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Our services

Ledger Finance offers a full range of professional services including bookkeeping and accounting, tax planning and compliance for individuals and businesses, monthly payroll processing and statutory submissions, CIPC company registrations and amendments, preparation of Annual Financial Statements (AFS), and comprehensive trust administration services.

 

Our goal is to provide reliable, efficient, and tailored solutions to support your financial and regulatory needs

Accounting

 Bookkeeping:

  • Capturing all sales, purchases, receipts, and payments

  • Monthly bank and account reconciliations

  • Debtors and creditors management

  • Cloud-based systems (Xero)

  • Monthly reports like trial balance and profit & loss

Taxation

 Tax Registrations

  • Register your business for Income Tax, VAT, PAYE, SDL, and UIF.

 Income Tax Returns

  • Annual returns for individuals, companies, close corporations, and trusts.

 Provisional Tax

  • Bi-annual submissions for individuals and entities to avoid penalties.

 VAT

  • VAT registration, monthly/bi-monthly return submissions, and compliance checks.

 PAYE & Payroll Taxes

  • EMP201 (monthly) submissions for payroll compliance.

 Tax Clearance Certificates

  • Fast, compliant applications for good standing

CIPC

 Company Registrations & Amendments

  • Register new companies and handle changes such as director updates, name changes, or address updates with CIPC.

 Annual Return

  • Timely submission of CIPC annual returns 

 Share Certificates 

  • Issue, transfer, and record share certificates in line with company law requirements.

 B-BBEE Strategy & Implementation

  • Assist businesses with understanding B-BBEE requirements, structuring for compliance, and implementing long-term strategies.

Annual financial statements

 Annual Financial Statements:

  • Compiled in accordance with relevant legislation and accounting standards, with analysis and a detailed discussion to help you understand your financial position.

 Management Accounts:

  • Customised, clear, and delivered when you need them, giving you real-time insight into your business performance.

 Budgets & Forecasts:

  • We help you plan ahead with tailored budgets, cash flow forecasts, and detailed budget vs actual analysis, including scenario planning to support smarter decision-making.

Payroll

 Monthly Payslips

  • Accurate and compliant payslips for all employees and directors.

 IRP5 / IT3(a) Certificates

  • Annual employee tax certificates for SARS submissions and employee use.

 Employee Income Tax Registrations

  • Registration of employees for income tax with SARS.

 EMP201 Submissions

  • Monthly PAYE, UIF, and SDL calculations and submissions.

Trusts

 Estate Analysis & Estate Planning

  • Assess your estate and develop tailored plans to optimize asset protection and tax efficiency.

 Administration of Estates

  • Handle administration process after death, ensuring compliance and smooth transfer of assets.

 Trust Registrations

  • Register new trusts 

 Trust Administration

  • Ongoing management of trust affairs, including financial reporting, compliance, and distributions.

 Business Structuring & Contracts

  • Advise on and draft agreements related to trusts and business ownership to optimize legal and tax outcomes.

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