Services – Heunis Accounting and Tax Solutions

Our Services

We provide expert accounting, taxation, and business consulting services to individuals and small to medium-sized enterprises. Whether you're just starting out or looking to streamline your existing operations, our solutions are tailored to support sustainable growth, financial compliance, and long-term success.

Our Accounting Services

monthly bookkeeping

Managing invoices, supplier payments, and bank reconciliations can easily take valuable time away from running your business. Our team handles the full accounting function each month — from processing transactions to maintaining accurate records — so you can focus on growth and operations. With your books kept up to date, you’ll always have a clear view of your business performance and financial position.

financial statements

As a SAIPA-registered and regulated accounting firm, we are qualified to prepare your business’s annual financial statements and conduct independent reviews. Whether you operate as a private company, close corporation, or sole proprietor, accurate and compliant financial statements are essential — and we ensure they’re prepared with professionalism and precision.

Independent Financial Reviews

Why pay high auditor fees for your financial statements? As business owners ourselves, we understand the importance of managing costs effectively. As SAIPA-registered Independent Reviewers, we offer a professional, compliant, and cost-effective alternative — preparing your financial statements with the same level of accuracy and reliability, without the hefty price tag.

budget planning

For a business to grow sustainably, clear goals and financial boundaries are essential. Many business owners, however, lack the time or expertise to prepare a realistic and effective budget. We provide professional budgeting services and guidance to help individuals and companies manage expenses, plan for growth, and achieve lasting financial progress.

Management reports

Understanding your business’s financial performance is key to making informed decisions and staying profitable. Our monitoring and ratio analysis service helps you track expenses, evaluate year-to-date performance, and compare your results against industry benchmarks. With clear insights into profitability, cash flow, and customer payment trends, you’ll know exactly where your business stands — and where to improve. In today’s challenging economic climate, this service ensures you maintain strong financial health and positive cash flow.

Our tax Services

individual income tax

We provide comprehensive tax services to individuals registered for income tax, based on income earned during the financial year ending in February. Whether you earn a salary, commission, travel allowance, rental income, or have tax-free investments, we help you maximise your legal tax benefits with expert advice. Our individual tax services include preparing and submitting tax returns, reviewing SARS assessments, and offering professional guidance if you’re selected for an audit — ensuring peace of mind and full compliance.

company income tax

Company tax is calculated on your business’s net profit, and SARS requires provisional tax returns to be submitted twice a year — in February and August. With the daily demands of running a business, these deadlines can easily be missed, leading to costly penalties and interest charges. We ensure your company tax returns are completed accurately and submitted on time, keeping you fully compliant with SARS requirements and protecting your business’s cash flow.

VAT services

Incorrect VAT calculations are common, often due to system errors or a lack of knowledge. We start by reviewing your accounting system setup and performing a reasonability check to identify issues, such as unusually high VAT payments. Once reviewed, we calculate your VAT monthly, helping you plan your cash flow effectively. After your approval, we submit the VAT return on your behalf and provide proof of submission for your records, ensuring accuracy and compliance.

Our consulting Services

Risk management

Businesses face risks such as theft, inventory losses, damage, or fraudulent activities. We help clients assess and strengthen their internal controls to minimize or prevent financial and physical losses. Through a thorough review and risk analysis, we provide guidance to enhance your internal controls, safeguarding your business and ensuring greater operational security.

Entrepreneurship Services

Looking to start a business and attract investors? We help you create a professional business plan, conducting research together to identify your target market, ideal location, detailed cash flow forecasts, and more. Drafting a business plan can be time-consuming — we make it easier, guiding you step by step so you can launch your business with confidence.

external audit support

Preparing for an external audit can strain your team and disrupt daily operations. We bridge the gap by assisting with all year-end financial procedures and providing on-site or off-site support throughout the audit process, ensuring a smooth and efficient experience.

Accounting Software Implementation

With so many accounting software options available, choosing the right one can be overwhelming. The most important factor is selecting a solution that fits your business needs. We help you choose the most suitable software and implement it according to your specific requirements, ensuring a smooth setup and efficient use from day one.

Our skills development Services

On-Site Employee Training

We offer on-site training courses tailored to your employees, equipping them with practical skills and knowledge to perform their roles more effectively. Training at your workplace ensures convenience, relevance, and immediate application of what they learn.

Remote Training

Our remote training programs provide flexible, online learning for your team, allowing them to gain essential skills and knowledge from anywhere. These programs are designed for convenience without compromising on quality or engagement.

Our pricing structure

Transparent & Competitive Fees

Our service fees are tailored to each client’s specific needs. During an initial consultation, we discuss your requirements in detail and prepare a customised quotation based on prevailing market rates. This quotation is converted into a fixed monthly retainer, only adjusted if your service needs change. Whether you require ad-hoc or ongoing support, we offer competitive fees below the market average — without compromising on quality.

heunis accounting and tax solutions