Lucas and Associates
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Established in SA on September 18, 2012. We focus on Forensic Accounting, General Business consulting, Bookkeeping and Accounting, Taxation and OHS.
Accounting, taxation, OHS, Advisory Services
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Location
Category
Products
Advisory Services
On site intervention Monitoring of the Implementation of goals and action plans;
On site intervention scoping/action plans/training;
Business plan drafting (simple);
Business plan drafting (complicated);
Preparation of tender submissions (preparation of documents);
Preparation of tender specifications on behalf of companies or individuals;
Drafting of Standard Operating Procedures;
Assisting companies with the drafting of Standard Operating Procedures;
Facilitating of Strategic planning sessions for small, medium and large businesses;
Drafting and reviewing of Service Level Agreements;
Drafting and reviewing of Contracts;
Monitoring of service provider performance and submitting management reports and where applicable calculate and recover penalties;
Conducting Occupational Health and Safety audits;
Strengths – Weaknesses – Opportunities – Threats (SWOT) analysis (determining baseline or “As Is” position);
Fleet Management system review;
Fleet Management feasibility studies or option analysis;
Fleet Management monitoring and analysis of management reports;
Asset Management system review;
Asset Management feasibility studies or option analysis; and
Asset Management monitoring and analysis of management reports.
Training/Coaching Sessions/Seminars/Workshops
The Place of Values in Business Planning / Transactions;
How to Impact your Bottom Line;
Overview: Ethical Management;
Managing Effective Meetings;
Facilitation Skills: the Do’s and Don’ts;
Customer Care: the Basics;
Customer Care: A Way of Life;
The Up and Downs in Business;
Communication: The Basics;
Communication: Improvement Plans;
Ten Steps to Success;
What Makes a Good Manager;
Attributes of Successful Entrepreneurs;
Are You Really an Entrepreneur?
Innovation and creativity;
Leadership;
Achieving results & sustaining them;
The Planning Process;
The Performance Process;
The Role of Standards and Standard Operating Procedures (SOP’s) in Business Success;
Appraisal Systems that Work;
The Coaching Process;
Problem Analysis;
Decision-Making;
Recognizing Human Potential;
Delegation: How to?
Handling Errors; and
Celebrating Achievement/Success.
Accounting and Taxation Services
Tax return completion;
PAYE reconciliation completion;
Individual income tax schedules;
Close corporation and trust annual financial statements;
Accounting and auditing control systems implementation, development, and design and consulting on systems improvements. (Low Level);
VAT registrations;
PAYE, SDL, UIF and Compensation Commissioner registrations;
Payroll administration;
Income tax registrations;
Monthly bookkeeping;
VAT returns;
Consulting and contracting to firms to meet tax quotas;
General tax consulting as relates to compliance;
Foreign investment tax clearances;
SARS Tax and tender clearance certificates;
SARS & Labour: Letters of Good Standing;
Provisional tax returns;
E-filing training and support;
Once off tax assistance;
Trust Set up and registration plus administration; and
Company Registration plus administration.
Forensic Investigations
Fraud investigations;
Life style audits (basic and detailed);
Accounting and auditing control systems implementation, development, and design;
Consulting on systems improvements with the intention of discovering fraud or situations where the opportunity for fraud may arise. (Medium to High Level);
Systems documentation and operational needs analysis for small to medium business;
Background Checks and Criminal Record Checks; and
Risk management.
Occupational Health and Safety Consulting
OHS Gap Audits;
Establishing an occupational health and safety policy & procedures system, specifically for your business;
Hazard Identification and Risk Assessments;
OHS Compliance Audits;
Toolbox Talks (design and conduct);
Manager and staff training; and
Monthly retainer services.
ISO Services
ISO Baseline audits;
Establishment of ISO systems, documents and standards;
Creating NCR systems and procedures;
Internal audits;
Management feedback;
Manager and staff training; and
Monthly retained services (mini audits, toolbox talks, incident/NCR investigations).
Security Consulting
Security Tender Management;
Security SLAs;
Security Training;
Site Management.
On site intervention Monitoring of the Implementation of goals and action plans;
On site intervention scoping/action plans/training;
Business plan drafting (simple);
Business plan drafting (complicated);
Preparation of tender submissions (preparation of documents);
Preparation of tender specifications on behalf of companies or individuals;
Drafting of Standard Operating Procedures;
Assisting companies with the drafting of Standard Operating Procedures;
Facilitating of Strategic planning sessions for small, medium and large businesses;
Drafting and reviewing of Service Level Agreements;
Drafting and reviewing of Contracts;
Monitoring of service provider performance and submitting management reports and where applicable calculate and recover penalties;
Conducting Occupational Health and Safety audits;
Strengths – Weaknesses – Opportunities – Threats (SWOT) analysis (determining baseline or “As Is” position);
Fleet Management system review;
Fleet Management feasibility studies or option analysis;
Fleet Management monitoring and analysis of management reports;
Asset Management system review;
Asset Management feasibility studies or option analysis; and
Asset Management monitoring and analysis of management reports.
Training/Coaching Sessions/Seminars/Workshops
The Place of Values in Business Planning / Transactions;
How to Impact your Bottom Line;
Overview: Ethical Management;
Managing Effective Meetings;
Facilitation Skills: the Do’s and Don’ts;
Customer Care: the Basics;
Customer Care: A Way of Life;
The Up and Downs in Business;
Communication: The Basics;
Communication: Improvement Plans;
Ten Steps to Success;
What Makes a Good Manager;
Attributes of Successful Entrepreneurs;
Are You Really an Entrepreneur?
Innovation and creativity;
Leadership;
Achieving results & sustaining them;
The Planning Process;
The Performance Process;
The Role of Standards and Standard Operating Procedures (SOP’s) in Business Success;
Appraisal Systems that Work;
The Coaching Process;
Problem Analysis;
Decision-Making;
Recognizing Human Potential;
Delegation: How to?
Handling Errors; and
Celebrating Achievement/Success.
Accounting and Taxation Services
Tax return completion;
PAYE reconciliation completion;
Individual income tax schedules;
Close corporation and trust annual financial statements;
Accounting and auditing control systems implementation, development, and design and consulting on systems improvements. (Low Level);
VAT registrations;
PAYE, SDL, UIF and Compensation Commissioner registrations;
Payroll administration;
Income tax registrations;
Monthly bookkeeping;
VAT returns;
Consulting and contracting to firms to meet tax quotas;
General tax consulting as relates to compliance;
Foreign investment tax clearances;
SARS Tax and tender clearance certificates;
SARS & Labour: Letters of Good Standing;
Provisional tax returns;
E-filing training and support;
Once off tax assistance;
Trust Set up and registration plus administration; and
Company Registration plus administration.
Forensic Investigations
Fraud investigations;
Life style audits (basic and detailed);
Accounting and auditing control systems implementation, development, and design;
Consulting on systems improvements with the intention of discovering fraud or situations where the opportunity for fraud may arise. (Medium to High Level);
Systems documentation and operational needs analysis for small to medium business;
Background Checks and Criminal Record Checks; and
Risk management.
Occupational Health and Safety Consulting
OHS Gap Audits;
Establishing an occupational health and safety policy & procedures system, specifically for your business;
Hazard Identification and Risk Assessments;
OHS Compliance Audits;
Toolbox Talks (design and conduct);
Manager and staff training; and
Monthly retainer services.
ISO Services
ISO Baseline audits;
Establishment of ISO systems, documents and standards;
Creating NCR systems and procedures;
Internal audits;
Management feedback;
Manager and staff training; and
Monthly retained services (mini audits, toolbox talks, incident/NCR investigations).
Security Consulting
Security Tender Management;
Security SLAs;
Security Training;
Site Management.
Telephone
Address
240 Victoria Road
Pietermaritzburg
3200
Opening Hours
| Monday | 08:00 - 17:00 |
| Tuesday | 08:00 - 17:00 |
| Wednesday | 08:00 - 17:00 |
| Thursday | 08:00 - 17:00 |
| Friday | 08:00 - 16:00 |