Positive-Trends-Reimagine

Are you reimagining your finances? We'd love to help

Positive Trends is a Cloud Accounting firm working with clients who wants to reimagin their finances

 

Imagin: Unlimited Support

Your entire accounting team, on call throughout the year.

Imagin: Knowing your real-time cashflow

Real-time collaboration to keep you up to date with your cashflow.

Imagin: Up-Front Pricing

Customized pricing options for every customer, agreed upon up-front.

Imagin: Management accounts before the next month end

Getting to see your figures before the next month end.

 

 

 

Contact us      Our Process

 

 

 

 

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Responsible estate planning can go a long way in ensuring that your finances and assets are ideally managed and distributed in the event of your death. It can also ensure that your loved-ones are adequately provided for and that proper care is taken after you have gone. With a sound understanding of related legal processes, we can assist you with comprehensive and mindful estate planning, including drawing up Wills and Trusts.

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When facing important strategic decisions, it helps to have the advice and assistance of someone with proven expertise, experience, and an external business perspective. Do you know the true potential of your business? And do you know how to access or interpret the management information you need to get answers? At Positive Trends Financial Services our advisory team can source and analyse critical management information to assist your business with the strategic decision making process.

We advise our clients and implement systems to ensure that they have the information they need for future growth. The failure of many a business is mainly due to a lack of accurate management information and the knowledge to interpret it. Our team will show you how to transform every project or venture you tackle, radically, and how to do so with innovation and enthusiasm.

With our expertise in strategic financial analysis, we prepare our clients to be able to use financial and operational data effectively. This can be applied in a variety of critical decision-making contexts, whether the focus is on your own company's performance or on potential acquisitions, competitors or partners.

 

TAX

Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative.

You as a clients can rely on us to meet this need in a proactive and cost effective manner.

ACCOUNTING

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts.

We are geared to undertake this function in a professional and cost effective manner.

ADVISORY

When facing important strategic decisions, it helps to have the advice and assistance of someone with proven expertise, experience, and an external business perspective. 

At Positive Trends Financial Services our advisory team can source and analyse critical management information to assist your business with the strategic decision making process.

 

PAYROLL

Positive Trends provides clients with a cost effective payroll solution with complete peace of mind. With ever changing Labour and SARS requirements, by outsourcing your payroll to Assign, you are assured that your employees are paid accurately on time, every time, and that all your monthly and annual returns are submitted correctly and that you are fully compliant.

ESTATE

Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the Taxman when you die, rather than leaving it to provide for your loved ones.

Because much as you may not want the Taxman to benefit from your death, estate duty lies in wait to pounce on the assets of the unwary.

OTHER

tax-web

Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative. You as a clients can rely on us to meet this need in a proactive and cost effective manner.
Our services include:

CORPORATE TAX

  • Income Tax Return
  • Verification of Assessment
  • Objection against assessment
  • Tax Clearance Certificate
  • Sorting out Tax Clearance Issues
  • Provisional Tax Returns
  • Calculation of Capital Gains Tax
  • Withholding Tax on Dividends

INDIVIDUAL TAX

  • Income Tax Return
  • Verification of Assessment
  • Objection against assessment
  • Tax Clearance Certificate
  • Sorting out Tax Clearance Certificate issues
  • Provisional Tax returns
  • Calculation of Capital Gains Tax

INDIRECT TAX

  • VAT201 Returns
  • EMP201 Returns (PAYE, SDL, UIF monthly submissions)
  • EMP501Returns (PAYE, SDL, UIF Reconciliation)

TAX COMPLIANCE

  • Completion and submission of statutory provisional and annual tax returns as well as individual and trust provisional and annual tax returns
  • Monitoring the status of our clients' compliance obligation
  • Processing of registrations for all forms of taxation
  • Application for tax clearance certificates
  • Transfer duty submissions
  • Dividends tax declaration
  • VAT, PAYE, UIF and Regional Services Levies

 

images-11Are you tied down by doing in-house accounting functions that don't allow you the time to focus on your core business and cash flow?

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts. We are geared to undertake this function in a professional and cost effective manner. We are committed to providing our clients with excellent professional business service in accounting, with our core values as the underpin.

The Accounting serviceses are made up of two options, annualy and monthly. The monthly service is known as the "Rolls Royce" service offering from Positive Trends Financial Services. 

The services include the following:

Monthly Service

  • Monthly Accounting Fee
  • Customer Invoices
  • Customer Credit Notes
  • Supplier Invoices
  • Supplier Return & Debits
  • Bank Statement Transactions
  • Petty Cash Transactions (including Cash on Hand)
  • Reconciliation of Bank Statement
  • Payroll Journals
  • Depreciation Journals
  • Lease Interest Journals
  • Inventory Journals
  • General Journals
  • Compiling of Monthly Financial Statements
  • Management Meeting every month
  • Keeping record of Fixed Asset Register
  • Reconciliations of Debtors Accounts
  • Debtor Account Statements
  • Age Analysis for Debtors
  • Reconciliations of Creditor Accounts
  • Creditor Account Statement and Payment Request
  • Age Analysis for Creditors

Annual Service

  • Data Processing
  • Payroll Journals
  • Depreciation Journals
  • Lease Interest Journals
  • Inventory Journals
  • General Journals
  • Keeping record of Fixed Asset Register
  • Compiling of Annual Financial Statements
  • Minutes of Meeting
  • Audit Pack for External Auditors

 

 

What makes us different?
Our focus on systems.

Having the right systems and processes means a lot more than just a faster tax return. It means freedom and mobility for you and your company.

Real time metrics and streamlined processes mean you can talk about the issues that matter, when they matter – leading to better planning, strategy, and decision making.

 

 

 
 
 
 
 
 
 
 
 
 

Why online

  • More and more services have moved to an online or digital environment, as the easiest and best way of accessing them, allowing individuals and businesses greater control over their data, their time and their lives, whilst reducing the hassle associated with many boring but essential admin tasks...accountancy and financial advice is no different. 

    Online Accountant
    Positive Trends

  • Expert, professional advice and excellent customer service, available through a variety of modern communication tools, combined with the ease of access, improved control and visibility, additional functionality and value for money pricing available online, makes this the obvious choice and one more and more people are making. 

    Online Accountant
    Positive Trends

  • Makes other financial transactions easier - such as applying for finance - as your finances are already up to date at any point in time. 

    Adding Value
    Positive Trends

Our Partners

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Online Service

We provide a fully comprehensive online service, covering all the bookkeeping, accounting, tax compliance and advice that a business needs. Not just software and not just expertise, but both – in one all-inclusive, low-cost package. This new, modern approach dramatically improves the service businesses receive – reducing time, cost and risk and improving control.

World Class Support

As professional advisers we help our clients solve complex business problems and aim to enhance their ability to build value, manage risk and improve performance. In order to succeed, we must grow and develop, both as individuals and as a business.

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