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.
Thomas was promptly and he was engaged with us from go. He listened to our request and we agreed with the cost and their requirements to start the work. I was excited to have someone to assist with aligning our books so that we can see the true reflection of our business performance. He sounded knowledgeable and he promised to get us going with QuickBooks Online.
We haven't received the service as promised by Thomas or the service we paid for. He scheduled the meetings twice with me to discuss our needs and in both case he did not answer his phone or apologise. I'm very disappointed with his disappearance and his not answering my calls anymore.
So far so good. He has given us excellent service!
He's a very diligent guy and I really appreciate his enthusiasm.
I need to Balance my book for SARS purposes and to purchase things through my business.
1. Capturing from bank account all payments made by the 49 owners. 2. Balancing each owner’s account and sending monthly invoices and statements. 3. Sending letters to owners in arrears. 4. Liaising with accountability to collect arrears. 5. Payment and balancing of accounts of 3rd parties monthly. 6. Monthly financial report to HOA. 7. Submission of CIPC AR. 8. Tax compliance of the company. 9. Issuing of certificates to lawyers when unit is sold. Ad hoc tasks needed: 1. The company is still registered with only 2 Directors from inception and this needs to be changed to the current HOA members. 2. Annually after AGM updating of directors, should there be any changes.
We need assistance with registering a company. We are farmers and are about 4 people in total.
Good day I’m here by request your assistance .I have been granted an offer to be in a business partnership as SME and to request your assistance with business financials . I am highly looking forward for your urgent response and to thank you in advance . Kind Regards,
To prepare financial statements.
I need to submit for a business loan I am requested to submit forecasted 3 years financial statements and cash flow. Alternative number to contact is
We are a rental housing company and want to apply for funding. We require comprehensive financial statements that prove our business will be profitable enough to be funded for large amounts. We currently have two existing rental properties which are fully tenanted. There were loans taken out to fund the construction of the buildings. We want to build a third property and add a side-business inside it with possibly a mobile app to go with the whole project which is where the financial statements will be needed to justify the amount we want to request.
We run learnership programs.
I need an accountant for all of my company services.