In today’s ever changing financial environment we need to be at the top of our game at all times. Gone are the days where mere Excel Spreadsheet with a debit and credit or plus and minus sheet on paper was enough. The South African Revenue Service requires all business entities to maintain sound record keeping and registered entities must maintain sound financial reporting and record keeping. All our staffs undergoes regular training and attends seminars, in doing so we can provide our clients with up-to-date service and give them relevant advice as the laws are amended or changed. Our client’s financial and other records are therefore kept and maintained in accordance with all legislation.
Justin Botha
“I have found that too many business owners and managers leave their accounting work and bookkeeping till the last minute when SARS or someone else knocks on their door, at times it being just a bit too late. Doing your bookkeeping yourself to save money is great, but you will find that you don’t save money; at the end it costs you more due to penalties and interest. A business man has to save money, get more business in and run his enterprise, leaving very little time to keep the accounting records up-to date”.
Accounting & Secretarial Servcies
Not only do we offer accounting services but at Blue Crane Financial Services we understand that you need to focus on your business, so we offer secretarial services too and in some cases we even interview staff for you.
We have all the forms and templates you may need to manage the day-to-day running of your business for download:
The documents are either MSWord, MS Excel or in a PDF format (click on the Adobe Logo to download Adobe Reader), please ensure you have these programs before you download the file so that you are able to open them.
Financial accounting & management tools:
- Chart of accounts - MS Word Document
- General journal - MS Word Document
- Income statement vs Budget - MSExcel Document
- Balance sheet - MSExcel Document
- Cash balance schedule - MS Word Document
- Investments schedule - MS Word Document
- Debtors schedule - MS Word Document
- Stock schedule - MS Word Document
- Long-term liabilities schedule - MS Word Document
- Current liabilities schedule - MS Word Document
- Asset register - MS Word Document
- Evaluating business performance - MS Word Document
Emailing
Invoicing
Sales
- Sales order - MSExcel Document
- Sales call log-sheet - MSWord Document
- Prospective client contact sheet - MSWord Document
- Customer satisfaction survey - MSWord Document
- Customer service or complaint form - MSWord Document
- Price increase letter - MSWord Document
- Quotation - MSExcel Document
- Delivery Note - MSExcel Document
- Determining best route to market - MSWord Document
- Expense account control record - MSExcel Document
- Expense claim sheet - MSExcel Document
Stock
- Stock order form - MSWord Document
- Daily & monthly sales reconciliation - MSExcel Document
- Petty cash book - MSExcel Documentt
- Petty cash reconciliation - MSWord Document
- Purchase order - MSExcel Document
- Stock issue sheet - MSExcel Document
- Stock requisition form - MSExcel Document
- Stock count and valuation sheet - MSExcel Document
- Supplier agreement - MSWord Document
- Distribution agreement- MSWord Document
- Operation or store visit report - MSExcel Document