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Bookkeeping Services You Can Count On

Focus your time and efforts on running your business and leave the bookkeeping to me

I worked for FNB for 40 years – 20 years as a Credit Manager. In 2014, I trained as a bookkeeper with a firm of Chartered Accountants in Kwa-Zulu Natal.

Following that, I worked full-time from 2015 – 2019 as the company bookkeeper, for one of the largest milk producers in KZN. I continued to work for them remotely from 2019- 2021, after relocating to Somerset West in April 2019.

Since relocating to Somerset West I have a small portfolio of clients both commercial and agricultural. I am now looking at expanding my client base and am prepared to travel to meet and consult with clients. Please feel free to give me a ring for a chat to see how we can benefit each other.

Bookkeeping Services

Using Pastel Partner to capture financial records, the following reports can be produced:

  1. Trial Balance (both month by month and or year to date)
  2. Balance Sheet
  3. Income Statement
  4. VAT Report


Budgets & Cash Flow Forecasts

Working together, we will draw up a budget and or cash flow forecast. Below is a detailed explanation of these two important documents.


A budget is the planned income and planned expenditure. It helps you to allocate funds for items and activities. A budget also helps you to set business goals.

Cash Flow Forecasts

Cash flow forecasting is a method used to estimate the amount of cash coming in and out of your business over a given period. A short-term cash forecast may cover the next 30 days or longer and can be used to identify any funding needs, or excess cash in the immediate term.

Difference between a Budget and a Cash Flow Forecast

A budget is a plan of income and expenses whilst a cash flow indicates the estimated period when that income or expense will be received or paid out.

Management Accounts

This is another very important tool with which to measure the progress of your business. After we have produced these reports, we will meet to discuss them.

Management accounts are financial reports produced for the business owners generally monthly or quarterly, normally a profit and loss report and a balance sheet. In principle, they are like year

end accounts but are less formal and are personalised to the user’s requirements, for example, they monitor the progress of the business according to the budget.

Tax Services

SARS Services

Prepare and file SARS VAT 201, EMP 201, and EMP 501.

If you appoint me as a representative with SARS, I will communicate with them on your behalf.

General Administration

By arrangement and depending on the scope of the work, I am willing to perform administrative and basic HR duties.

This Is Why -We Should Work Together

  • I Will Save You Time

You will have more time to spend on your business

  • I Will Meet SARS Deadlines

Your SARS returns will be filed on time thus avoiding penalties

  • I Will Keep Accurate And Up To Date Records

Your books will be completed timeously every month, in line with your requirements

  • My Rate Is Affordable

My rates are reasonable and generally lower than most

  • I Am Accessible

I pay close attention to responding to phone calls and emails promptly

  • I Am A Relationship Builder

I build lasting client relationships by offering excellent service

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