Your advantage in finance

 



Services

Accounting solutions:

We will render the following accounting related services:

  • Continued accounting packages support
  • Daily processing of all accounting transactions
  • Monthly bank reconciliations
  • Monthly journal processing
  • Monthly management reports
  • Fixed asset register management
  • Bi-monthly completion and submission of VAT returns
  • Monthly completion and submission of PAYE returns
  • Preparation of annual financial statements for the holding and subsidiary companies
  • Preparation of consolidated financial statements
  • Facilitating annual audit and liaising with company auditors
  • Completion and submission of annual tax returns


Secretarial:

  • Company formations
  • Preparation and filing of statutory returns
  • Preparation of administrative documentation (such as minutes and resolutions)
  • Preparation of statutory records (share register, minute book, etc)
  • Maintaining of CIPC records
  • Formation of trusts and acting as trustee

    

Consulting:

  • Advice on the most suitable structure for your business (i.e. sole trader, partnership, close corporation or private company)
  • Preparation of a business plan, cash flow projections, budgets and trading forecasts to prove the financial viability of your ideas and demonstrate this to the bank/potential investors
  • Assessment of  your finance requirements and advice on the access to the most appropriate source of finance
  • Establishing relationships with banks, solicitors, etc via our well established network of contacts
  • Performing registration procedures with CIPC, South African Revenue Service or Customs and Excise
  • Set up an internal accounting system which complies with statutory requirements
  • We advise our clients on ways to minimize tax contributions whether in your lifetime or on your passing. You can also ensure that your assets are held and protected as far as possible, for the benefit of your dependants, business associates or other beneficiaries.
  • Assistance with Personal tax. Self-assessment was introduced to help ease the burden for unincorporated businesses. We believe that it has actually added to their burden.  We can help to relieve you of this by preparing your annual self assessment tax return.
  • We are also able to prepare capital gains tax computations and inheritance tax computations for you.
  • A key service we offer our clients is that of taxation planning, aimed at minimizing your future tax liabilities.
  • Investigations can be very stressful and very complex. We can assist to create a satisfactory resolution of any investigation.
  • Complete asset register solutions.
  • Developing of policies and procedures to ensure compliance with relevant laws and Regulations. This is illustrated through a neat set of flow charts to ensure that each staff member fully understand where they are positioned in the organisation and more importantly to know what to do in each circumstance
  • General risk and compliance services including acting as your Chief Risk Officer.
  • Valuations of businesses.
  • Pastel and VIP software.
  • We have exceptional knowledge and skills on Pastel Software and we offer hands-on support to our clients on these software, most likely support that cannot be offered by the support desk from the software company. We also offer in-house, one-on-one training on Pastel Accounting.

Payroll: 

We offer payroll and payslip solutions for clients on a weekly (wages), monthly (salaries & wages) and/or yearly basis. We can alleviate your administrative burden by introducing web based payroll solutions for your staff members.


Estates:

We plan your estate to be tax effective and to suit your needs. We also draft Wills free of charge provided we are the executor to the estate. We perform the duties of executors and ensure the smooth completion of the administration of the estate.


Taxation:

We submit all types of tax forms and laisse on your behalf with SARS for most tax matters. We also attend to all tax registrations and obtaining tax clearance certificates. Tax planning is also one of our hands-on services and our advice is always available to you.


Audit and independent review:

With a Chartered Accountant / Registered Auditor leading the team, we can perform your annual audit and independent review as required by the Companies Act. The general compliance of your company is important to us and we do not only offer an audit service, but we are out there to add value to your business and make the audit process easy and “value for money”.