Our Services
Accounting & Financial Reporting
- Bookkeeping: Daily recording of transactions, ledger maintenance, and financial data organization.
- Management Accounts: Monthly/quarterly reports on profit & loss, balance sheets, and cash flow for decision-making.
- Annual Financial Statements (AFS): Preparation of compliant financial statements for SMEs and close corporations.
- Interim Financial Reporting: Half-yearly or quarterly reports for internal or stakeholder review.
- Fixed Asset Register Maintenance: Tracking depreciation, disposals, and capital expenditure.
Tax Services
1.) Compliance:
- Income Tax Returns: Submission for companies, trusts, and individuals (ITR12, IT14).
- VAT Management: Registration, filing (VAT201), reconciliations, and SARS audits support.
- Payroll Taxes: Monthly EMP201 submissions, annual EMP501 reconciliations, and employee tax compliance.
- Provisional Tax: Calculations (IRP6) and submissions to avoid penalties.
- Dividend Tax & Capital Gains Tax: Compliance and reporting.
2.) Advisory & Dispute Resolution:
- Tax Efficiency Planning: Structuring transactions to minimize tax liabilities legally.
- SARS Disputes & Objections: Handling audits, penalty appeals, and dispute resolutions.
- Tax Health Checks: Identifying risks and compliance gaps before SARS scrutiny.
Payroll & HR Support
- Full Payroll Processing: Salaries, overtime, bonuses, and statutory deductions (PAYE, UIF, SDL).
- Payslip Generation & Distribution: Electronic or physical payroll records.
- Employee Benefits Administration: Medical aid, pension funds, and fringe benefits reporting.
- Workplace Compliance: BCEA (Basic Conditions of Employment Act) and LRA (Labour Relations Act) guidance.
- Employment Tax Incentive (ETI): Claims and compliance for qualifying employers.
B-BBEE Advisory & Compliance
- B-BBEE Verification Prep: Assisting with documentation for scorecard submission.
- Strategy Development: Improving scores through supplier development, skills training, and ownership structuring.
- SED & ESD Plans: Socio-Economic Development and Enterprise Supplier Development program implementation.
- Industry-Specific Compliance: Sector-specific B-BBEE requirements (e.g., tourism, construction).
Business Advisory & Financial Consulting
- Startup Advisory: Business registration (Pty Ltd, CC), tax registrations, and initial compliance setup.
- Financial Forecasting & Budgeting: Cash flow projections, break-even analysis, and growth planning.
- Funding & Grant Support: Assistance with business plans for loans, investor pitches, or government grants.
- Profitability Improvement: Cost reduction strategies and operational efficiency reviews.
- Exit Strategy & Succession Planning: Business valuation and ownership transition support.
Company Secretarial & Corporate Governance
- CIPC Services: Company registrations, annual returns, director changes, and name reservations.
- Shareholder & Board Support: Minute-taking, AGM preparations, and governance compliance.
- Statutory Compliance: Ensuring adherence to the Companies Act and other regulations.
- Trust & Non-Profit Registrations: NPO compliance, trust deeds, and tax exemptions.
Forensic Accounting & Fraud Prevention
- Fraud Investigations: Tracing misappropriated funds or financial misconduct.
- Internal Controls Review: Identifying weaknesses in financial processes.
- Litigation Support: Expert reports for legal disputes (e.g., contract breaches, divorces).
Technology & Automation
- Accounting Software Implementation: Setup and training for Xero, QuickBooks, Sage, or Pastel.
- Payroll Systems: Migration to automated platforms like SimplePay or Sage VIP.
- Cloud Accounting Transition: Moving from manual to digital systems for real-time reporting.
Training & Capacity Building
- Financial Literacy Workshops: For SMEs on budgeting, tax, and record-keeping.
- Software Training: Hands-on sessions for accounting/payroll systems.
- B-BBEE & Tax Compliance Seminars: Updates on legislative changes.
Let’s discuss how our expertise can help you stay compliant and drive success