What owner-managers say after the diagnostic
Most of these people run firms with 15 to 80 staff, and they came to us with the same problem: the paperwork told one story and the shared drive told another. Here is how it went.
"We had three versions of the same supplier contract and none of them matched. Two weeks of sorting that out saved us an argument with the bank in March. The junior admin now runs the reconciliation herself."
"The health and safety file had not been touched since 2022. We did not need a lecture, we needed someone to sit with our supervisor and rebuild the inspection routine. That is what happened."
"Our monthly pack was 60 tabs. It is now 14, and the accountant stopped emailing us for the same three figures every quarter. Nobody outside the business would call that exciting. It changed our month."
Where these engagements usually start
A two-week diagnostic, then a retained arrangement where we join ops meetings, clean up the spreadsheet sprawl, and train one junior staffer to keep the routine going. We do not sign off audits or statutory filings. We prepare the groundwork so your accountant can.
- Process mapping and supplier contract review
- POPIA-aligned records handling and retention rules
- Health and safety file upkeep for workshops and yards
- Monthly reporting packs banks and auditors actually read