Frequently Asked Questions

We begin with an introductory 20-minute consultation (via phone, WhatsApp or in person) to understand your entity type, operational footprint, and current state of financial records. From there, we identify immediate statutory priorities, outline the required work, and provide a clear, upfront fixed quote. If your records are currently unorganized or non-existent, that is completely standard and we handle the reconciliation from scratch.

We operate on transparent, pre-agreed fixed scopes based strictly on the complexity of your transactions and reporting requirements. We do not apply opaque hourly meters or surprise retainer drift. You receive your written scope and quote before any work starts.

Ideally before commercial registration or opening bank accounts. Entity selection (Pty Ltd vs Sole Proprietor vs Trust), VAT liability timing, shareholder equity structuring, and cloud bookkeeping architecture are far simpler and more cost-effective to set up correctly on day one than to unravel later with SARS or CIPC.

For an initial consultation, whatever you currently possess: recent bank statements, existing management spreadsheets, past ITR14/ITR12 returns, and prior annual financial statements if available. If records are incomplete or behind, simply bring what exists; we conduct a full gap review to establish what is required.

Not necessarily. While we welcome clients to our Stellenbosch offices in the Winelands, our practice operates a secure digital workflow. Documents, bank statements, and approvals can be exchanged seamlessly via encrypted channels, email, and WhatsApp, with consultations conducted via video or phone across South Africa.

Yes. Backlog remediation is a core specialty. We establish a structured recovery plan, liaise with SARS regarding outstanding returns and penalties where applicable, balance historic bank reconciliations, and bring your company fully up to date and compliant.

Absolutely. Business and personal taxation are deeply interconnected, especially regarding director remuneration, dividends tax, provisional tax estimates (IRP6), and shareholder loan accounts. Consolidating both under one Chartered Accountant ensures total statutory harmony and tax efficiency.

Yes. Jacques Wolmarans CA(SA) oversees all engagements directly. You have partner-level access and direct accountability for your company’s financial integrity.