Financial management services

Build the finance function your business needs.

Progress from reliable accounting and compliance to active financial management, independent oversight and strategic finance leadership.

A finance function that scales

Five levels of support

Each level is shaped around your systems, reporting requirements and financial complexity.

Foundation

Financial Accounting & Compliance

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

Growth

Management Accounting & Financial Management

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

CFO

Strategic Financial Management

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

Bespoke

Build Your Finance Function

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

Private Finance

Private Financial Management & Strategic Advisory

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

Financial Watch

Continuous Financial Visibility

Know what is happening in your finances before it becomes a problem.

A proactive oversight service designed to identify unusual movements, financial risks, control weaknesses and emerging issues early.

Financial trend and unusual transaction review
Expense, margin and revenue movement monitoring
Cash-flow and working-capital monitoring
Debtor, creditor and bank reconciliation monitoring
Variance and management-accounting review
Financial-control and compliance warning indicators

Financial Oversight

Independent Visibility & Control

Your accounts may be prepared correctly. Are they being actively watched?

An additional layer of oversight for businesses with internal bookkeepers, finance teams, external accountants or multiple finance systems.

Financial control and process reviews
Management-reporting and data-integrity checks
Variance, KPI and cash-flow oversight
Transaction-pattern and accounting-quality review
Financial risk identification
Independent finance-function assessment

Financial Watch is proactive monitoring, not a criminal investigation or forensic-accounting engagement. It can be added to Foundation, Growth and CFO support based on review frequency and complexity.

Find your fit

Know what your business needs.

Start with a Financial Health Check and receive a finance-level recommendation for human review.

Get your Financial Health Check