My services

Everything from the first entry to the final statement

From your very first transaction to your signed Annual Financial Statements, I've got every stage covered — so nothing slips through the cracks.

01 — Foundation

Bookkeeping

Accurate, consistent processing of your day-to-day transactions, reconciled and kept current. Clean books are the basis for reliable reporting and a smooth year-end.

  • Transaction processing and capturing
  • Bank and account reconciliations
  • Maintained in Sage, Xero or QuickBooks
  • Organised records ready for review
02 — Insight

Management Accounts

Monthly management accounts produced directly from your trial balance, giving directors, trustees and governing bodies a clear, current view of performance.

  • Prepared from the monthly trial balance
  • Income statement and balance sheet
  • Figures grounded in actual records
  • A dependable basis for decisions
03 — Compliance

Tax & SARS

As a registered tax practitioner, CM4 manages your tax obligations and SARS interactions directly through e-Filing — keeping you compliant and on time.

  • SARS e-Filing submissions
  • Tax compliance and registrations
  • Liaison with SARS on your behalf
  • Deadlines tracked and met
04 — Year-end

Annual Financial Statements

Year-end Annual Financial Statements prepared to professional standard — the formal record of your financial position for stakeholders and regulators.

  • Compiled from the year's records
  • Professionally presented statements
  • Ready for boards, trustees and SARS
  • A clean close to the financial year

Tools & platforms

I work where you work

I'm at home across the major accounting platforms and SARS systems, so I fit around your setup rather than asking you to change everything.

That means a smoother handover, fewer headaches, and no disruption whether you're already on Sage, Xero or QuickBooks.

Platforms I use

  • Sage Accounting
  • Xero Accounting
  • QuickBooks
  • SARS e-Filing
  • Microsoft Office 365

Need a hand with some of this — or all of it?

Pick one service or hand me the whole thing. Either works.

Tell us what you need