Cleopatra Mokokoane

Comprehensive Financial Planning which entails conducting a Full Needs Analysis and providing solutions in:
-Estate Planning (Providing these solutions: Life Insurance (Death, Disability, Income Protection and Severe illnesses. Wills and Trusts also formed a part of the estate planning solutions I provided)
-Retirement Planning (Providing these solutions: Retirement Annuities, as well as Post Retirement Annuities such as Life, Living, Guaranteed Annuity Portfolios as well as Corporate Annuities)
- Investment Planning (Providing solutions such as Endowments (National and International), Linked Investments, Flexible Investments and Tax Free Investments)

- Processing of bank statements through various accounting software such as Pastel Accounting,
Sage Online Accounting, Receipt Banking and Xero Accounting.
- Processing and submitting monthly VAT returns to the South African Revenue Services (SARS)
for clients
- Processing and submitting Payroll monthly and annual and Employee Tax returns to SARS for
clients
- Compiling an Annual Set of Financial Statements for Clients on AuditMate
- Submitting Provisional Tax to SARS

- Implementation of MSCOA (Municipal Chart of Accounts) through an in-house system called
EMS
- Testing of the systems functionalities and logging of Errors and corresponding with the IT
Person
- Compilation of Training material for client