Providing Value Added Services

Business Advisory
- Startups – Advice on how to set up a new business.
- Advice on business corporate structures(Companies and Trusts)
- Advice on best practice tax optimised business structures and tax planning
- Advice of strategic, operational, and financial management of companies
- Advice on best suited funding structures
- Advice on best suited organisational structures ( Shareholders VS Board of Directors vs Management)
- Advice on Business evaluations (including valuation calculations)
- Advice on Acquisition and Sale of businesses
- Advice on ACFTA (Africa Free Trade Agreement) – Doing business in Africa.
- Financial and Tax due Diligence
- Our specialist services include advice to family owned businesses and trading in the African continent.

Accounting & Compliance
Accounting Services
- Advice on Accounting Software Implementation or migration ( Sage Cloud Accounting + Sage Payroll)
- Set up & Administration of Cash books, Customers & Suppliers
- Review and presentation of periodic management accounts( Income Statement + Balance Sheet + Cash Flow)
- Compilation of Annual Financial Statements (Includes working paper file preparation and minutes)
- Annual Review of Annual Financial Statements ((Includes working paper file preparation and minutes)
Compliance Services
- Compliance registrations with SARS(Income Tax + Vat )
- SARS Vat Return Submissions(Efiling)
- PAYE Return submissions(Efiling)
- Biannual Employee reconciliation returns to SARS.
- Calculations, preparation, and submission of provisional tax payments(Aug and Feb annually)
- SARS Audits
- Fixed Asset Administration
- Workman’s Compensation calculations and return submissions (DOL)
- Annual preparation and submission of income tax returns

Company Secretarial
- Company Formations( Including name reservations)
- Director Changes
- Calculation and submission of annual CIPC returns.
- Share certificates.
- Resolutions and AGM minutes
- BEE Annual returns for except micro enterprises
- Trust formations (Outsourced to a legal Practitioner)
- BEE Grading (External specialist)
- Filling of Beneficial ownership & securities registers

Financial Services
Wealth Management
- Financial needs analysis( Shareholders + Directors + Staff)
- Personal Portfolio capturing – Estate Planning
- Astute portfolio reports
- Products (Life Cover , Medical Aid Retirement Annuities)
- Wills ( External Specialist)
- Banking Service – Nedbank Corporate Saver
Professional Affiliations



