#

primary residence rebate

Business start-up support

  • Personal experience
  • Create financial road map
  • Introduce a financial business model
  • Together we apply financial surgery and discipline

Business planning, cash flow and profit projections

  • Assisting with the compilation of effective business plans
  • Cash flow projections
  • Profit projections

Consulting on management buy outs/ins

  • Assessing the opportunities
  • Review of business synergies
  • Debt refinancing
  • Acquisition financing
  • Business plans
  • Partner buy-outs
  • Sale to management
  • Raising Capital

Acquisition, mergers and disposals

  • Formulate an approach strategy with our client
  • Agree on a preliminary view on valuation and financial structuring
  • Approach the target using our top-level contacts where possible

Due diligence reviews and feasibility

  • Due diligence is part of the financing process and includes the evaluation of an investment opportunity before committing
  • This review is conducted by Wallrich at the approval phase of a project to identify and mitigate on three basic risk areas

Statutory secretarial services

  • Conversions of companies and corporations
  • Maintenance of statutory records
  • Submission of annual returns
  • Amendments to and registration of statutory details

Forensic audits

  • Working relations with the investigation and prosecuting agencies
  • Authorisation and control of the audit investigation
  • Rules of evidence governing
  • Admissibility of records

Internal audits

  • The internal audit activity provides assurance that the internal controls in place are adequate the mitigate the risks
  • The audit also assesses the efficiency and effectiveness of governance processes, and whether organisational goals and objectives are met.

Preparation of annual financial statements

  • 12 Month financial projections
  • Quarterly income statement
  • Three year financial projections
  • Monthly income statement
  • Income statement
  • Expense statement
  • Yearly expense statement
  • Sworn statement for contractor

Management accounts

  • The Wallrich team does an assessment on how your results compare to the budgets and forecasts
  • We evaluate the sales, expenses, debtors and creditor trends
  • Debtor and creditor reports serve as inspiration for our evaluation

Accounting services and advice

  • Wallrich accounting services are extensive and diversified
  • Services are customised and relevant to the needs of every client
  • Advisory services are based on proven financial practices

On the job training of your financial staff

  • Wallrich training modules will allow your staff to work independently
  • The modules will ensure that your staff are well positioned to sustain a high level of financial performance for your company

Tax planning

  • The Wallrich goal of tax planning is to arrange your financial affairs in such a way so as to minimise your taxes
  • Our focus is on tax planning, payroll taxes, income tax, return preparation for companies, individuals and trusts, statutory tax preparation.

Estate planning

  • Estate planning essentially involves the structuring of your personal financial affairs
  • This will ensure that upon your death, estate duty (“death taxes”) are minimised. that there is sufficient liquidity to meet the estate’s financial obligations and that inheritances are sufficiently protected for your heirs
NSBC CA SAIT SAIPA
About us Services Newsletter Links News and Media Downloads Contact Us
Developed and maintained by MS-CC
Copyright © 2016 inc. All rights reserved.