Our Process
Knowledge
1. Understand your business
- What you do – services/products
- Financial and taxation position
- Business model
- Points of pain
- Objectives
2. Understand you
- Your financial and taxation position
- Personal goals
- Financial requirements
3. Understand your numbers
- Actual financial and taxation position
- Financial model today
- How your business functions according to the numbers
Evaluate
4. Feedback/Insights
- Match the numbers to your business objectives and personal goals
- Highlight opportunities
- Analyse obstacles
5. Open Dialogue
- An open forum to discuss ideas for the future numbers
Strategy & Plan
6. Outline the future
- Agree the business model
- Agree your business objectives
- Agree your personal goals
- Agree the journey
7. Implementation plan
- Short term requirements
- Long term plan
- Actions
- Clear timelines
- Milestones
- Internal resource
- Budget – financial commitments
- Match our services to meet the requirements of the plans
Implementation
8. Practical implementation
- Internal management
- Internal controls
- Clear lines of communication
- Execute compliance work
- Planned support
- Reactive support
- Review progress to stay on track
Ongoing Support
9. Planned ongoing support
- Direct and regular access to one main point of contact
- Practical day to day advice
- Regular reviews against your business objectives
- Forward planning with a focus on risk mitigation
“Umhlahlandlela has been helping us with business advice and accounting support in every step of the way in our development”
Noxolo Mhletywa
Prince
“I can proudly recommend you for your exceptional and prompt services. You have given us the value of our money. “