We work alongside businesses of 15 to 80 staff in Johannesburg, Cape Town, and Durban, handling the process, records, and reporting work that keeps an operation steady between audits.
This is where your engagement details sit. If you are a client, you will find the diagnostic notes, the retained retainer scope, and the reporting pack schedule we agreed on. If you are a staffer we trained to keep the records routine running, the written procedures you helped build are listed here too.
Keep the filing cabinet and the shared drive telling the same story. These are the tasks most clients touch between our ops meetings.
A running log of diagnostics, retainer work, and handovers across our Johannesburg, Cape Town, and Durban clients. Names are withheld; the work is not.
Mapped the goods-receipt and dispatch flow, found three points where delivery notes were being filed twice under different references. Handed the client a one-page process map and a corrected naming rule for their shared drive.
Audited who could open personnel and supplier banking files. Tightened access for two shared logins and set a retention schedule for delivery documentation. The operations manager now runs the monthly check herself.
Cut a 58-tab workbook down to 11 tabs the bank actually reviews. Wrote the monthly procedure and trained a junior accountant to run it in under a day. No figures changed, only the clutter.
Walked the workshop floor against the existing file, flagged expired inspection records and two missing appointment letters. Client's own admin assistant completed the corrections over three weeks with our checklist.
After eight months on retainer, stepped back from the weekly ops meeting. The client's junior staffer now owns the supplier review cycle and the monthly reporting routine, with a written procedure and a quarterly check-in.