The Compliance ClinicAdvisory · Compliance · Accounting
Services

Four practice areas.
One coordinated response.

No hourly billing. Every engagement is scoped upfront with a fixed monthly or project fee, so you know what you’re paying before we start.

01PRACTICE

Advisory

The conversations most accountants skip.

We meet with owner-run businesses regularly, not just at year-end, to talk through the decisions a balance sheet alone won’t flag: how you’re paying yourself, whether a holding company makes sense, what selling the business would actually look like.

Learn more about advisory
RISK ALIGNMENT
What it includes
  • 01Monthly or quarterly strategy sessions with the lead partner
  • 02Capital structure & funding readiness reviews
  • 03Group restructure & holding-co design
  • 04Owner remuneration & dividend policy
  • 05Exit & succession planning
  • 06Board-level financial reporting
  • 07Standard operating procedures
02PRACTICE

Tax planning

Worked out in advance, not guessed at in February.

We model your tax position every quarter so provisional payments are accurate and the bigger decisions (timing a sale, restructuring, claiming what you’re entitled to) are made with real numbers, not a rough estimate the week before a deadline.

What it includes
  • 01Provisional tax modelling
  • 02Tax registration
  • 03Annual income tax returns (IT14 / ITR12)
  • 04VAT, PAYE & dividends tax
  • 05Capital gains & restructure tax planning
  • 06SARS dispute resolution & objections
  • 07Voluntary Disclosure Programme support
03PRACTICE

Compliance & strategy

The filings that quietly rack up penalties.

CIPC, FICA, B-BBEE, beneficial ownership, workmen’s comp, none of it is complicated on its own, but it’s easy to lose track of. We keep a calendar of what’s due and file it before it becomes a problem.

What it includes
  • 01CIPC annual returns & beneficial ownership
  • 02PAIA & POPIA implementation
  • 03B-BBEE affidavits & verification readiness
  • 04Workmen’s compensation (COIDA)
  • 05Statutory secretarial work
  • 06Compliance calendar & risk register
  • 07Companies Act & MOI compliance reviews
04PRACTICE

Accounting & assurance

Books your bank will actually accept.

Monthly management accounts you can read without a translator. Annual financial statements to IFRS for SMEs. Independent review or audit prep when a bank, investor or buyer needs to look under the hood.

YOU
What it includes
  • 01Monthly management accounts
  • 02Annual financial statements (IFRS for SMEs)
  • 03Independent review engagements
  • 04Audit preparation & file management
  • 05Cloud bookkeeping (Quickbooks / Sage)
  • 06Payroll & employee benefits
  • 07Financial modelling & budgeting
Engagement models

Three ways to work together.

Everything is scoped and fixed-fee upfront. No billable hours, no surprise invoices at year-end.

The Check-up
New engagements
From R 4 500
Once-off · 4–6 weeks

A structured diagnostic of where you stand on tax, operations, compliance and accounting. You leave with a written brief and a scope.

  • 90-min discovery
  • Books & returns review
  • Compliance gap audit
  • Operations gap audit
  • Written recommendations
The Practice
Most popular
RECOMMENDED
From R 2 100 / mo
Monthly retainer

Day-to-day compliance handled. Quarterly strategy. Annual financials. The standing engagement for owner-led businesses.

  • Monthly management accounts
  • All statutory compliance
  • Daily invoicing
  • Quarterly strategy sessions
  • Year-end financials & tax
The Practitioner
Established businesses
Bespoke
Scoped engagements

Group restructures, capital raises, exit readiness, dispute resolution. Scoped, partner-led, fixed-fee.

  • Group structure design
  • Funding readiness
  • Business growth & expansion
  • Standard operating procedures
  • SARS dispute resolution