The specialists
in all major fields of
accounting and taxation
We offer a wide variety of services related to business and compliance. Continue reading below.
Accounting & Bookkeeping
We provide all of the accounting services a small to medium-sized entity would require, which includes, but is not limited to:
- Bookkeeping via Pastel, Sage, Xero and ave Accounting.
- Management accounts (once-off and recurring)
- Periodic reporting
- Compilations of Annual financial statements ('AFS')
- Independent reviews of AFS
- Other agreed-upon procedures
Taxation & Compliance
We are proficient in, and provide the following taxation related services to our clients:
- Income tax returns for individuals, trusts, closed corporations and companies
- Assessment review's and interpretations - Capital gains tax calculations
- SARS objections, verification requests and audit evidence
- Registrations for all tax types
- Provisional tax returns
- Employee tax returns
- Value-added tax returns
- Dividend withholding tax returns
- EMP 501 reconciliations
Business Advisory
We know that the strict confines of accounting take away from the usefulness of annual financial statements and other statutory reports, which is why we assist clients with:
- Management accounts
- Ad-hoc reporting
- Feedback and insights from financial data
- Business plans (for either start-ups or finance applications)
- Strategic planning and design of controls
- Budgeting
- Monthly management meetings to review and discuss accounts
Payroll
We offer the following payroll-related services:
- Weekly payslips
- Fortnightly payslips
- Monthly payslips
- UI19 Submissions
- OID reports
- Payroll journals for accounting
- EMP201 returns
- Leave tracking & reporting
- Employee salary package structuring
- Interpretation of employee contract terms
- Basic Conditions of Employment Act advice
- PAYE calculations and bonus planning
Secretarial
We assist our clients with the following secretarial and related services:
- Company registrations (with CIPC)
- Trust registrations (with the Master of the High Court)
- CIPC annual return filing
- Financial Accountability Supplement filing (as is required during the Annual Return submission process)
- Director changes and information updates
- Company detail updates
- Company name reservations and changes
- Updates to Memorandum of Incorporation ('MOI')
- Trust deed amendments
- Trustee and beneficiary amendments
Trusts & Estates
We provide our clients with the following future-focused services:
- Evaluating the tax outcomes of transactions - Planning for an exit strategy, achieving the owners' retirement goals
- Advising on the effective use of trusts
- Serving as an independent trustee's on client trusts
- Crafting and safekeeping of clients' will's
- Serving as executors on will's