We really care about our clients’ growth and success and we live by our slogan of offering simpler, balanced, finances. SB FINANCE has established itself as a recognised and specialist service provider for various SMMEs (Small, Medium and Micro Enterprises) and schools in the Western Cape for nearly 17 years. The company was formed with the clear intention of focussing, not only on individuals, but on the SMMEs & schools that are often neglected by the larger auditing firms. A niche client market in need of specialised services and products was quickly developed and this provided the basis for the directors to develop unique skills. Moreover, we offer a complete all-in-one service solution in terms of accounting, bookkeeping, auditing, taxation, insurance, payroll, & secretarial (CIPC) services. Having your accountant, tax consultant and financial planner in the same office will not only provide you with a suitable platform from where you can manage your wealth, it will also save you time. ABOUT US:
• Established in 2004 with our head office based in Somerset West at Somerset Links Office Park and another branch in the town of Robertson.
• SB Finance is a well-known and established accounting firm with an excellent reputation in the SMME market of the Western Cape.
• SB Finance is currently headed by Managing Director, Mr. Hannes Barnard. With a CA (SA) qualification and over 12 years’ experience as an audit manager/ director at various accounting and audit firms like PKF (Cpt), Grant Thornton and ARC Sakhile. We are confident about the value, knowledge, and skills that Hannes can contribute as a business partner to any business.
• Our highly skilled Accounting and Tax Manager, Mr. Christian Pozyn, ensures all our deadlines are met and effectively manages our firm’s workflow. As a SAIPA qualified Professional Accountant (SA) with 9 years’ experience, Christian and his highly skilled team offers our clients unparalleled customer service. He aims to add continuous value and to contribute to the success of our clients’ businesses.
• We are a Level 4 contributor to B-BBEE
• We consider our knowledge and insight into all matters with respect to the regulatory and technical environment to be first class, as well as are our relationships with the respective bodies and their leaders.
• Our reputation precedes itself within our profession. We have an impressive and loyal client list which includes a vast number of SMMEs and schools in the Western Cape that we have served for many years.
• We commit to a value-for-money-fee, and we aim to either meet or beat any existing bookkeeping, taxation, or auditing fee. Should our clients not be satisfied with our pricing, we would be open for negotiation in terms of our costing model. We want to gain your business as a strategic and long-term partner /client and will not let costing be the main reason for not being able to offer our services to our clients. We welcome your input on this.
• We specialise in backtracking, in other words, if books and returns are behind, we will get it up to date. We cannot however guarantee that existing interest and penalties by SARS will get wavered, but we can ensure by getting everything up to date, we will keep it up to date with your co-operation.
• We specialise in financial training for start-up businesses i.e. training in financial categories, source document requirements, processing receipts/income, processing payments/expenses or completion of the bank reconciliation etc.
• We have our own dedicated, trusted courier / driver to collect and deliver all our clients’ confidential information. This also gives us the unique advantage where our firm is not limited to service only one town or area. Our courier can collect and deliver far and wide throughout Cape Town and all neighbouring suburbs and towns. AFFILIATIONS & REGISTRATIONS:
• South African Institute of Chartered Accountants (SAICA)
• South African Institute of Professional Accountants (SAIPA)
• South African Institute of Business Accountants (SAIBA)
• South African Institute of Tax Practitioners (SAIT)
• Institute of Internal Auditors (IIA)
• Department of Trade & Industries (DTI)
• South African Revenue Services (SARS)
• Western Cape Education Department (WCED)
WE SERVICE:
• Individuals
• Close Corporations
• Sole Proprietors
• Educational Institutions
• Companies
OUR ALL-IN-ONE SERVICE SOLUTION INCLUDES:
• Accounting
• Audit & Assurance
• Business & Personal Taxation
• Financial Skills Training
• CIPC / Secretarial Services
• Payroll Services
• Trusts & Estates
• Financial / Wealth Planning
• Treasury Management Solutions
• Currency Management
WE ARE REGISTERED RESELLERS OF:
• SAGE ONE Online Accounting System – Certified Advisor
- Supplier of SAGE ONE product range
- Support and upgrades
- Training
