Services

 

Our pricing model works as follows:

  • We offer either a fully inclusive package or
  • A pro rata amount per item

*Please contact us for a full price and service list

 
 

Personal Financial Solutions

Solutions For Business

  • Investment and Savings
  • Wealth Management
  • Retirement Planning
  • Short-term insurance
  • Financial Planning
  • Retirement Solutions
  • Retirement Investments
  • Risk Benefits
  • Business Insurance
 
 

Accounting & Bookkeeping Services

We offer you the certainty that our professional team will ensure that your business always complies with legislation so that you can focus on the core business at hand.

Our services will include the following dependant on your specific requirements:

  • Monthly Bookkeeping Services
  • A financial accountant that will reduce the cost of a full-time accountant
  • Annual Financial Statements
  • Monthly Management Accounts
  • Independent Business Review Engagements

Tax Services

We offer a broad range of taxation services to individuals and enterprises to ensure tax compliance and ensure proper tax planning will ensure you minimise tax liabilities within the Tax Law.

  • Tax Consulting
  • Annual income tax return
  • Appeal and objections
  • Assessment verification
  • Dividend tax declaration
  • SARS audits
  • Tax clearance certificates

Company Registrations

  • Register New Companies
  • Annual Return Submission
 
 

Payroll Outsourcing

By outsourcing your Payroll function to us, you will have the benefit of the following:

  • Tax reconciliations
  • Payroll administration and services
  • Pension advice and implementation of pension schemes
  • Ensure that you adhere to the frequent changes in statutory legislation
  • Full compliance with SARS and the Department of Labour
  • IRP5 requirements
 
 

Management Accounting Services

Our management accounting services will assist with collating information on revenue, operating & capital expenditure to formulate business plans to achieve objectives and goals of the organisation. This will include the following:

  • Developing Key Performance Indicators (KPI’s)
  • Budgets
  • Business Financing
  • Cash Flow Managements
  • Financial Analysis
  • Feasibility Studies
  • Management Consulting
  • Operations Plans
  • Specialised Consulting
  • Cost reduction programmes
  • Costing and Pricing