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Services

 

We’re a SME just like you – the backbone of the economy. We get what it takes to build a successful business and we know all about the pitfalls and the stresses.You may be growing quickly, side-tracked by spending too much time on admin or worried about getting your GST return completed on time. In most cases you’re often missing critical information, financial functions and expertise. This is what we can do for you.

Below is the list of services we offer, but it’s how we deliver them that counts. It’s the way we own what we do, the care we show, and how we’ll operate your business as it were our own. It’s how we work with the best technology and increase our skills to match your growth. It’s the way we see, predict and understand things faster, because we work across so many businesses. And it’s how we respond to your needs; if it’s not in the list below, just ask for it.

 
 
 

Accounts Payable & Accounts Receivable

  • Computerised posting of entries to track your bills and invoices

  • Reports detailing or summarizing your bills and invoices

  • Periodic reviews with you

  • Debt collection customised to your business

  • Monthly statement and remittance advice

Bank Reconciliation

  • Accurate data entry your bank and credit card accounts

  • Bank and credit card statement reconciliation reports

  • Outstanding cheques & deposits reports

Tax Organisation

  • Collect financial data in summarised fashion for your accountant

  • Year ending adjusting entries

  • Regular communication with your accountant

 
 

Payroll Management

  • Computerised payroll processing

  • Printing payslips

  • Ensuring up to date with tax changes

  • Prepare payroll taxes PAYE

  • Maintain employee records, annual leave, sick leave etc

Financial Reporting

  • Profit & loss statements

  • Balance sheets

  • Detailed GST Report

  • Cashflow forecast

  • Creating budgets and reporting against these

  • Meetings to discuss results

 
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Other services we offer

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Customer Service

  • Data entry and order processing

  • Customer follow up and care

  • Pick, pack and ship requirements

  • Logistics management

  • Sales support

Inventory Management

  • Stock management

  • Inventory assessment and control

  • Production scheduling

  • Product tracking

  • Ordering raw materials

  • Stock assessment for financial accuracy

CFO Services

  • Identification of a business owner’s needs and role development 

  • Financial management

  • Participation as a member of the leadership team

  • Record keeping and financial reporting

  • Analysis of data and aligning numbers to strategy

  • Customised financial reporting

  • Financial decision making

  • Insights into financial data to inform hiring, acquiring and expanding decisions

  • A level headed, sounding board