Our Services

Monthly Financial Accounting Services

One of our qualified managers in the field of accounting can assist with a variety of services including:

  • Monthly processing and compilation of professional management accounts;
  • Ensuring you stay compliant with local statutory compliance requirements; 
  • Submission of VAT returns;
  • Review and reconciliation of past VAT returns;
  • New accounting software solutions setup and support.

In a business environment that is constantly evolving, Bottom Line Advisory also offers outsourced accounting services that will meet your unique in-house accounting needs, contribute to your organisational functions and complement your existing team. 

Payroll Services 

We have a sturdy Payroll Function that can provide:

  • Monthly payroll services including the generating of payslips for staff;
  • Submission of EMP201 and EMP501 returns to SARS;
  • Submission of UI19 returns to Department of Labour;
  • Annual submissions of Compensation Commissioner earnings returns.

It has become increasingly difficult and time-consuming to stay legally compliant in your workforce department as the legislative requirements implemented by SARS and Department of Labour has increased substantially in the last few years.

We offer an outsourced payroll solution to help you overcome these legislative complexities and to allow your business to focus on its own operations at a lower overall cost.

Annual Financial Accounting Services

Bottom Line Advisory professional prepares annual financial statements and can assist to compile any other relevant financial information that is required for compliance with the Company’s Act. 

Our expert accountants are trained to treat all financial information with the required due care and sensitivity. We independently prepare your financials according to international reporting standards from information provided by you. 

TAX Services 

Bottom Line Advisory offers a comprehensive range of tax services. Our team has vast expertise that enables us to pro-actively bring practical, cost-effective tax solutions to your door.

We offer tax advice and opinions that are based on the interpretation of the relevant provisions of tax legislation and decided tax cases (if relevant) as well as Practice Notes and Tax Directives issued by the Commissioner of SARS. 

Our approach of partnership to understand your business enables us to address your most demanding business challenges. By clearly assessing and understanding each client’s unique circumstances, we are able to design bespoke solutions that meet individual needs.

Audit and Assurance services

No matter the nature or size of your company, our audit department spends time to get to know your real business risks which contributes immensely to a more vigorous and effective audit.

Because there is no one-size-fits-all solution, we strive to assemble the right mix of specialists in order to leverage optimal skill and expertise required for each individual project. This approach means our clients benefit from best practice in audit execution, as well as sound technical knowledge.

Estate Planning & Executor Services

Our dedicated team has over 40 years combined experience to help you prepare your will or advise on an estate plan. We are passionate about our estate services and are here to make ensure that your estate is properly and seamlessly administered after your passing.

  

With sophisticated software, a smooth and fully integrated estate administration process covers the following executor steps:

  • Confirm the extent of the estate and details to all interested and affected parties;
  • Make sure that all the estate’s assets are securely held and properly insured;
  • Dispose of assets if required by the will or if there is a cash shortfall in the estate;
  • Complete and lodge all outstanding income tax returns with the South African Revenue Services and take care of any capital gain tax obligations;
  • Ensure timely submission of the liquidation and distribution account to the Master of the High Court.  

Business Advisory Services

At Bottom Line Advisory, we believe in the power of personal relationships.  As trusted business advisors, we work alongside you to first identify your core business issues before we apply our reliable, problem-solving capabilities to provide you with a holistic solution.

We assist with and advise, amongst others, in the following:

  • Business re-structuring;
  • Succession planning;
  • Strategic advice;
  • Business plans;
  • Business valuations;
  • Budgets;
  • Cash flow projections;
  • Deals & negotiation;
  • Due diligence;
  • Internal Controls;
  • Risk Management;
  • Audit support and assisting with audit queries.

Our knowledge and experience in providing our clients with valuable advice has enabled us to gain their credibility. 

Family Business Consulting

Not one family business is the same. Therefore, our approach is tailored to suit your business and family needs.

Our consultants work with family businesses to help them grow across generations, both from a commercial and a relationship perspective. Clients at Bottom Line Advisory range from first-to-second generation businesses to companies controlled by multi-generational networks of cousins.

We offer family enterprise succession planning, family office set-up and creation, next generation leadership development and family governance creation/renewal.  This may include to develop your family enterprise strategy and assist you with key decisions at critical points in the family business life cycle.

Our services comprise to consider the family, its ownership and business activities as One and to fully understand your family culture, dynamics and objectives before translating changes into the family business.

Trust Administration Services

Trusts are flexible tools that can help ensure hard-earned success is preserved, protected and transferred as intended.  Bottom Line Advisory administers a broad array of trusts to help clients meet their unique goals for today and the future.

Our experienced professionals offer peace of mind when it comes to trust taxation and accounting matters that are sometimes complex, yet key components of trust administration.

With your priorities as our guide, we create wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones.  Our involvement may be to act as sole trustee, co-trustee or successor trustee.  It depends upon the client’s preference.

We can manage your trust’s financial administration and reporting requirements, providing a friendly and efficient service.

Services that we offer are:

  • Advising on establishing a trust;
  • Providing customised trust solutions;
  • Acting as an independent trustee;
  • Trust establishment and deed administration with the Master of the High Court;
  • Wealth transfer planning;
  • Liaison with third parties such as investment managers, banks, property managers and solicitors;
  • Preparing trustee resolutions;
  • Attending trustee meetings and preparing minutes;
  • Financial administration and reporting;
  • Taxation including protecting assets from excessive taxation and unexpected health, personal and business risks;
  • Completion and submission of trust and inheritance tax returns.

Public Sector

Public sector professionals at Bottom Line Advisory are dedicated to providing specialised advisory services to government on all levels. Our extensive experience in the services and systems of public sector institutions give us a deep understanding of the complex issues and diverse objectives that our government faces.  

Ranging from your service delivery targets to achieving greater transparency and accountability, we assist with:  

  • Transaction services; 
  • PFMA and Treasury Instructions;
  • MFMA compliance;
  • GRAP compliance;
  • Data cleansing;
  • Government reconciliations and purification of accounts;
  • Service delivery, monitoring and evaluations;
  • Financial statement analysis (ratios, interpreting, etc.);
  • Financial outsourcing;
  • Financial policies and procedures;
  • Budget preparation, control and review;
  • Creditor management;
  • Cash flow management;
  • Financial reporting;
  • Operation clean audit;
  • Updating of registers;
  • Preparation of financial statements;
  • Statutory returns (VAT, PAYE);
  • Strategic financial planning;
  • Revenue enhancement; 
  • Debt collection purification.

Forensic Analysis 

An unfortunate reality of business is to be exposed to the risk of abuse and non-compliance coupled with unethical activity. 

Bottom Line Advisory offers an in-depth forensic analysis service where we collect and investigate questionable documentation and business records with the purpose of identifying information that may support or contest matters in a civil or criminal investigation and or court proceedings.  

Our procedures entail to confirm, in collaboration with specialist legal advice, if an act of fraud or theft occurred and to quantify as far as possible, the financial implication thereof to our client. 

We create a factual account on the basis of evidence collected and our reporting includes recommendations on identified governance weaknesses and ineffective controls to assist your business with the prevention of future incidents.