As a starting point, we meet with you to find out about your business and personal goals and to get an understanding of the root causes of the challenges you wish to solve. This is an important meeting as it allows us to find a perfect way to solving your challenges and helping you realise your goals and to take advantage of opportunities that come your way
We take away the information gathered in our first meeting. We use this information to create a plan/advice that helps you solve the challenges and/or enables you to make a more informed decision. Depending on your requirements, we may allow you time to implement the recommendation or hold your hand in implementing the recommendations.
The next step is to review the implemented recommendations and solutions to ensure that everything is running smoothly and as initially intended. If a process, or system was implemented, this is the time to review it to make sure that everything is working as intended (that is solving the problem you brought to us in the first place.) You may also need continuous support and evaluation, which can be agreed upon.
Identify risks and propose ways to deal with them where possible. Also, identify tax risks and propose ways to deal with the risks identified.
We provide support where you need someone to listen and validate your ideas or strategies. We can act as your soundboard, even if it is just to listen because you need someone to talk to.
We help you file your tax returns and to deal with SARS on your behalf. We will help you with provisional tax & make sure you pay as little tax as is legally allowed. Through our trusted partners, we will help you design a financial plan that helps you achieve your goals. You can now spend time implementing the recommendations, growing your business or doing the things you love to do.
How Can We Help
Do I need to submit a tax return?
Find out NowIs my business a Small Business Corporation?
Find out NowOnline Company registration from R850
Register NowAm I a provisional taxpayer?
Find out Now360 Degree review of your finances
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