Optima Accounting and Advisory CPA

28/08/2026

WEEKEND CHECK-IN FOR BUSINESS OWNERS 🇰🇪☕

Before you close the laptop and enjoy the weekend, ask yourself:

Do you know how your business actually performed this week?

Not just how much money came into your bank account.

Do you know:

📊 How much you sold?
💰 How much profit you made?
🧾 How much your business spent?
📅 Which customers still owe you money?
🏦 Whether you have enough cash for upcoming bills, payroll and taxes?
🇰🇪 Whether your KRA tax obligations are up to date?

Running a successful business isn't just about making sales.

It's about understanding your profit, cash flow, expenses, taxes and overall financial position.

Good accounting gives business owners the information they need to make better decisions, manage cash flow and grow sustainably.

So this weekend, take some time to recharge.

Then start Monday knowing exactly where your business stands financially.

Need support with accounting, tax, payroll or financial reporting in Kenya?

Optima Accounting and Advisory CPA
Accounting | Tax | Payroll | Audit | Business Advisory

📧 [email protected]
🌐 www.optima-accounting.co.ke

25/08/2026

KES 1.38 BILLION TAX DISPUTE: A major lesson for Kenyan businesses 🇰🇪

What happens when KRA challenges your Corporation Tax, VAT and PAYE — and your business cannot adequately support some of its explanations with documentation?

The recent decision in Jilk Construction Company Ltd v Commissioner [2026] KETAT 280 (KLR) involved an original KRA assessment of approximately KES 1.382 billion.

The Tax Appeals Tribunal ultimately dismissed the company's appeal.

The case covered several issues familiar to Kenyan businesses:

📌 Contract advances and revenue recognition
📌 Subcontractor expenses
📌 Withholding-tax differences
📌 VAT exemptions and zero-rating
📌 Withholding VAT credits
📌 PAYE on casual/direct labour
📌 The taxpayer's burden of proof

One of the biggest lessons from the case is simple:

In a KRA tax dispute, an explanation is not evidence.

Businesses should be able to trace major transactions through:

Contract → Invoice → Payment → Accounting Records → Tax Treatment → Tax Return

We have prepared a new Optima Tax Case Snapshot explaining the case and 10 practical lessons taxpayers can take from it. Read and share the attached analysis with your finance, accounting and tax teams.

https://drive.google.com/file/d/1jIPxccLP85BMr1WFo0LAO5bFPCh71Ydw/view?usp=drive_link

Optima Accounting and Advisory CPA
📧 [email protected]
🌐 www.optima-accounting.co.ke

Disclaimer: This analysis is for general tax information only. Professional advice should be obtained for specific circumstances.

Optima Accounting Services is an accounting firm in Nairobi offering Outsourced Accounting Services, Payroll Processing Services, Tax Services etc

18/08/2026

BUSINESS OWNERS: Are director withdrawals from your company properly documented? 🇰🇪

A recent Kenya Tax Appeals Tribunal case provides an important warning for businesses.

In Wamuri Ltd v Commissioner of Domestic Taxes [2026] KETAT 163 (KLR), KRA raised additional assessments covering PAYE, Corporation Tax, VAT and Withholding Tax.

One of the major issues involved money withdrawn from the company's bank accounts by directors.

Where the taxpayer produced evidence showing that a director had paid approximately KES 12.69 million towards company tax obligations, the Tribunal required those payments to be recognised.

But inadequately supported director withdrawals remained exposed to PAYE.

📌 The lesson for businesses?

Company money and personal money should be clearly separated.

Every significant director or shareholder transaction should have proper supporting documentation showing whether it represents:

✓ Business expenditure
✓ Expense reimbursement
✓ Director/shareholder loan
✓ Salary or director's fees
✓ Repayment of money owed
✓ Dividend or another properly authorised transaction

We've prepared this Tax Case Snapshot explaining what happened and the practical lessons Kenyan businesses can take from the decision.

📄 Read and share the attached document.
https://drive.google.com/file/d/18AIPwkPThe3dqTGajsXAolrGwwwWpM4j/view?usp=drive_link

Good records don't just make accounting easier — they can protect your business during a KRA tax audit.

Optima Accounting and Advisory CPA
📧 [email protected]
🌐 www.optima-accounting.co.ke

Disclaimer: This publication is for general tax information only. Professional advice should be obtained for your specific circumstances.

Optima Accounting Services is an accounting firm in Nairobi offering Outsourced Accounting Services, Payroll Processing Services, Tax Services etc

14/08/2026

Happy Weekend, Business Owners! ☕📊

You've worked hard all week. Now it's time to recharge.

But before Monday arrives, here's a quick financial check-in:

✅ Is your cash flow healthy?
✅ Are your customers paying on time?
✅ Is your bookkeeping up to date?
✅ Are your taxes and statutory obligations under control?
✅ Do you know whether your business is actually making money?

You don't have to spend your weekend doing accounts.

That's where we come in. 😊

At Optima Accounting and Advisory CPA, we help businesses take care of their accounting, tax, payroll and financial reporting so owners can spend more time focusing on their businesses.

Enjoy your weekend and come back ready for another productive week! 🚀

10/08/2026

5 Ways to Improve Your Business Cash Flow 📊

Sales are important. Profit is important. But neither guarantees that your business will always have enough cash to meet its obligations.

Strong cash flow management requires businesses to:

✅ Forecast cash flow — Know what cash is expected to come in and go out.

✅ Manage working capital — Collect customer debts faster, manage inventory and plan supplier payments.

✅ Maintain cash reserves — Prepare for payroll, taxes, emergencies and unexpected expenses.

✅ Prioritize strategic spending — Direct available cash toward activities that support your most important business goals.

✅ Monitor cash flow KPIs — Track debtor days, creditor days, operating cash flow and cash runway.

💡 Business Tip: Don't wait for a cash shortage before reviewing your cash flow. Regular forecasting gives management time to identify problems and take corrective action.

Good cash flow management helps businesses survive difficult periods and provides the financial capacity to pursue growth opportunities.


Optima Accounting and Advisory CPA

06/08/2026

📅 KRA TAX DATES REMINDER | Stay Compliant, Avoid Penalties! 🇰🇪

Running a business in Kenya? Mark these important KRA tax deadlines to keep your business compliant and avoid costly penalties and interest.

📅 By the 9th of Every Month
✅ PAYE, Housing Levy, NITA Levy
✅ SHIF Contributions
✅ NSSF Contributions

📅 By the 20th of Every Month
✅ VAT Returns & Payment
✅ Turnover Tax (TOT)
✅ Monthly Rental Income Tax (MRI)
✅ Digital Asset Tax (where applicable)

📅 Quarterly
✅ Corporation Tax Instalment Payments

📅 Annually
✅ Corporation Income Tax Return (within six months after your financial year-end)

Why timely filing matters
✔ Avoid penalties and interest
✔ Maintain a good KRA compliance record
✔ Improve business credibility
✔ Focus on growing your business with confidence

At Optima Accounting and Advisory CPA, we help businesses across Kenya with:

📊 Accounting & Bookkeeping
📑 Tax Compliance & KRA Returns
💼 Payroll Management
📈 Fractional CFO Services
📋 Financial Statements
🔍 Audit & Assurance Services
💡 Business Advisory

📞 Call: 0700 053980
📧 Email: [email protected]
🌐 Website: www.optima-accounting.co.ke
📍 Office: View Park Towers, Nairobi, Kenya

Contact us today for professional accounting and tax solutions tailored to your business.

04/08/2026

📊 Looking for Professional Accounting, Tax & Payroll Services in Kenya?

Your business deserves a trusted financial partner.

At Optima Accounting & Advisory, we help businesses save time, stay compliant, and grow with confidence through professional:

✅ Bookkeeping & Accounting Services
✅ Tax Compliance & KRA Advisory
✅ Payroll Processing
✅ External & Internal Audits
✅ Financial Statements Preparation
✅ Fractional CFO Services
✅ Cash Flow Planning & Budgeting
✅ Business Advisory & Financial Strategy

Whether you're launching a new business or managing an established company, we provide reliable financial solutions tailored to your needs.

💡 Why choose us?
✔ Experienced professionals
✔ Fast, reliable service
✔ Personalized business support
✔ Technology-driven accounting solutions
✔ Transparent communication

🎁 FREE Business Financial Health Check

Let's identify opportunities to improve your profitability, strengthen cash flow, and reduce compliance risks.

📞 Call us today on 0700 053980
📧 Email us to book your consultation [email protected]
💬 Send us a message—we're ready to help.

Optima Accounting & Advisory – Helping Businesses Grow with Confidence.



Optima Accounting and Advisory CPA

18/06/2026

📢 Tax Tip Alert! 💡

Did you know? Keeping proper business records and filing your taxes on time can save you from hefty KRA penalties and unnecessary stress.

Many businesses lose money simply because they overlook simple tax obligations like VAT, PAYE, Withholding Tax, and eTIMS compliance. Staying informed is the first step to protecting your business.

At Optima Accounting & Advisory, we help businesses across Kenya stay compliant, reduce tax risks, and plan smarter.

✅ Tax Planning and Compliance
✅ KRA Tax Audit Support
✅ Tax Dispue Resolution
✅ Tax Planning
✅ Accounting & Advisory
✅ Audit Services

📞 Need help with your taxes? Reach out today and let’s keep your business compliant and growing.
Tel. 0700 053980

Call now to connect with business.