Services

Everything a companyis required to file

And the advisory work that makes the filing worth reading. If something you need is not listed, ask — it is usually a yes.


One fee, everything recurring

Monthly accounting

Bookkeeping, management accounts, payroll and its submissions, VAT, the SARS calendar and the company secretarial work — handled as one engagement, so nothing recurring is left on your desk to remember.

BookkeepingManagement accountsPayrollVATSARSSecretarial
A finance function without a finance hire

Advisory & virtual CFO

Someone in the numbers with you every month — budgets, cash-flow forecasts, and the awkward questions answered while there is still time to act on them. For owners who need a finance head without carrying one on the payroll.

BudgetsCash-flow forecastingValuationsPlanning

Core compliance

The recurring work, taken off your desk entirely. Most clients take this as one monthly fee covering everything below.

Monthly bookkeeping

Books kept current rather than reconstructed in a panic at year end.

Management accounts

Where the business actually stands, in a format you can read and act on.

Annual financial statements

Compiled to the applicable framework, with the working papers in order behind them.

Payroll

Payslips, EMP201 submissions, and the twice-yearly EMP501 reconciliation with IRP5 certificates.

VAT registration and VAT201

Registration, returns on your cycle, and reconciliation back to the books.

Company income tax

ITR14 computation, submission, and the SARS correspondence that follows.

Personal income tax

ITR12 for directors, owners and their families — handled alongside the business.

Provisional tax

Both periods, estimated properly so there are no February surprises.

SARS disputes and objections

Notices of objection, remission requests and dispute resolution.

Independent review

Where the Companies Act requires it, without the cost of a full audit.

CIPC and company secretarial

Annual returns, director and share changes, and the registers a company must keep.

Company registrations

New companies, name changes, and the statutory setup that follows.

B-BBEE affidavits

Sworn affidavits for exempted micro enterprises and qualifying small enterprises.

Advisory & legacy

The work that decides where the business goes next — and what happens to it after.

Business advisory and virtual CFO

A finance function without a finance hire — someone in the numbers with you, monthly.

Budgeting and cash-flow forecasting

A forward view, so you see the shortfall while there is still time to act on it.

Business valuations

For a sale, a buy-in, a shareholder change, or simply knowing what you have built.

Trusts and estates

Structuring and the annual work that keeps a trust properly administered.

Deceased estates

Administration and the tax work that comes with winding an estate up.


Not sure which of these you need?

Most owners are not. Tell us what the business does and we will tell you what it is obliged to file.