Monthly Accounting & Bookkeeping

We offer a wide range of monthly bookkeeping services and we take all the hassle and struggle out of maintaining up to date accounting records every month. You will have more time to do what you do best by focusing on your core business and leaving your monthly bookkeeping up to our dynamic team. You will save the cost of a full time accounting department by only paying for the actual hours you need an accountant.

Our wide range of monthly bookkeeping services include the following, but are not limited to:

  • Cloud accounting
    • Xero Accounting
    • Sage One Accounting (Pastel online)

xero MBO_Advisor

  • Processing of invoices
  • Bank and petty cash processing and reconciliation
  • Journals & reconciliations
  • Accounting up to trial balance
  • Detailed general ledger
  • Debtor’s processing, reconciliations and age analysis
  • Creditor’s processing, reconciliations and age analysis
  • Maintaining fixed asset register and wear and tear register
  • Income Statement & Balance Sheet
  • Personalised management reports
  • VAT calculations, including output-, input- and VAT balance reconciliation
  • Completion and submission of VAT201’s
  • Registration and deregistration of VAT

 

Payroll Services

Managing your payroll can sometimes become overwhelming and take up a lot of time and resources. We offer expert knowledge when doing your payroll and will streamline the process for you, giving you more time to manage your employees more effectively. This service will ensure that you comply with all statutory requirements whilst your employee records are accurate and up to date.

We offer payroll and remuneration services such as:

  • Issuing of employee pay slips
  • Monthly PAYE, UIF & SDL return submissions (EMP201)
  • Bi-annual reconciliation of Tax deductions and Tax certificates (EMP501)
  • Issuing of IRP5 & IT3 certificates
  • Employee benefit consulting and structuring
  • Registration and deregistration of PAYE, UIF & SDL

 

Tax Services

The complexity of taxation changes annually and we offer sound tax advice and services to ensure your tax matters are up to date. Our registered tax practitioner’s in-depth and current knowledge of the tax legislation will ensure that your unique circumstances are met in every situation.

We provide the following tax services for Individuals, Trusts, Close Corporations and Companies, but are not limited to:

  • Calculation of Income Tax
  • Calculation of Capital Gains Tax
  • Completion and submission of Income Tax returns
  • Completion and submission of provisional tax returns (IRP6)
  • Liaise with South African Revenue Service regarding queries, disputes and objections
  • Application for tax clearance
  • Application for tax directives
  • Dividend withholding tax calculations and returns
  • Tax advice and planning
  • Registration for income tax and provisional tax
  • Deceased Estates tax returns and compliance

 

Annual Financial Statements

Our attention to detail in the preparation of Financial Statements ensures that our clients receive accurate and timely documentation that can confidently be presented to any stakeholder.

We offer this service to:

  • Private Companies
  • Close Corporations
  • Trusts
  • Sole traders
  • Partnerships

 

Wills, Estates and Trusts

Estate planning is an essential part of planning for your future. In a changing legal and tax environment and the inevitable changes in the personal circumstances of our clients we are able to work with our clients to structure tax efficient, workable estate planning solutions allowing our clients peace of mind knowing that their loved ones are protected.

We offer the following services:

  • Estate Planning
  • The administration of estates
  • Drafting of wills
  • Registration and administration of trusts