How to change your accountant: A step-by-step guide
Has your South African SME outgrown its accountant? Our step-by-step guide covers the 7 signs it's time to switch, the official SARS & CIPC handover, and how to choose your new partner.
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Of course. Here's a professional summary you can send to accounting firms. (Pty) Ltd is seeking a professional accounting firm to provide a comprehensive outsourced accounting and finance service for a direct-to-consumer e-commerce footwear business. The required services include monthly bookkeeping, bank and PayFast reconciliations, preparation of monthly management accounts, VAT administration (when applicable), payroll support as the business grows, annual financial statements, corporate income tax compliance, CIPC statutory compliance and ongoing financial advisory support. As the business is inventory-based, experience with inventory accounting and e-commerce businesses would be highly advantageous. Please provide a quotation outlining your monthly fees, the services included and any pricing adjustments based on transaction volume.
So basically I want to apply for funding or a loan. The company was operational a few years ago for a few months then I stopped operating, and then I restructured and did a new business plan consisting of wholesale fuel, trucking and a automotive workshop. Funding amount R5 million Restructure the salaries Redo the funding allocation (to make the vehicles horse & trailers and bakkies to be on finance, add the accounting fees, maintenance & services, tyres, spare parts, stock etc) Add depreciation Inflation Loan repayments Toll fees Tax & VAT Pro forma balance sheet (5 year) Pro forma income statement (5 year) Pro forma cash flow (5 year)
Hello, I am looking for a Chartered Accountant in Cape Town who assists with South African immigration applications, specifically the Financially Independent / Independent Financial Means permanent residence application. I understand that the application requires certification by a South African Chartered Accountant of my financial position/net worth. Could you please let me know: Whether you assist with these types of immigration applications; Whether you are familiar with the specific certification required by Home Affairs; What documentation you would require from me; Your fee for providing the certification; and How long the process would typically take. I am currently based in Cape Town and would be happy to arrange a consultation, either in person or remotely. Kind regards,
I'm a salaried employee, with shares (listed and unlisted). Our company was acquired a year or so ago and I had and still have shares in this company thats partly paid out, some rolled over, some granted based on performance, some for long term incentives and need to make the best decisions tax wise.
I'm an independent contractor, invoicing a UK-based company in GBP, and I've also just been flagged by SARS for a manual review on my return. I was salaried at another company until April , and an accountant told me at the time that year was clear, but I've now received a SARS email saying it needs to be submitted, which doesn't match what I was told. I'd like help confirming what's actually outstanding there and getting it filed correctly. Separately, I need help getting set up properly as a provisional taxpayer for the current year: my first IRP6 is due 31 August. I'm starting a retirement annuity this month, and I've been tracking my other deductions (coworking space, work software subscriptions, a portion of wifi, medical aid that i started in july) . Not looking for full monthly bookkeeping at this stage, more a setup and review service for someone new to provisional tax. I sthis something you gusy can help with? Thanks
we’re looking for either an independent accountant who runs their own practice or an accounting firm that can provide us with personal, ongoing support. Ideally, we’d like someone who is also a registered tax practitioner and can assist with our personal and company tax, as well as communicate with SARS when needed. We’re hoping to find someone we can trust and work with long-term. If this sounds like you or your firm, we’d love to hear from you!
I am the founder of the above and are currently using a Jhb company to do all the financials for me - from receiving information on dealings related to the right through to SARS submissions. This include all the GLs, M&R, GLsAFS, DoD, Eclarations, tax submissions etc. I would like to use a local firm to do these for me as it will keep my business local, end the numerous scanning and e-mail issue and make te easier to pop into the accountants office to deliver documents and discuss issues. Regards.
I am looking for tax advising and tax administration to do SARS submissions for (1) a South African Pty Ltd (that had revenue of just over ZAR 1 million in ) and had not been VAT registered yet, and (2) a South African property-owning trust. I have not submitted any SARS applications yet. The company and trust management accounts are maintained by our existing accountants, and I am waiting for financial statements. The requirement is focused on reviewing outstanding returns, completing the necessary submissions, and managing the process proactively moving forward. I would like to appoint a firm on a recurring basis. If need be, I can meet in person this week. Look forward to hearing from you
The school governing body has to submit audited financial statements for the year ended 31 December to the Department of Education by 30 June and it is imperative you as the independent accountant draft the annual financial statements for the year ended 31 December and have them ready for auditing purposes by no later than 31 January . The accountant must present draft financial statements to the AGM
We are a SAGE BP, and we have 7 companies under our SAGE people. We only have 4 employee benefits (provident fund, disability insurance, funeral benefit and medical health insurance). We need an independent company to review whether the SAGE was configured correctly to ensure compliance with SARS. These issues date from 1 March - current. We urgently need this resolved. We have about employees throughout the 7 companies.