• Business efficiency is enhanced by undertaking appointments and conducting audits on businesses not required by legislation but specifically requested by clients. This provides the opportunity to conduct a "health check" on clients businesses and to make suggestions to improve business profitability.
    • Our diligence is partnered by a strict adherence to deadlines and detailed reporting procedures. In compiling annual financial statements for businesses we ensure that accounts comply with statutory requirements.
    • We provide a flexible service tailored to clients precise needs in compiling financial statements for shorter periods. This extends from the preparation of accounts to the set up of systems for management accounting.
    • Assisted by clients own systems, our book-keeping service can be augmented by a full accounting service including assistance with preparation and submission of monthly returns in respect of PAYE, RSC, SDL, UIF, VAT, etc.
    • In conjunction with our associated company, The Personal Touch Secretarial Services (Pty) Ltd, we can deliver comprehensive company secretarial services to clients, from filing annual returns to maintaining and updating statutory records with changes as and when requested by clients and required by legislation. Guidelines for retention of records are as follows:

      Amended statements PERIOD
      Founding statements Indefinite
      Resolutions passed Indefinite
      Minutes of members meetings (if held) Indefinite
      Certificate of incorporation Indefinite
      Certificate of change of name Indefinite
      Memorandum and articles of association Indefinite
      Certificate to commence business Indefinite
      CM25 Indefinite
      CM26 Indefinite
      Resolutions passed at general meetings Indefinite
      Minutes of directors meetings Indefinite
      Minutes of shareholders meetings Indefinite
      Records of trust monies Indefinite
      Annual financial statements Indefinite
      Books of account 15 years
      Supporting schedules to books of account 15 years
      Ancillary books of account 15 years
      Fixed assets register 15 years
      Paid cheques and bills of exchange 15 years
      Stock sheets for listed companies 6 years
      Stock sheets for unlisted companies 6 years
      Stock sheets for close corporations 5 years
      Tax returns and assessments 5 years
      Salary and wage registers 5 years
      Invoices, vouchers and general correspondence 5 years
      Bank statements 5 years
      Year-end working papers 5 years
      Value added tax records 5 years
      Proxy forms 3 years
    • At the heart of any successful new business is a coherent strategy. We can help clients to construct a sound business approach and legal framework to maximize their chances of success and can oversee and suggest possible fund raising from a range of potential sources.
    • In conjunction with our associated company, The Personal Touch Secretarial Services (Pty) Ltd, we can offer a comprehensive, accurate and reliable secretarial service to corporations. We can maintain and update all statutory records, provide the necessary form for changes and facilitate transfer of members' interests on receipt of signed transfer forms from members.
    • We pride ourselves on our ability to supply new close corporations to clients within three working days subject to the necessary information received from and payment made to us by prospective clients.
    • Our strategic association with other professionals enables us to help clients deal sensibly and commercially with problems as they arise. If required, procedures to progress formally are done as smoothly, painlessly and speedily as possible. We can provide supportive resource in this difficult time and combine objective opinion with practical solutions. We always assess a client's current position and explore other possible solutions to the problems and the implementation thereof.
    • Efficiency is an important goal for any business and through a detailed understanding of a client's current and future objectives we can assist clients in drafting budgets to improve management and compare actual results obtained against forecasts.
    • We can provide valuable business advice to clients on implementing controls best suited to the business, which may result in effective operations and ensure internal control by entrepreneurs.
    • Control and analysis of cash flow is vital for the effective management and growth of any business. On request we can provide clients with cash flow projections, which may identify problem areas before they become insurmountable.
    • We recognize that IT plays an increasing important role in the success of any business and we can recommend computer systems and packages available to clients that ensure accurate accounting.
    • Our services are confidential, efficient and professional and are aimed at adding value to clients and their businesses. As a result of our diverse client base clients benefit from our experience, advice and judgment on a broad range of matters.
    • A coherent strategy in applying for finance from institutions is essential. We can assist clients in developing an approach and framework to maximize their chances of success. We can advise on and suggest possible routes to follow with potential sources.
    • We can steer clients through the obligations and opportunities of tax structuring to ensure maximum profitability for their businesses. Optimum tax efficiency should be an important goal of any corporation and a detailed understanding of a client's business objectives will enable us to structure a plan for tax efficiency both immediate and in the medium to long-term. Our approach to tax planning looks at a client's business history, reviews current policies and then makes recommendations for the future with an examination of all structures and vehicles available. We represent clients over the whole of South Africa and have a close relationship with most SARS offices. An extensive knowledge of their workings enables us to determine the most effective course of action. We can discuss the implications of any changes in a client's business or legislation and our detailed knowledge allows us to advise effectively on minimizing any tax liability.
    • On account of our holistic approach to servicing clients and our intimate knowledge of their financial position we are in an excellent position to assist on insurance needs. It is vitally important to have a dependable source that is impartial, objective and that knows the influence and effect of clients' insurance portfolios on their tax environment.
    • Confidence in the systems and controls implemented by businesses are vital to business success and decisions. In instances where doubt exists and clients require specific investigations we can pinpoint potential areas of weakness and suggestions for improvement. On request investigations can be done into any aspect of business performance, financial or otherwise.
    • The bewildering range and choice of financial products available to clients requires professional, unbiased and objective guidance. We can assist in selecting products most suitable to clients' needs, taking into account acceptable risk and rewards required.
    • Our strategic association with professionals worldwide enables us to call on truly global resources if needed. We represent a number of clients who have business interests offshore and can advise on various opportunities available to clients' for hedging investments.
    • It is vital to have a clear understanding of the best procedures to follow and who to approach when deciding on which business structures to utilize. We can advise clients on the best choices available to maximize chances of success, to minimize tax obligations and to help avoid possible pitfalls.