Monthly bookkeeping
A structured monthly cycle keeps records current, complete and ready for reporting. We organise source information, process activity and close each period with consistency.
Our services
Complete financial support, in detail.
From the daily accuracy of your records to annual reporting, tax, payroll and statutory obligations, Axia Finance provides connected support across the financial work your organisation depends on.
01 · Accounting & Bookkeeping
Accurate records. Useful financial control.
We organise and maintain the financial information that supports day-to-day operations, sound reporting and confident decision-making.
Capturing and processing financial transactions
Sales, purchases, receipts, payments and journals are recorded in the correct accounts with clear supporting references and a dependable audit trail.
Bank reconciliations
Bank activity is matched to accounting records so missing entries, duplicates, timing differences and unexplained movements can be identified and resolved.
Debtors and creditors management
We help maintain accurate customer and supplier balances, monitor ageing, allocate payments and support a clear view of money owed and amounts payable.
Cash flow management
Cash inflows, commitments and expected outflows are organised into a practical view that supports payment planning, working-capital decisions and early action.
General ledger maintenance
The general ledger is reviewed and maintained so balances remain properly classified, supported and aligned with the underlying activity of the organisation.
Fixed asset register maintenance
Assets, acquisition information, depreciation, disposals and carrying values are kept in a controlled register that supports reporting and year-end preparation.
Inventory accounting
Inventory movements and values are reconciled to financial records, supporting reliable cost information, margin analysis and reporting of stock on hand.
Preparation of management accounts
Periodic management accounts turn processed records into a clear view of performance, financial position, key movements and matters requiring attention.
Budget preparation and monitoring
We translate operating plans into a practical financial budget and compare actual performance against expectations to explain variances and refine forecasts.
02 · Financial Statements
Reporting that stands up to scrutiny.
Financial statements are prepared to communicate performance and position clearly while supporting the relevant reporting framework and stakeholder requirements.
Annual Financial Statements
Year-end information is compiled into a coherent set of annual financial statements with supporting notes, classifications and disclosures appropriate to the entity.
Interim financial statements
Interim reporting provides a reliable view between year ends, supporting management review, funding discussions and time-sensitive stakeholder decisions.
Group financial statement consolidation
Financial information from related entities is aligned, combined and adjusted to present the group as a single economic unit, including relevant elimination entries.
IFRS, IFRS for SMEs and local GAAP compliance
We support the selection and consistent application of the appropriate reporting framework, with attention to recognition, measurement, presentation and disclosure.
Drafting accounting policies
Entity-specific policies are documented in clear language to explain the principles applied to significant transactions, balances and judgements.
Financial statement analysis
We interpret trends, ratios, margins, liquidity and balance-sheet movements so the statements become a practical decision tool, not only a compliance document.
03 · Tax Services
Tax obligations handled with context and care.
Our tax support connects accurate information, considered preparation and timely administration across individuals, businesses, trusts and other structures.
Individual income tax returns
Personal income, deductions and supporting information are organised and prepared for submission, with queries and outstanding matters identified for follow-up.
Company income tax returns
Accounting results are translated into the relevant tax computation and return, with adjustments, allowances and supporting schedules prepared from the available records.
Trust tax returns
Trust income, distributions, capital movements and supporting information are brought together for return preparation in line with the trust’s circumstances.
Partnership tax returns
Partnership financial information and allocations are organised so the partnership and relevant partner reporting can be prepared consistently.
Provisional tax calculations and submissions
Expected taxable income is estimated using current information, helping to plan provisional payments and reduce avoidable surprises at assessment.
VAT registrations and returns
We support registration, periodic VAT preparation, reconciliations and the organisation of input and output information needed for reliable submissions.
PAYE, UIF and SDL registrations
Employer registrations are coordinated so payroll taxes and statutory contributions can be administered through the correct channels from the outset.
EMP201 and EMP501 submissions
Monthly employer declarations and periodic reconciliations are prepared from payroll records, supporting alignment between deductions, payments and employee certificates.
Tax planning and advisory
We assess the tax implications of decisions and transactions before they are finalised, helping clients consider timing, structure, cash flow and documentation.
Tax clearance certificates
We assist with compliance-status applications and help identify outstanding returns, balances or administrative matters that may prevent a successful outcome.
Objections, appeals and dispute resolution
Assessments and disputed matters are reviewed against the supporting facts, with structured submissions and documentation prepared for the relevant process.
Tax health checks and reviews
A focused review highlights filing gaps, unreconciled balances, registration concerns and other exposures before they become larger operational problems.
Capital gains tax calculations
Base cost, proceeds, transaction details and available supporting records are organised to calculate and document the tax effect of disposals.
Dividend withholding tax compliance
Dividend declarations, beneficial-owner information, exemptions and related submissions are reviewed and documented for appropriate withholding-tax administration.
Estate duty and donations tax advice
We help clients understand the potential tax implications of estates, lifetime donations and related planning decisions, with specialist input coordinated where required.
04 · Payroll Services
Reliable payroll for every pay cycle.
Our payroll service supports accurate employee payments, clear records and the recurring calculations and submissions that sit behind a well-run payroll function.
Payroll processing
Employee earnings, deductions, benefits and changes are processed for each pay cycle using approved information and consistent controls.
Payslip generation
Clear payslips provide employees with an organised breakdown of earnings, deductions and net pay for the relevant period.
Leave management
Leave taken, accrued and available is maintained alongside payroll information to support consistent records and employee queries.
Overtime calculations
Approved overtime information is applied using the relevant rates and payroll rules, with the calculation reflected transparently in the pay run.
Payroll tax calculations
Employee tax and statutory payroll amounts are calculated from payroll inputs so deductions and employer obligations can be recorded and paid correctly.
Employee tax certificates (IRP5/IT3(a))
Year-end employee certificates are prepared from reconciled payroll records, supporting accurate reporting for both the employer and each employee.
UIF submissions
Employee and employer contribution information is organised and submitted as part of the recurring payroll-compliance cycle.
Workers’ compensation returns
Payroll information relevant to WCA/COIDA reporting is compiled and reconciled to support the employer’s annual return process.
Payroll reconciliations
Payroll totals are reconciled to payments, accounting records and statutory declarations so differences can be resolved before period-end or annual submissions.
Payroll registrations
New employer and payroll-related registrations are coordinated so the payroll function starts with the appropriate administrative foundations.
05 · Company Secretarial
Corporate records kept in proper order.
We support the administrative and statutory actions that keep company and trust information current, documented and ready when stakeholders need it.
Company registrations
New entities are set up with the required registration information, providing a clear foundation for banking, tax, contracts and operational administration.
Amendments to company details
Changes to registered addresses, contact information and other company particulars are prepared and submitted so official records remain current.
Director appointments and resignations
Director changes are documented and processed with attention to effective dates, supporting resolutions and the company’s statutory records.
Share allotments and share transfers
Ownership changes are supported with the relevant registers, resolutions and transaction documentation needed to maintain an orderly share record.
Beneficial ownership submissions
Beneficial ownership information is compiled and maintained so the entity can make the required disclosures using current ownership data.
Annual returns
Annual-return information is prepared and submitted to keep the entity’s registration status and statutory record up to date.
Maintaining statutory records
Key registers, resolutions and corporate documents are organised into a coherent record that supports governance, reviews and future transactions.
Company deregistrations
Where an entity is no longer required, we assist with the administrative process and help identify related matters that should be addressed before closure.
Trust registrations and amendments
We support the preparation and administration of trust registrations and amendments, coordinating required information and documentation for changes to trustees, addresses and trust particulars.
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