PARTNERSHIPS

    SPECIALLY REQUESTED AUDITS
    • 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.
    ANNUAL FINANCIAL STATEMENTS
    • 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.
    MANAGEMENT ACCOUNTS
    • 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.
    PERIODIC RETURNS
    • 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.
    NEW BUSINESS FORMATION
    • 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.
    ADMINISTRATIONS AND SEQUESTRATIONS
    • 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.
    BUDGETS
    • 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.
    BUSINESS CONTROLS
    • 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.
    CASH FLOW FORECASTS
    • 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.
    COMPUTER CONSULTING
    • 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.
    CONSULTING
    • 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.
    ESTATE PLANNING
    • On request we prepare a comprehensive file and analysis for clients containing all relevant documentation and information as to the position their estate on an annual basis. This includes the management of their estate, advice on the drafting of their wills, acting as their executors, preparing current value financial statements, calculating the executor's fees and estate duty payable, safekeeping of their documents and suggesting changes for tax effectiveness.
    INDIVIDUAL FINANCE
    • 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.
    INDIVIDUAL TAXATION
    • Clients personal tax affairs can benefit significantly from professional help. Pro-active tax planning can reduce exposure to taxation and will have a major impact on their finances. Optimum tax efficiency should be an important goal of any individual and a detailed understanding of a clients' 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 clients' history, reviews their current situation 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 implication of any changes in a client's current situation or legislation and our detailed knowledge allows us to advise effectively on minimizing any tax liability.
    INSURANCE
    • 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.
    INVESTIGATIONS
    • 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.
    INVESTMENT
    • 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.
    OFFSHORE INVESTMENTS
    • 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.
    RETIREMENT PLANNING
    • We can assist clients in developing a plan of action aimed at providing for future retirement by identifying the best opportunities, plans and structures available to maximize growth and future income while minimizing the burden of taxation.
    STRUCTURES
    • 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.
    TRUSTS
    • We can offer independent guidance and advice on using trusts as vehicles for financial and tax planning. We can assist clients in setting up trusts, the administration thereof and acting as trustees if requested. Although the use of trusts is a contentious issue, they remain a vitally important vehicle in financial structures and offer further advantages in respect of protection of assets if correctly used.
    WILLS
    • Our holistic approach to our clients needs and affairs requires that an adequate will is drawn up, signed and kept on file on behalf of the client for safekeeping. If requested we can assist and offer advice on drafting a will and can act as executors of clients estates.