Find the Right Financial Starting Point for Your Business
LBA connects monthly accounting, statutory compliance, year-end reporting and financial leadership into one practical service architecture. Start with the problem that is limiting control today.
The right service depends on the control gap—not only on the document or deadline in front of you.
Use these pathways to identify the first problem that must be solved. The final scope may combine services where the accounting, compliance and reporting dependencies overlap.
Keep the records current and controlled
Start here when transactions, reconciliations and month-end routines need to become reliable before downstream reporting or compliance can improve.
Stay compliant or recover an overdue position
Start here when SARS obligations, provisional tax, VAT, payroll taxes, returns or taxpayer-profile issues need structured control or remediation.
Prepare credible annual financial statements
Start here when reconciled records, year-end adjustments and dependable reporting are needed for directors, SARS, CIPC, lenders or other stakeholders.
Turn monthly figures into a useful management view
Start here when the records are reasonably current but owners still need profitability, cash-flow, working-capital and performance reporting.
Use the numbers to support better decisions
Start here when management needs forecasting, budgeting, scenario analysis, finance oversight and decision support beyond routine reporting.
Build a coherent AIT evidence file
Start here when taxpayer-profile readiness, source-of-funds evidence and a controlled application process are needed for an international transfer.
Strong financial control is built in layers.
Higher-level reporting and advice become less dependable when the accounting foundation or statutory controls beneath them are incomplete.
Record
Capture, reconcile and close the accounting records so the financial base can be trusted.
Comply
Manage tax, VAT and payroll obligations from current records and visible statutory controls.
Report
Prepare management accounts and annual financial statements from supported balances.
Decide
Use forecasts, scenarios and financial analysis to support management decisions.
One connected system from source records to management decisions.
This is not a package ladder where every business must buy every service. It is a dependency map that helps identify what must be stable before the next layer can add value.
Illustrative financial control stack
Source records
Invoices, bank activity, payroll inputs and supporting documents.
Monthly close
Coding, reconciliations, queries, cut-off and reviewed balances.
Compliance
Tax, VAT, payroll and taxpayer-profile obligations.
Reporting
Management accounts and annual financial statements.
Planning
Budgets, forecasts, scenarios and cash-flow visibility.
Decision support
Priorities, trade-offs, actions and financial leadership.
When several problems exist at once, sequence the recovery instead of treating each deadline in isolation.
The first task is to establish the true position, identify dependencies and prevent urgent filing pressure from hiding the underlying record or control problem.
Records are behind
Begin with catch-up bookkeeping, reconciliations and a controlled closing plan before relying on reports or returns.
SARS compliance is unclear
Review returns, debt, registrations, particulars and outstanding correspondence, then sequence the recovery work.
VAT or payroll controls are weak
Stabilise the monthly process, reconcile the control accounts and rebuild the supporting file.
Year-end reporting is delayed
Identify missing schedules, unreconciled balances and required adjustments before drafting the statements.
Some needs require a dedicated control process inside the wider accounting system.
You do not need to diagnose the service mix before contacting LBA.
The first discussion should establish the current record position, upcoming obligations, reporting needs, urgent risks and the decisions management is trying to make. From there, the work can be sequenced around the real dependency.
Current records
How current and reconciled are the accounting records?
Upcoming obligations
Which SARS, payroll, VAT, CIPC or year-end deadlines are approaching?
Known pressure points
What is overdue, disputed, unexplained or delaying decisions?
Required outcome
What does management, SARS, a lender or another stakeholder need next?
Book one service review and identify the real first step.
We will use the initial discussion to understand the accounting position, immediate obligations, reporting gaps and management priorities before recommending a sensible sequence of work.