Services

One team for
every financial need.

From day-to-day bookkeeping to boardroom-grade advisory, each service is built around a single outcome: a business that's compliant, clear-eyed and free to grow.

Get a tailored quote See pricing
01 · Bookkeeping

A foundation you can build on.

Effective, timeous record-keeping that turns a shoebox of source documents into clean, reconciled accounts — the bedrock every other number depends on.

Key deliverables
  • Data capturing from source documents to GL and trial balance
  • Effortless invoicing and receipt management
  • Account allocation reviews and accurate re-allocation
Start with bookkeeping
Source → Ledger
Invoices captured128 ✓
Bank reconciledMatched
Trial balanceBalanced
02 · Management accounts

Know where you stand — every month.

Regular, up-to-date financial intelligence about your business. The information that makes effective decisions possible, tracks performance and surfaces exactly where to improve.

Key deliverables
  • Monthly trial balances and income statements
  • Budgets and cash-flow projections
  • Debtors' and creditors' age analysis
Build your dashboard
This month
Decisions,
backed by data.
RevenueR 690k
Gross margin41.2%
Cash runway9 months
03 · Annual financial statements

The year, told credibly.

Annual statements that present a clear picture of your position, performance and cash flow — meeting regulatory requirements and giving stakeholders confidence in your numbers.

Key deliverables
  • Full preparation and presentation of annual statements
  • Compliance with relevant reporting frameworks
  • Stakeholder- and lender-ready reporting
See AFS pricing
Annual report
Statement of position✓
Statement of performance✓
Cash-flow statement✓
Compliance checkPassed
04 · Income tax & VAT

Pay what's due. Not a cent more.

Tax law never stops moving, which is why planning belongs throughout the year — not just at year-end. We examine your specific position and build a strategy to legally minimise or defer your liability.

Key deliverables
  • Year-round tax strategy and planning
  • Income tax calculations and returns
  • VAT 201 submissions and reconciliations
Plan your tax
SARS status
Filed early.
Sleep easy.
VAT 201Submitted
Income tax returnSubmitted
Planning reviewQuarterly
05 · Payroll & PAYE

Your people, paid right.

Accurate payslips and statutory submissions, kept current with every legislative change — so your team is paid correctly and SARS stays satisfied, month after month.

Key deliverables
  • Payslips for normal, overtime, commission and bonuses
  • PAYE, SDL and UIF calculations
  • EMP201 / EMP501 and IRP5 / IT3(a) submissions
Hand over payroll
Payday
Payslips issuedOn time
PAYE · SDL · UIFCalculated
EMP201 filed✓
06 · Statutory compliance

Good standing, never in question.

Staying on the right side of every financial and tax regulation — avoiding costly fines and penalties, and keeping your good standing with the authorities intact.

Key deliverables
  • Companies Act compliance checks
  • King IV corporate governance, where applicable
  • Ongoing monitoring by specialists in SA law
Get compliant
Compliance health
Penalties:
avoided.
Companies ActCompliant
King IVMet
07 · Secretariat & business advisory

Counsel for the bigger questions.

Professional advice and practical solutions for whatever your business is weighing up next — from raising capital to managing risk — grounded in a real understanding of your numbers.

Key deliverables
  • Business plans and due-diligence reports
  • Risk management and related controls
  • CIPC registrations, amendments and letters of good standing
Talk strategy
Advisory
Business planDrafted
Risk registerReviewed
CIPC standingGood
Tailored to your business

Not sure which services you need?

Tell us what's slowing you down. We'll recommend the right combination — and only what genuinely earns its place.

Book a consult See pricing