Helpful financial resources — quality over volume.
We're building a focused library of genuinely useful guides, checklists and tools. Rather than publishing generic content, we add resources that help South African individuals and businesses make better financial decisions.
Guides & articles
These resources are in preparation and will be published here.
Accounting & Tax Guides
Clear, practical guides on bookkeeping, tax and financial administration for SA businesses.
Business Finance Articles
Focused articles on managing and understanding your business finances.
Financial Checklists
Simple checklists to help you stay organised and compliant.
Digital tools (in development)
Our priority tool is the Business Accounting Needs Assessment. Tools involving tax calculations will only be released once the formulas and requirements have been independently validated.
Business Accounting Needs Assessment
A guided assessment giving a high-level indication of the accounting services that may be relevant to you.
Start the toolTax Estimator
Indicative tax estimation tool (planned — will only be released once formulas are independently validated).
In development
VAT Assessment
A quick guide to whether VAT may apply to your business (planned).
In development
Note: Any future tool results are indicative only and should be discussed with Bonsai Financial before any decision is made. Bonsai Financial does not provide automated regulated financial advice.
Prefer to just speak to someone?
Start with a short assessment. There's no obligation — submitting the form does not by itself create a professional engagement.