Services

What we do, and what we ask you for.

Every engagement is led by a partner, with the workplan and fees agreed up front. Whatever the service, the documents we need arrive as a short list in your dashboard, and you upload them there.

Every month

Monthly statutory compliance

You upload on the 10th, 15th and 25th. An auditor checks each filing against our SOP checklist and a partner signs it off before you download the stamped copy.

10th

Payroll statutories

PAYE, NSSF, SHA and Housing Levy

You upload

  • PAYE, NSSF (Tier I & II), SHA & Housing Levy payroll schedule
  • Payroll register for the month
  • P10 PAYE return acknowledgement (iTax)
  • PAYE payment slip
  • NSSF Tier I & II remittance receipt
  • SHA contribution receipt
  • Affordable Housing Levy payment slip

Your auditor checks

  1. 1Confirm KRA PIN matches client dossier
  2. 2Cross-reference NSSF Tier I & II statutory deduction caps
  3. 3Verify SHA 2.75% gross salary deduction
  4. 4Reconcile Affordable Housing Levy (AHL 1.5%)
  5. 5Tie PAYE total to P10 return and payment slip
15th

VAT & eTIMS

VAT-3 return, sales and purchase ledgers

You upload

  • VAT-3 return, sales & purchase ledger and eTIMS transmissions
  • Sales ledger and eTIMS sales invoices
  • Purchase ledger with supplier PINs
  • VAT payment slip
  • Withholding VAT certificates received · if any
  • Import entries / customs declarations · if any

Your auditor checks

  1. 1Confirm KRA PIN matches client dossier
  2. 2Reconcile VAT-3 output tax to sales ledger
  3. 3Verify eTIMS QR fiscal transmissions
  4. 4Validate input-tax invoices (buyer/seller PINs, WHVAT 2% certificates)
  5. 5Check customs entries for imported purchases
25th

Bank & cashbook reconciliation

Bank statements, cashbook, M-Pesa

You upload

  • Commercial bank statements & cashbook reconciliation
  • Cashbook and bank reconciliation
  • M-Pesa till / paybill statements · if any
  • Loan and overdraft statements · if any
  • Petty cash book

Your auditor checks

  1. 1Confirm KRA PIN / account holder matches client dossier
  2. 2Agree opening and closing balances to bank statement
  3. 3Match cashbook entries to statement lines
  4. 4Investigate unreconciled items above KES 50,000
  5. 5Confirm loan and overdraft balances
Practice areas

Audit, tax and advisory.

Six practices, each led by a partner, plus help choosing and setting up the accounting systems behind them.

Audit & Assurance

Statutory, internal, grant and systems audits, led by a partner from planning to opinion.

  • External statutory audits & assurance
  • Internal controls & process assurance
  • Compliance, institutional & grant audits
  • Information systems audits & data analytics
  • Compilation of financial statements (IFRS)

Tax Services

Planning, monthly filings and the defence of disputes, from KRA objections to the Tax Appeals Tribunal.

  • Tax advisory & efficient structuring
  • Statutory filings: VAT, PAYE, AHL, WHT, corporate tax
  • Transfer pricing & international tax planning
  • Tax health checks & exposure reviews
  • KRA audit response, objections & appeals
  • Tax Appeals Tribunal representation & ADR

Risk Advisory

Internal audit and risk management that anticipate what could go wrong, not just report what did.

  • Internal audit & controls testing
  • Enterprise & compliance risk management
  • IT / systems audits & process automation reviews

Forensic Audit & Investigation

Independent investigations, with evidence gathered at source and findings that can be tested in court.

  • Forensic audits & fraud investigations
  • Evidence gathering at source, interviews & chain of custody
  • Review of system and data migrations
  • Forensic accounting, asset tracing & quantum assessment
  • Expert reporting & support through court proceedings, including appeals

Business Advisory

Restructuring, due diligence, valuations and the plans that follow them.

  • Corporate restructuring & due diligence
  • Deal & transaction advisory, business valuation
  • Strategic planning & execution support
  • HR support & internal controls set-up

Accounting, Payroll & Training

The reliability of a full accounting department, without building one in-house.

  • Bookkeeping & financial record maintenance
  • Financial reporting, budgeting & forecasting
  • Payroll processing and statutory deductions
  • Reporting under IFRS and IPSAS
  • Accounting systems & ERP set-up (incl. Odoo)
  • Practical training & capacity building

Systems & Software Advisory

Choosing the wrong accounting system is expensive to undo. We start with the problem, not the product, and stay after go-live. Customised accounting software is developed where nothing off the shelf fits.

  1. 01

    Identify

    Diagnose the real gap: reporting, controls, speed, approvals, or integration with what you already run.

  2. 02

    Recommend

    A shortlist matched against your budget and user requirements, not a one-size pitch tied to any vendor.

  3. 03

    Implement & support

    Configuration, data migration, chart-of-accounts design, staff training, and support after go-live.

Specialist capability

Forensic work that holds up in court.

Some disputes turn on the numbers, the systems and the people at once. We work independently, document each step, and plan every engagement so the findings can be tested before a court or tribunal.

  • Evidence at source

    Evidence is collected where it sits, from the systems and the people involved, with data-migration points recorded.

  • Recognised standards

    ISA 240 and 500, ISO/IEC 27037 on digital evidence, strict chain of custody and ACFE professional standards.

  • Whole-population testing

    Complete ledgers and bank records are tested instead of samples, so irregularities are quantified and traced to source.

  • Reports for court

    Conclusions are tied directly to evidence, and we stay with the matter through hearings and appeals.

Starting a service

What your dashboard will ask for.

Once your account is approved, each service you take sends its standing list as document requests. If a service is dropped, the requests you never answered are withdrawn.

Statutory audit

Year-end audit of the financial statements under ISA.

  • Trial balance and general ledger for the financial year
  • Prior year audited financial statements
  • Fixed asset register
  • Year-end bank statements and bank confirmations
  • Debtors and creditors listings at year end
  • Board and shareholder minutes for the year

Tax advisory

Corporate income tax, instalments and KRA correspondence.

  • Prior year income tax return (IT2C) and acknowledgement
  • Instalment tax payment slips for the year
  • Current KRA tax compliance certificate
  • KRA notices, assessments or objections · if any

Bookkeeping

Books written up for you each month.

  • Chart of accounts or the accounting system in use
  • Opening balances (last trial balance)
  • Sales and purchase invoices for the current month

Payroll

Monthly payroll with PAYE, NSSF, SHA and Housing Levy.

  • The 10th-cycle payroll documents

Company secretarial

CR12, annual returns and statutory registers.

  • Memorandum and articles of association
  • Register of members and directors
  • Share certificates and the latest annual return

Internal audit

Reviews of controls, processes and risk.

  • Organisation chart and key policies
  • Risk register · if any
  • Prior internal audit or management letter reports

Forensic & risk advisory

Investigations, fraud risk and special reviews.

  • Brief describing the matter or concern
  • Relevant contracts, ledgers and correspondence
Client dashboard

Pick your services when you register.

Registration takes a few minutes: your company details, directors and the services you want. A partner approves it, usually within one working day, and your schedule opens.

Log in to your dashboard Become a client