📋 Shared tracker loaded. You can view and edit the compliance data below. When done, use "Invite My Accountant" above to share your updated version back.
👤 Invite My Accountant
How far behind are you?
This free tracker covers 5 years of bookkeeping, tax, and compliance obligations for South African small businesses under R10 million turnover.
Answer honestly for each year. "Don't Know" is the most important answer — it reveals your blind spots.
This tracker is independent — share it with any qualified accountant to get an accurate quote and timeline.
💾 Works without an account — but sign in (button in the bar above) to keep your progress safe in your own account, track up to 5 companies, and invite your accountant to update the checklist with you.
Status Legend
Up to Date
It is done.
WIP
Currently being attended to and is on track.
Behind
Making progress but will take longer.
Don't Know
Was not assessed. This is a blind spot.
N/A
Not needed for this business.
Not in Scope
Current accountant will not be doing it — was not quoted for.
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START HERE
Step 1 — Set up your company
Fill in the basic details first — at minimum the company name and start date — then work through the checklist below. You can track up to 5 companies and switch between them using the tabs — the + Add tab creates a new one.
Your Compliance Score
What To Do Next
1Address all "Behind" items starting with the oldest year — SARS penalties compound monthly.
2Follow up on all "WIP" items — confirm they'll be complete within 30 days.
3Investigate all "Don't Know" items — these are your blind spots and may already be costing you.
4Share this tracker with your accountant or bookkeeper for a quote and timeline.
5Or email BBB at hello@cfohire.co.za for guidance on what to prioritise.
Share Your Results
Save a copy for your records, then get a professional to look at it.
Step 1 — Save as PDF
Opens your status report, then your browser's print box. Choose "Save as PDF" as the printer.
Step 2 — Get help with it
Invite your own accountant to work on this checklist with you, or submit it to BBB Compliance for guidance.
Ready to fix your bookkeeping permanently?
The BBB Course teaches you how to maintain your own records in 2 hours a week for 5 weeks.
Done ticking? Submit your status to BBB Compliance. Your submission is date-stamped, appears in your My Status download, and lets BBB (and a vetted accountant, if assigned) review your gaps and come back to you with guidance.
📊 Status Reports
Every time you save or submit, a dated copy is filed here. Open any one to read it, or bring it back onto the checklist to keep working from it.
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Tip: "Download PDF" opens your device's print box — choose “Save as PDF” as the printer.
One quick sign-in lets you save your progress to your own account, track up to 5 companies, and invite your accountant. You stay signed in on this device.