|
|
| Address |
30 Simone Place, Moreleta Park |
| Languages |
Afrikaans / English / N. Sotho
(in order of proficiency) |
| Professional Memberships |
Practising Member to the South African Institute of Professional Accountants. |
| Accountants Fields of Specialisation |
Monthly Bookkeeping, Accounting, Tax Planning, Payroll Administration |
| | Close Corporation | Pty (Ltd) Company | Partnership | Sole Proprietor | Private Individual | Trust |
|---|
| Monthly |  | | | | | |
| DayToDay | | | | | | |
| Annual | | | | | | |
| Gen Advice | | | | | | |
| Tax Advice | | | | | | |
| Setup | | | | | | |
| Auditing | | | | | | |
| Payroll | | | | | | |
| Returns | | | | | | |
| Other | | | | | | |
|
BACKGROUND ON OWNER
Obtained tertiary qualification from UP and UNISA (1994 - 1997)
Served three year audit training contract. Appointed as audit manager for a further year. Received certificate of Merit in 2001 for setting the example of high standards of values pursued by the audit firm to the benefit of the practice as well as their clients.
Employed as financial manager in the food industry. Employed by company who supplied Government Departments various perishable products.
Admitted to South African Institute of Professional Accountants on 15 September 2003.
KEY EXPERIENCE:
Extensive exposure to full audit of small to medium companies;
Compiling and drawing up annual financial statements in accordance with General Accepted Accounting Practice from trail balance;
Producing management statements on a monthly basis to clients, assisting management with monthly budgets and cash flows, reconciliation of results to that of management’s budgets, investigation of variances;
Full administration of Companies, Close Corporations, individuals and trusts;
Compiling consolidated financial statements on group companies;
Compiling work paper and audit files and ensuring that these reflect the situation as per financial statements;
Drawing up of financial budgets and projected cash flows for Companies, Close Corporations and individuals;
Designing policies and procedures in respect of financial management / accounting and administration;
Reviewing and overseeing audit and accounting work performed, ensuring it complies with GAAP and SAAS;
Heading audit team on various audits of respective clients;
Calculation of tax liability and submission of Company, Close Corporation, trusts and individuals’ tax returns, reconciliation of calculations to that of the South African Revenue Services;
Handling of clients’ queries at the South African Revenue Service, which include amongst others, obtaining tax clearance certificates, assisting with VAT, PAYE and SDL audits;
OUR TEAM
Equilibro Solutions CC is comprised of a team of individuals with a broad base of experience between them to answer to our customer needs.
They understand that the aim is to ensure compliance with the vision and mission of Equilibro Solutions CC to benefit firstly the customer and secondly the practice.
CLIENT PROFILE
Equilibro Solutions has a diverse range of clients it caters for. Clients range from individual tax payers to multi million rand companies with an average annual turnover of R 30 million rand. |
| Extensive experience in specific industries |
Estate Agencies, Life Insurers, Food Sector, Construction, Commercial and Residential developments |
Accountant Average Hourly Fees
 |
R300 - R500
Please request a quote for exact amounts.
Please note that this is an indicative rate and may vary according to task. |
| Software Supported |
Pastel Partner, Pastel Payroll, Caseware, MS Word, MS Exel. |
| Number of staff in Accountant firm |
3 - 5 |
