Services
The finance partner your business has outgrown not having.
Pick the problem you’re trying to solve — not a service from a menu. We’ll show you how we fix it.
Our five core services are monthly retainers — ongoing support, accountable every month. The specialist advisory services below are fixed-scope projects with a defined deliverable and deadline.
Your numbers, owned. Every month.
Financial Manager Service
You need a Financial Manager. You can’t justify one full-time.
- Monthly management accounts by working day 7
- A rolling cash-flow forecast you can actually trust
- Month-end close owned by a senior finance person
- A monthly sit-down with someone who answers the phone
Built for
15–40 staff, growing, with a bookkeeper but no one owning the numbers.
Senior finance strategy for your next stage of growth.
Virtual CFO Service
Your business grew. Your finance function didn’t.
- Board- and investor-ready reporting
- Budgets, forecasts and pricing strategy
- Funding and due-diligence preparation
- A CFO in your leadership meetings
Built for
20–50 staff preparing to raise, bid or professionalise.
Every obligation, owned. All year.
Compliance & SARS Support
SARS letters, deadlines and CIPC admin keep landing back on your desk.
- A compliance calendar covering every SARS and CIPC deadline
- Registrations, returns and annual filings handled on time
- SARS correspondence and verifications managed for you
- A quarterly compliance review you can actually read
Built for
5–40 staff wanting SARS and CIPC compliance off the founder's plate — without hiring in-house.
Walk into audit season prepared.
Year-End & Audit Support
Audit is coming and nothing is ready.
- Audit-readiness gap assessment
- Year-end close, project-managed to the deadline
- Audit file preparation and auditor liaison
- SARS correspondence handled calmly
Built for
Any growing business with an audit, funder review or SARS verification looming.
Clear visibility. Confident decisions.
Finance Visibility & Reporting
I don’t fully trust my numbers — and reporting is a manual scramble.
- Monthly management reporting pack, delivered on a fixed day
- KPI design — the five to eight numbers that run your business
- Performance dashboards and reporting structure design
- Finance process improvements that remove the manual scramble
Built for
5–25 staff relying on spreadsheets and gut feel, needing reporting discipline without a full-time hire.
Specialist Advisory Services
Focused fixes for specific gaps.
Discovered through our intelligence assessments, these are fixed-scope advisory capabilities — pointed at one problem, delivered to a deadline.
Specialist advisory
Reporting Design
A management reporting pack redesigned from the decisions backwards — content, layout, rhythm and reconciliation rules.
Specialist advisory
KPI Frameworks
The five to eight numbers that actually drive your business — defined, targeted, owned and reviewed monthly.
Specialist advisory
Dashboard & Visibility Solutions
Your systems already generate the data — we turn it into a live view of performance you can check in minutes.
Specialist advisory
ERP & Systems Advisory
Spreadsheet dependency ends here — the right systems, selected and implemented with finance requirements leading.
Specialist advisory
Custom Business Applications
Sometimes the answer isn't a bigger system — it's the exact tool your process needs, built around how your business works.
Technology-enabled, always. We set up and work in modern cloud accounting systems — but tools serve the finance, never the other way around.
Not sure where you fit?
The Health Check scores your numbers across 5 areas and tells you exactly which of these you need — in 5 minutes, free.