What services we render.
Monthly package deals available. Quoted individually.Monthly Services
Accounting
We do monthly processing for small to large companies and individuals. We use digital platforms to make the process as easy as possible.
Tax compliance (SARS)
We do VAT processing and review. We always make sure your are compliant and safe in any SARS related matter.
Payroll
We do monthly payroll processing with digital pay slips. We make sure the monthly SARS submissions are in time and complete.
Secretarial services
We offer a wide range of secretarial services, being director changes, share changes, maintaining share registers and minute books.
Annual services
Annual financial statements
We perform Independent reviews and compilations for companies, trusts and CC’s in accordance with the required accounting framework. We do AFS for trading individuals as well.
SARS Tax submissions
Income tax return submissions for Companies, CC’s, Trusts and Individuals. We take care of the provisional tax submissions, where applicable. As part of our monthly payroll offering we take care of the annual submissions needed with SARS.
CIPC Compliance
We make sure your company is up to date and compliant with CIPC for all annual submissions needed.
Beneficial ownership
We do annual beneficial ownership submissions with CIPC and the Master office for your companies and trusts.
Add-hoc once off services
Advisory
We have a team of well balanced CA’s who can add value to structuring requests or tax related matters. If you have a need, please feel free to contact us and we will assist where we can.
Company/Trust services
We form companies and trust with all the required bells and whistles. We also do the necessary registrations needed based on the specific needs.
Historic catch up
We encounter many instances where historic compliance have not been met. We can do the checks and provide you with a once off service to rectify and catchup the history.
Discovery - Life and invest products
We are registered to sell Discovery life and invest products to our clients to solve challenges and issues experienced in their personal lives or their companies.Buy and sell cover
This is very often overlooked. Let us assist in securing the future continuity of your business by providing solutions.
Life cover
Leaving something behind for your loved ones can be very beneficial and assist with many challenges experienced in finalizing an estate.
Investment products
Endowments, Retirement annuities
Income protection
Make sure you are covered for an event which leads to you not being able to earn an income anymore.
Ready to get balanced?
Selling what we know
To us it is important to only sell services we are able to render. If we do not have the expertise to assist, we will refer you to a professional with whom we have a working relationship and we know they are knowledgeable in the required field.