Systems and Business Analysis

Systems Analysis

Our systems analysis sessions are for built for you if you are currently:

  • struggling with your accounting and financial infrastructure
  • not getting the management reports you need
  • looking for an overview of what cloud-based technology is available to streamline your financial operations

The analysis will be performed by senior members of our Systems Team.

The format is a workshop for us to discuss and understand how your business currently operates, what financial systems are in use and what improvements need to be made to ensure that you receive the management and financial reporting you require.

We will look at the resources required to drive this change and lay out a roadmap for any subsequent systems implementations you require in the form of a systems report.

Business Analysis

Our Business Structure, Strategy and Gap Analysis is a workshop to build a strategic plan and develop a roadmap to grow your business.

This workshop will enable us to understand how the business currently operates as well as where you envisage your growth. Through this, we will identify the type of structure you require for better management, accounting, and tax reports.

Our process:
The business gaps that exist in key functional areas are analysed to enable us to proactively close them. The following areas will be focussed on:

  • Strategy
  • Product and Technology
  • Operations
  • Marketing
  • Sales
  • Financial Management
  • Legal
  • Intellectual Property
  • Human Resources
  • Soft Skills
  • Environmental, Social, and Governance

Creative CFO will also

  • Review the current business form and provide an explanation of the different entity forms available
  • Perform a secretarial checklist
  • Perform a tax compliance analysis
  • Provide an explanation of the different taxes and rates for individuals, businesses as well as the tax legislation to help, such as turnover tax and small business tax rates
  • Review of your current tax position - outstanding tax returns and dates of upcoming submissions
  • Provide a calendar of your annual South African Revenue Service (“SARS”) deadlines
  • Tax optimisation (Small Business Corporation Tax, Turnover Tax, Personal vs Company)

We will then recommend any changes to the structure that could allow you to utilise favourable tax treatment whilst considering the legal structure in relation to your business activity.

When you check out you may select a quantity of 1 and we will get in touch with a confirmation of what information we will need from you to get started.