Carle Rossouw

• Compile financial statements using Draft Worx and perform XBRL tagging to ensure compliance with CIPC regulations for the Secretariat division
• Oversee the day-to-day operations (debtors, creditors, cash, tax compliance, journals, payroll) supervising a team of four members across five divisions
• Contributed to effective hiring process by interviewing applicants and making recommendations for best candidate to leadership
• Review VAT, tax submissions
• Enhanced financial reporting accuracy by streamlining processes and implementing improved internal controls
• Manage cash flow by conducting cash forecasting for the group and overseeing treasury functions
• Support the financial manager in preparing budgets and other financial tasks as needed
• Facilitated positive relationships with banking partners through transparent communication regarding company finances, securing favorable terms on loans and credit facilities when necessary
• Reviewed the group's internal and external loans and made recommendations to leadership
• Lead contact in assisting auditors in annual finance audits
• Conduct detailed financial analysis and reporting at month-end to provide insights into financial performance
• Complied with established internal controls and policies
• Elevated overall company financial health by conducting regular reviews of expenses, revenues, and balance sheets for potential areas of improvement.

• Compile financial statements for SMEs using Draft Worx or CaseWare
• Perform monthly accounting and bookkeeping tasks
• Process payroll using QuickBooks Payroll
• Provide QuickBooks and SAGE One training and troubleshooting support to clients
• Assist in preparing for audits by organizing financial documents and records
• Generate monthly invoices and manage debtor accounts to ensure timely payments
• Complete and submit EMP201, EMP501, and VAT201 returns, ensuring compliance with tax regulations
• Reconcile employees' tax between accounting records and payroll data
• Calculate and submit income tax returns for companies, trusts, individuals, and exempt organizations
• SARS correspondence including disputes, audits and verifications
• Prepare provisional tax returns for companies, trusts, and individuals, as well as other related returns such as dividend withholding tax and securities transfer tax
• Conduct tax planning to optimize clients' tax positions and minimize liabilities

• Professional Accountant (SA) articles
• Duties included accounting, tax, payroll and annual audit for clients

Professional Accountant (SA) Articles