Finance level
Foundation
Financial Accounting & Compliance
From R5,000 / month
Reliable accounting, compliance and financial records without building a full internal finance department.
- Cloud accounting and bookkeeping
- Bank reconciliations and general ledger maintenance
- VAT reconciliation and SARS compliance
- Payroll coordination and reconciliation
- Annual Financial Statements
- Basic management reporting and monthly financial review
Ideal for: Established businesses that have outgrown basic bookkeeping but do not yet require a full financial-management function.
Take the Financial Health CheckFinance level
Growth
Management Accounting & Financial Management
From R12,000 / month
For businesses that require more than compliance and want to understand and actively manage financial performance.
- Relevant Foundation services
- Monthly management accounts and reporting
- Profitability and cash-flow analysis
- Budgeting, forecasting and KPI monitoring
- Debtor and creditor analysis
- Monthly business review and decision support
Ideal for: Growing and owner-managed businesses that need financial visibility, recurring reporting and management support.
Find Your Finance LevelFinance level
CFO
Strategic Financial Management
From R36,000 / month
An indicative entry point — your actual fee is determined by complexity.
A senior financial-management function for businesses that need strategic leadership without necessarily employing a full-time CFO.
- Relevant Foundation and Growth services
- CFO advisory and strategic financial planning
- Financial modelling and scenario analysis
- Board and investor reporting
- Capital planning and funding analysis
- Valuation, M&A and exit-planning support
Ideal for: Leadership teams navigating funding, growth, complex decisions, investor expectations or board-level reporting.
Find Your Finance LevelFinance level
Bespoke
Build Your Finance Function
From R60,000 / month
Indicative range R60,000 – R150,000+ per month
A customised outsourced finance function for businesses, groups and organisations with advanced operational requirements.
- Multiple entities and group reporting
- High-volume transactions and large payrolls
- Consolidations and complex reporting
- Advanced modelling and financial controls
- Board and investor reporting
- Dedicated finance personnel and CFO support
Ideal for: Multi-entity or high-volume organisations requiring dedicated finance personnel, controls, reporting and strategic support.
Find Your Finance LevelFinance level
Private Finance
Private Financial Management & Strategic Advisory
Bespoke pricing
Engagements are structured according to financial complexity and the scope of support required.
Discreet, coordinated financial management for individuals and families with complex private and business interests.
- Personal and consolidated financial reporting
- Cash-flow and liquidity planning
- Tax and professional-adviser coordination
- Estate and succession-planning coordination
- Family wealth and investment-reporting coordination
- Capital-event and business-exit planning
Ideal for: HNW and UHNW individuals, entrepreneurs, executives, investors, family businesses and owners of multiple businesses.
Request a Private Client Review