Coach Accountant Helping established business owners find their bearings
Small business accounting and compliance

Regular bookkeeping and compliance for your business

Keep your accounting records up to date and your tax, payroll and company obligations organised.

Coach Accountant supports established small and medium businesses in Cape Town and across South Africa with practical accounting services, clear responsibilities and an agreed monthly routine.

Discuss your accounting needs
Connected sales and expenses, payroll and tax records help establish your business’s starting point.

Your regular accounting and compliance journey

One connected routine keeps the evidence, accounting and agreed obligations together.

  1. Collect evidence

    Supply the statements, invoices and records needed for the agreed work.

  2. Process and reconcile

    Keep the books up to date and investigate unexplained balances.

  3. Prepare returns

    Prepare and submit the agreed SARS, UIF, COIDA and CIPC filings that apply.

  4. Confirm status

    Retain filing confirmations and identify outstanding matters and next actions.

Your engagement defines the services, responsibilities and filing dates. The Client Bearings Report records what happens next.

What this means for your four bearings

Cash

Keep payment obligations and outstanding balances visible so you can plan what the business needs to fund.

Profit

Current income and expense records provide the foundation for understanding performance and preparing meaningful management accounts.

Control

An agreed routine makes responsibilities, missing evidence and the status of returns clear.

Business Value

Dependable records and consistent compliance support continuity and give future decisions a stronger foundation.

What would you like help with?

Choose an area to see the services and submissions we manage.

Accounting & bookkeeping

Records, reconciliations and year-end accounts

View services and returns

SARS

Income Tax, VAT and employer returns

View services and returns

Employment & Labour

UIF, COIDA and employer administration

View services and returns

CIPC

Annual Returns, beneficial ownership and financial filings

View services and returns

You may need more than one area of support. We agree a package around your business and confirm which obligations apply.

Services and returns in detail

Open the sections you need. Requirements depend on your entity, registrations, employees and circumstances.

Accounting & bookkeeping

Process supported transactions, reconcile bank accounts and review customer, supplier and other agreed balances. Identify missing records and unresolved items so they can be addressed.

Your agreed scope can include payroll processing, payslips and annual financial statements. We confirm the records, responsibilities and deliverables before work begins.

SARS
  • ITR14: annual income tax return for companies and close corporations.
  • ITR12: individual income tax return, including sole proprietor business income where applicable.
  • IRP6: provisional tax returns for taxpayers subject to provisional tax.
  • VAT201: VAT declarations for registered VAT vendors, according to their tax periods.
  • EMP201: monthly employer declarations for PAYE, UIF and SDL where applicable.
  • EMP501: interim and annual employer reconciliations, with IRP5 and IT3(a) employee tax certificates.

We can also assist with agreed registrations, taxpayer details, statements of account and routine supporting-document requests. Disputes and tax debt resolution are separately scoped through SARS ResolutionIQ.

Employment & Labour
  • UIF employer registration: UI-8 and accompanying employee information where applicable.
  • UIF employee declarations: UI-19 or the accepted electronic payroll declaration, including relevant employee changes.
  • COIDA Return of Earnings: the annual Compensation Fund Return of Earnings, commonly referred to as W.As.8, for applicable employers.

Agreed support can include Compensation Fund registration, assessment and payment follow-up and Letter of Good Standing applications. UIF employee declarations remain distinct from contributions paid through SARS; we confirm the applicable registration and payment route.

CIPC
  • Annual Return: the annual CIPC filing for a company or close corporation.
  • Beneficial Ownership declaration: required ownership information and updates.
  • Financial Accountability Supplement: FAS, also known as CoR30.2, or Annual Financial Statements filing as applicable to the entity.

CIPC Annual Returns are separate from SARS income tax returns. We coordinate the relevant ownership, financial and entity information and retain filing confirmations.

Official guidance: SARS, UIF, Compensation Fund and CIPC.

A clear routine for your records and returns

We agree how documents are supplied, who is responsible for each task and the dates needed to prepare the work. Our usual monthly rhythm targets documents and payment on the 1st and completed books by the 10th, with management accounts by the 15th where included.

Payroll and statutory submissions follow the applicable filing dates and your agreed schedule. These monthly working targets do not replace statutory deadlines. Late or incomplete evidence can affect delivery.

From evidence to compliance

01

EvidenceIQ

Provide the records

02

IntegrityIQ

Keep the numbers reliable

03

ComplianceIQ

Meet the obligations

You receive clear requests for missing information and visibility of outstanding matters. The Client Bearings Report identifies the next action, who is responsible and the relevant date.

Frequently asked questions

Do I need every service listed?

No. We agree a scope based on your business, registrations and obligations. The return lists show what may apply, rather than a package every business needs.

What if my bookkeeping is behind?

We assess the starting position first. Catch-up work can be scoped separately before an ongoing routine begins.

Who provides the supporting records?

We agree responsibilities and delivery dates with you. Clear requests help you understand what is needed and how missing information affects the work.

Are management accounts included?

Only where agreed in your scope. ProfitIQ™ offers deeper insight into cash, profit and business priorities once the records support it.

Take the next connected step

Explore payroll and employer returns for separately agreed support that builds on the records and insight you already have.

When you need more than regular accounting

If the books are behind, our bookkeeping backlog and catch-up service helps establish the starting position.

If you want deeper insight into profit, cash and priorities, ProfitIQ™ monthly management accounts builds on reliable records.

How to get started

Tell us which services you need, which accounting system you use and whether your records are current. We confirm the scope and provide a quote. Work begins after written acceptance and payment.

Enquire about bookkeeping and compliance

Not sure where to start? Get free guidance.

Explore a question about cash, bookkeeping, SARS, business performance, compliance or payroll, then bring that context into your conversation with us.

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