SERVICES

Everything your business needs.

A full suite of compliance, assurance and advisory services — delivered by a team that takes the time to understand your goals.

01

Tax Services

Comprehensive tax solutions designed to keep individuals and businesses compliant, organised, and financially efficient throughout the year.

Our chartered accounting team assists with tax planning, SARS submissions, registrations, reconciliations, and dispute support, ensuring every tax matter is handled accurately and professionally.

Whether you need help with personal tax, business tax, VAT, PAYE, UIF, SDL, or provisional tax, we provide clear guidance and reliable support to help you meet your obligations with confidence.

What's Included

Individual tax returns

Preparation and submission of personal income tax returns for individuals. We ensure all relevant deductions, income sources, and supporting documents are correctly reviewed before filing.

VAT registration & submissions

Assistance with VAT registration, monthly or bi-monthly VAT return submissions, and accurate record checks to help your business remain compliant with SARS VAT requirements.

SARS dispute resolution

Professional support with SARS queries, objections, appeals, penalties, and assessments. We help review the issue, prepare supporting documentation, and communicate with SARS on your behalf.

Tax clearance certificates

Assistance with obtaining tax compliance status and tax clearance certificates. We help ensure your SARS profile is updated and compliant for tenders, contracts, finance applications, or business requirements.

Income tax planning & returns

Strategic tax planning to help individuals and businesses manage tax obligations more effectively. We assist with accurate income tax return preparation and submission.

PAYE, UIF and SDL compliance

Support with employer tax registrations, monthly declarations, payroll-related submissions, and compliance for PAYE, UIF, and Skills Development Levy requirements.

Provisional tax management

Calculation, preparation, and submission of provisional tax returns for individuals, companies, and trusts. We help plan payments in advance to avoid penalties and cash flow pressure.

02

Accounting & Bookkeeping

Accurate, timely financial records that give you a clear view of your business performance and cash flow.

Our accounting and bookkeeping services help keep your financial information organised, up to date, and ready for decision-making, tax submissions, and compliance requirements.

From monthly processing and reconciliations to payroll support, management accounts, and annual financial statements, we provide reliable financial administration so you can focus on running and growing your business.

What's Included

Monthly bookkeeping

Regular recording and organising of your business transactions to ensure your financial records remain accurate, complete, and up to date.

Management accounts

Preparation of useful financial reports that give business owners a clearer view of profitability, expenses, cash flow, and overall financial performance.

Bank reconciliations

Matching bank transactions against accounting records to identify errors, missing entries, duplicate payments, or unusual activity.

Annual financial statements

Preparation of professional annual financial statements that summarise the financial position and performance of your business.

Payroll administration

Assistance with payroll calculations, payslips, employee records, statutory deductions, and payroll-related compliance requirements.

Cloud accounting setup

Setup and support for cloud-based accounting systems to help streamline invoicing, bookkeeping, reporting, and financial management.

03

Advisory & Consulting

Strategic guidance to help you make confident business decisions and plan for long-term growth.

Our advisory and consulting services are designed to give business owners clear financial insight, practical direction, and professional support when making important operational, financial, or structural decisions.

Whether you are starting a business, improving cash flow, preparing for growth, restructuring operations, or reviewing a potential opportunity, we provide reliable advice backed by sound accounting and business knowledge.

What's Included

Business advisory

Professional guidance to help you make informed decisions around growth, profitability, operations, and financial planning. We assist with identifying opportunities, improving processes, and strengthening business performance.

Company secretarial services

Assistance with company registrations, annual returns, CIPC updates, director changes, and statutory record maintenance to help your company remain properly registered and compliant.

Cash flow forecasting

Preparation of cash flow forecasts to help you understand future income, expenses, and funding needs. This allows you to plan ahead, manage financial pressure, and make better business decisions.

BEE certification support

Support with the preparation and organisation of information required for BEE certification or verification. We help ensure the process is handled professionally and efficiently.

Business structuring & restructuring

Guidance on setting up or reorganising your business structure for better efficiency, compliance, tax planning, and long-term sustainability.

Due diligence reviews

Review of financial records, risks, obligations, and business information before major decisions such as acquisitions, investments, partnerships, or restructuring.

04

Independent Reviews

Credible, objective reviews of your annual financial statements to give shareholders, lenders, and stakeholders greater confidence.

Our independent review services provide a professional assessment of financial information without the full scope of an audit. This helps qualifying companies meet their statutory requirements while still maintaining transparency and accountability.

We review your annual financial statements, assess key financial information, identify areas of concern, and provide practical recommendations to strengthen reporting quality and compliance.

What's Included

Independent review engagements

Professional independent review services for qualifying companies that require credible financial reporting without a full audit. We perform review procedures to provide limited assurance on the financial statements.

Compliance with ISRE 2400

Reviews are conducted in line with the International Standard on Review Engagements, ensuring a structured, professional, and recognised review process.

Findings & recommendations

Clear reporting on any matters identified during the review, together with practical recommendations to improve financial reporting, controls, and compliance.

Review of annual financial statements

Assessment of your annual financial statements to ensure they are properly prepared, fairly presented, and aligned with applicable reporting requirements.

Reporting to shareholders & lenders

Preparation of review reports that support stakeholder confidence and may assist with funding applications, shareholder reporting, or lender requirements.

Companies Act compliance

Support with meeting applicable Companies Act requirements for independent reviews, helping your business remain compliant and properly documented.

05

Agreed Upon Procedures

Targeted procedures over specific financial information, tailored to your business needs and stakeholder requirements.

Our agreed upon procedures services are designed to provide factual findings on selected areas of your financial records, systems, or reports. These engagements are useful when management, funders, regulators, shareholders, or other stakeholders require specific information to be checked and reported on.

We work with you to define the exact scope of work, perform the agreed procedures, and provide a clear factual findings report that supports transparency, accountability, and informed decision-making.

What's Included

Scope definition with stakeholders

We work with management and relevant stakeholders to clearly define the procedures to be performed, the information to be reviewed, and the reporting requirements of the engagement.

Factual findings reports

Preparation of clear reports based on the procedures performed. The report presents factual findings without providing an audit opinion, allowing stakeholders to draw their own conclusions.

Royalty & turnover verifications

Verification of royalty calculations, turnover figures, revenue records, or supporting schedules where accurate reporting is required for contracts, agreements, or stakeholder review.

Procedures over selected items

Targeted review of specific financial information such as expenses, revenue, reconciliations, grant expenditure, payroll records, or other agreed financial areas.

Grant & funder reporting

Assistance with reviewing and reporting on financial information required by funders, donors, or grant agreements to support accountability and proper use of funds.

ISRS 4400 compliant engagements

Engagements performed in line with the International Standard on Related Services for agreed upon procedures, ensuring a recognised and professional reporting framework.

06

ICIPC, WCA & RMA Submissions

Statutory submissions handled accurately and on time, helping your business remain compliant with the relevant authorities.

Our team assists with important company and statutory submissions, including CIPC annual returns, company amendments, beneficial ownership filings, WCA registrations, ROE submissions, RMA returns, and letters of good standing.

We help simplify the process by preparing, checking, and submitting the required information correctly, reducing administrative pressure and helping your business avoid unnecessary penalties, delays, or compliance issues.

What's Included

CIPC annual returns

Preparation and submission of annual returns to CIPC to keep your company in good standing and prevent deregistration due to non-compliance.

Director & company amendments

Assistance with changes to company details, directors, registered addresses, and other company records to ensure your CIPC information remains accurate and updated.

RMA submissions & returns

Support with RMA-related submissions and returns for applicable industries, helping businesses meet their reporting and compliance obligations.

Beneficial ownership filings

Assistance with preparing and submitting beneficial ownership information as required by CIPC, helping your company remain compliant with current reporting requirements.

WCA (Workmen's Compensation) registration & ROE

Assistance with Workmen’s Compensation registration and Return of Earnings submissions, ensuring your business meets labour and compensation compliance requirements.

Letters of good standing

Support with obtaining letters of good standing for tender applications, compliance checks, client requirements, and proof of valid WCA or RMA status.