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About the services
that I offer |
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I offer a broad range of financial services
to compliment and assist businesses from financial
statements to tax, secretarial and interim financial
management. The experience I have is the culmination of many
years in various sectors of industry ranging from small
business to listed entities.
I focus on building long
term relationships with customers and strive to provide a
quality yet affordable service.
ACCOUNTING |
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Accounting has become increasingly complex and relevant
in a world of ever evolving regulatory changes. Intricate
and onerous disclosure requirements have meant that expert
advice is a prerequisite to complying with a range of
regulatory and financial standards. I can compile financial
statements for any type of business entity, including sole
businesses, Closed Corporations, Private companies up to
listed companies.
Accounting Services
Drafting of
annual/monthly financial statements
Accounting officer
duties
Independent reviews
Design, evaluation of
accounting systems
Budgeting and cash flow reports.
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TAX |
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Tax must be the most talked but least
liked subject anywhere. I will assist you in holistic tax
planning to ensure that all aspects of tax planning is
addressed including individual, corporate, VAT, payroll,
estate duty etc.
Tax Services
Income Tax
registrations (Companies & Individuals)
Value Added Tax
registrations
Tax clearance certificates
Tax
returns (annual and provisional tax)
Review of
assessments
Objection and appeals
Tax opinions
Assistance on tax audits and queries.
Liaison with
Tax authorities
Arrangement for the payment of tax
liabilities |
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COMPANY SECRETARIAL |
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The Companies
Act of 2008 became effective on 1 May 2011 and will be a
challenge for anyone in the business environment. Increased
levels of accountability, transparency and compliance will
be paramount in the new doctrine introduced by the new
companies Act. I can take care of all secretarial work and
the necessary interaction with the authorities.
Company
Secretarial Services
Company registrations
Restorations
Conversions
Company administration,
including Share registers, minutes etc
Director
appointments and removals
Annual returns
General
advice on company law matters. |
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FINANCIAL
PLANNING |
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Financial Planning is often described as a
process to achieve certain goals in financial health.
Sadly, this seldom is the case for many individuals and
companies. We often fail to plan and therefore we plan to
fail. The role of a financial planner is to find ways to
increase the clients net worth and help the client achieve
all of his/her financial objectives.
Financial Planning
Services
(With Vaughn Sterling & Associates)
Personal financial planning
Estate planning
Risk
planning
Retirement planning
Investment planning
Trust Administration |
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