.
For years we searched for a part-time accounting service that was reliable, accurate and well-informed.
Finding Caz and AccountsPro Solutions has been a game-changer for us. We know without a doubt that things are being done correctly, on time, and overseen by the proactive eagle eyes of Caz herself.
Furthermore, she goes above and beyond to ensure that we understand the correct ways of doing things – in accordance with good accounting principles, taxation and legal compliance.
The list of accounting work that is done by Caz for Maisha Mema (PTY) LTD, is as follows:
1. Processing Monthly Accounts Data
2. Monthly Reconciliation of General Ledger accounts, where required.
3. Monthly Reconciliation of Bank Statements
4. Monthly Data Backup Procedures
5. Annual Journal Adjustments
6. Prepare Annual Working Papers
7. Annual Financial Statements
8. Annual Data Backup Procedure
9. Email support
10. Scheduled meetings with Director
11. Liaison with external Auditors / Tax Practitioners and any other vendors or 3rd parties as needed.
She has done this for the below Accounting & Financial Periods:
2019 - 1 Mar 2018 to 28 Feb 2019
2020 - 1 Mar 2019 to 29 Feb 2020
2021 - 1 Mar 2020 to 28 Feb 2021
2022 - 1 Mar 2021 to 28 Feb 2022
2023 - 1 Mar 2022 to 28 Feb 2023
2024 - agreement signed to continue for the following year.
In addition to accounting services, I have found Caz to be a mastermind at systems for staying organized. She finds innovative ways to work efficiently and stay on top of her many tasks while providing full transparency and clear communications to her clients.
Finding people one can trust is rare and precious. I have every confidence in Caz’s work and professionalism.
Her work is at the highest standard I’ve seen in my 30 years of work experience (both corporate and small business), and I’d assert she’s ready to teach any accounting course herself.
Please feel free to contact me should you have any follow-up questions.
Sincerely
C Pelser
Director
Wheeler Stainless Steel Kreations (WISK) would like to submit this reference as a record of the amazing work done by Mrs Livingstone on our behalf.
Firstly, may it be said, that the outstanding work that was done has laid a platform for an amazing future for Wisk.
The Marketing:
Designing our logos for documents, e.g. invoices / Facebook, was done and thus our audience was drawn into amazing artwork that showed off not only what we did but the undoubtedly amazing skills that Mrs Livingstone has.
The Admin:
The setting up of our online accounting system with WaveApps, and designing of our invoices and agent contracts, was amazing.
Mrs Livingstone’s thorough work always produces amazing results and one can only benefit by dealing with her. Her level of integrity is 2nd to none. Her work ethic remains steadfast and always of the highest degree.
We are very grateful for her time and effort in always assisting and continuous support of Wisk. We would highly recommend her for almost any task, she always finds a way to make our day!
Thank you
Mr Gerald Wheeler.
Sole Proprietor and Owner
https://www.wisk.co.za
This letter serves to confirm that Transmission Fluids and Machines made use of Mrs Livingstone’s services.
The following was carried out for us, regarding our website:
• Registration of domain name
• Installation of all software
• Designing all graphics
• Maintaining the website for one full year.
We found her work to be accurate and precise. She researched the company properly in order to gain a full understanding of her task at hand. Furthermore, she is amazingly reliable, you don’t get that any more these days.
She was amazingly loyal and would assist at the drop of a hat.
Mrs Livingstone has great integrity and I would recommend her as my level of satisfaction surpasses that of 10 being the best.
Thank you
Mr Trevor Wheeler
Sole Proprietor
With regards to Transmission Fluids and Machines,(TFM) please be advised that Mr. Trevor Lance Wheeler, passed away on the 13th of May 2022.
AccountsPro Solutions were appointed the Bookkeepers for TFM prior to this.
TFM had a backlog of accounting work as follows:
1. Bookkeeping and accounting work for the trading years: 1 March 2019 to 28 February 2022
2. VAT Analysis for the trading periods: 1 March 2013 to 28 February 2022
3. We had lost most of the accounting records for prior years as well; the business used Sage Pastel and that account had lapsed.
Caz helped us with the following:
• Analyse and listed all the documents that we needed from 1 March 2013 to 28 February 2022
• Guided us on how to reopen our Sage Pastel account for a few days, enabling Caz to extract all the data for all the previous trading years since the business started, up to February 2018.
• Helped us create our SARS efiling profile and showed us how to contact SARS for the help we needed.
• Helped us begin the processing of recovering lost supplier and expense invoices for the years 1 March 2013 to 28 February 2022 so that she could begin extracting VAT figures.
• Sourced a Tax Practitioner to help arbitrate the late returns situation.
Caz is very professional. She keeps to her appointments, always makes sure that during business hours, she is always available for questions.
As stated above, the owner of the businesses passed away during the year 2022 and the estate was handed over to the Executor of the Estate.
All work was put on hold pending instructions from the Executor of the Estate.
Yours sincerely
Mr G V Wheeler
PP. Est Late T Wheeler
What an absolute pleasure to have Caz Livingstone as a client.
She is always on point, punctual, and well structured.
@Infinity Software Support, Caz had been a client of ours for almost six years. (written in 2021)
I would HIGHLY recommend AccountsPro Solutions - Caz Livingstone as your next contact for accounting services, business consulting and much more.
Please visit their website at https://www.accountspro.co.za/ for more info.
Marthinus Oosthuizen
Infinity Software
South Coast, KZN
I would like to say thank you to Caz and her team for helping me to create a new website, The work was done professionally and I would recommend her services to anyone who is looking to expand or just starting up. Thank you so much Caz for all your help. Amanda E, https://amandasswimschool.co.za/1/
My personal recommendation letter for Christine (Caz) Livingstone (Nee Hart)
I would highly recommend Christine (Caz) for any role that involves managing people and creating operating systems within a business, as well as dealing with customers in a professional manner, even doing accounts, developing pricing, importing and exporting, marketing or even delivering training and support to others. Christine demonstrates many skills that are just so valuable for business.
Christine has been my main contact in South Africa since June 2009 (over 10 years now), and without her expertise, skills and knowledge we would have not been able to establish further business and continue with our customer base for support locally.
Over the last 10 years, Christine has assisted me with Brand awareness, dissolving specific representative issues with past contracts and supported me with cancelling contracts and recovery of the stock. Christine was able to be there for customers who had been unhappy and threatening legal action and was able to calm down the situation in a very professional manner and offer real solutions for our business and our clients at that time.
Further on from that Christine handled all our Client servicing for ordering of products, developed all our marketing material (she has a real creative flare in this area) and was able to develop new pricing, taking into consideration importing and distribution of products. Christine then created a website shop and handled all the local admin, support, invoicing, and follow-up for all our clients locally.
In 2013 Christine assisted me with developing some great interactive Powerpoints workbooks for our Registered training organisation. This qualification, Graduate Diploma in Salon Management, was used by government organisations in Australia. We were very fortunate to have Christine on our team as we were able to deliver incredible resources for students and for trainers and assessors in record time. Her skill in creating documents using Powerpoint, developing Excel spreadsheets and creating brochures seems to just flow for Christine.
I believe that Christine has incredible business sense, and her knowledge in all areas from computers, to programming, accounts, and invoicing, developing systems and ensuring operations runs smoothly, as well as the professional way she can communicate and deliver information would be a huge asset for any organisation contracting or employing Christine to develop, manage or make easier, operations, in their business.
Christine has always been a quick learner and when I had to teach her a new skill, she didn’t have already, she was able to grasp it quickly and work on her own performing any duties in no time. What she brought to the new skill, was even more skills and systems, which allowed us to become more streamlined.
Christine has always been a very valued member of our team, as a contractor to us, and I would hope she could take her skills and knowledge and assist other businesses the way she has assisted us over the last 10 years. I wish her all the best in her future ventures and know she will be a valued asset to any company.
If you would like to chat with me personally you are welcome to email me at tracey@earthsentials.com and I am happy to answer any questions you may have.
Yours Sincerely
Tracey Hammond
Managing Director
I Highly recommend Caz for all spheres of business from website designs to company policies and procedures. She assisted all staff in reporting documents, such as employment and confidentiality agreements, business memorandums, job descriptions, attendance records, and vehicle log records. In order for the business to run efficiently and profitably, systems needed to be rectified, and updated and accounting systems such as job cards, invoicing, expense lists, and leave schedules were put in place for tax and accountants. I highly recommend Caz as being thorough, professional, knowledgeable and skilful. Anyone is free to contact me for any further details. Margaret B, Margate KZN.
Herewith we would like to thank you for your outstanding efforts in recruiting and motivating MJVNet subscribers to the extent that you are one of the three top performers in the Durban area. Congratulations and best wishes for your future recruitment efforts. Marnus J van Niekerk, Managing Director.
We requested and received service from Mrs Livingstone for our admin and marketing set-up, while The PC Place was located on the South Coast, KZN.
Mrs Livingstone’s well-thought-out process of business and practices were invaluable to us as we were new business owners.
She assisted us with the design of our logo, the advertising on Facebook, the contracts for our representatives, and also our accounting software.
Her ability to work around systems is phenomenal. Her research abilities to ensure that we are doing the right thing only go to show her level of integrity.
She is amazing when it comes to software and artwork. Her accounting skills are second to none.
It is with gratitude that we recommend her work ethic and style as one of class. This is because gone are the days when you get value for money. Thank you, Mrs Livingstone, for not only your continued support of our needs but also your ability to show us the right way.
This should stand as a recommendation of the highest standard.
Thank you
Mr & Mrs Wheeler.
Owner Managers
I have been been privileged to know Caz Livingstone since 1996. I've worked with her on several projects and also observed her work from the outside.
She always gives 100% to her business partners and her commitment to the success of a project is beyond reproach.
I have seen her draw on an inner strength to successfully handle multiple high priorities forced on her by circumstances.
She has a wide range of technical and life skills which makes her a huge asset to any organisation.
I give this recommendation without reservation.
Robin Miller
The Guy Living Off The Internet
Be it known that Christine graciously responded to a request from the Board of Directors of the People Helping People Foundation = PHPF, Inc., that she join us as International Director and a working Board member to help with our fundraising efforts.
Within three short months of her arrival, Christine's ingenious project management saw an unparalleled sales volume in excess of $43,000 US - a feat that was accomplished during a selling period of just five weeks! Within the next six months, Christine's Sales Team achieved sales in excess of $25,000 per month, over several months. These efforts have not been surpassed.
Since then, Christine has been unstinting in her contributions to the Foundation. She gives generously of her time, her expertise, and her marketing and management skills. She continues to be a valued International Director of PHPF, Inc. In addition to marketing, during the past two years, she has served on the Executive Committee of the Board and acted in the capacity of Corporate Secretary, with the responsibility to oversee all private Corporate Documents and Records.
Christine is a valued advisor to the Foundation President, always willing to consult and lend her objective commentary on critical and sensitive issues. currently - she has agreed once again to bring her expert marketing skills to bear during our upcoming Fund Raising campaigns.
This letter if offered in sincere appreciation for the invaluable and constant service that Christine has rendered to the Board of Directors of PHPF, Inc., since the year 2000. It is our fervent hope that she will continue to lend us her grace and her valued assistance for many years to come.
Thank you, Christine...
On behalf of the Board of Directors
Catherine D Macdonald
President - PHPF, Inc.
This letter serves to confirm that we have outsourced our administration, book-keeping and accounting and various business management tasks to Caz since 1993, and she is still currently contracted in The role of Management Accountant.
Through the years we have also outsourced work to her for the following projects:
1. uGoGo Online Classified Ads
2. uGoGo Business Consultants
3. uGoGo Business Club
4. uGoGo Bargains Storehouse
We have given separate references for each project.
We believe we have saved a lot of time, money and labour hassles by outsourcing, and Caz has proved invaluable in her expertise, confidentiality, and professionalism. She has proved, loyal, and reliable, is progressive and shows lateral thinking in her character.
Her skills are many and diverse and not restricted to her title of Management Accountant. Unfortunately, due to my age, I am planning to cease trading in a matter of months, at which time Caz’s contract will end.
You are welcome to correspond with me via email for any queries; I am almost 70% deaf and unable to communicate via the telephone.
Kind Regards
Sheila Richardson
Business Owner
uGoGo Business Projects
https://www.ugogo.co.za
(Closed 2019)
This letter serves to confirm that we have outsourced our administration, book-keeping and accounting and various club management tasks to Caz since 2015, and she is still currently contracted in that role.
Her duties include the entire management and marketing of UBC; which include:
1. Setting up and managing our club website, which includes managing the online membership software, newsletter software, and online membership shop.
2. Managing social media groups and pages. (20,000 plus members),
3. All bookkeeping, accounting and correspondence thereto,
4. Recruiting, training and managing Area Managers and their supporting team,
5. Planning of business club events, both offline and online business network events and business workshops,
6. Creating event adverts, handling the online and offline marketing and bookings and correspondence thereto,
7. Organizing the events including venue location, guest speakers etc.,
8. Public speaking / EmCee at the offline events,
9. Teaching the online events live via Zoom.
We hold up to 3 offline business network events a year in KZN, South Africa.
Caz has been integral to the success of those events – they would not have happened without her.
You are welcome to correspond with me via email for any queries.
Kind Regards
Sheila Richardson
Business Owner
(Business closed in 2019)
We contracted Caz in February 2018 to assist us with setting up and managing uGoGo Bargains Storehouse (UBS), an online and physical store in Margate KZN, South Africa. Caz carried out the following duties:
1. Research stock sources, established suppliers, setup pricing structure etc.
2. Set up our online website store, populated it with data and stock, and managed all the aspects of the online store.
3. Sourced a physical shop location, negotiated the lease agreement and other services including the telephone line, internet connection, security company etc.
4. Assisted with the registration of the store for the SA Second Hand Dealers License.
5. Assisted with the setting up of business bank accounts, card payment merchant systems, employee contracts, volunteers contracts etc.
6. Set up the store, trained staff and managed almost every aspect of the daily and monthly operations of the store.
7. Set up cloud-based accounting software and apps on all devices including our smartphones, and taught us how to use those apps.
8. Managed the month-to-month accounting duties as well as supervised the daily admin procedures.
Caz was in charge of almost every aspect of managing the store except for the final decisions which had to be made by myself.
Caz is invaluable to us and has proven her capability and loyalty over the years in all the business projects we hired her to assist with.
Due to my age, I am closing the physical store at the end of October 2019, and will continue the online store for an indefinite period; Caz will be overseeing the wrapping up of the physical store and continue to manage the online store.
You are welcome to correspond with me via email for any queries.
Kind Regards
Sheila Richardson
Business Owner
https://www.ugogo.co.za/ubs-shop
(Closed 2019)
We contracted Caz in 1993 to assist us with setting up and managing uGoGo Classified Ads, an online business offering free and paid advertising services.
Caz carried out the following duties:
1. Researched and Sourced open-source classified ad software.
2. Installed, configured and populated the software onto our server.
3. Created all the page graphics and content for the software.
4. Managed and maintained all the ad placements, and correspondence thereto.
5. Did all the bookkeeping and accounting related to this project.
We highly recommend Caz in all aspects of business management and administration, including accounting practices and software systems.
We closed the business in 2003 due to advertising legislation changes.
You are welcome to correspond with me via email for any queries; I am almost 100% deaf and unable to communicate via the telephone.
Kind Regards
Sheila Richardson
Sole Proprietor