Private Client Financial (Pty) Ltd

Accountant · 46 Main Road, Claremont, Private Client Holdings building, Cape Town, Western Cape

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About us

We know many organisations see routine administration as a grudge job that often drops to the bottom of the to-do list. But well-maintained books really can make the difference between a business success and failure. Which is why, we offer a comprehensive range of the most appropriate cloud-based financial software to assist your business growth as well as accounting, tax, business advisory and secretarial services for individuals, partnerships, trusts, close corporations and companies.

Up to date, 24/7 and in the cloud. Given the ever-changing legislation and its increasing complexity, we make sure that our professional team has current knowledge of all tax legislation and practices. We touch base with the South African Revenue Service (SARS) daily to make sure we’re keeping your affairs in order.

Private Client Financial (Pty) Ltd: Bank experience

Clients of Private Client Financial (Pty) Ltd connect to a range of banks via Xero. Private Client Financial (Pty) Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ABSA (ZA)
First National Bank (ZA)
Investec (South Africa)
Nedbank (South Africa) - Direct Feed
Standard Bank (ZA)

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Private Client Financial (Pty) Ltd: Industry experience

Private Client Financial (Pty) Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
E-commerce
Education
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Media and communications
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Wholesale

Private Client Financial (Pty) Ltd : App experience

Private Client Financial (Pty) Ltd serves clients who use 8 different apps that connect and integrate with Xero.

Connected apps

Find us

Private Client Financial (Pty) Ltd has an office in 1 location

Cape Town: 46 Main Road, Claremont, Private Client Holdings building, Cape Town, 7708, Western Cape; +27 6711220

New to Xero? Private Client Financial (Pty) Ltd can help

Xero is beautiful online accounting software for smaller businesses. Private Client Financial (Pty) Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2013

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.