Services
Three pillars. Specifically.
A South African accounting firm for owner-managed businesses — Sage One, Xero and QuickBooks accounting, VAT registration, CIPC annual returns, SARS tax work, advisory and AI workflow implementation.
Pillar 01
Accounting
- Sage One accountant — cloud bookkeeping setup, monthly processing and review
- Xero and QuickBooks bookkeeping
- Monthly management accounts
- Annual financial statements
- VAT registration (South Africa) and monthly/bi-monthly VAT201 returns
- Payroll: EMP201, EMP501, IRP5s
- Provisional tax (IRP6)
- Company tax returns (ITR14)
- Personal tax returns (ITR12)
- CIPC annual returns and statutory compliance
- SARS disputes, objections, audits
Pillar 02
Advisory
- Quarterly business reviews
- Structuring — companies, trusts, holding structures
- Cash-flow planning and forecasting
- Property accounting and advisory
- Trust accounting and administration
- Tax planning (corporate and personal)
Pillar 03
AI Implementation
- Supplier-invoice automation (capture, code, route, post)
- Document intake and routing
- Bank reconciliation acceleration
- AI-assisted management reporting
- Workflow automation across Sage, Xero, banking, and document systems
- AI readiness assessments — auditing processes, data, and tools to identify and prioritise automation candidates
- Workflow design and process redesign — before automating, redesigning the underlying process so you don't automate broken work
- Custom internal tools — purpose-built calculators, dashboards, and lookup tools for specific client workflows
- AI training and adoption support — helping client teams use Claude, ChatGPT, and similar tools well in their own work