2021

We help you build clear business management habits

Many owners run their business from the bank balance and a gut feeling. We sit down with you, look at your numbers and put simple routines in place: a monthly budget, a cash flow forecast and a short report you can read in ten minutes. That gives you a clearer view.

Flat vector illustration of a consultant presenting a pie chart on a flip board to two seated colleagues at a table
+60

GROWTH PLANS

Built around your numbers

850+

SMES ADVISED

Owner-run firms in Gauteng

12+

TAX PLANNING

Owner-run firms in Gauteng

+120

MONTHLY REVIEWS

Built around your numbers

Systems for greater control of your finances

We help you choose and set up practical tools for invoicing, payroll and reporting, so your figures stay up to date and you spend far less time chasing paperwork and missing documents at the end of every month.

Business consulting team reviewing strategy on laptop and documents at a boardroom table, South African office
Flat vector illustration of a generic payment card and coin representing finance and payments, with no brand or text

Cash flow forecasting support

We build a rolling twelve-month forecast with you, so you can see the tight months coming and plan for them well ahead of time.

QUARTERLY PLAN PROGRESS - 75%
BUDGET REVIEW PROGRESS - 60%
HOW WE WORK WITH YOU

What you gain from working with our advisers.

1.

Business Strategy

We help you decide where to focus, what to grow and what to stop.

2.

Ongoing Support

Your adviser stays on call between meetings for quick questions about tax, staff or pricing.

3.

Growth Planning

We map out realistic steps for new markets, staff or a second branch, with costs worked out.

4.

Healthy Cash Flow

We look at debtors, stock and supplier terms to free up cash tied up in your business.

PRACTICAL ADVICE FOR OWNER-RUN BUSINESSES

We keep your books
and tax affairs in good order

Reliable bookkeeping

We check that your books are reconciled monthly, so your reports, VAT returns and tax submissions use accurate figures.

Steady growth

We set clear targets for sales, margins and costs, then review them with you each month to see what is working well.

Tax compliance

We keep track of SARS deadlines for provisional tax, VAT and PAYE, and remind you well before each submission is due.

Businesses advised

850+

Industries served

46

Services offered

68

Plans delivered

900+

FEATURED ADVISORY ARTICLE

Planning your year-end with fewer surprises.

Year-end is easier when the work is spread through the year. We explain which records to keep up to date, when to meet your accountant and how provisional tax payments affect your cash flow, so February does not catch you short.

HOW WE WORK WITH YOU

One monthly report for managing your finances

Management accounts

A clear monthly profit and loss, balance sheet and cash summary.

Monthly reporting

Short reports that show sales, costs and margins against your budget.

Risk review

We look at contracts, insurance and key customers to spot weak points early.

Remote meetings

Meet your adviser at our Sandton office or by video call, whichever suits your week.

WHAT OUR CLIENTS SAY ABOUT US

Recent feedback from our clients

HOW WE WORK WITH YOU

How to find our Sandton office

Our office is at 4 Maude Street in Sandton, a short walk from the Gautrain station. Please call ahead so your adviser is free when you arrive.

POSTAL ADDRESS

4 Maude Street, Sandton, 2196
Johannesburg, Gauteng, South Africa

WORK HOURS

Monday-Friday 8:00-17:00
Saturday by appointment

MORE INFORMATION

010 555 0153
010 555 0154

EMAIL ADDRESS

info@example.co.za
010 555 0153

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