Our services

Tax, accounting and advisory for individuals, small and medium businesses, trusts and farming operations in South Africa. One team, one fixed monthly fee, no surprises.

Tax

• Individual income tax returns (ITR12)
• Provisional tax (IRP6)
• Company and trust income tax (ITR14, ITR12T)
• VAT registration and returns
• PAYE, UIF and SDL (EMP201 / EMP501)
• Tax compliance status and clearance
• SARS audits, verifications, objections and appeals
• Tax planning to make full, legitimate use of the Income Tax Act

Accounting

• Monthly bookkeeping on cloud software (Xero, Sage and others)
• Bank and creditor reconciliations
• Monthly management accounts
• Annual financial statements (compiled, IFRS for SMEs)
• Payroll and payslips
• CIPC annual returns and beneficial ownership filings
• Trust accounting and administration

Advisory

• Starting a business: company or trust registration and the right structure
• Budgets, cash flow forecasts and reporting that make sense
• Pricing, margins and cost control
• Systems and automation: getting your finances onto modern tools
• Compliance reviews and health checks
• A sounding board for big decisions

How it works

1. Free initial consultation. We listen to what you need and look at where you are now.
2. A clear proposal. A fixed monthly fee or a once-off quote, so you know the cost upfront.
3. Easy onboarding. We handle the handover from your previous accountant and SARS/CIPC profiles.
4. Ongoing support. A dedicated contact who knows your business, with deadlines tracked for you.

Not sure which service you need? Just ask. If we are not the right fit, we will tell you honestly.