Skip to content
1 Cole Street, Observatory, Cape Town
TAX & ACCOUNTINGConsultants

Financial Statements

We prepare financial statements for clear, transparent business positioning.

Service Overview

Financial Statements

Annual financial statements are the formal record of your business's financial position and performance — and they are relied on by banks, investors, SARS and regulators. At JM Tax and Accounting Consultants, we compile clear, accurate financial statements that present your business transparently and to professional standards.

We prepare statements in line with the applicable reporting framework, IFRS or IFRS for SMEs, drawing on your accounting records to produce documents that withstand scrutiny and support every financial decision, loan application and compliance obligation.

What's included

What we take off your plate

Annual Financial Statements

We compile complete annual financial statements — income statement, balance sheet, cash flow statement and notes — that fairly present your business's position.

Compilation to Reporting Standards

Your statements are prepared in line with IFRS or IFRS for SMEs as appropriate, ensuring they are accepted by banks, SARS and other stakeholders.

Income Statement & Balance Sheet

We produce a clear view of your profitability and your assets, liabilities and equity, so you and your stakeholders understand exactly where the business stands.

Cash Flow Statements

We show how cash moved through your business over the period, a critical indicator of financial health that lenders and investors look for.

Notes & Disclosures

We prepare the supporting notes and disclosures that give context to the figures and satisfy reporting requirements.

Statements for Funding & Compliance

Whether for a loan application, a tender, or your annual obligations, we deliver statements formatted and ready for their intended purpose.

Why choose us

Why JM Tax and Accounting for Financial Statements

Financial statements are only as valuable as they are accurate and credible. We make sure yours stand up to scrutiny and tell your business's story clearly.

  • Professionally Compiled. Our qualified team prepares your statements to the applicable standards, giving lenders and regulators confidence in the figures.
  • Accurate & Transparent. We work from properly reconciled records so your statements present a true and fair view of the business.
  • Decision-Ready. Beyond compliance, well-prepared statements give you the insight to plan, fund and grow with confidence.
  • Turnaround You Can Rely On. We deliver on agreed timelines so your statements are ready when the bank, SARS or an investor needs them.

For all your Tax, Accounting and Business needs

Request a Quote