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Simple.Finance

Cape Town

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About

Simple. Finance is a craft financial management and accounting service provider, managed by Gerhard Vlok [CA (SA); CIMA].

Gerhard has 15+ years of experience which includes legal entity control, audit, financial statements, management accounts and reporting, data mining, data analysis, budgeting, forecasting, trade advisory, regulatory interpretation, stress testing, capital management and assessment, foreign exchange hedging, reporting automation, dashboard and key performance indicator analysis .

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Services

Accounting-Record keeping from cashbook, invoices and other relevant documentation. Reconciliation of bank statement, debtors and Creditors

Monthly reporting-Management reports that are available online and in real time, including asset register and Key performance indicators.

Payroll-Monthly payroll statements per employee

Taxes (simple)-VAT, Payroll and income taxes calculated and reported monthly, semi annual and annual submission. No historical issues.

Simplifications-Review of reporting and key performance indicators, advise on reporting and other simplifications to improve efficiency and reduce costs.

Risk reporting and assessment-Identification of key risks, assessment of impacts and scenario analysis with advice on risk mitigation actions.

Budgeting and forecasting-Monthly and/or annual budget and forecasting of financial position

Valuations-Model based valuation of business with 2-3 comparative assessments