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Accounting · Tax · Payroll · Compliance · Advisory

Professional services connected to a clear next step.

Review the service area that matches your need, open the detailed guidance and submit a classified request directly to the responsible team.

Service catalogue

Choose the professional support you require.

Each service area includes practical guidance and a direct request route. Final scope, responsibilities, timing and fees are confirmed before work begins.

Accounting

Accounting & Bookkeeping

Reliable accounting records and reconciliations for recurring or corrective work.

  • Monthly bookkeeping and accounting records
  • General ledger and control-account maintenance
  • Accounting clean-up and historical reconstruction
  • Bank, supplier and customer reconciliations

Accounting & Reporting

Financial Statements & Compilation

Year-end preparation and compilation support based on complete accounting records and an agreed reporting framework.

  • Annual financial statements
  • Compilation engagements and working papers
  • Fixed-asset registers
  • Year-end accounting and reporting support

Financial Reporting

Management Accounts & Reporting

Periodic financial information that supports monitoring, planning and informed management decisions.

  • Management accounts
  • Cash-flow analysis
  • Budgeting and forecasting support
  • Performance and variance reporting

SARS & Tax

Tax Returns, Registrations & Compliance

Tax administration for applicable taxpayers, tax types and filing obligations.

  • Individual and company income tax returns
  • Provisional tax, VAT, PAYE, EMP201 and EMP501
  • Tax registrations and deregistrations
  • Tax Compliance Status, eFiling and representative-taxpayer administration

SARS & Tax

SARS Verification, Audit & Disputes

Structured assistance with SARS information requests, assessments and dispute processes.

  • Verification and audit responses
  • Requests for reasons and corrections
  • Notices of objection and appeals
  • Incorrect assessments and refund-related disputes

SARS Collection

Tax Debt & Collection Matters

Assessment of the appropriate debt, payment or collection remedy based on the taxpayer’s current SARS position.

  • Suspension of payment requests
  • Instalment payment arrangements
  • Tax-debt compromise applications
  • Third-party appointments and collection disputes

Payroll

Payroll & Employer Compliance

Recurring payroll administration and related employer reporting.

  • Payroll processing and payslips
  • PAYE, UIF and SDL administration
  • EMP201 and EMP501 reconciliations
  • IRP5 certificates and payroll reconciliations

CIPC & Secretarial

Company Secretarial & CIPC

Company-record and filing support appropriate to the entity and required change.

  • Company registration and amendments
  • CIPC annual returns
  • Beneficial ownership filings
  • Director changes, restoration and deregistration support

Labour & Registrations

Labour and Statutory Compliance

Administrative assistance with employer and supplier registrations and recurring compliance.

  • UIF and Compensation Fund registrations
  • COIDA, Return of Earnings and Letter of Good Standing
  • CSD, CIDB and NHBRC administration
  • Relevant supplier and statutory compliance support

Business Advisory

Advisory, Systems & Finance Readiness

Practical financial input and systems support within a clearly defined engagement.

  • Business advisory and management reporting
  • Cash-flow, budgeting and forecasting support
  • Accounting systems implementation
  • Finance-readiness and business-restructuring support

Service scope and your next step

We review your requirements before confirming the engagement. The proposal or engagement sets out the agreed scope, responsibilities, fees, timing and exclusions. Work outside that scope requires separate agreement.

Accounting & Bookkeeping

Who this is for: Businesses requiring recurring bookkeeping or assistance bringing accounting records up to date.

Scope: Monthly bookkeeping, ledger maintenance, accounting clean-up and bank, supplier and customer reconciliations.

Your responsibilities: Provide complete source records, statements and explanations for outstanding transactions.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Financial Statements & Compilation

Who this is for: Entities requiring year-end financial statements from their accounting records.

Scope: Annual financial statements, compilation working papers, fixed-asset registers and year-end accounting support.

Your responsibilities: Provide complete accounting records and supporting schedules, and confirm the reporting framework and management responsibilities.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Management Accounts & Reporting

Who this is for: Business owners and managers requiring periodic financial information for decisions.

Scope: Management accounts, cash-flow analysis, budgeting, forecasting and performance reporting within the agreed engagement.

Your responsibilities: Provide current accounting records and the business assumptions needed for budgets and forecasts.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Payroll & Employer Compliance

Who this is for: Employers requiring payroll processing and related employer reporting.

Scope: Payroll processing, payslips, PAYE/UIF/SDL administration, EMP201/EMP501 reconciliations and IRP5 certificates.

Your responsibilities: Provide authorised employee changes, payroll inputs and relevant records through the agreed secure process.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Company Secretarial & CIPC

Who this is for: Companies requiring company-record maintenance or filing assistance.

Scope: Company registrations and amendments, annual returns, beneficial ownership filings and the other company-secretarial services listed above.

Your responsibilities: Confirm the entity details, authorised instructions and supporting records required for the particular filing.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Labour and Statutory Compliance

Who this is for: Employers and suppliers requiring administrative registration or compliance support.

Scope: The UIF, Compensation Fund, COIDA, CSD, CIDB and NHBRC administrative services listed above, as applicable to the engagement.

Your responsibilities: Provide the relevant registration details, reporting periods, records and deadlines.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

Advisory, Systems & Finance Readiness

Who this is for: Business owners requiring financial analysis, planning or accounting-systems support.

Scope: Business advisory, management reporting, cash-flow and budgeting support, accounting systems and finance-readiness work within the agreed scope.

Your responsibilities: Explain the decision to be supported and provide current financial records and business assumptions.

Process and limits: Tell us what you need and identify any deadline. We review the information and confirm scope and the next step before work begins. Only services included in the accepted engagement are covered.

From request to action

A traceable service workflow.

Website requests are classified and routed to the responsible team for review, allocation and follow-up.

01 · Select

Choose a service and review the relevant guidance.

02 · Request

The selected service is carried into the structured request form.

03 · Review

We confirm scope, information requirements and the next step.

04 · Progress

Approved work proceeds through the appropriate client and staff workflow.

Secure information: Do not submit passwords, PINs, one-time passwords or banking login details. Confidential supporting documents should be uploaded through the authenticated Secure Document Upload area.

Not sure which service applies?

Submit a general request with the affected entity, period and practical issue. The receiving team will identify the appropriate service path before work is accepted.