Finleys

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Financial solutions catered to you

As your partner in prosperity, we at Finleys care about the unique needs related to your business’s financial growth. We do this by providing you with professional, reputable outsourced business services that take you from A to B while making the journey a smooth one.
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How we will
partner with you

All our experience is at your disposal. We make sure that you have the knowledge, vision, and tools to take the next step of your journey to sustained prosperity with the utmost confidence. Let Finleys be your guide in jour journey towards prosperity.

Advisory and
Strategic Planning

All businesses, at all stages in their life cycle, have specific visions of their futures and embark on their journeys towards prosperity in different ways. However, how do businesses make these visions come to life and achieve their newly set goals? By having a clear strategy in place and the guidance of financial professionals who have immense experience in various industries. That’s where Finleys comes in. Our advisors provide our clients with the right advice at the right time.
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  • Holistic business review
  • Advisory solutions
  • Strategic planning

Accounting, Processing,
and Payroll Management

For your day-to-day, month-to-month, or year-to-year accounting, payroll, and processing needs, we make sure that your finances are kept in ship shape so that you can plan and work towards greater wealth.
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  • Processing
  • Debtors/Creditors
  • Management Reporting
  • Cloud Accounting
  • Financial Statements
  • VAT
  • Payroll Management
  • Payslips
  • SARS Submissions
  • Workmen's Compensation

Company Secretarial, Administration, and Document Warehousing

Compliance matters and administrative know-how does not come easy to all. We use our expertise to ensure that your company’s structural concerns, administration, and document warehousing are always taken care of.
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  • New Companies & Trusts
  • Public Officer
  • Annual Compliance
  • Director/Shareholder Change

Family Succession and
Wealth Transfer Planning

When your business depends on day-to-day transactions and commitments, it can get difficult to keep the long-term in mind. We help you take care of your long-term goals by helping you protect the assets you have and will accumulate.
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  • Independent Trusteeships
  • Succession Planning
  • Will & Testament
  • Executorships
  • Trust Admin & Compliance

Business Structuring
and Re-Engineering

Finleys will ensure that the entities and relationships you set up for your business are the most efficient for ownership and income tax purposes. Different businesses and industries thrive in different structures, let’s make sure your company operates in the most effective way.

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  • Individuals
  • Holding Companies
  • Subsidiaries
  • Group of Companies
  • Trusts
  • Beneficiaries

Bespoke Financial Process and Systems Development

With our in-house expertise and experience, and the myriad of tools available out there today, let Finleys help you streamline your everyday financial administration, to run easily, automated, and accurate. Vital reporting should happen automatically, and payments, debtor tracking, and banking should not be where you spend energy and time. Finleys will find your solution, and help you implement and upskill to be able to save resources that can be used elsewhere.
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  • Processes
  • Procedures
  • Internal Controls
  • Systems
  • Naming Conventions
  • Technology

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DISCUSS FINANCIAL GOALS

Your Prosperity Matters

The Finleys Values

  • Specialisation
  • Approachability
  • Solutionist
  • Innovation
  • Nimbleness
  • Professionalism
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