How It WorksSimple. Structured. Seamless.
Getting started with Limani Advisory is straightforward. Here's exactly what to expect — from your first conversation through to ongoing financial management.
Getting started with Limani Advisory is straightforward. Here's exactly what to expect — from your first conversation through to ongoing financial management.
Everything starts with a conversation. We take 30–45 minutes to understand your business, your current financial situation, what's working, what isn't, and what you need. No obligation, no jargon, no pressure. This call shapes everything that follows.
30–45 minutes by phone or video call
A rough sense of your current financial setup and pain points
Clarity on whether and how we can help
Based on what we've learned, we prepare a personalised proposal. This outlines the exact services we recommend, what's included, a transparent monthly fee, and the terms of engagement. No hidden costs, no surprises.
2–3 business days of the discovery call
Full service scope, pricing, and engagement terms
A clear agreement both parties are confident in
Once you're on board, we collect all the documents we need, take over from your previous accountant if applicable, set up your cloud accounting system (QuickBooks Online), and bring your records up to date. We do the heavy lifting — you just hand things over.
Typically 1–3 weeks depending on the state of your records
Previous accountant transition, SARS and CIPC records, QuickBooks setup
Clean, current books and systems from day one
This is where the partnership really begins. Every month, we handle your bookkeeping, payroll, tax submissions, and any other agreed services. You receive your management reports, stay informed, and never have to worry about SARS deadlines again.
Monthly deliverables — reports, payroll, submissions
Regular updates and immediate response to queries
Full compliance and financial clarity every month
Beyond the monthly work, we meet periodically to review your financial performance, revisit your strategy, and ensure your financial affairs — both business and personal — are aligned with where you want to go.
Quarterly or annual depending on your plan
Performance review, tax planning, strategic advisory
A business and personal financial plan that stays current
We respond promptly. No waiting days for a reply to a simple question.
You'll receive easy-to-understand financial reports — not just raw numbers, but plain-language explanations.
We track every SARS and CIPC deadline on your behalf and ensure nothing is ever filed late.
Your financial information is handled with strict professional discretion — always.
Your CoR14.3 or COR9.4 from CIPC
Income tax, VAT, and PAYE registration numbers
Last 3–6 months of business bank statements
Previous year financial statements or trial balance if available
Employee details, current salaries, and employment contracts
Certified ID copies of all directors or members
Many clients come to us mid-year with incomplete records, missing documents, or years of unfiled returns. We've seen it before. We know how to untangle it.
During onboarding, we'll identify exactly what's available, what needs to be reconstructed, and what we need to request from SARS or CIPC on your behalf. The sooner you start, the sooner we can get everything in order.
If you're moving from another accountant, we handle the transition professionally and discreetly. We'll request the necessary handover documents and bring your records up to date before taking on ongoing responsibilities.
Still have questions? Contact us and we'll get back to you promptly.
Book a free, no-obligation discovery call. It takes 30 minutes and it'll give you clarity on exactly how we can help.