Direct Advisory Desk
Request an Exact Quote & Scoping Consultation
Submit your project details below to receive an itemized, fixed-fee proposal and documentation checklist within 2 business hours, or message our advisory desk on WhatsApp for immediate support.
Pre-Engagement Guide
Document Checklists by Service Category
To expedite your delivery timeline, here is what our modeling and accounting teams review during onboarding:
📈 Financial Models & Business Plans
- ✓ Historical financial statements or 12-month bank statements
- ✓ Proposed funding amount, funder type (SEFA, IDC, Bank), & use of funds
- ✓ Itemized supplier quotation lists for machinery or asset purchases
- ✓ Existing customer contracts, off-take agreements, or pipeline letters
📊 Monthly Bookkeeping Retainers
- ✓ Read-only access to existing accounting platform (Xero, QBO, Sage)
- ✓ Historical opening trial balance & general ledger balances
- ✓ Latest SARS VAT201 and EMP201 filed declarations
- ✓ Current bank statements across all operating and credit accounts
🛡️ CIPC Secretarial & Beneficial Ownership
- ✓ Enterprise registration number (e.g., 2024/123456/07)
- ✓ Certified copies of Director identity documents or passports
- ✓ Proof of residential address (utility bill within 3 months)
- ✓ Share register / securities register indicating share percentages
⚙️ Cloud Accounting & Systems Setup (Xero / QuickBooks / Sage)
- ✓ Current accounting software (Pastel Partner, QuickBooks Desktop, Excel)
- ✓ Historical customer and vendor master files (with VAT numbers)
- ✓ Overview of bank accounts, payment gateways (PayFast, Yoco, Ozow)
- ✓ Integrations needed (Dext receipt OCR, Shopify, POS, payroll)
Our Client Service Charter & POPIA Privacy Commitment
Mitrend operates under strict Service Level Agreements (SLAs) designed to respect your time and safeguard your intellectual property:
✓ 2-Hour Quote Response: Form submissions receive a formal itemized proposal within 2 business hours.
✓ POPIA Compliant & AES-256 Encrypted: All financial statements, ID records, and corporate data are handled strictly under the Protection of Personal Information Act with military-grade encryption.