Our Services
Custodians of Prosperity
What We Do
Everything we do, and every decision we make, is based on our core vision, mission and values. Explore all our services below.
Accounting Services
Our compliance services ensure that you are compliant with all SARS and other statutory requirements.
Annual Financial Statements
As a business, you are required to prepare statutory accounts and submit these to the relevant legislative and tax authorities such as SARS. It is compulsory for a business owner to prepare their set of annual financial statements every financial year which needs to be approved and signed by a registered accountant.
These financial statements provide you with information about the financial performance and position of an enterprise, which aids in proper economic decision-making.
This is all included within your quote, and you will have peace of mind knowing that your business financials are taken care of by a credible and registered accountant.
CIPC Annual Returns
As a business, you are required to submit your annual returns to the CIPC every year. Failing to do so will result in your business being deregistered. We ensure that your annual returns are submitted timeously to keep your business compliant and legal.
Kindly note that this fee does not include any amounts which are directly payable to the CIPC. Kindly note that our fee does not include any charges which are directly payable to the CIPC.
Return of Earnings | Letter of Good Standing
Submission of your annual return of earnings with the department of labour to ensure your compliance with the workman’s compensation fund.
Compensation Fund | Workman’s Compensation Registration
We take care of your Compensation Fund/Workman’s Compensation registration with the department of labour. All employers are required to register with the fund. Once your registration is complete, we will be able to submit your Return of Earnings to obtain your letter of good standing.
Company | CC Amendments
Company Director and Member changes with the Companies and Intellectual Property Commission. Includes amended company registration documents and preparation of all documents required for the amendments.
Taxation Services
Our expertise allows us to structure and plan your tax affairs in the most tax-efficient manner. Includes all respective tax returns and planning to save you money and keep the tax man off your back.
VAT Returns | VAT 201
We will be preparing and submitting your VAT returns ongoing, meaning that you will be aware of your VAT liabilities and keep the VAT man happy! We’re not just filing a bunch of numbers though; we take a 6-step approach to our VAT Returns service.
Tax Compliance Certificates | Tax Clearance Certificates
Being tax compliant is of vital importance for any business. We ensure that your tax clearance certificates are up to date giving you peace of mind knowing that all your tax affairs are in order. Not being tax compliant can destroy your business.
Personal | Individual Tax Returns
Along with preparing the company accounts and tax returns, we will also prepare your personal tax returns. These are required to declare your personal income for the year.
Company Tax Returns | IT14
You are required to file a Business Tax Return annually with SARS. We will take care of everything that SARS requires and inform you of the business tax payment required in plenty of time. The company tax return is a legally binding declaration, and deadlines mustn’t be missed as penalties and interest apply to late payments and submissions.
Tax Planning
One of the advantages of being a business owner is being able to structure your personal and business taxes to pay as little tax as possible. We will do this on your behalf to help you reduce your tax burden.
We structure your tax affairs in the most tax-efficient way possible, to help reduce your tax burden.
We do this by using techniques that are within our comfort zone using all the available tax loopholes at our disposal in line with what tax legislation allows.
Provisional Tax Returns | IRP6
SARS requires that you submit and pay at least two provisional tax returns every year. Failing to do so will result in non-compliance with SARS. We ensure that you are made aware of your provisional tax liabilities timeously to ensure you can budget and plan your cash flow.
No last-minute surprises and no throwing away unnecessary money on penalties and interest to SARS.
VAT Registrations
VAT registrations are one of the most frustrating registrations to achieve if not done properly. We ensure that your registration is smooth and stress-free and conduct the SARS interview on your behalf.
Public Officer Registration SARS
Every taxpayer, whether in a business or personal capacity, is required to have a representative of the entity who is registered with SARS. This enables the registered representative, or Public Officer, of the entity to deal directly with SARS for matters relating to the entity.
SARS will not be able to assist the taxpayer, or any other third party if no registered representative is linked to the taxpayer. We will handle the entire process for you so that you can spend more time working ON your business, rather than IN your business.
SARS Efiling Registration
We will register an E-filing profile for you or the company, on your behalf. This will enable us to handle all your personal or business compliance requirements online, with SARS, thus avoiding you having to go into a branch on numerous occasions.
Independent Reviews
Provides limited assurance.
- An initial assessment and evaluation of financial statements
- Planning and developing systematic strategy based on our assessment
- Data analysis and examination of financial statements and supporting documents
- Provide review report
- Ongoing support
Payroll Services
Includes all payroll-related services including EMP501 submissions.
Outsourced Payroll Solutions
We prepare and calculate your company payroll which includes tax and UIF deductions from employees payable to SARS and provide payslips to employees. We will also advise on opportunities to reduce your PAYE bill.
All payroll is professionally produced using Sage Payroll Software thus no need for you to invest in any payroll software as this is included in your fee.
EMP201 Returns
Submission of your monthly EMP201 payroll returns to SARS. We ensure that all deadlines are met with your EMP201 returns being submitted professionally and on time avoiding any unnecessary penalties and interest.
EMP501 Returns and IRP5’s
An EMP501 is the report of all your staff earnings, required by SARS which includes a reconciliation of your monthly EMP201 submissions and your monthly payroll payments. SARS needs to know the earnings, taxes, UIF, benefits, and deductions made to staff for each tax year. It needs to be submitted twice a year and must be submitted before you can issue IRP5 certificates to your staff.
An IRP5 is the employee’s tax certificate that is issued to him/her at the end of each tax year detailing all employer/employee-related incomes, deductions, and related taxes. It is used by the employee specifically to complete his/her income tax return for a specific year. We will prepare all your statutory EMP501 and IRP5 requirements to ensure accurate figures are submitted to SARS.
UIF| UI19 Employee Registrations
Registering Employees with the UIF.
UIF Employee Declarations
We prepare and submit your compulsory UIF declarations to the Department of Labour. This includes a monthly declaration of all your employee’s earnings to the UIF | Department of Labour.
Support Services
Providing ongoing support to your bookkeeping and accounts department ensuring you have a trusted financial manager providing professional and reliable support when you need it most.
Bookkeeping Support
You are doing your bookkeeping in-house and require bookkeeping assistance. We provide you with dedicated bookkeeping support for you and your team for Sage Online Accounting, Xero, and Intuit QuickBooks. This would apply if you are processing and invoicing yourself or if you have your own accounting department doing the work for you.
We will provide you with a personal helpline where you will have a dedicated account manager to fix your bookkeeping problems.
VAT Support
Includes dedicated support to you and your team for the preparation and submission of your VAT returns. This would apply if you are preparing and submitting your own VAT return or if you have an accounts person doing it for you.
We will provide you with a dedicated account manager and tax expert, to fix any VAT problems or VAT inquiries that you may have to ensure that your VAT returns are done properly.
We will ensure that you are claiming the correct Input tax from your suppliers and help you with your Output tax declarations in your VAT reports.
This is all to ensure that there are no costly mistakes to keep SARS off your back.
Advisory Services
Our goal is to be business partners, not just accountants. We want to help you build a financially healthy, fruitful business. It is for this reason that we offer CFO services in addition to our basic compliance services.
Imagine having a go-to finance expert that could help you solve all of your company’s most challenging financial problems.
We handle all the duties of a traditional CFO but work remotely and on a part-time basis. We monitor the financial health and well-being of the business, usually with cloud technology. Offer financial insight and guidance on company financial decisions.
We are not like other accountants that just do accounting and tax. We aim to be your business partner, to help you build a financially healthy fruitful business.
We provide back-office CFO functions such as:
Management Accounts
If you don’t know your numbers then you don’t know your business. We believe business owners who take control of their finances lead the entities that flourish.
Rather than a set of accounts just once a year, you receive monthly or quarterly management accounts, with a report pack containing your business financials. Included is a health assessment of your accounts each month. Alongside the report pack.
Financial Health Assessments
Know Your Numbers. As your Trusted Advisor, we monitor the financial health and well-being of your business, usually, with cloud technology. We will conduct a health assessment of your accounts.
As your trusted advisors, this ensures that we have the tools to analyze the financial health of your business closely and the opportunity to be proactive regarding any possible concerns and business decisions that may be required. We offer you the opportunity to make good financial decisions in real-time.
You cannot wait 12 months to assess the financial health of your business. This is reactive and won’t solve any problems. The goal is for you to be proactive and avoid any unnecessary problems and costs your business might incur if you were not on top of your numbers.
If you don’t have the expertise to analyze your financials professionally, then this service is crucial for the growth and financial management of your business.
CFO Meetings
We will work with you to define your goals, location, obstacles, solutions, and speed with which you wish to achieve your goals. We review your Key Performance Indicators that underpin the success of the business.
These will be a combination of financial and non-financial measures. We will provide our analysis of the results, and work with you to improve the results over time.
We’ll host a zoom or face-to-face meeting to address anything you want to discuss with us as your professional advisers and anything that we have identified as areas that will benefit from some closer attention, guided by the reports which will be presented in the meeting.
Dedicated CFO
Professional business advice.
This includes continuous advice on tax, business structuring, systems, acquisitions, investigations, forex, branch operations, etc.
You need a business partner who is part of your business, to support you with the best advice.
We become your trusted advisor, rather than you employing a full-time accountant.
We’re here for all your email and call queries. Our advice is tailored to what we know about you and your business.
Independent CFO
You need an independent CFO with a “birds-eye view” of your finance department and finances. Overseeing your finance department to ensure all financial systems and procedures are operating efficiently and ethically. You will have a go-to finance expert that helps you solve all of your company’s most challenging financial problems.
Cash Flow Forecasting
If cash flow isn’t correctly planned and controlled, it can have dire consequences for a business, even causing liquidation! We help you properly forecast, plan, and manage your finances.
Budgeting
We believe that every business should have a financial budget to plan where they want to be heading. This gives direction to the board and the entire team as to what the business is trying to achieve so you are all working in sync.
We’ll create, manage, and update a rolling 12-month profit & loss statement so you always know what the future financial performance and position of the business look like, based on what we already know today (committed sales and costs). This is about bringing the future into the present so you can do something about it.
We will process and audit your actual monthly profit and loss statements to your budgeted figures.
Company Secretarial Services
- Formation of companies / trusts / non-profit organisations
- Registration of companies / trusts / non-profit organisations
- Amendments and additions to statutory information
- Conversations of close corporations
- Maintenance of statutory records
- Our premises can be used as registration offices
- CIPC annual returns
- Liquidations
- Name reservations for future businesses
- Deeds office search facilities
Registrations
New company registration with the CIPC. (Companies and Intellectual Property Commission).
Includes company registration documents, share certificates, share register, and company income tax registration.