Practices

Burgeon Financial covers the full spectrum of accounting, tax and advisory work for South African SMEs. Pick what you need now, and add more as you grow.

Your books, handled properly and kept current. We take care of the day-to-day so your numbers are always ready when you need them.

Stay on the right side of SARS without losing sleep over it. We handle registrations, returns and everything in between, including the arguments.

Paying your team correctly and on time, every time, with all the statutory boxes ticked. We run payroll on Sage VIP.

The CIPC admin nobody enjoys, kept in perfect order. Registrations, changes and records, all done right the first time.

Planning for the long term, so the people and things you care about are looked after.

A financial sounding board when you're making the big calls. Practical advice grounded in your actual numbers.

Everything a finance department does. One monthly retainer.

Accounting & Bookkeeping

Processing of source documents and general ledger maintenance
Bank, creditors' and debtors' reconciliations
Monthly VAT reconciliations and returns
Management statements and reports you can actually use
Annual financial statements for companies, trusts, partnerships and individuals

Pastel setup, implementation and support
Statutory registrations: PAYE, UIF, SDL and WCA
Review of accounting records prepared in-house
Advice on systems to run your business more efficiently

Tax & Compliance

Income tax registration for individuals, trusts, companies and other entities
VAT, PAYE, SDL, UIF and WCA registrations
Annual and provisional income tax returns
Tax directives and Tax Clearance Certificates
Objections and appeals against assessments

eFiling registration and maintenance
Customs registration as importer or exporter
Advice on income tax, capital gains tax, dividend and other withholding taxes, VAT, donations tax, transfer duty and corporate structuring

Payroll

Monthly salaries and weekly wages, including payslips
All salary-related reports
EMP501 annual and bi-annual reconciliations
Leave administration

Reconciliation of company contributions and deductions
PAYE, UIF and SDL statutory returns
Annual WCA calculation and submission
Letters of Good Standing

Company Secretarial

Name reservations and amendments
Formation of private, public and non-profit companies with CIPC
Shelf companies
De-registration of companies and close corporations
Conversion of close corporations to companies
Minutes for board, member and special resolutions

Amendments to Memorandums of Incorporation
Changes to directors, members and statutory information
Share transfers and allotments, with proper minutes
Registered office facility and safekeeping of statutory records
Annual CIPC return submissions

Trusts, Wills & Estates

Formation of inter vivos and mortis causa trusts
Registering changes to trust deeds, beneficiaries and trustees with the Master of the High Court
Appointment as independent trustee

Administration of testamentary trusts
Estate planning
Drafting of wills, testaments and letters of special wishes
Estate administration as executor or agent

Business Advisory & Management

Business plans
Advice on corporate structures
Management information and systems
Budgets and cash flow forecasts

Control systems
Equity and business valuations
Support with buying and selling businesses