Financial Statements Processing 

We provide expert financial statement processing for individuals, businesses, and contractors who need accurate, up-to-date reports for tax submissions, funding applications, compliance, or strategic planning. 

As a SAIPA-registered practice, your financials are handled by qualified professionals you can trust.  

When You Might Need Financial Statements  

• Annual tax return submissions (ITR14 or ITR12)
• Business loan or credit applications
• BEE certificate submissions
• Tender or contract bids
• Investor reporting and due diligence
• SARS audits or compliance reviews   

What We Prepare  

We produce financial statements in line with accounting and regulatory standards, including: 

• Statement of Financial Position (Balance Sheet)
• Statement of Profit and Loss (Income Statement)
• Cash Flow Statement
• Statement of Owner’s Equity or Retained Earnings
• Notes to the Financial Statements
• Accounting Officer’s Report (if required)  

Our reports follow the correct framework for your entity type, such as IFRS for SMEs, GAAP, or cash-based methods.  

What You’ll Need to Provide 

To get started, we typically require : 

• Bank statements (PDF or CSV)
• Income and expense records, or access to your bookkeeping software
• Company registration documents (if applicable)
• Previous financial statements (if available)   

If needed, we can also assist with bookkeeping and payroll services to support your financial reporting.