Accounting and Bookkeeping

Accurate accounting records help business owners understand their financial position, monitor performance and prepare for tax and statutory obligations. SW Accountants (Pty) Ltd offers accounting and bookkeeping support to businesses at different stages of growth.

Sunette Wessels is an adviser for Sage and Xero and a QuickBooks Advisor. We can discuss your existing accounting software and the support that may be appropriate for your business.

We prepare annual financial statements using Draftworx, a specialised financial statement preparation platform. This supports the preparation and presentation of financial statements based on the accounting records and information supplied, within the scope agreed with each client.

Our accounting services

  • Monthly bookkeeping and transaction processing.
  • Bank and control-account reconciliations.
  • Debtor and creditor administration.
  • General ledger maintenance and review.
  • Monthly management accounts and financial reporting.
  • Preparation of annual financial statements, where engaged.
  • Accounting support for tax and statutory submissions.

How the process works

  1. We discuss your business, accounting system and reporting requirements.
  2. We agree on the records and supporting documents needed.
  3. Transactions and balances are processed or reviewed according to the agreed scope.
  4. We provide the agreed reports and identify items requiring your attention.

What you may need to provide

  • Business bank statements.
  • Sales invoices and receipts.
  • Supplier invoices and expense slips.
  • Loan, asset and finance agreements, where relevant.
  • Previous accounting reports and trial balance, if available.

Contact us to discuss a suitable monthly or annual accounting arrangement. The scope, reporting frequency and fees will be confirmed before work begins.

SW Accountants (Pty) Ltd
sunette@swaccountants.co.za | 066 579 0369

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