Proactive Finance
We handle the full spectrum of financial compliance and management, so you can focus on growing your business
What is Proactive Finance?
Proactive Finance is a South African financial consulting and compliance management company, part of the Proactive Group of specialist businesses dedicated to helping companies grow through structured operational support.
We partner with entrepreneurs, start-ups, and SMEs, delivering reliable, year-round financial management without the cost of a full-time finance department. Our mission is to provide peace of mind by ensuring every SARS, CIPC, and payroll requirement is handled correctly, efficiently, and on time—from company formation and tax planning to monthly compliance.
Operating on a transparent monthly retainer model, we simplify compliance, deliver financial clarity, and build lasting trust through accurate reporting and expert advice. As your dedicated finance partner, we keep your business compliant, organised, and financially fit.
Our Core Services:
- Tax & SARS Compliance
Company income tax, VAT, PAYE, UIF, SDL, IRP6, EMP501, tax clearance management. - CIPC & Secretarial Compliance
Annual returns, MOI updates, director amendments, beneficial ownership filing. - Payroll & Employee Statutory
Monthly payroll processing, payslips, UIF and COIDA submissions, IRP5 certificates. - Financial Reporting & Management
Bookkeeping, bank reconciliations, management accounts, annual financial statements. - Advisory & Strategic Planning
Budgeting, cash flow forecasting, financial strategy sessions, virtual CFO support. - Specialist Services
Trust and NGO compliance, B-BBEE verification support, industry-specific guidance.
Why Proactive Finance?
- 100% compliance with SARS, CIPC & accounting standards
- Dedicated expert support all year round
Transparent, predictable pricing
- Proactive planning for sustainable growth
Part of the Proactive Group – integrated solutions in hospitality, property, HR, and digital.
OUR LATEST PROJECTS
our packages
Choose a clear, fixed-price monthly package tailored to your business stage. All include ongoing support, compliance tracking, and year-end submissions. Your exact package will be confirmed after an introductory meeting with Jacques Clulow, Managing Director, to fully understand your needs.
Solo
from R1,500/month
Ideal for freelancers and single-director companies
- Annual tax & financial statements
- CIPC annual return
- Tax clearance
Add-ons: Bookkeeping, VAT, Payroll, B-BBEE
STARTER
from R3,500/month
Perfect for small businesses with VAT or small teams
- Everything in Solo + monthly VAT & payroll (up to 5 employees)
- Bookkeeping & reconciliations
Add-ons: Extended payroll, management accounts, advisory
STANDARD
from R6,500/month
Full finance function for growing SMEs
- Everything in Starter + full bookkeeping, payroll (up to 10), monthly accounts
- Compliance health checks