Providing you with a strong financial foundation
Our worth is measured by the personal and business successes of our clients.How can we help?
Our Funancial Services team specialises in delivering Operational Finance services – giving you up-to-date, accurate, useful financial information that you can use to make rapid, informed, success-driven decisions.
These services are designed specifically for Small to Medium sized businesses, enabling you to focus on growing your company while knowing that your financial data is accurate and up to date – all the time, every time.
Chart of Accounts Management
It all starts with a solid foundation that is built on understanding your business.
Income, cost of sales and operating expense accounts are created in accordance with your business’ products, services and needs, not according to structures that only benefit accountants. These structures are reviewed anually and, when necessary, changed to suit your business needs.
General Bookkeeping
It’s all about the data – garbage in, garbage out.
Knowing how your business operates allows us to accurately capture those pesky pieces of paper and allocate income and expenses – on a daily basis – in a way that ensures that you get accurate reports that help you run your business well.
Bank Reconciliation
Knowing how much money you have in the bank on a daily basis is vital to the survival of your business so we ensure that bank transactions are reconciled daily – giving you the up-to-date information you need to succeed.
Invoice Raising
If you want to be paid, invoices need to be raised.
Focus your time and energy on providing your products and services and forget about the admin. Just pop us a note and we will make sure that your invoices are raised every week.
Bill Payments
Not enough time in the day to run your business and worry about paying bills? No problem.
We review the bills, check your cash flow and load payments in your online banking system for you. All you need to do is review our report, log in to your online banking system and authorise the payments.
Debtor Management
You need to be a special type of person to nudge clients for payment while making sure that they they don’t take offence and threaten to leave.
Fortunately, we have loads of special people and this is one of many areas where we excel!
Creditor Management
Making sure that suppliers bill you correctly and that any cost of sales bills relate to a corresponding invoice is a headache waiting to happen.
We do this on a weekly basis and are immune to headaches.
Financial Data Quality Audit
Why wait twelve months to get your accounts up to date for your financial audit?
We check all financial transaction allocations at the end of every month and provide you with useful, up to date financial reports that you can use to make informed business decisions.
Payroll
Ensuring that your payroll runs smoothly – from the initial data collection and capture, right up to the payment of salaries into your employees’ bank account – is something that we know you is vital to employee morale.
That’s why we make sure that it’s done right, on time, every time.
Tax Submissions
Nobody closes a business down faster or charges higher interest and penalties than the government!
We go that extra mile to make sure that your Sales Tax and Payroll Tax submissions are calculated correctly and submitted on time.
The Benefits of Using Funancial Services
Boost Your Financial Team
Extend your team’s capabilities by adding specific Funancial services that compliment your existing team’s strengths.
Business Focused Data Structure
Get your Chart of Accounts structured in a way that shows which products or services are soaring and highlighting those that need attention.
Brilliant Bookkeeping
Bills are captured daily. Invoices are raised weekly. Bank reconciliations – daily. Accurate, up to date operational finance information at your finger tips.
Client payments under control
You’ve done the work – we do the admin. Invoices are raised every week and we follow up to make sure that you get paid – always keeping in mind that your clients are vital to your business.
Sensible Creditor Payment Schedules
Weekly reports showing bills that you owe with recommendations on what needs to be paid and what can be paid in terms of cash flow are the order of the day.
Timely
reporting
Within two weeks of the end of the month, you receive useful, easy to understand management reports that you can use to make informed business decisions.
Tax submissions, minimum stress
We work with your accounts (or ours if you prefer) to ensure that Sales Tax and Payroll tax submissions are completed and filed on time, every time. .
More hours in your day
Less time doing those pesky financial chores means more time to focus on actions that only you can do to grow your business.
Client Success Stories
Custom reporting
One of our clients who is in the property management industry was focused on running the business and was struggling with the standard accounting...
Balancing books for bank compliance
One of Funancial’s clients found themselves in a predicament when the business bank account did not match the financial books of the company. As a...
Your partner in a crisis
Funancial is more than an accounting firm, we are partners with your business. When Yolande Greeff of Stargrow Kwekery Trust reached out to us with...
Day to day solutions
Homemaker Property Investment (HPI) is a property management company operating in the Cape Town area. As an existing client, we work closely...
Making rapid, informed success-driven decisions
UP Ltd specialises in business coaching, mentorship, individual business coaching, business consultancy and are leaders in business performance...
