually use it well.

The problem we solve: Most SMEs use 20% of Sage's capability. Errors creep in, reports don't reconcile, and month-end becomes a fight with the system.

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What's included
  • Hands-on Sage training tailored to your team and chart of accounts
  • Setup or clean-up of bank feeds, recurring journals, and audit trails
  • Ongoing support — phone, email and screen-share when you need it
  • Refresher sessions when staff change or your business grows
Service 02

Bookkeeping & Accounting

Who it's for: SMEs who need accurate monthly books and management accounts they can actually use to make decisions.

The problem we solve: Books that arrive three months late, full of suspense entries, are useless for running a business and dangerous when SARS asks questions.

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What's included
  • Monthly processing, reconciliations and supplier/debtor maintenance
  • Clear management accounts with commentary, not just numbers
  • VAT, PAYE and provisional tax workings prepared and ready
  • Year-end financial statements and audit-ready file packs
Service 03

Tax Planning & Compliance

Who it's for: Companies and individuals who want SARS off their back and tax planned proactively — not reactively.

The problem we solve: Late returns, penalties, and missed deductions cost SMEs more than they realise. SARS is automating enforcement faster than ever.

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What's included
  • Company income tax (ITR14), provisional tax (IRP6) and individual tax
  • VAT201, EMP201 and EMP501 reconciliations and submissions
  • SARS dispute resolution, objections and tax clearance
  • Proactive tax planning to legally reduce your bill
Service 04

Business Advisory

Who it's for: Owners ready to grow — and owners who feel stuck — who want a financial sounding board.

The problem we solve: Many SMEs are profitable on paper but fragile in practice: weak cash flow, unclear pricing, no plan for the next 12 months.

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What's included
  • 13-week cash flow forecasting and working-capital reviews
  • Pricing, margin and break-even analysis
  • Funding readiness — clean books, projections and lender packs
  • Quarterly strategy sessions with your owner-team
Service 05

Outsourced Payroll

Who it's for: SMEs who want payroll done correctly, on time, every month — without the admin headache.

The problem we solve: Payroll mistakes erode trust with staff and create real risk with SARS, UIF and the Department of Labour.

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What's included
  • Monthly payroll processing and digital payslips
  • EMP201 monthly submissions and EMP501 bi-annual reconciliations
  • UIF, SDL and COIDA compliance
  • Onboarding, terminations and IRP5 issuance

Not sure which service you need?

Book a free 30-minute consultation. We'll listen, ask the right questions, and recommend the most useful starting point for your business.

Book a free consultation