About Us
Who We Are
Your Partner in Financial Security
At Round Square, we provide accounting, tax, and financial planning services designed to protect every side of your financial life. Our unique approach brings all your financial risks into one view so we can create a complete strategy that keeps you covered.
Our work is built on long-term relationships and a commitment to helping clients make confident financial decisions. Whether you are managing personal wealth or running a business, our goal is to give you clarity and control over your future.
Our Vision:
To be the trusted financial partner clients turn to for every financial risk or opportunity.
Our Mission:
To deliver comprehensive accounting, tax, and financial services that secure our clients’ financial well-being and allow them to focus on building wealth with confidence.
Our Promise:
Every client receives our full attention and a financial strategy designed for lasting security and peace of mind.
Who We Are
Your Partner in Financial Security
At Round Square, we provide accounting, tax, and financial planning services designed to protect every side of your financial life. Our unique approach brings all your financial risks into one view so we can create a complete strategy that keeps you covered.
Our work is built on long-term relationships and a commitment to helping clients make confident financial decisions. Whether you are managing personal wealth or running a business, our goal is to give you clarity and control over your future.
Our Vision:
To be the trusted financial partner clients turn to for every financial risk or opportunity.
Our Mission:
To deliver comprehensive accounting, tax, and financial services that secure our clients’ financial well-being and allow them to focus on building wealth with confidence.
Our Promise:
Every client receives our full attention and a financial strategy designed for lasting security and peace of mind.
Qualifications & Achievements
Recognized Industry Excellence
Our commitment to client success has earned us recognition across the financial services industry. We consistently rank among the top performers, reflecting the trust our clients place in us and our dedication to delivering complete financial solutions.
Key Achievements:
Ranked among the Top 10 Old Mutual Aviator Advisors in Pretoria Region seven times in the past decade.
Awarded Top Old Mutual Insure Agency in the Franchise Division for two consecutive years (2022 & 2023).
Recognized for consistently high client satisfaction and sustained performance over many years.
Professional Qualifications:
Qualified and registered accountant with extensive experience as principal of Round Square.
All financial advisors maintain current professional accreditation and continuous professional development.
Ongoing training ensures advice remains accurate, relevant, and compliant with industry standards
Years of Experience
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Let’s Secure Your Finances
Connect with our team today to review your accounting, tax, and financial planning needs and create a complete strategy for long-term protection.
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Happy Clients
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Our Services
Comprehensive Financial Solutions
From accounting and tax to insurance and investments, Round Square protects every aspect of your personal and business finances.
Accounting Services
Accurate accounting for companies, trusts, and sole proprietors, ensuring financial records are correct, organized, and compliant at all times.
Tax Advisory
Strategic tax planning and advisory to optimize your tax position, reduce liability, and maintain full compliance with regulations.
Bookkeeping
Keep your financial records up to date and organized, ensuring every transaction is correctly recorded and easily accessible.
Payroll Services
Manage employee salaries, deductions, and compliance efficiently while keeping your team paid accurately and on time
Personal Financial Planning & Investments
Customized financial plans, insurance coverage, and investment strategies designed to secure your personal wealth and future goals.
Business Financial Planning & Investments
Protect business assets and prepare for growth with commercial insurance, key person cover, and investment solutions tailored to your company.
Protect What Matters
Plan Your Future Today
Take the first step toward financial security. Let us create a custom strategy to protect and grow your wealth.
FAQs
Answers to Your Questions
We’ve gathered the most common questions our clients ask about accounting, tax, and financial planning to help you find quick answers.
We provide comprehensive accounting, taxation, and financial advisory services including bookkeeping, tax preparation and planning, financial risk assessment, insurance planning, retirement planning, estate planning, and business financial management. Our holistic approach ensures all aspects of your financial life are integrated and protected.
Unlike traditional firms that handle services separately, we use our unique "Round Square" methodology—identifying all your financial risks and creating a comprehensive protection strategy around them. We evaluate everything from tax obligations and cash flow to illness, disability, and estate planning, ensuring no aspect of your financial security is overlooked.
We serve both individual clients and businesses of all sizes. Whether you're a sole proprietor, small business owner, or managing personal finances, we tailor our services to meet your specific needs and circumstances. Every client receives the same dedicated attention regardless of portfolio size.
I am a qualified and registered accountant with over 25 years of experience, starting my career at PWC Global in 1998. All our financial advisors maintain current professional accreditation and undergo continuous development to ensure we provide the most current and comprehensive guidance available.
Our fees are tailored to the complexity and scope of services required. We believe in transparent pricing and will provide a detailed quote after understanding your specific needs. We offer competitive rates while delivering exceptional value through our comprehensive, integrated approach to financial planning and risk management.