Our Services
Our expert team has got you covered.
Whether you’re running a business, managing a trust or planning for the future, our team is here to guide you every step of the way. With expertise across auditing, tax, accounting, payroll and more, we offer practical solutions that are tailored to your needs – no jargon, no fuss, just sound advice and reliable service.
Financial Statement Preparation
Our financial statements preparation team assists in the preparation of all financial statements that your business would require. Preparing them using the latest IFRS, IFRS for SME’s or other drafting frameworks, we take the stress out of the preparation process.
Some examples of financial statements we prepare:
- Consolidated group accounts.
- Financial statements for Companies, Close Corporations, Trusts, Non-Profits, Sole Proprietors and Body Corporates.
Tax Advisory & Compliance
We offer professional tax compliance and advisory services to individuals and business. In today’s environment, tax efficiency and compliance are critical factors which affect everyone. We ensure that your business remains up to date with the constant changes in legislation, tax court cases and SARS policy.
Our team has practical, in-depth tax knowledge and will be able to assist you with any query you may have.
Below are some examples of possible tax services that may benefit you:
- Income tax return submission for individuals, companies, trusts, non-profits, body corporate and CFC’s.
- Tax advisory on all tax matters Income Tax, Capital Gains Tax, Provisional Tax, Employees Tax and Secondary Tax on Companies.
- Advanced tax rulings, binding private and class rulings and non-binding private rulings.
- Objections to assessments.
- Registering for tax, tax clearance certificates and provisional tax.
Auditing Services
Auditing services are provided by Jeneen Galbraith and her team. Auditing services in today’s environment is very different; we provide personal and professional services with a direct link and communication with the partner.
While maintaining our independence, we offer this personal service and guide you through your compliance requirements:
- Auditing of companies, non-profit companies, trusts & partnerships.
- Special investigative audit assignments.
- Due diligence.
- DTI and Film Rebate.
The firm services a wide variety of clients in various fields.
Accounting & Bookkeeping
With any new or established business, one of the most critical aspects is the accounting and bookkeeping function. We have a dedicated team of in-house accountants, bookkeepers and administrative staff to meet all your accounting needs. We can train your staff to do the bulk of the capturing as well as provide an accounting managerial oversight function.
Our accounting and bookkeeping function captures the information from source documents and brings your books to trial balance.
Our accounting services include the following possible additional services:
- Books of account to trial balance.
- Management Accounts.
- VAT calculation and submission.
- Cash flow forecasts.
- Debtors and creditors reconciliations
- Registrations for VAT, PAYE, Workmen’s compensation and UIF.
This allows you to run your business and not to worry about the back-office stuff. We take this stress off your shoulders to ensure you are always compliant and always up to date with accurate management reports. We operate using Xero, Sage, Pastel or QuickBooks, depending on which platform is the most suitable for your business.
Statutory Services
Compliance services with the Companies Act, Close Corporations Act and Trust Property Control Act is an ongoing requirement of businesses in South Africa: we work tirelessly to keep you compliant. Whether in corporate restructuring or the formation of a Company, we will be able to give you the most appropriate advice.
If you are starting a new business, growing your business or downscaling, we are ideally suited to guide you along this path.
Our services include:
- Formation and registration of Companies and Trusts.
- Amendments to Companies, Trusts and Close Corporations including:
- Appointment of directors, trustees and members.
- Share allotment and sale, including share registers and certificates.
- Name changes and name reservations.
- Use of offices as registered office.
- Annual return completion and submission for close corporations and companies.
- Minutes and maintenance of minute book.
- XBRL conversions for submission to CIPC.
Payroll Administration
Dedicated expert payroll team will assist with your outsourced payroll function for your business. Using multiple payroll software platforms, finding the best match for your business, and giving you peace of mind that your compliance obligations with SARS and the Department of Labour are taken care of.
Our payroll services include:
- Setting up your payroll package with your specific requirements.
- Monthly payroll including capturing the data, calculating the deductions, issuing the payslips.
- Submission of monthly EMP201 returns and UIF declarations.
- Bi-Annual reconciliations and Annual IRP5’s.
Estate Planning & Trust Administration
Estate planning from both a liquidity and tax perspective by a qualified team. Assistance in building an estate plan and identifying ways to minimize the impact of Estate Duty.
We assist with the following:
- Drafting of Wills.
- Reviewing of existing Wills.
- Incorporation of Trusts.
- Estate planning.
- Services as Estate Executor.