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.