Our Services

Your finances & your technology, one partner

Professional accounting and tax on the financial side, and web, automation and data on the technology side — delivered by one integrated South African team.

What we do

Complete business solutions

Click any service below to see the full details, process, and benefits.

Financial
Technology

Accounting Services

Full-cycle accounting from bookkeeping to financial statements.

Monthly bookkeeping andBank reconciliation andPreparation of income
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Tax Registration & Compliance

VAT, income tax, PAYE registration and ongoing SARS compliance.

VAT registration andIncome Tax registrationPAYE, UIF, and
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Business Plans & Proposals

Investor-ready business plans with financial projections and market analysis.

Executive summary andMarket analysis withDetailed 3-5 year
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Management & Cost Accounting

Internal financial intelligence to drive profitability and decision-making.

Product and serviceDepartmental profit andBudget preparation and
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Financial Data Analysis

Turn raw financial data into actionable intelligence and strategic insights.

Trend analysis acrossFinancial ratio analysisCustomer and product
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Financial Modelling & Projections

Sophisticated models for fundraising, valuations, and strategic planning.

3-statement financial modelsDCF valuation andRevenue build-up models
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About Surcix

Your trusted partner for financial and digital growth

Surcix Financial Services is a South African registered firm and a proud member of the Chartered Institute for Business Accountants (CIBA). We pair rigorous, professional accounting standards with modern cloud-based systems.

Our integrated model means one partner for both sides of your business — accounting, tax, and financial modelling on the financial side, and web development, automation, and data analytics on the technology side.

✓
Accounting & Tax
Bookkeeping, VAT, and SARS-ready reporting
✓
Financial Modelling
Forecasts, budgets, and business plans
✓
Web & Software
Professional sites and business systems
✓
Data & Automation
Automation and actionable insights
CIBA MemberSARS RegisteredCloud-BasedIntegrated Services
Call 016 932 3146Email info@surcix.co.za
Surcix
200+
Clients served
CIBA
Registered member
2-in-1
Finance + tech