Finleys

How do you make decisions to drive your business forward? Do you have access to tools and insight that indicate the direction in which your business should go? Do you sometimes wish you could speak to an expert about cutting-edge strategies for greater success?

Finleys partners with businesses to help them reach their goals.

We offer the following services:

Family succession and wealth transfer planning: This service is not only essential for the well-being of a family but also for the long-term success of a business. Effective planning ensures that the business continues to thrive even after the founder or key decision-maker retires or passes away. It enables a smooth transfer of ownership and management, ensuring business continuity and stability. Moreover, it can help reduce the tax burden on the business, which can significantly impact its profitability.

Advisory and strategic planning: We want to see your business thrive in today’s ever-changing market. We provide expert advice on various business operations, conduct holistic business reviews and couple these with our advisory solutions to help you identify long-term objectives.

Business structuring and re-engineering: Our goal is to help you create a more efficient and effective organisation that can better achieve its strategic objectives. Business structuring involves the development of the organisational structure, roles, and responsibilities of a company, while business re-engineering involves a comprehensive analysis and redesign of business processes to improve their efficiency and effectiveness.

Bespoke financial process and systems development: We offer customised financial solutions. This involves streamlining financial data administration, implementing new workflows, and integrating various financial technologies. The goal of bespoke development is to create a tailored solution that enhances efficiency, improves accuracy, reduces costs, and ultimately helps the organisation achieve its strategic goals.

Tax strategy, management, and compliance: We make sure your business complies with tax laws and regulations. Tax strategy involves identifying tax-saving opportunities and analysing tax consequences of various financial decisions.

Company secretarial administration and document warehousing: Let Finleys help you manage your company’s corporate records and legal requirements, including the filing of statutory documents, managing shareholder registers, and maintaining records of board meetings, and other corporate governance activities. We also offer secure storage of important company records and documents in a centralised location.

Accounting processing and payroll management: Our team of accountants ensures that your financial statements accurately reflect the reality of your business, providing you with valuable insights that you can leverage to plan for greater growth. Our payroll packages are designed to alleviate the stress of month-end paperwork, enabling you to concentrate on your core business activities.

As your strategic financial partner we add value with bespoke corporate solutions that enhance the prosperity of your company.

Get in touch: info@finleys.co.za

Please note that these articles are to be considered general information sheets only and should not be used or relied on as legal or other professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information therein. Always contact one of your Finleys advisors for specific and detailed advice. Errors and omissions excepted (E&OE).

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