Secretarial Services

• Business Registration and Amendments

• Annual Return Filing

• Board Resolutions and Minutes

• Deregistration

• Maintenance of Statutory Registers

• Share Transfers and Allotments

• Corporate Compliance Advisory

• Document Certification and PACRA Liaison

Corporate Advisory

• Business Formation and Corporate Restructuring

• Mergers and Acquisitions

• Due diligence

• Valuation Services

• Transaction Advisory

• Capital Raising and Funding Advisory

• Shareholder Disputes or Exits

• Strategic Planning and Performance Management

• Business Strategy Development

• Market Entry Advisory

• Performance Analysis

• Debt Restructuring

• Feasibility Studies and Project Appraisals

• Exit and Succession Planning

Management Consultancy

• Strategic Planning and Business Development

• Operational Efficiency and Process Improvement

• Financial Planning and Cost Optimization

• Business Process Re-engineering

• Industry Specific Solutions

• Feasibility Studies and Investment Advisory

• Corporate Social Responsibility (CSR) Advisory

• Data Analytics and Insights

 Risk Management and Compliance

• Identification and assessment of business risks.

• Implementation of risk mitigation strategies.

• Advising on regulatory compliance

Accounting and Financial Reporting

• Preparation of financial statements in compliance with International Financial Reporting Standards (IFRS) and Zambian Regulations

• Income Statement, Balance Sheet and Cashflow Statement

• Equity Statements

• Audit-Ready Financials

• Preparation of reports for regulatory authorities.

• Bookkeeping and maintenance of financial records.

• Daily transactions

• Ledger maintenance

• Accounts Receivables and Payables analysis

• Bank Reconciliations

• Expense Management

• Management accounting, including budgeting, forecasting, and variance analysis.

• Monthly management reports

• Key Performance Indicators (KPI) Analysis

• Forecasting, Budgeting and Variance Analysis

• Segment Reporting

• Customized reporting for small businesses and start-ups

Auditing and Assurance (Non-Statutory) Services

• Internal Audit Advisory

• Process Review and Risk Assessment - assess the organization’s internal controls, processes, and risk management frameworks

• Compliance Checks – assist in ensuring compliance with company policies, industry standards, and relevant regulations.

• Internal Audit Support - work alongside the internal audit teams to strengthen their scope and methodologies.

• Financial Review and Oversight

• Financial Health Assessment 

• Management Assurance - provide assurance to management on the reliability of financial and operational data for decision-making.

• System and Process Assurance

• Provide recommendations for process improvements to enhance transparency and reliability of financial information.

• Non-Statutory Assurance Engagements - provide independent reviews of financial data for stakeholders, such as:

•     Grant compliance reporting for NGOs or donor organizations.

•     Financial monitoring for private investors or venture capital firms.

• Due Diligence for Mergers and Acquisitions - perform pre-deal financial due diligence to evaluate the target company’s financial health.

Payroll Management

• Payroll Processing

• Statutory Compliance

• Employee Records Maintenance

• Payroll Reporting

• Advisory and Support

• Audit-Ready Payroll

Taxation Services 

• Tax Registration and Advisory

• Corporate Income Tax

• VAT and Turnover Tax Compliance

• PAYE and Employee Tax Compliance

• Withholding Taxation

• Mining Taxation

• Personal (High Worth Individuals, Expatriates and Self-Employed Individuals)

• Statutory Compliance Filings

• Annual Returns and Financial Statements

• Regulatory Filings with ZRA

• National Pension Scheme Authority (NAPSA)

• National Health Insurance Authority (NHIMA)

• Workers’ Compensation Fund (WCFCB)

• Environmental and Industry-Specific Compliance (e.g. ZEMA)

• Tax Planning and Optimization

• Representation and Dispute Resolution

• Representation during ZRA audits, assessments, or disputes.

• Assistance in filing objections or appeals against incorrect tax assessments.

• Negotiation and settlement of tax arrears with ZRA.

• Advisory on international taxation

 Import Advisory

• Pre-Shipment Coordination: Manage all documentation with your supplier.

• Transport & Insurance: Oversee full ocean and road transport, including insurance coverage.

• Berthing Port Clearance: Handle clearance processes at the port of arrival.

• Liaison Services: Coordinate with transporters and clearing agents for smooth operations.

• Regulatory Compliance: Ensure adherence to all regulatory requirements.

• Duty Calculation: Perform direct calculations of duties payable.

• Customs Clearance: Monitor shipment progress and facilitate timely, compliant customs clearance.

 Specialized Services

• Support for startups, including business planning and feasibility studies.

• Advisory on ERP and accounting software implementation.

• Insolvency and liquidation services.

• Wealth and estate planning for high-net-worth individuals.

 Automation and Technology Integration

• Real time visualization of financial data to assist in strategic decision making.

• Cloud-based accounting; providing secure, remote access to financial records.