Provisional tax estimates: the 80% rule and where it bites
Underestimating a second provisional payment is the most common penalty we see, and it is entirely avoidable with one calculation in January.
Read the article →
A small chartered practice for owner-managed businesses. You will deal with the partner who signs your accounts, not with whoever is free that week.
We have deliberately not grown into a firm that does everything. What follows is the whole list — if you need something outside it we will tell you, and usually tell you who to call.
Statutory audits, independent reviews and agreed-upon procedures. We plan around your year-end rather than ours, and we raise issues while there is still time to fix them — not in a management letter three months later.
Company, trust and personal tax, plus the awkward conversations: provisional estimates, SARS queries, voluntary disclosure and dispute resolution. We would rather structure it correctly at the start than argue about it afterwards.
Bookkeeping through to monthly management accounts and a finance function you can actually run a business on. For companies too small for a financial director and too big to keep guessing.
Valuations, restructuring, buy-and-sell agreements and the long conversation about what happens to the business when the founder stops. Usually the most valuable work we do, and always the least urgent.
Three partners, eleven staff, one floor. Nothing is passed to a department you have never met.

Founded the practice in 1997 after eight years in a Big Four audit division. Handles the audit portfolio and most of the succession work. Chairs the firm's technical committee and has an unpopular view about spreadsheets.

Joined as second partner in 2004. Runs the tax practice, including dispute resolution and voluntary disclosure. Has appeared before the Tax Court more often than he would like and won more often than he will admit.

Made partner in 2019 having trained with the firm. Leads outsourced finance and advisory, and built the client reporting portal that most of our clients now log into every month.
"We were with a large firm for nine years and never once spoke to the partner whose name was on the report. Here you phone Elmarie and Elmarie answers."
"They found a structural problem in how we'd set up the trust six years earlier, told us plainly what it would cost to unwind, and then unwound it. No drama."
No monthly newsletter for its own sake. We publish when legislation moves or when the same question arrives from three clients in a week.
Underestimating a second provisional payment is the most common penalty we see, and it is entirely avoidable with one calculation in January.
Read the article →Three anonymised cases from our own files, and the single document that would have prevented all three.
Read the article →Most monthly packs are forty pages nobody opens. Here is the one-page version we produce instead, and why it works.
Read the article →The first meeting is an hour, at our cost, with a partner. If we are not the right firm for you we will say so at the end of it.
Monthly management accounts, signed financials and tax correspondence — in one place, available the moment they're issued.
This is a demonstration — the portal is not connected. In a live build this is where the practice's own client system would sit.