(Value added implies that it is not (purely) based on statutory obligations that companies have to, by law, comply with)


Financial management:

  • Assisting management with financial decision making, whenever required
  • Bringing financial matters concerning the company to the attention of management
  • Monitoring that bookkeeping/accounting staff are performing their functions properly and on time
  • Ensuring that the company is compliant with accounting legislation
  • Designing of sound and practical financial and internal control systems and ensuring that they function properly

Tax management:

  • Tax planning and monitoring of tax exposure and risk
  • Ensuring that the company is compliant with tax legislation
  • Ensuring compliance with The South African Revenue Service (SARS), Occupational Injuries and Diseases Fund (OID) & Unemployment Insurance Fund (UIF) and that the company’s status of Good Standing is maintained for non-interrupted issuances of Tax Clearance Certificates (TCC)
  • Ensuring that PAYE/SDL/UIF and VAT returns are correct and submitted on time
  • Calculation of tax liabilities as soon as they occur and bringing to the attention of management for budgeting therefor
  • Submission of provisional and income tax returns and information/documentation required by SARS
  • Handling correspondence with SARS

Accounting and Financial Statements (Management Accounts and Statutory Financial Statements):

  • Assisting with finalisation of accounting and compilation of Financial Statements
  • Ensuring that Financial Statements comply with International Financial Reporting Standards (IFRS) which is required by the Companies Act
  • Performing Analysis and Interpretation techniques, alerting management to existing and potential problem areas and suggesting corrective action

Audit/independent review:

  • Compiling working paper files required by auditors for audit or independent review
  • Dealing with auditors’ queries and communicating with them to successful conclusion of audit/independent review

Company secretarial:

  • Ensuring compliance with company law
  • Submitting requisite company secretarial documentation to Companies Intellectual Property Commission (CIPC)


Can’t afford a full-time FM? Then a part-time Virtual FM is for you!


Work done is timed and billed for at R800 per hour or part thereof for services rendered by whatever medium of the provision of the service.