PERSONAL FINANCE

Training courses/topics:

-Basic personal finance
-Debt rescue options
-Basic medical aid

-Life, disability & critical illness cover explained

-Renting Vs buying 

-Investing basics
-Basic accounting

Tax:
-PAYE (personal income tax)
-Independent consultants tax obligations

-Business owners: Ways to pay yourself (Dividends Vs Loans Vs Salary tax)
-13th cheque/bonus tax consequences
-Payslips explained

One-on-one consultations:
The entire process can be conducted remotely but the option for face to face engagement exists at any time.

BUSINESS FINANCE

Training courses:

Accounting:
-Understanding financial statements 
-Manufacturing cost statement & understanding cost of goods sold
-Analysis and interpretation of financial statements
-Working capital management
-Working capital optimisation

-Cash flow Vs profit: STOP focusing on profit
-Rescue before the (business) rescue

Tax:
-VAT

-Gross income, exemptions and deductions
-Basic CGT and recoupments
-Deferred tax for dummies

-Selling your business: Sell assets Vs Sell shares?

At the client consulting:

• Identify, assess, and respond to risks/weaknesses in key business cycles of the entity, including but not limited to financial and operational departments.
• Recommend and implement techniques to improve productivity, increase effectiveness and cost saving.
• Set up lead generation department, oversee and train sales agents to enhance income capacity of business.
• Manage and optimise the working capital requirements of the company and its subsidiaries.