What We Offer

We have broad, in-depth knowledge and experience in our field, and we deliver our services to a consistently high standard of professionalism. We approach each of our clients with levels of individual attention and personalised service that not many financial and business consultancies can match. We consult with you on your entity’s business needs and tailor-make a specific, individualised solution based on your specific needs.

We believe in value added auditing. Value added in terms of the extra effort, planning and executive involvement we incorporate in our audits. We strive to also include our IT auditors as part of the team in order to further enhance the quality of the audit being conducted.

Our audits are performed in accordance with International Standards of Auditing and provide the client with the satisfaction that their financial statements reflect accurate financial information which can be trusted by its users.

Typical audit engagements include the audit of:
  • Private companies’ financials
  • Public sector entities’ financials
  • Attorneys trust accounts
  • Estate agent trust accounts
  • Other entities requiring audits in terms of its statute
Other assurance engagements include:
  • Performance of agreed-upon procedures
  • Review of financial information
  • Assistance in tax audits
Our team of experienced accountants manages small and medium entities bookkeeping services that facilitate the smooth and successful function of our clients business.

Our automated processes increase effectiveness and lower your costs, therefore permitting our client to invest more in other value added components of the business.

Our main accounting services include:
  • Capturing of bank statements and the reconciliation thereof
  • Capturing of sales and purchase invoices
  • Debtor and creditor reconciliations and statements
  • Maintenance of the General ledger
  • Preparation and interpretation of management statements on a periodic basis
  • Analytical review of the financial status of the entity to provide management information
  • Implementation of computerized accounting systems
3Taxation and Indirect Tax
Equifin’s staff is committed in keeping up to date with the constant changing tax environment in order to provide you with the best advice possible.

Tax services include:
  • Assistance in compliance to the requirements of the various acts
  • Specialized consultations
  • Calculations and submission of corporate and trust taxes
  • Individuals’ Income tax calculations and submission of returns
  • Calculation of VAT and the preparation and submission of returns
  • Calculation of Employee Tax and the preparation and submission of returns
  • Registrations for Income Tax, VAT and Employee tax
  • Administration and submission of returns for Dividends Tax
4Secretarial Services
Our competent statutory department assists in all secretarial requirements in an effective and efficient manner.

Our main services include:
  • Registration of companies and close corporations
  • Registration and administration of trusts
  • Appointment of auditors and accounting officers
  • Appointment and resignation of directors and trustees
  • Transfer of shares in companies
  • Allotment of additional shares
  • Transfer of member's interest in close corporations
  • Change in year end of a Company or Close Corporation
  • Special resolutions
  • Administration and submission of Annual CIPC returns
  • Attendance of board meetings and taking minutes
  • Scheduling of board meetings and preparation of board packs
5Preparation of Financial Statements
Annual financial statements need to be prepared for all types of entities. Typical users of financial statements include the members, financial institutions (banks) and the South African Revenue Services.

Our qualified accountants ensure that annual financial statements are prepared in the prescribed manner and in terms of the relevant accounting practices.

We are familiar with all the relevant accounting standards generally used on South Africa:
  • International Financial Reporting Standards (IFRS)
  • Standard of Generally Recognised Accounting Practice (GRAP)
  • International Financial Reporting Standards for Small and Medium-sized entities (IFRS for SME’s)
6Estate Planning and Administration
Estate planning is an integral part of financial planning, affecting each and every individual.

Our specialist team offers among others the following services:
  • Analyzing your personal financial needs
  • Analyzing the financial need of your loved ones
  • Determining the valuation of your estate, considering interest in all investments, businesses and retirement benefits
  • Setting up of a will to conform to your requirement
  • Creation of trusts and testamentary trusts
  • Acting as the Executor of your estate in an effective manner
7Financial Management and Consulting
Our team of competent accountants who has the necessary business acumen can be consulted to assist you with the financial management of your organisation.

The financial management is generally concerned with procurement, allocation and control of financial resources of a concern.

The objectives generally can be:
  • To ensure regular and adequate supply of funds to the concern;
  • To ensure adequate returns to the shareholders;
  • To ensure optimum funds utilization. Once the funds are procured, they should be utilized in the maximum possible way at the least cost;
  • To ensure safety on investment, i.e, funds should be invested in safe ventures so that adequate rate of return can be achieved;
  • To plan a sound capital structure;
  • There should be sound and fair composition of capital so that a balance is maintained between debt and equity capital.
8Payroll Services
Equifin provides a complete payroll service. Administering a payroll can be time consuming and becomes all the more complex due to the increasing regulations with regards to employment legislation and taxation.

Our service includes:
  • Capturing of employee data and salary information on the VIP system
  • Generation of pay slips
  • Calculations of 3rd party payments (PAYE / UIF / SDL / medical, etc.)
  • Reconciliation of leave
  • Issuing of IRP5 certificates
  • Bi-annual reconciliations and submissions to SARS
  • Full compliance to SARS requirements
  • Completion of Workman Compensation returns
  • Registration for Workmans Compensation (WCA)
  • Registration for Unemployment Insurance (UIF)
9Share Valuation of Private Companies
Taking into account the financial history and trends of the entity, together with the forecasts and budgets for the foreseeable future, our specialised team determines the estimated value of the shares of a private company.

Our model reflects on both systematic and unsystematic risks of the entity, and the fair rate of return is calculated based on the views of both the willing buyer and willing seller.

Talk To Us

The Equifin management team has much more than 100 man years’ combined experience in the execution and management of auditing and accounting services applying tried and tested methodologies and practices. Our directors have vast experience in the management of various projects and we intend to utilize these skills to our clients’ benefit.

Call us Today
(086) 199 1620

Email us Today
We use cookies to improve your experience on our website. By continuing to browse, you agree to our use of cookies