Our purpose and objectives are to help and serve small to medium size Entities with broad Financial Management, Taxation & Bookkeeping services.
Our purpose and objectives are to help and serve individuals and privately owned entities primarily within our broad taxation assistance, bookkeeping, financial management and top accredited financial advisor appointment solutions.
Our values of Confidential Financial Control is embedded in a full service level agreement to our current and prospective clients ensuring sensitivity to fiscal privacies, Optimum Integrity towards and within our relationships with individuals and entities in handling their financial systems and obligations.
With an open office policy, site visitation and third party representation we ensure Professional business ethicality whenever and wherever we interact with and on behalf of our clients.
We constitute Trust.
Furthermore our enterprise mission is to maintain and fulfil our current client base with the consistent and trusted services of which they have become accustomed to over the past 25 years and in addition to allow new individuals and entities to enjoy the same integral high level of service.
Our Operational Oversight is to expand into the greater financial service offering sector and financial products market which is in view for implementation. The proposed offering would commission professional financial planning and advisory in line with being a consistent and trusted accountancy firm. Certain additional contracts with affiliated privately owned investment companies are being reviewed and regulatory requirements are being done to implement fit and proper financial planning.
Our values of Confidential Financial Control is embedded in a full service level agreement to our current and prospective clients ensuring sensitivity to fiscal privacies, Optimum Integrity towards and within our relationships with individuals and entities in handling their financial systems and obligations.
With an open office policy, site visitation and third party representation we ensure Professional business ethicality whenever and wherever we interact with and on behalf of our clients. We constitute Trust.
Sustainable Business support
Small businesses go through various stages of growth and development over time. In order to ensure that a sustainable business is created both within MCFS and for our clients, we network professionally by placing our clients development needs and ongoing sustainability requirements at the forefront of their fulfilment outcome.
Deal support
Deal initiation – matching and placing potential targets and vendors, due diligence on the accounting, tax, operations and commercial aspects of areas: strategy, synergy, human capital, information technology and finance.
GENERAL BOOKKEEPING SERVICE OFFERING
• Debtors & Creditors
• Cashbook
• Ledger
• Trail Balance
• Balance Sheets
• Financial Statements
• Bank Reconciliation
• VAT Reconciliation, Business and Personal Tax Returns
• PTY LTD, CC, Sole Proprietary, Partnership, NPO, VAT and Tax Registrations
• Invoicing
SYSTEM PROCESSES ASSISTANCE
Alignment of systems to bookkeeping regulations and e-filing to authorities.
Assistance in designing and operating financial controls.
Identifying trends and outliers in databases using automated analytics tools.
• Client Service and Relationship Building
• Client Acquisition/Prospecting-Cold Calling/Referrals –
Various Small Businesses, Appointment scheduling
Telephonically & Personally
• Auditing Assistance offering - Small to medium and privately-owned
companies, individual-managed and/or family- organisations/businesses
• Strategic tax planning, corporate tax services -private sector
• Education towards self-management of your tax obligations within
tax computations and tax returns, tax implications of specific transactions,
Provisional taxes, Public Benefit Organisations, Indirect tax, PAYE,
Income tax, Employees tax, VAT and Personal tax.
CAPITAL BUDGETING & MANAGING WORKING CAPITAL
BUSINESS CAPITAL GAINS TAX
DRAFTING BUDGETS
Cash, Operational and Flexible budgets.
PROFIT PLANNING AND CONTROL
Keeping your firms' costs under control to increase revenue by
understanding cost behavior, cost concepts, the break-even analysis,
the budgeting process and the principles of budgeting.
MEASURING AND EVALUATING FINANCIAL PERFORMANCE
Covering all financial ratio calculations and profitability ratios, liquidity ratios, debt/solvency ratios and securities market ratio.
Identifying and evaluating potential investments in long-lived assets and determine whether they will add value to your firm.
Implementation and monitoring of such investments.
Assessment of your business’ progress towards its objectives.
Evaluating the financial performance and position of your firm and future plans of the firm based on budgets.
Calculation and interpretation of commonly used ratios, and the corrective action types to consider if the firm’s financial position is not favorable.
GUARANTEED FINANCIAL ADVISOR APPOINTMENTS
We offer to sell guaranteed Financial Advisor appointments with High Nett & Exclusive High Nett Earnings individuals, Executives, company Directors as well as SMME's as a whole - country wide.
As with yourself our target markets are receptive and afford a broad scope on all long term insurance and investments as well as short term commercial and personal lines insurances.
These guaranteed appointments offer you prospective clients with an affordability or already paying for insurance and investments with values from R3000+ per month (High Nett) and R4500+ per month (Exclusive High Nett).
Our growing database is categorized with confirmed clients earning:
Nett R20 000+ per month (High Nett), Nett R30 000+ per month (Exclusive High Nett), Nett R55 000+ per month (Platinum) onwards, As well as Standard to Medium – Earning Nett R5000+ per month and Nett R15 000+ per month.
Once an appointment or a set of appointments are purchased, you as the Financial Advisor may contact your prospective client and liaise a meeting time (appointment already guaranteed), and populate your diary.
For example 15 guaranteed appointments purchased with High Nett earning individuals has the commission potential of R600 000+ approximately on Life Insurance with a premium or combined premiums of R3000pm - R4499pm at a once off cost of R11 170.00.
Our office has and makes personal contact with these High Nett and Exclusive High Nett individuals on a daily basis, acquiring their permission, screening their gross income & expenses and categorizing their data according to a unique status. Various status's are headlined for our client's need to meet a Financial Advisor, based on affordability and how much the client's currently spend on financial products in order for the Financial Advisor to present financial solutions and products according to the client's requirements/needs.
We do not present any financial advice to our clients. We are also not bias toward any insurance company or brokerage.
We uphold professional business relationships consisting of integrity with both our existing clients and Financial Advisors purchasing our value proposition. Our clients presented to you would not have an existing broker or have had any personal contact with their previous broker for over 12 months indefinitely.
Challenge
As a Financial Advisor we know and understand that finding and meeting successfully qualified prospective clients are one of the most daunting responsibilities and critical tasks to be successful in your career.
We are convinced and have witnessed this value proposition aid brand new Financial Advisors in a successful quick start to their careers, a remedy for any Financial Advisor going through a dry spell pertaining to meeting appropriate prospective clients and furthermore an absolute guaranteed cost and time saver for any independent/senior Financial Advisor who doesn’t have the time to phone cold and/or dabble with uncertain referrals.
