Find your finance level

Your business doesn't necessarily need more accounting. It may need more financial management.

Choose the level that best reflects the visibility, control and strategic support your business requires. Every final engagement is assessed individually.

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.

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Finance 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.

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Finance level

CFO

Strategic Financial Management

From R36,000 / month

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.

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Finance 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.

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Finance level

Private Finance

Private Financial Management & Strategic Advisory

Bespoke pricing

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.

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How your fee is assessed

Turnover is never the sole determinant. Your fee reflects the work, complexity, reporting and oversight your finance function genuinely needs.

Annual turnover and transaction volume
Number of employees and payroll complexity
VAT requirements and number of entities
Accounting software and bank accounts
Stock, inventory and reporting frequency
Management reporting and cash-flow requirements
Industry and overall financial complexity
Required level of financial and CFO oversight

Onboarding and transition

Where appropriate, a separate onboarding fee covers historical records, system or payroll migration, backlog work, VAT reconciliation and opening financial reviews.

These ranges are indicative. The exact fee is based on the condition and complexity of your financial records.

Foundation
R5,000 – R15,000
Growth
R10,000 – R30,000
CFO
R20,000 – R75,000
Bespoke
R40,000 – R150,000+
Private Finance
Bespoke

Not sure which level you need?

Start with a Financial Health Check.

We will assess your current finance function and recommend the right level, subject to a final human review.

Take the Financial Health Check