Management accounting
- I assist in bridging the gap between the owner/managers of the business and the accounting/bookkeeping staff.
- I ensure discipline in terms of producing useful management accounts on a monthly basis.
- This ensures that the accounting records are up to date.
Budgeting and forecasting
- I assist with the budgets for the following year.
- I carry these through to the expectant cash flows.
- I monitor the budgets and cash flows monthly
- These tie in with the management accounts above.
Accounting officer
- I draft the financial statements and sign the accounting officer’s report.
Retirement funds
- Assist with the preparation of audit files to be used by the external auditor.
- Assist with the accounting of retirement funds.
- Draft financial statements.
- Prepare and submit the electronic submissions to the FSB.
Audit files
- I can assist in preparing files to be used by the external auditor.
- This assists in having a client’s staff ready for the audit, before the auditors arrive and reducing downtime under the pressure of the audit.
Corporate tax
- I prepare and submit all the tax returns. (Tax, Provisional Tax, PAYE, VAT and STC)
- I liase with SARS.
- I handle all queries and objections.
Individual tax
- I prepare and submit all the tax returns. (Tax, Provisional Tax, PAYE and VAT )
- I liase with SARS.
- I handle all queries and objections.
Bookkeeping
- I perform the bookkeeping function for businesses.
Reconstruction and fix-ups
- This is a speciality of mine in both accounting and tax matters.
- I assist people in getting their past financial affairs up to date.
