Services

  1. Accounting, Bookkeeping & 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.

 

  1. Management Advisory Services
  • Facilitating of Strategic planning sessions to establish a strategic plan for small and medium businesses;
  • Corporate Strategy & policy reviews;
  • Facilitating the drafting of Policies;
  • Facilitating of vision statements and missions for small and medium businesses;
  • Drafting and reviewing of Codes of Conduct;
  • On site intervention monitoring of the Implementation of goals and action plans;
  • On site intervention scoping/action plans/training;
  • Administrative support to catch up backlogs in for example data capture, filing, archiving, etc.;
  • 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 (SOP’s);
  • Assisting companies with the reviewing of Standard Operating Procedures;
  • 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;
  • 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.

 

  1. Occupational Health & 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
  • Manager and staff training; and
  • Monthly retainer services.

 

  1. Corporate & Personal Security Consulting
  • Security Risk Audits;
  • Staff security awareness training;
  • Establishing security requirements;
  • Developing service level agreements: Herein lays your measurement criteria for your security service. With this tool, you will not only ensure that you receive value for money;
  • Developing security procedures;
  • Developing job descriptions for each post;
  • Developing emergency procedures;
  • Developing induction training for the site (in line with the site’s OHS Policy and HIRA assessment);
  • Security Tender process: Herein lays the failing of most company’s security. Managers simply do not have the time (and frequently do not have the knowledge) to carry out background checks, security assessments, needs analysis, post identification, draw up security procedures or SLAs (which should form part of the tender document and contract). Not carrying out the necessary checks frequently leads to companies employing security service providers that are unskilled, ill equipped and incompetent, with guards that are un-trained, underpaid, poorly motivated and often with criminal records. The result is security that is ineffective and in the process clients are at risk of large financial losses.With Lucas and Associates Gauteng providing Security Tender Management, a site assessment would be carried out to first assess the physical security status. Weaknesses are identified and can then be addressed. This cut down on the number of guards required and therefore results in long term financial saving and peace of mind. In most instances the savings achieved will not only cover the costs of the intervention but exceed it.
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  • Service Provider and staff background checks (including fingerprint clearance);
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  • SASSETA Guard Training: Security training is and has always been in a crisis. Guards pay for a course and receive certificates without ever doing the course. To remedy this, SASSETA was created. SASSETA is now in charge of all training centre accreditation and training. With the above in mind, Lucas and Associates Gauteng training centre is being established to train guards at competitive rates.
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  • Provision of Security Site Managers: Managing a site’s security is an arduous and time consuming task, especially when you do not have the skills and you must do the best you can. Most managers do not have the time required and often do not have the skills to manage the site security, especially if the site has a medium to large security compliment. When the necessary tools, such as JDs, Procedures and SLAs, are not available, it just makes the task even more impossible. The common quick fix is to employ a site manager from the security service provider to manage the site security. This is not the ideal solution. Lucas and Associates can address the problem for you.

 

  • Incident investigation: Any incidents on site would be attended to by the site security manager;
  • CCTV analysis;
  • SLA adjudication; and
  • Security assessments, random, quarterly and annually.

 

  1. 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.

 

  1. 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 and Criminal Record Checks: This is a supportive service to our clients. Nowadays it has become the norm for most companies, schools, Universities and public bodies to carry out criminal and financial checks on all or key staff and service personnel; and
  • Risk management.

 

  1. ISO Compliance Audits & Consulting
  • 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).