Facts and Figures has been in business for over 30 years, providing comprehensive Financial and Accounting Services to Individuals and Businesses. We place our client’s interests first and provide professional services with integrity and objectivity.
We provide professional accounting, tax and payroll services for Individuals and Businesses. Sole Proprietors, Close Corporations, Pty Ltd Businesses and Trusts, we can assist with all your accounting and tax needs. We provide a holistic service from registration of your company through to the submission of all statutory returns to all the regulatory bodies. We believe in being constantly available to our clients for ongoing advise and assistance, which enables us to be your trusted business partner. Together we will find solutions to enable you to best achieve your financial accounting needs and goals. We believe in maintaining long-term relationships, so that we understand your needs, and then provide tailor-made financial business solutions, which will ensure well-managed businesses as well as compliance with all applicable regulatory bodies.
CIPC SECRETARIAL SERVICES
- Name reservation and registration of CC’s, Companies, Trusts, Co-Ops, S 21 Companies, NPO’s
- Amendments and updates to registration documents
- Registered Accounting Officers for CC’s and Annual Reviews for companies
- Annual returns and activation of de-registered companies at CIPC
- Maintaining of minute books and statutory records for companies
- Issuing of share certificates and maintenance of share register
ACCOUNTING SERVICES
- Capturing monthly transactions in Quickbooks, Pastel or Xero
- Reconciliations, accruals, provisions, journal entries
FINANCIAL REPORTING – MONTHLY
- Monthly financial reports for management
- Review of general ledger accounts, debtors, creditors and credit control
- Cash flow analysis and monitoring
COMPANY AND INDIVIDUAL TAX SERVICES
- Preparation and submission of company provisional tax returns (IRP6)
- Preparation and submission of company and individual annual tax returns (IT14)(IT12)
- Dealing with the SARS assessment as well as any objections and disputes with SARS
- Tax Planning for the company, owners, members, directors, management and staff
FINANCIAL REPORTING – ANNUALLY
- Registered Accounting Officer and qualified to do Independent Reviews
- Preparation of year-end journal entries and tax planning
- Annual financial reports for management and regulatory bodies
PAYROLL SERVICES & SALARY ADMINISTRATION
- Calculation of employee salaries according to employment contracts
- Loading of salary data and updates monthly to salary data and employee information
- Preparation and issuing of employee payslips
- Monthly completion, submission and payment of payroll tax returns (EMP 201-PAYE,UIF,SDL)
- Annual and Bi-Annual submission of Interim EMP 501 Employer Reconciliations
- IRP 5’s, IT3A’s generated and submitted for each employee
VAT
- Checking and preparation of Vat reconciliations (monthly or bimonthly)
- Submission of Vat 201 Returns
- Annual Vat reconciliations to Annual Financial Statements
OTHER SERVICES
- Accredited Agent to issue BBBEE Certificates for EME’s
- Practise management and cash flow analysis
- Business consulting, business plans, business valuations & assistance with funding proposals
FOR INDIVIDUALS
Holistic, Independent Financial Planning – Comprehensive Needs Analysis Done
- Estate Planning | Drafting of Wills, Setting up Trusts, Estate Planning Review & Analysis
- Health Cover | Medical Schemes, GAP Cover
- Risk Planning | Life Assurance, Income Protection, Capital Disability, Severe Illness Cover
- Pre and Post Retirement Planning | Retirement Annuities, Living Annuities, Guaranteed Annuities
- Wealth Planning | Local and Offshore – Investments, Endowments, Tax Free Saving Accounts, Collective Investment Schemes, Exchange Traded Funds, Structured Products
- Budgeting and Cash Flow Analysis
FOR BUSINESSES
Holistic, Independent Financial Planning – Comprehensive Needs Analysis Done
- Health Cover | Group Medical Aid Schemes, Group Gap Cover
- Risk Cover | Group Risk Schemes – Life Cover, Disability, Income Protection
- Retirement Planning | Group Retirement Funds, including Pension, Provident and Retirement Annuities Business Assurance | Key Person Cover, Buy and Sell
- Agreements and Policies, Surety Cover, Debt Cover, Credit Loan Cover Employee Incentive Schemes | Preferred
- Compensation
Anthea Meyer
Anthea has a Post Graduate Diploma in Financial Planning from the University of the Free State and is a CERTIFIED FINANCIAL PLANNER®. She spent 16 years at various Blue Chip companies in the financial services sector, marketing financial products to professional financial advisors.
Clive Meyer
Clive has a BComm CTA ACMA and is a Professional Accountant and CERTIFIED FINANCIAL PLANNER®. He has 30 years of experience advising business owners and individuals on tax and financial matters.