Services Provided

Accounting

-Ratio analysis
-Budget variance analysis

Bookkeeping

The organization of accounts, general ledgers:
-Recording and processing of all transactions and cash books
-Reconciliations and reports payrolls, wages and PAYE, UIF and SDL's calculation and submissions
-Processing and preparing reports for financial statements

Taxation

We deal with the following areas of taxation:
-Employees income
-Company individuals
-Provisional trusts capital gains estate
We also assist with statutory returns including:
-Annual tax returns monthly, VAT, EMP201, PAYE, SDL, UIF, ETI, EMP501, IT3a
- The practice also advises on various tax saving opportunities especially as regards 12H (learnership) and 12J ( qualifying investments)

Secretarial Work

Cradle to grave services (comprising company formations to deregistrations and everything in between) Registrations include:
CIPC, Tax, PAYE, UIF, VAT, Workman's compensation
Other services include the maintenance of statutory formalities such as director's modifications including doing updates with CIPC

Property Management

We assist with property operations, management, rent collection, reporting, administration and disbursements. This includes sourcing tenants, assisting with leases and tenant sourcing

Budgets

Consulting the sales and revenues budget and estimates detailed by our services:
-Cash budget
-Capital expenditures budgets
-Planning and disbursing of monetary resources
-Interpreting and classifying of financial transactions and management

Cashflow and Budgets

This silo focuses on the preparation of cashflow forecasts and operational budgets. It compares actual results with the original forecasts and analyses differences. We also assist with the focused allocation of resources. Assistance and advice with finance is also provided

Structuring

We, analyse the capital structure of the company looking at it's gearing in relation to industry standards and prospects.
We advise on achieving the correct balance between funding from equities and financing from long(loan) and short(overdraft) debt term

Trusts

Planning, formation and administration

Consulting

This area includes business and strategical analysis. We work on understanding the business history and its vision. Our services seek to balance maximising returns on capital employed with wealth preservation depending on the circumstances

Investment Advice

This is a crucial area of focus. The clients' current financial situation is analysed, as are his present discretionary and non-discretionary expenses (for a business this roughly translates to his overheads and variable costs). Goals are established analysed (These may range from retirement to listing plans). Advice is then given on how to achieve these goals with the existing resources and future potential. Qualified experts are referred to where appropriate

Payroll Adminstration

Payroll administration ensures compliance with all legislation. The services include the provision of payrolls, payslips and statutory returns and payments