Proposal for services

Transcription

1 February 2015 Proposal for services Heinrich W Swanepoel

2 Table of Contents Page 1. Table of Contents General information About us Aim of proposal Company profile... 4 BBBEE Status Abridged Curriculum Vitae... 5 Heinrich W Swanepoel Services provided... 6 Limited assurance services and reviews... 6 Accounting services... 6 Tax services... 6 Business and management consulting services... 6 Computer services... 6 Statutory services (new*)... 6 Financial services (new)... 6 Fiduciary services (new)... 6 Corporate finance (new) Fee structure Tax Clearance certificate BBBEE Certificate

3 General information Name of firm Swanepoel& Partners Physical address 384 Myburgh Street Capital Park Postal address PO Box Gezina 0031 Telephone number Fax Website Facebook Contact Heinrich W Swanepoel heinrichs@swanepoelpartners.co.za About us We are a dynamic firm of Professional Accountants and Professional Tax Practitioners who offer a comprehensive service in all fields relating to Reviews, Taxation and Accounting. Swanepoel & Partners success can be attributed to the enthusiasm and interest in our clients' business activities, as well as the ability to deliver personal service on a professional level. We operate under a stringent set of values which we foster and propagate. We strive to provide full and timely results at an affordable cost. Over the years, Swanepoel& Partners has offered clients its adjustable structure of specialised knowledge. The fulfilment of client needs ensures that Swanepoel & Partners will go from strength to strength in the future. Swanepoel& Partners also currently holds a level 4 BBBEE Aim of proposal To propose the rendering of a professional service with a personal touch at an affordable price. 3

4 Company profile We are a dynamic firm of Professional Accountants and Professional Tax Practitioners who offer a comprehensive service in all fields relating to Reviews, Taxation and Accounting. Swanepoel & Partners was founded in 2014 but can trace its roots back to Swanepoel & Partners is operated as a Sole Proprietorship, through our dedicated partner Heinrich W Swanepoel. Heinrich Swanepoel is a Professional Accountant (SA) and Professional Tax Practitioner (SA) registered with the South African Institute for Professional Accountant (SAIPA), and has the ability to fulfil all of our clients business needs. Our mission of providing excellent and professional service to our clients, who are serious about their business, ensures that Swanepoel& Partners is positioned as an excellent practice. Swanepoel & Partners is large enough to offer a full range of independent and objective advising services, yet small enough to attend to your specific needs by providing the personalised attention you require through highly trained, skilled and motivated professionals. BBBEE Status Due to our dedication to BBBEE our firm currently holds the status of level 4 contributors to BBBEE. We fully support transformation initiatives, which enhance employment equity and capacity building. Our aim is to make a meaningful contribution towards accountability in South Africa. Our policies are founded on the principles of non-discrimination and equality of opportunity. Our policy does not discriminate on the basis of race or gender and ensures that employment equity is an integral part of the strategic business plan. We act as mentors for clients to train and enhance accounting capacity within the firm for previously disadvantaged individuals. Independent Reviews Secretarial and legal advisory services* (a new services) Financial, fiduciary and corporate finance services (a new service) Consultation Preparation of AFS Training Taxation Business Advice 4

5 Abridged Curriculum Vitae Swanepoel& Partners is a operated as a Sole Proprietorship, through our dedicated partner Heinrich W Swanepoel. Heinrich W Swanepoel Name Heinrich Werner Swanepoel Date of Birth 7 September 1987 SAIPA registration number Professional Qualifications Professional Accountant (S.A.), South African Institute of Professional Accountants Professional Tax Practitioner (S.A.), Centre of Tax Excellence (South African Institute of Professional Accountants) Professional Qualifications (continued) Registered Tax Practitioner (South African Revenue Services) Independent Reviewer (S.A) (South African Institute of Professional Accountants) Fields of specialisation Independent Reviews Preparation of annual financial statements based on IFRS and IFRS for SME Income Taxation, VAT and PAYE Business and management ment consulting services Accounting 5

6 Services provided We specialize in the preparation of Annual Financial Statements (AFS) in accordance with IFRS and IFRS for SME. GRAP (Generally Recognised Accounting Practise) AFS are also prepared for Public Entities. Limited assurance services and reviews Statutory independent reviews Corporate financial reviews Performance audits Audit reviews Accounting services The preparation of financial statements in accordance with IFRS and IFRS for SME (Specializes) Serves as Accounting Officer for Close Corporations and certain private companies The development and implementation of accounting and internal control systems Preparation of financial information for banks and other institutions Monthly record, transaction and accounting Provision of temporary financial staff Drafting of management accounts Reconstructive accounting services Salary administration Tax services Tax Advice and Planning Tax Administration Liaison with tax authorities Tax reviews Business and management consulting services Budgets and cash flow forecasts Audit planning and preparation services Advisor and advice on structures Computer services Information systems audits Information systems advice Sage Pastel Accounting and Sage VIP support Statutory services 1 (new*) Registration of Companies Electronic name reservations Amendment to Founding Statement of Close Corporations Maintain of statutory records Maintain of registers of allotments, transfers, members and directors Allotment and transfer of shares Share buy backs, payment to shareholders Maintain of minute book Special resolutions Act as registered office to keep statutory records Deregistration of Companies and Close Corporations Lodgment of Annual returns Company and Close Corporation searches Deed Search, ITC search, ID number verification Financial services 2 (new) Financial advice on investments Life insurance and short term insurance needs Retirement planning Fiduciary services 3 (new) Drafting of wills Establishment and administration of trusts Estate planning Administration of estates Corporate finance 4 (new) Financial Institution Lease Business Partners Due Diligence Mergers/Acquisitions Advice Business Plans 1 Statutory services are performed by a contracted third party, Statadmin CC. Statadmin is a highly respected service provider and we are excited to be associated with them. Please feel free to make use of their services. 2 Financial services are performed by a contracted third party, Mr Chris Gerber who is a highly respected services providers and we are excited to be associated with him. Please feel free to make use of his services. 3 Financial services are performed by a contracted third party, Mr Chris Gerber who is a highly respected services providers and we are excited to be associated with him. Please feel free to make use of his services. 4 Financial services are performed by a contracted third party, Mr Chris Gerber who is a highly respected services providers and we are excited to be associated with him. Please feel free to make use of his services. 6

7 Fee structure Our fees are time-based and are calculated according to time spent, competence and responsibility. Budgets can be prepared on request. Our fees are payable 30 days after the invoice has been received and fees are debited throughout the year, as work is performed, on a monthly basis. The average cost per productive hour adds up to around R300 per hour. Travel cost is billed at R4.00 per kilometre. Subsistence is normally billed at cost incurred and client rules are adhered to. Yearly escalations would be in relation with market trends and normally are in accordance with inflation. An engagement letter will be issued on agreement of terms of engagement. These costs are VAT exclusive. 7

8 Tax Clearance certificate 8

9 BBBEE Certificate 9

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