Accountants, Tax Practitioners and Financial & Estate Planners Port Elizabeth

Accounting Services

The owners, directors and managers of most small and medium enterprises are often not fully conversant with the complex legislation and regulations applicable to their businesses, and have the knowhow or resources to manage their accounting needs themselves.

LEAD provides an accounting service that is compliant, insightful and effective. Our clients can rely on up-to-date financial data and mature advice to support their decision making, tax and financial planning and general accounting requirements.

How we can help you with your accounting needs

In a very fast pace world, you need financial reports without any unexplainable and unnecessary delays. At LEAD we focus on implementing accounting systems and solutions that are affordable and enable you to run a compliant business without having to pay an arm and a leg for it. We have therefore tailored Service Level Agreements (SLAs) to meet your needs and that include the following services:

Included Services OPTION 1from R3 500/month OPTION 2from R4 500/month
Team of combined intellectual capital Accounting Service Provided Accounting Service Provided
Dedicated team member Accounting Service Provided Accounting Service Provided
Annual financial statements (compilation, analysis and interpretation) Accounting Service Provided Accounting Service Provided
Assistance with all bookkeeping, tax and technical queries Accounting Service Provided Accounting Service Provided
Accounts processing and data capturing Bi-Monthly Monthly
Management reports Bi-Monthly Monthly
Reconciliations  (bank, creditors, debtors, etc.) Bi-Monthly Monthly
Tax planning and submission of all income tax, provisional tax, and VAT returns Accounting Service Provided Accounting Service Provided
Monthly payroll reconciliation and submission of PAYE, SDL and UIF declarations Accounting Service Provided Accounting Service Provided
Bi-Annual reconciliation and submission of EMP501 returns Accounting Service Provided Accounting Service Provided
Online or offline accounting and payroll solutions Accounting Service Provided Accounting Service Provided

We want to take care of your accounting and tax requirements so that you can do what you do best – focus on your business. The fixed monthly Service Level Agreement fee, assists you with budgeting and gives you peace of mind by knowing that you have a dedicated team of professionals to help you avoid unpleasant financial or tax surprises. The arrangement is structured to suit each client, but the objective is always the same, to provide you with more time to focus on your business and for you to have up to date management accounts at a good rate.

LEAD can also help you with additional services like the preparation of, and reporting on, cash flow forecasts and budgets, as well as Business Consulting, Financial and Estate Planning and Tax Compliance.

Why you should choose LEAD to help you with your accounting requirements

LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified Financial Planners that seek, first and foremost, to understand you.

We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation.

Our professional membership, together with our internal code of conduct, instills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust.

Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results.

We think like investors and look for opportunities to add and preserve value.

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Professional Partners

Other Services That We Offer

Tax

Tax compliance for small to medium sized businesses is increasingly complex. We study your personal and business circumstances and focus to simplify your corporate, individual and indirect tax obligations, working together to legitimately minimise your tax burden.

Advisory

Our affiliation to various professional bodies, and our secure network of information groups, ensures that we are able to provide you with the best business consulting and structuring advice. Our services in this area include business consulting, business structuring, secretarial services, statutory and other registrations and legal agreements.

Financial and Estate Planning

Our team of Certified Financial Planners and Tax Practitioners collaborate and work together with reputable strategic partners to provide you with solutions to meet your personal and business financial planning goals and objectives.  We offer specialized estate planning solutions to ensure that your legacy is protected for the benefits of your nominated beneficiaries. In this area of our service offering we also offer quality health, investment and risk products with reputable partners.

When it comes to people, we all know that one size doesn’t fit all. We at LEAD understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance.

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We all know that one size doesn't fit all.

When it comes to people, we all know that one size doesn't fit all. We at LEAD understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance. We think like investors and look for opportunities to add and preserve value.We LISTEN, EVALUATE, ADVISE and DEVELOP financial strategies that are shaped to fit your circumstances and goals.

Posted by LEAD on Saturday, 5 August 2017

What our clients say

  • Riaan Botha - EP Radiators

    LEAD have been the perfect fit for all our accounting, tax and financial planning needs.

    They place customer satisfaction at the top of their agenda and all of our enquiries and questions are dealt with swiftly.

    As a business owner, I highly recommend LEAD Financial Strategists. They are approachable and professional, and you and your business will be in good hands with their advice and support.

  • Trevor Willemse - Invictus Logistics

    Invictus Logistics would like to thank the directors and staff at LEAD for always putting our interest first and providing us with the best financial advice over the past years. You always put your client’s needs first and we have peace of mind knowing that our business is in good hands.
    Keep up the good work!

  • Dwayne Kemp - Igmis Express

    If it wasn’t for the directors and their team of efficient, reliable and always willing to go the extra mile, stalwarts, I don’t know where Igmi’s Express (Pty) Ltd would be. I will recommend this firm to all I come across.

  • Siyaphambili General Contractors

    The LEAD Team has continuously equipped us with the necessary skills and advice in project and finance management. As a result, we have successfully completed various housing projects. They have also taught us the importance of enriching and uplifting the communities that we work in, where the goal is not just to build houses but to build quality houses that families can call home.

    Ntsiki handing over the keys to a happy new home owner
  • Darren & Grant Rudman - GBD Engineering

    These guys are accurate and punctual in dealing with our accounting, financial and tax matters. They always want to know and understand our circumstances for best advice.

  • Fernando Escola - St Elmo’s Woodfired Pizza

    Working with the directors and the team at LEAD has been, and still is, a great experience. This is the level that financial service advisers should be giving. I have never had this kind of experience in the past with any other financial consultant. I would strongly recommend LEAD to anyone looking for a business or a personal financial consultancy firm.

  • Lodie Waller - Daylight Lighting

    Thank you for being such a great help with the wise investments you have made on behalf of my family, insuring that our futures are taken care of financially.

    You and your staff have also played a huge role in the day to day running of my business. The structures you have put in place have ensured that Daylight Lighting shows great growth year on year.

    I look forward to our next financial review where I know more exciting decisions will be made.

  • Karin Botha - Hair and Beauty

    Thank you to the team at LEAD for always going the extra mile and helping us with our financial needs.

  • Eugene Hugo - Capellini

    The guys at LEAD have taught me a lot. If opportunity doesn’t come knocking, build your own door.

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