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Our Financial Services

Comprehensive, expert financial direction tailored to your business scale and goals.

Financial Reporting & Accounting

Strengthen Your Financial Foundation

We provide detailed, accurate, and professional accounting services designed to support informed business decisions. We establish robust reporting processes that give you a clear, transparent view of your business performance.

  • Preparation of Annual Financial Statements (AFS) aligned with IFRS/IFRS for SMEs.
  • Monthly or quarterly Management Accounts with clear visual summaries.
  • Audit file preparation and direct liaison with external auditors.
  • Board reporting packs and financial presentations.
Included in Business Elite. Available as review/add-on in Gold & Platinum.
Financial Reporting and Accounting
Bookkeeping Services

Accurate & Up-to-Date Ledger Management

Keep your business finances organized and reconciled with reliable bookkeeping tailored to your daily operations. We manage your transactions efficiently so that your accounting records are always ready for reporting and compliance checks.

  • Day-to-day data capturing of bank, cash, and credit card transactions.
  • Accounts Payable (Creditors) and Accounts Receivable (Debtors) management.
  • Monthly bank reconciliations and ledger clean-ups.
  • Inventory and asset register maintenance.
Included in Business Elite. Silver, Gold & Platinum members receive exclusive discounts.
Bookkeeping Services
Tax Compliance

Hassle-Free Tax Management & Protection

Stay compliant and avoid costly penalties with professional tax compliance services. We assist with accurate tax preparations, timely submissions, and ongoing advisory to keep your business aligned with the latest SARS regulations.

  • Corporate Income Tax (ITR14) and Provisional Tax (IRP6) returns.
  • VAT registration, reconciliation, and bi-monthly submissions.
  • Payroll tax administration (PAYE, UIF, SDL) via EMP201 and EMP501.
  • SARS dispute resolutions, audit queries, and tax clearance certificates.
Proactive compliance in Platinum & Elite. Filing discounts for all members.
Tax Compliance Services
Regulatory Support & CIPC

Maintain Operational Integrity & Compliance

Navigate complex statutory requirements with confidence. We handle your corporate registrations and compliance filings to ensure your business remains legally protected and fully operational.

  • CIPC annual returns submission and company registration status maintenance.
  • New company registrations, director changes, and share transfers.
  • COIDA (Workmen's Compensation) registration and annual Return of Earnings.
  • Compliance reviews and corporate governance advisory.
Alerts included in Silver & Gold. Full filings & monitoring in Platinum & Elite.
Regulatory Support and CIPC
Business Advisory

Strategic Guidance For Smart Decisions

Unlock new opportunities with expert business advisory. We provide strategic direction, practical cash flow planning, and data-driven insights to support smarter decision-making at every stage of your growth.

  • Business structuring, valuation, and joint venture advisory.
  • Comprehensive budgeting, cash flow forecasting, and scenario modeling.
  • Forensic accounting, financial health checks, and internal audit.
  • Strategic growth consulting and risk mitigation frameworks.
Quarterly review in Gold. Monthly strategy in Platinum. Dedicated advisor in Elite.
Business Advisory and Financial Consulting
Finance Management

Outsourced CFO & Capital Optimization

Take complete control of your business finances. We act as your fractional CFO, helping you manage cash flow, optimize operating systems, and implement strong internal controls to maximize profitability.

  • Outsourced / Fractional CFO services for board and management support.
  • Financial system setup and migration (Xero, Sage Accounting).
  • Design and implementation of internal controls to prevent leakages.
  • Working capital and cost optimization programs.
Dedicated virtual office & fractional CFO support included in Business Elite.
Finance Management and CFO Services

Membership Plans

Proactive financial guidance, compliance support, and priority access to professional expertise for a predictable monthly subscription.

Silver Membership

Ideal for entrepreneurs & start-ups.

R 299 /mo
  • Monthly business & financial newsletter
  • SARS & CIPC compliance alerts
  • 30-minute monthly consultation
  • Exclusive member service discounts
  • Access to business resource library

Platinum Membership

Ideal for established SMEs.

R 999 /mo
  • Everything in Gold
  • Monthly strategic review meeting
  • Unlimited standard letters (fair use)
  • Contracts & document reviews
  • Annual financial planning session
  • Active compliance monitoring

Business Elite

Your outsourced finance department.

R 2,499 /mo
  • Dedicated financial advisor
  • 4 consulting hours monthly
  • Monthly management reporting
  • Strategic financial planning
  • Virtual finance office support

Request a Service or Membership Consultation

Fill out the form below to let us know which services or membership levels you require, and Sonja Naude will get back to you to discuss your options.