OUR SERVICES
Accounting, tax, compliance and advisory support by entity type.
Our core service areas include Close Corporations, Companies,
Schools, NPOs and Trusts. Each engagement is performed within
the applicable professional scope, registration requirements
and South African regulatory framework.
01
Close Corporations
Accounting Officer, accounting, tax, statutory compliance and
business support for Close Corporations.
-
Accounting & Bookkeeping:
Ledger maintenance, management accounts, debtors and
creditors management.
-
Payroll & Tax:
Payroll, VAT, PAYE, UIF and SDL calculations and submissions.
-
Annual Financial Statements:
Preparation and compilation using the applicable accounting
framework, including IFRS for SMEs where appropriate.
-
Tax Compliance & Advisory:
ITR14, provisional tax, CGT and tax planning where
appropriately registered.
-
Statutory Compliance:
CIPC annual returns, Public Interest Score calculations,
CK1/CK2 support and member changes.
-
Reviews & Compilations:
Independent review and compilation engagements where
appropriately authorised.
-
Accounting Officer Reporting:
Accounting Officer services within the applicable Close
Corporations Act requirements.
-
Business Support:
Restructuring, succession planning, business rescue,
internal controls and risk management.
02
Companies
Integrated accounting, financial reporting, tax, CIPC compliance
and business advisory support for companies.
-
Accounting & Bookkeeping:
Bookkeeping, general ledger, management accounts and debtors
and creditors management.
-
Payroll & Indirect Taxes:
Payroll processing, VAT, PAYE, UIF and SDL support.
-
Annual Financial Statements:
Compilation using the relevant accounting framework,
including IFRS for SMEs where applicable.
-
Corporate Tax:
ITR14, provisional tax, Dividends Withholding Tax and
tax planning where appropriately registered.
-
CIPC & Company Secretarial:
Company registration, annual returns, statutory records,
minutes, resolutions, share certificates and registers.
-
Public Interest Score:
PI Score calculation to help determine applicable audit,
review or compilation requirements.
-
Assurance-Related Services:
Independent reviews where appropriately authorised and
Agreed-Upon Procedures where applicable.
-
Business Advisory:
Planning, budgets, forecasts, cash flow, profitability,
cost management, governance, restructuring and business
rescue support.
-
Due Diligence:
Financial due diligence assistance for appropriate
acquisitions or mergers.
03
Schools & School Governing Bodies
Financial management, reporting, compliance and accounting
officer examination support for schools.
-
Financial Records:
Bookkeeping for school revenue and expenditure.
-
Financial Statements:
Compilation of annual financial statements in accordance
with applicable requirements and standards.
-
Budgeting & Forecasting:
Assistance with annual budgets and financial forecasts.
-
Asset Management:
Fixed asset registers, depreciation and asset replacement support.
-
Internal Controls:
Financial policies and internal control systems for
effective financial management.
-
Financial Reporting:
Regular financial reports for the School Governing Body.
-
Accounting Officer Examination:
Examination and reporting on school records and financial
statements where applicable requirements are met.
-
Tax & Payroll:
VAT, PAYE, UIF and SDL support where applicable,
including SGB payroll.
-
Audit Preparation:
Organising records and liaising with external auditors
where required.
-
Donor & Fund Management:
Donation, Section 18A-related and project fund reporting
support where applicable.
04
Non-Profit Organisations (NPOs)
Financial reporting, compliance, donor reporting, internal
controls and tax support for NPOs.
-
Financial Statements:
Compilation support in line with ISRS 4410 and the
applicable NPO reporting framework.
-
Accounting Officer Reports:
Accounting Officer reporting where applicable.
-
Agreed-Upon Procedures:
ISRS 4400 engagements for agreed financial procedures
where appropriate.
-
Regulatory Compliance:
NPO financial and reporting compliance support.
-
Audit Preparation:
Financial record organisation and preparation for
external audit.
-
Budgeting & Financial Planning:
Budgets, cash-flow management and sustainability planning.
-
Donor & Grant Reporting:
Grant compliance, fund accountability and donor
financial reports.
-
Internal Controls & Risk:
Control reviews and practical risk mitigation support.
-
Tax Support:
Tax affairs, tax exemption applications/status support,
VAT and PAYE where applicable.
05
Trusts
Trust accounting, tax, administration, reporting and
compliance support for trustees and trust structures.
-
Trust Tax Returns:
ITR12T and provisional tax submissions where appropriately registered.
-
Capital Gains Tax:
CGT calculations and advisory support.
-
Estate Duty:
Assistance with understanding estate duty implications
for trusts and beneficiaries.
-
Bookkeeping & Accounting:
Financial records and trust accounting.
-
VAT:
Registration and VAT return support where applicable.
-
Annual Financial Statements:
Preparation and compilation using the applicable framework.
-
Trust Registration:
Assistance with registration requirements involving
the Master of the High Court.
-
Trust Deed Compliance:
Review of trust deed requirements and recommendations
regarding amendments where needed.
-
Trustee Reporting:
Regular reporting on trust assets, liabilities and
financial affairs.
-
SARS & Master Liaison:
Assistance with applicable tax and trust compliance
communications.
-
Tax Planning & Wealth Preservation:
Advice on distributions, CGT, estate planning and
financial/tax risk mitigation.
Professional scope:
Services are provided according to applicable registrations,
professional designation, competency, authorisation and South
African legislation. Regulated specialist services, assurance
engagements and statutory appointments are undertaken only where
the required registration, licence, authority or independence
requirements apply.
+27 69 041 2590
