Business planning
Monthly Accounting Functions
Year End Financial Statements
Estate and Tax Planning
Company/Close Corporation Secretarial Services


Business planning
bullet Choice of correct business entity eg close corporation, company, sole trader, trust, etc. taking into account business and personal circumstances.
bullet Preparation of business plans, including cash flows.
bullet Raising of finance and equity on behalf of clients.
bullet Partnership, association and shareholders agreement.
bullet Buy/sell agreements and insurance.


bulletMonthly bookkeeping including preparation of income statement for the business.
bulletPreparation of monthly statutory returns including PAYE, UIF, RSC, VAT, etc.


bulletPreparation of Annual Financial Statements for sole traders, partnerships, close corporations, companies, trusts, etc.
bulletProvision of services of accounting officer and auditor.


bulletPreparation, registration and modification of trusts deeds.
bulletPreparation of wills.
bulletAdministration of deceased estates.
bulletTax planning and tax administration for individals, companies, close corporations, trusts, etc.
bulletPreparation and submission of tax returns for individuals, companies, close corporations, trusts, etc.


bulletSupply of shelf companies and close corporations.
bulletRegistration of companies and close corporations.
bulletLiaison with Registrar of Companies and Close Corporations.
bulletPreparation of secretarial documentation and lodging thereof with relevant statutory bodies.
bulletPreparation of partnership, association and shareholder's agreements.