Our services

We deliver clear, compliant support across Financial Statements, Independent Reviews, Tax Returns, Bid Preparation & Reviews, and Budgeting & Forecasting.

Financial Statements Preparation

Benefits:
• Compliant, investor- and bank‑ready statements.
• Clear presentation for annual reports and funding.

Required documents:
• Trial balance and general ledger.
• Bank statements and invoices.

Timeline:
• Typical turnaround: 5–10 business days (scope dependent).

Independent Reviews (IR)

Best for:
• Companies requiring assurance without a full audit.

Benefits:
• Cost‑effective comfort on financial statements.
• Compliance with Companies Act thresholds.

Timeline:
• Typical turnaround: 5–10 business days after document receipt.

Tax Services — Companies (CIT), Individuals (PIT), VAT

Guided submission workflow:
1) Share your details and prior returns.
2) We confirm allowable deductions and required documents.
3) Preparation and review.
4) Submission and proof provided.

Required documents:
• ID/Company details, bank confirmation.
• Source docs (IRP5s, invoices, statements).

Timeline:
• Typical preparation: 2–7 business days after all documents.

Bid Preparation & Reviews

Support includes:
• Tender bid writing and compliance checks.
• Financial section preparation and document packaging.

Required documents:
• Bid specifications and company credentials.
• Financial history and tax compliance status.

Timeline:
• Varies by tender window; rush options available.

Budgeting & Forecasting

Deliverables:
• Projected financial statements and cash‑flow models.
• Multi‑year budgets and scenario planning.

Timeline:
• Typically 5–15 business days depending on scope.

Industries & Customer Segments

Local South African clients:
• SMEs • Sole proprietors • Contractors & freelancers • Non‑profits • Tender applicants • Individuals needing tax filing

International clients:
• Remote business owners • Foreign consultants working with SA companies • Digital nomads • Investors needing SA tax clarity

Ready to get started?