WHAT WE OFFER
- BookKeeping
- Annual Financial Statement
- Registrations & Submissions
- Non Profit Organisation Reg
- Pty Company Registration
- CK amendments
- Non-Assurance Engagements
- Wealth & Estate Planning
- Business Plan
- Taxation Consulting
Our bookkeeping services ranges from collecting monthly receipts to producing summarized management account. We become in charge of the entire payroll functions like;
- Monthly bookkeeping and accounting with reporting.
- Maintenance of the debtor account records, like monthly invoicing and payment collection.
- Processing of bank reconciliations
- cash-flow statements and end-of-month journals.
- Maintenance of fixed asset registers.
- Financial statement compilation.
- Budgeting and forecasting.
We help individual submit their annual returns by allocated all the necessary documentation in filing annual returns:
- IRP5
- IT3
- Medical Certificate
- Retirement Contribution certificate
- Log Book
After performing the bookkeeping and compilation of financial statements, business is required to file annual return reconciling all monthly returns. Once all is submitted, the entity may then apply for Tax Clearance. After review of all submitted returns SARS will the declare a: Good Standing” status on the Tax Clearance.
- • Registering employees with SARS for PAYE, UIF and SDL
- • Registering employees with Compensation Commission for COIDA
- • Calculation of monthly PAYE,UIF and SDL payable.
- • Generate monthly payslips.
- • Submission of monthly, quarterly, bi-annual and annual returns: EMP201, EMP501, VAT, Provisional returns. We compile summarized monthly management accounts iclusive :
- • Income and Expenditure Report
- • Financial Progress report
- • Monthly Financial Analysis
- -The name of a Non-Profit Company will end with “NPC”.
- – Incorporated by at least 3 persons for public benefit, social activities, communal or group Interest, etc.
- – Must have a minimum of 3 directors.
- – The primary objective is to be a benefit to the public and not to make profit.
- – Income/property may not be distributed to the incorporators, members, directors or officers.
The name of the company will end with “Pty (Ltd) or “Proprietary Limited” To register a new Pty Company a minimum of 1 director is required. Each incorporator will become the first director of the company. During the registration process you will be kept up to date via e-mail and SMS. All registration documents are lodged with the Companies and Intellectual Properties Commission, using the short standard form for private companies. The standard rules and regulations of the company will be disclosed in the memorandum of incorporation and is attached with the final registration certificate. The company incorporation certificate will be emailed with a link to download all supporting documents.
We administer all CK amendments with the Department of Trade and Industry: Change of Name, Change of Directors, Amendment of Postal and Business Address
Accounting Office Reports Independent Review Agreed-upon procedures Internal Auditing
Wealth management Wealth Managers are concerned with long-term client relationships. The efforts of the wealth manager are devoted to helping the client achieve their life goals through the proper management of their financial resources. The identification of a client’s goals is central to wealth management. It is therefore a holistic and individually customized process, the success of which can be measured by the client meeting his/her life goals. Overview of our services: Investments – Local and Offshore Unit Trusts (monthly and lump sums), Guaranteed income Plans, Guaranteed Growth Plans. Life insurance – we do not view this as an investment – it is very unlike that you will ever benefit from the proceeds of your own life policy. You could benefit from the dread-disease and disability cover attached to your life policy. income replacement – if you are self-employed, Who will pay the bills if you are unable to work for an extended period? There are a number of excellent products available in the market. Retirement Planning » Retirement Annuities, Preservation Funds, Living Annuities. Medical cover and Short-term Estate planning We offer extensive advice in estate planning to limit the amount of estate duty to be paid from one’s estate and also to reduce any inconvenience to one’s executors and heirs. Family business consulting Many business owners agree that their business forms a large part of their retirement planning realizing that wealth is a complicated and risky procedure.b Do you hope to sell it for enough capital to provide for your retirement or do you wish to keep it in the family, thus securing your retirement income? VPBA can assist you in the complex issues of running a family business as well as succession planning
A Business starts with an idea, but… You need more than a good idea…. You need a plan to chart your success. In many instances it remains the one document that stands between you and realising your dream. As a business, operating in a tough market, funding and cash flow remain the greatest challenges that will be encountered. Obtaining the capital and funding that is required are often the greatest hurdles any business faces from time to time. A credible business plan remains as the key to unlocking the doors of financing your business whether it be a startup enterprise or a going concern that is looking to expand its operations. At VPBA we specialise in creating a business plan that speaks to your potential funders/ financiers on all aspects of your business and its aspiration for growth. Every plan that is produced is created specifically for your business taking into account the surrounding Market conditions and the aspects that makes your business unique. We provide the following high level areas in our business plans which average between 30-50 pages in size. Whilst we cannot guarantee that you will get the funding you require we can however guarantee that you will have your best shot at obtaining the funding using our business plan Our business plans contain the following information and match up to the requirements sought by most financial intuitions and funders
Taxation Consulting VPBA makes complex tax issues simple for you Tax law, regulation and tax efficiency are complex areas for any business, so at VPBA we like to have a straightforward, no-nonsense approach. By staying abreast of developments and the frequently changing rules, we ensure that you have a clear and full understanding, enabling you to make the right decisions with confidence. The complexity of tax regimes varies from country to country and the many annual changes in tax law can serve to move international borders farther apart. Expert tax advice is therefore vital if you do business overseas. Why choose VPBA? International tax is so complex that no one individual could keep track of it. However, by engaging a firm that is a member of the VPBA International network, you have access to tax partners all around the world, each of them specialising in their country’s tax law and knowledgeable about international tax issues. Many VPBA firms also have regional specialists who can provide insight into the political, economic and financial issues in a particular area, as well as being international tax advisers in their own right. What do we offer? VPBA tax advisers work with you to minimise your tax burden legitimately. Taxes, in their various forms, constitute a major business cost, but this can often be reduced or deferred with the help of a VPBA firm. For businesses starting up or moving into new countries or regions, we can provide advice on where to set up and how to choose the most appropriate operating structure. VPBA advisers will also explain the local laws and regulations to ensure that you are compliant. Key tax services include: Business • Mergers and acquisitions • Corporate re-organisation • Tax compliance reviews • Consulting • Compliance Personal
