Resources for SMEs
Free checklists, scorecards and insights to help you understand and improve your compliance and finances
Document Library
main tools you can donwload!
SARS Compliance Survival Checklist
A practical checklist designed to help businesses stay compliant with SARS requirements, reduce risk, and avoid costly penalties by ensuring all key tax obligations are covered.
Financial Health Scorecard
A high-level assessment tool that provides a clear snapshot of a business’s financial strength, highlighting risks, trends, and areas for improvement.
Strategy & Ops Readiness Scorecard
A structured scorecard that evaluates how prepared a business’s strategy and operations are to support growth, efficiency, and execution.
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Cash Flow Forecast Template
A straightforward forecasting template that helps businesses anticipate cash inflows and outflows, improving planning and decision-making.
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Payroll Risk Rating Tool
A diagnostic tool that identifies payroll-related risks, including compliance, accuracy, and process weaknesses, to help prevent errors and disputes.
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Tender Readiness Checklist
A checklist that ensures businesses are fully prepared to submit compliant, competitive tenders by confirming all financial, operational, and compliance requirements are in place.
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SME KPI Dashboard Guide
A practical guide to defining, tracking, and interpreting key performance indicators so SMEs can monitor performance and make data-driven decisions.
Director’s One-Page Financial Summary
A concise, executive-level financial overview that gives directors instant visibility into business performance, cash position, and key risks.
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PSIRA + SARS + Payroll Checklist
An integrated compliance checklist covering PSIRA, SARS, and payroll requirements to help security firms meet regulatory standards efficiently.
Shift Payroll Risk Scorecard
A specialized scorecard for assessing payroll risks associated with shift-based work, including overtime, allowances, and scheduling complexity.
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Contract Profitability Calculator
A calculator that helps businesses assess the true profitability of contracts by factoring in costs, margins, and operational variables.
Billing & Cash Flow Health Check
A focused review tool that evaluates billing processes and cash flow practices to identify delays, leakage, and improvement opportunities.
Medical Practice Compliance Checklist
A compliance checklist tailored for medical practices, covering regulatory, payroll, and financial obligations to reduce risk and ensure smooth operations.
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Monthly Performance Dashboard Template
A ready-to-use dashboard template that presents monthly financial and operational performance in a clear, visual format.
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Scope Creep & Billing Leakage Checklist
A checklist designed to identify where unbilled work, scope creep, or process gaps are eroding profitability.
Consulting Cash Flow Forecast Template
A cash flow forecasting template specifically designed for consulting firms, helping manage uneven billing cycles and project-based income.
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Choose Your Plan
Affordable Financial Stability for Your Peace of Mind
Basic
Package
R1200
Monthly
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
Standard
Package
R2800
3 Monthly
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
Premium
Package
R5000
Year
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
At Allegra Accounting, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
Address
B104 Simbithi Office Park,
Shaka's Rock Road,
Salt Rock,
KwaZulu- Natal, 4420
South Africa
Allegra Accounting & Tax Services (2017/225398/07)
+27 72 595 0988