
ACCOUNTING AUDIT TAXATION PAYROLL
More Than Accountants
Welcome to Equity-Sum, your trusted partner in financial success. We are a leading accounting firm dedicated to providing professional accounting and financial services to individuals, businesses, and organizations of all sizes. With our team of highly skilled and experienced accountants, we are committed to helping our clients achieve their financial goals with precision, integrity, and excellence.
Services we offer
Accounting Services
Monthly & Annual Accounting
-
Full bookkeeping (daily, weekly, monthly)
-
Management accounts (P&L, Balance Sheet, Cash Flow)
-
Month-end and year-end close
-
Bank, loan & creditor reconciliations
-
General ledger maintenance
-
Audit file preparation & auditor liaison
Management & Advisory
-
Budgeting & forecasting
-
Cash flow forecasting & working capital management
-
Costing models & margin analysis
-
KPI dashboards & financial reporting packs
-
CFO / Outsourced Financial Manager services
-
Business performance reviews & strategy support
Company Compliance
-
Annual Financial Statements (AFS)
-
IFRS / IFRS for SMEs compliance
-
CIPC submissions
-
Director reports & resolutions
-
Accounting officer services
Taxation Services
Business Tax
-
Corporate Income Tax (CIT) calculations & submissions
-
Provisional tax planning & submissions
-
VAT registration, returns & reconciliations
-
VAT reviews & SARS audits
-
Deferred tax calculations
Individual Tax
-
Personal income tax returns
-
Tax planning & optimisation
-
Capital Gains Tax (CGT)
-
Rental income tax compliance
-
SARS dispute resolution & objections
SARS Liaison
-
SARS registrations
-
Compliance status management
-
Penalty and interest resolution
-
SARS audits & verifications
-
Tax clearance certificates
Payroll Services
End-to-End Payroll
-
Monthly payroll processing
-
Payslips & payroll reports
-
PAYE, UIF & SDL calculations and submissions
-
EMP201 & EMP501 submissions
-
IRP5 generation
Employee & HR Compliance
-
Employment contracts & payroll setup
-
Leave, overtime & benefits administration
-
Payroll reconciliations to GL
-
COIDA & UIF compliance support
Business Support & Add-On Services
-
Company registrations
-
Accounting system setup (Xero, Sage, QuickBooks)
-
Accounting clean-ups & catch-up work
-
Internal control & process improvements
-
Due diligence support
-
Business valuations (SMEs)

COMPANY REGISTRATIONS
We do all business related registrations and to comply with statutory regulations set out by the Companies Act
MANAGEMENT ACCOUNTING
We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.


FINANCIAL STATEMENTS
We provide Financial Reporting and Financial statements with the highest of standards and integrity to provide a clear reflection of your companies financial health.
TAXATION
With a tax solution to your every need, we plan and execute your tax issues with the best Professional advice and strategies to reduce your tax liability


AUDITING
-
Financial statement audits: We conduct thorough examinations of financial statements to provide assurance on the accuracy, completeness, and fairness of the financial information presented.
-
Internal audits: We assess and evaluate our clients' internal controls, risk management processes, and operational efficiencies to identify areas for improvement and provide recommendations for enhancing internal control systems.
-
Compliance audits: We verify and validate our clients' compliance with laws, regulations, and contractual obligations to ensure that they are operating in accordance with relevant requirements.
We are here to provide the best accounting services for our clients, giving them long-term strategies for financial success. Contact us today.
OUR WAY
Your Accounting Experts
EquitySum provides unparalleled personalized accounting services to a broad range of clients across South-Africa. As your certified accountants, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success.
Tax Consulting, BEEE Verification, Provisional tax, IFRS Implementation, Tax Structuring, Personal Income tax, Payroll Administration, Bookkeeping Services, SARS Returns,


