Loading...

Services

Our Services

We offer a wide range of financial services

ACCOUNTING
SERVICES
  • Preparing annual financial statements (IFRS for SMME's compliant)
  • Performing independent reviews for companies with a Public Interest Score (PIS) below 100, not requiring an audit
  • Preparation of independent review files as required by your auditor for companies with a Public Interest Score (PIS) between 100 and 350, not requiring an audit
  • Preparation of audit files as required by your auditor (for companies requiring an audit) Acting as accounting officer for close corporations
  • Compiling financial information for banks and other institutions Monthly data processing / recording of transactions, thereby ensuring compliance with the VAT, Close Corporation and Companies Acts
  • Monthly management reports
  • Reconstructive accounting services
  • Salary administration, including monthly payslips for employees
  • Assistance with the completion and submission of statutory returns, including VAT201, EMP201, EMP501, UI19, Workmen’s Compensation, etc.
  • Design and maintenance of accounting systems
TAX
SERVICES
  • Tax advice, planning and administration
  • Preparing and submitting annual and provisional tax returns
  • Calculate and submitting dividend tax returns (DTR01 & DTR02)
  • Verification of Tax Assessments
  • Managing queries and liaison with tax authorities
  • Tax Clearance Certificates
  • Tax reviews
  • Liaising with SARS - Disputes, Audits and Queries
FIDUCIARY
SERVICES
  • Formation of companies, trusts, NPO/NGO’s, etc.
  • Drafting Memorandum of Incorporation (MOI)
    as per the new Companies Act
  • Lodge company changes with CIPC
  • Lodge Annual Returns to CIPC
  • Statutory registrations (e.g. VAT, PAYE, Income Tax, UIF, WCA, etc.)
  • Safekeeping of company and close corporation statutory records
  • Deed Searches
BUSINESS AND MANAGEMENT CONSULTING SERVICES
  • Drafting of wills
  • Establishment and administration of trusts
  • Estate planning
  • Administration of estates
  • Executorship
  • Curatorship
SECRETARIAL AND LEGAL ADVISORY SERVICES
  • Registration of Trusts
  • Submission of annual Beneficial Ownership and IT3(t) to SARS
  • Management of the trust ensuring compliance
TRUST MANAGEMENT AND ADMINISTRATION
  • General business consulting
  • Consulting and advice on business re-structuring
  • Business Plans
  • Evaluation of business operations
  • Forecasts and cash flow statements
  • Budgets and long-term planning
  • Business valuations and ratio analysis
  • Issuing B-BBEE certificates for Exempted Micro Enterprises
Testimonials

What Our Clients Say