All businesses have money changing hands. A charity? Yes. Start up? Yes. Coaching business? Yes. And those transactions should be recorded in cohesive and specific ways. The more transparent your financial business, the greater grasp every business owner will have about the state, health, opportunity and di

Tasks:

• Processing of transactions from your bank account to the bookkeeping system.
• Preparation of payments on the banking system/accounts for approval and release by owner/management.
• Bank reconciliation of the bank account with the system.
• Weekly reporting, including sales reports, income statements, trial balances, and debtor/creditor balances.
• Audit preparation
• Monthly VAT
• Provisional & annual taxes

Business Administration

If you have an idea for a new company, we can help. Or do you have an existing company that is subject to the compliance regulations in South Africa? We can help.

Tasks

• company name reservation
• company registration with CIPC
• nominating, updating, and removing directors
• share certificates
• deregistration of companies
• annual returns
• bank account application
• SARS registration for IT, PAYE, VAT

Personal Assistance

Every person has the same number of hours every day and just as many things to do, organise and juggle. That’s where our personal assistance comes in.

Tasks

• calendar management
• diary management
• meetings, online & in person, management
• travel & accommodation arrangements (including VISA application)
• personal and business reminders
• to-do list management

Software & Systems

With 25 years in the professional environment and a natural passion for learning new systems, we’ve worked on a myriad of software & systems. And if there’s a program or system we don’t know, we are quick to learn

Software

• Accfi n (Tax calculation and management system)
• AJS (legal services accounting system)
• Microsoft Suite, Google Drive, Scrivener, Obsidian (word processing, spreadsheets, email)
• Pastel Accounting, Pastel Evolution, Pastel Partner & Sage Pastel (accounting system)
• XERO.com, SAGE One, QuickBooks Inuit, ZOHO Books, TurboCash, ZOHO Books (cloud accounting system)
• Pastel Payroll, SimplePay, Birdview (payroll system)
• Slack, Trello, Airtable, Notion, Asana (organisational software)
• Canva, Capcut, BookBrush, VistaPrint (graphics design)
• WordPress, WIX, Shopify, WooCommerce, Substack, Ghost (website & ecommerce builder)
• MailerLite, Kit (ConvertKit), Yamm, Brevo, MailPoet (email newsletter manager)
• Booking Like A Boss & Calendly (booking management)
• Lead generation automation tools (Waalaxy, PhantomBustor, Hunter.io, FindThatLead)
• BizPortal, CIPC, eFiling, InfoDocs (Company compliance online systems)
• eFiling, SARS SOQS (SA taxes)
• Docusign, ActisDocs (