Cornelius Johannes Koch

Running the daily operations of an accounting firm, including:

• Maintaining approximately 300 diverse clientele ranging from individuals to medium-sized entities
• Preparing 20 - 30 monthly management accounts and annual financial statements
• Analyzing AFS and other data
• Budgeting, forecasting and monitoring cash flow
• Preparing approximately 50 various statutory returns and reports monthly
• Tax planning
• Handling around 30 - 45 all types of SARS enquiries monthly
• Processing salaries, wages and related returns for 12 clients.
• Completing books to trial balance
• Setting up and managing IT systems
• Data entry, database management and model development for 20 fixed clients monthly
• Estate administration and planning when needed
• Performing audits and reviews when required
• Preparing approximately 10 - 15 wills and forming trusts annually
• Selling, implementing, and providing training and support to several cloud-based accounting software for anyone who needs assistance.
• Carrying out business reviews, due diligence engagements, and reporting findings to clients for more or less 30 clients.
• Leading engagements from start to finish and within established budgets
• Undertaking continued IT developments and training on new products
• Secretarial duties (Business registrations, amendments, etc, CIPC Annual returns, Beneficial Ownership)

Senior Accountant, Team Leader, and Assistant Auditor, including:

• Supervising a team of 4 and provide training as well
• Maintaining approximately 450 diverse clientele ranging from individuals to medium-sized entities
• Preparing around 20 - 30 monthly management accounts and annual financial statements (AFS)
• Budgeting, forecasting and monitoring cash flow
• Preparing various statutory returns and reports
• Tax planning
• Dealing daily with all types of SARS enquiries
• Processing salaries, wages and related returns
• Completing books to trial balance
• Setting up and managing IT systems
• Data entry, database management and model development
• Estate administration and planning
• Performing audits and reviews
• Preparing wills and forming trusts
• Selling, implementing, providing training and support of Pastel Accounting Systems
• Leading engagements from start to finish and within established budgets
• Undertaking continued IT developments and training on new products