SERVICES
ACCOUNTING
- Processing of source documents
- Bank, creditors’ and debtors’ reconciliations
- Monthly VAT reconciliations and returns
- Compiling of management statements and reports
- Assistance with designing and implementing systems to improve business efficiency
- Implementing of and support for Pastel software
- Statutory registrations, i.e. PAYE, UIF, SDL, WCA
- Preparing annual financial statements for corporate entities, trusts, partnerships and individuals
- Maintaining of general ledger
- Payroll services
- Reviewing the accounting records prepared by clients
SECRETARIAL
- Name reservations and amendments
- Formation of non-profit, private and public companies with CIPC
- Deregistration of companies and close corporations
- Conversion of close corporations to companies
- Shelf companies
- Preparation of minutes for special and other resolutions, including members and board meetings
- Amendments to Memorandums of Incorporation
- Changes in directors or members and other statutory information
- Transfer and allotment of shares, with appropriate minutes
- Providing a registered office facility and safekeeping of statutory records
- Submission of annual CIPC returns
PAYROLL
- Processing of monthly salaries and weekly wages, including preparation of pay slips
- Reconciliation of all company contributions and other deductions
- Compiling of all salary related reports
- Submitting statutory returns such as PAYE, UIF and SDL
- Employer annual/bi-annual reconciliation declarations (EMP501) and submissions
- Annual calculation and submission of payments towards WCA
- Leave administration
- Application for Letters of Good Standing
- The use of Sage VIP for salary payments
TAXATION AND COMPLIANCE
- Income Tax registration for individuals, trusts, companies and other entities
- VAT, PAYE, SDL, UIF and WCA registrations
- Completion and submission of annual and provisional income tax returns
- Tax directives and Tax Clearance Certificates
- Objections to and appeals against assessments
- e-Filing registration and maintenance
- Customs registration as importer/exporter
- Liaison with tax authorities
- Assistance and advice on:
- Income Tax
- Capital Gains Tax
- Dividend Withholding Tax
- Other Withholding Taxes
- Value-added Tax
- Donations Tax
- Transfer duty
- Corporate structuring
TRUSTS, WILLS AND ESTATES
- Forming inter vivos and mortis causa trusts
- Registering changes to trust deeds, beneficiaries and trustees with the Master of the High Court
- Appointment as an independent trustee
- Estate planning
- Drafting last wills, testaments and letters of special wishes
- Estate administration as executor or agent
- Administration of testamentary trusts
BUSINESS ADVISORY AND MANAGEMENT
- Compiling business plans
- Consulting and advising on corporate structures
- Providing management information and systems
- Compiling budgets
- Implementing control systems
- Compiling cash flow forecasts
- Performing equity/business valuations
- Selling and buying of business adventures
We offer professional and affordable retainer-based accounting solutions that give growing businesses a competitive advantage without having to carry the cost of a full time, in-house accountant.
Matthew du Toit, Director of Burgeon Financial, has worked in finance and accounting for a decade. He has also worked as the Financial Manager for a successful South African company.
“I believe that the future of South Africa is in the hands of its entrepreneurs. These men and women are the visionaries of the smaLl and medium enterprise landscape. By providing affordable accounting solutions to emerging businesses, I believe they can be competitively positioned for success and can flourish to their full potential.”
Client Testimonials
Our vision is to see South African small and medium businesses grow and flourish by offering professional and affordable, retainer-based accounting services.
EVO PROPERTY
"Matthew is our long-standing, trusted partner and business colleague who has helped Evo Properties get streamline its finances, prepare and submit audits and guide us from a small property start-up to a successful brokerage and assisting us in growing our property portfolio. We also rely on Matthew to keep our personal finances and taxes in order. Great service and advice on every level - thanks Burgeon Financial!"
SUTHERLAND BELL
“Matthew has given me the confidence that I can refer any of Sutherland Bell's clients to Burgeon Financial for tax advice. Not only does he do my personal portfolio, but also handles a large portion of our client's matters. For this reason, we are extremely happy with our affiliation with Burgeon Financial.”
VELT
"Owning a small design decor business in Cape Town has been a journey in itself and having a range of responsibilities sometimes makes it tricky to make sure you are completing all the necessary requirements for a small business. At the beginning of 2021, I decided to outsource my financial management to Burgeon Financial (PTY) LTD. It has been such a pleasure and reassurance having them on board, they provide me with monthly reporting and manage all my company and personal Tax. The costs suit my company's budget which makes such a difference. I am very happy and highly recommend their services for any small to medium-size enterprise. Thank you Matt at Burgeon Financial."
