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Our services

Everything we do, in one place.

A full range of audit, tax, accounting, company and advisory services. They are listed by area, not by importance — choose what you need, or let us map the right combination. Every engagement is run end to end by an accountable partner.

90+
Years of cumulative team experience
10
Service lines under one roof
1
Accountable partner on every engagement
L1
B-BBEE contributor

SARS-defensible positions, properly documented, plainly explained.

Our tax work is grounded in the Income Tax Act 58 of 1962, the Value-Added Tax Act 89 of 1991 and the Tax Administration Act 28 of 2011. Every position is documented with its legislative basis and current SARS practice, so when SARS challenges, the evidence file is ready.

What we handle, in detail

What we handle

  • Corporate & personal income tax, provisional tax
  • Trust returns and beneficiary planning
  • VAT registration, VAT201 and reviews
  • Objections, ADR, appeals and Tax Court referrals
  • Voluntary Disclosure under the TAA

What we will not do

  • Aggressive schemes — section 80A–80L exposure is real
  • Off-the-shelf structures that do not fit your facts
  • Sign returns we have not personally reviewed
  • Promise SARS outcomes we cannot guarantee

Monthly numbers you can run a business on. Annuals SARS and your bank can rely on.

From day-to-day bookkeeping through to compiled Annual Financial Statements, we provide an outsourced finance function for businesses that need real numbers, monthly, and a credible signed set of AFS each year. Compilations run under ISRS 4410. We work across all the major accounting platforms, so you can stay on the system you already use.

What we handle, in detail

Monthly engagement

  • Bookkeeping on your platform of choice, certified in Sage and Xero and working in QuickBooks, Zoho and others
  • Bank, debtor and creditor reconciliations
  • VAT201 preparation and submission
  • Management pack with P&L, balance sheet and KPIs

Annual compilation

  • AFS compiled per ISRS 4410 and IFRS for SMEs
  • SARS-ready and AGM-ready
  • Funding and B-BBEE supporting financials
  • Year-end advisory conversation with the partner
Using a bookkeeper but want a CA in the loop? A common arrangement — we supervise, you keep cost low and gain the assurance.

Get your people paid, and every monthly return right.

We run your payroll end to end, from monthly payslips through the EMP201 and the twice-yearly EMP501 reconciliation, and keep you compliant with UIF, SDL, the Employment Tax Incentive and COIDA. We run payroll across the major payroll platforms, with accreditations across several of them.

What we handle, in detail

Every month

  • Payroll processing and payslips
  • EMP201 declaration and payment
  • UIF declarations to Employment & Labour
  • Employment Tax Incentive, where you qualify

Annual & statutory

  • EMP501 interim and annual reconciliations
  • IRP5 and IT3(a) certificates
  • COIDA registration and Return of Earnings
  • PAYE, UIF and SDL registration

Audit-defensible work, partner-reviewed, IRBA inspection-ready.

We provide the full assurance spectrum: statutory and voluntary audits under the ISAs, independent reviews under ISRE 2400 (Revised), compilations under ISRS 4410, and agreed-upon procedures under ISRS 4400 (Revised). Every file runs against our ISQM 1 system of quality management and is partner-reviewed.

What we handle, in detail

Audit & review

  • Statutory and voluntary audits (ISA)
  • Independent reviews for a PIS of 100–349 (ISRE 2400)
  • Engagement Quality Reviews on higher-risk files
  • Management letter on control deficiencies

Other assurance

  • Compilations under ISRS 4410
  • Agreed-upon procedures (ISRS 4400)
  • Public-sector and grant-funded engagements
  • Plain-language reporting to non-financial boards
Audit or independent review? It turns on your public interest score and MOI — try the engagement finder or ask us.

The administrative spine of a compliant company, kept current without fuss.

Annual returns, beneficial ownership registers, share register maintenance, director changes, MOI amendments and restructures. We handle the CIPC interface so you stay compliant.

What we handle, in detail

Annual deliverables

  • Annual returns lodged with CIPC by due date
  • Beneficial ownership registers and filings
  • Statutory minute books and registers updated
  • Director, shareholder and beneficial owner filings

Transaction work

  • MOI drafting and amendments
  • Share issues, transfers and buybacks
  • Restructures and section 42–47 roll-overs (with our tax team)
  • Deregistration and voluntary wind-up

Plan calmly today. Do not leave the family to work it out under pressure.

We draft wills, advise on trust structures, act as trustees, and wind up deceased estates. Our advice reflects current SARS practice on section 7C, the section 25B attribution rules and the beneficial ownership requirements for trusts.

What we handle, in detail

Estate planning

  • Will drafting and safe-custody lodgement
  • Testamentary vs inter vivos trust advice
  • Section 7C loan compliance
  • Estate duty modelling and mitigation

Trust administration

  • Trust deed drafting and amendment
  • Master appointments, trustee resolutions, minutes
  • Annual trust returns (ITR12T) and IT3(t)
  • Beneficial ownership filings under the TPCA

Know what it is worth, and what you are buying.

We provide business appraisals and valuations, and financial due diligence, for acquisitions, funding, shareholder transactions and disputes — independent, reasoned and defensible.

What we handle, in detail

Valuations

  • Business and share valuations
  • Valuations for transactions and disputes
  • Independent, reasoned and documented
  • Clear assumptions and methodology

Due diligence

  • Financial due diligence on acquisitions
  • Quality-of-earnings and working-capital review
  • Risk and red-flag reporting
  • Support through to deal close
Considering a deal or a valuation? Talk to us early — the right scope depends on your purpose.

Structured, evidence-based advice you can take to the board.

Beyond compliance, we run defined advisory engagements against a documented methodology, with clear scope, evidence and conclusions. From strategy and internal controls through to governance and forensic work, you get reasoned findings and practical recommendations, not opinions off the cuff.

Frameworks & methodologies we apply
3C ModelSWOTPESTLEPorter’s Five ForcesMcKinsey 7SBCG MatrixAnsoff MatrixBalanced ScorecardValue ChainBusiness Model CanvasGap AnalysisRoot-Cause (5 Whys)
What we handle, in detail

Strategy & performance

  • Strategic and financial planning
  • Budgets, forecasts and cash-flow models
  • Costing, margin and profitability reviews
  • Board and finance-committee reporting packs

Governance & risk

  • Internal control and process reviews
  • Governance and King IV support for boards and NPOs
  • Public-sector and SCM compliance reviews (PFMA / MFMA)
  • Independent and forensic investigations
Have a board or governance question? Talk to us about a scoped advisory engagement.

When the numbers are under pressure, act early.

We help businesses under financial strain stabilise, recover and rebuild profitability — crisis cash-flow management, a clear view of the position, and a practical plan to get back on a sound footing.

What we handle, in detail

Stabilise

  • Crisis cash-flow management
  • Creditor and SARS engagement
  • Cost and margin analysis
  • A clear picture of the real position

Recover

  • Turnaround and profitability planning
  • Restructuring support
  • Ongoing monitoring against the plan
  • Honest advice on viability
Under pressure? The earlier we are involved, the more options remain. Speak to us in confidence.

Keep the cash coming in.

We help you collect what you are owed, with facilitated debt collection, regular statement runs and a client portal so you always know where your receivables stand.

What we handle, in detail

Collections

  • Facilitated debt collection
  • Structured demand and follow-up
  • Escalation where needed

Visibility

  • Regular statement runs
  • Client portal access
  • Receivables reporting
  • Cash-flow insight
Chasing payments instead of running the business? Let us take it on.

We sign off every engagement personally. The partner accountable for your work is the partner you actually deal with.

Free tool

Which engagement does your company need?

Audit, independent review, or compilation? Answer three questions and we will show you what the Companies Act requires — and why.

Calculated under Companies Regulation 26. Not sure? We can work it out with you.

Owner-managed companies may qualify for an exemption under section 30(2A).

Indicative guidance only, based on the Companies Act 71 of 2008. The final position depends on your Memorandum of Incorporation, shareholder agreement and specific circumstances. We confirm before any engagement.

Our approach

Four steps. Documented. Predictable.

From the first call to the signed report, the process is identical for every client. No surprises in scope, fee or timing.

1

Consultation

An initial consultation to understand your business, the work you need and your timing.

2

Scoping

A fixed-scope engagement letter setting out the work, the fee, the timing and the accountable partner. Signed before work begins.

3

Execution

Work runs against our documented methodology. You hear from us through the peak phases. No silence, no surprises.

4

Close-out

Signed report or return delivered, supporting file lodged, debrief with the responsible partner. Door open for next year.

Industries we serve

Across South Africa’s real economy.

We work with clients doing essential work in their corner of the country. These are where our bench is deepest.

Manufacturing & EngineeringConstruction & PropertyWholesale & DistributionRetail & HospitalityProfessional ServicesLogistics & TransportAgriculture & Agri-processingHealthcare & MedicalNPOs, NPCs & PBOsPublic Sector & Grant-fundedBody Corporates & HOAsTrusts & Investment Holdings
Not sure where to start?

Tell us what you need.

Most clients use two or three of these. We can map the right combination for your situation in an initial consultation.