SERVICES
Services that build financial control
Financial management services for growing businesses across South Africa, Africa and the UK — including outsourced CFO, accounting, payroll, tax, advisory and business coaching, delivered through one integrated system designed to move your business from compliance to control, growth and lasting wealth.
Not isolated services. One integrated system.
Most business owners don’t need another disconnected service provider. They need outsourced CFO services that work as one system — a partner who helps them strengthen the foundations, improve visibility, support better decisions and build long-term value.
Every service works together as part of one integrated financial control system.
When services are bought piecemeal — an accountant here, a payroll provider there, a tax practitioner somewhere else — no one owns the whole picture. The parts don’t reinforce each other, information arrives late, and the owner is left stitching together a view of the business from fragments. Effort goes up; control doesn’t.
That’s why our services aren’t sold as standalone tasks. Each one sits inside the Financial Control System™ — within one of four connected stages, each producing a specific outcome, each building on the one before. The result is a business that becomes more controlled and more valuable as it grows, not simply busier.
Our Financial Management Services
STAGE 1 · OUTCOME: CONFIDENCE
Compliance
Build confidence through strong financial foundations.
Without accurate records, timely submissions and proper statutory maintenance, a business operates with unnecessary risk and limited confidence. We make sure the financial and statutory foundation is accurate, organised and up to date.
Accounting & Bookkeeping
Accurate monthly records and reconciliations.
Payroll Administration
Payroll, PAYE, UIF, SDL and submissions.
Tax Services
VAT, PAYE, income and provisional tax.
Financial Statements & Reviews
AFS, compilations and independent reviews.
Company Secretarial
CIPC registrations, changes and annual returns.
Trust Administration
Trust registration, records and compliance.
Outcome: confidence that the financial foundation of the business is in order. Where a statutory audit is required, we coordinate the engagement through an associated registered auditor.
STAGE 2 · OUTCOME: CONTROL
Optimisation
Create control through visibility and systems.
Once the foundations are in place, the next step is control. This is the work of a fractional or virtual CFO: owners need timely information, meaningful reporting, cash flow visibility and systems that support better decisions. We turn financial information into a practical management tool.
Fractional CFO
Senior finance leadership without a full-time hire.
Cash Flow Management
Forecasting and working-capital visibility.
Management Reporting
Monthly accounts, KPIs and board packs.
Systems & Automation
Finance workflows and reporting automation.
Budgeting & Forecasting
Budgets and forward financial planning.
Internal Controls
Process improvement and performance reviews.
Outcome: control over performance, cash flow, decisions and risk.
Ready to strengthen your financial control?
Book a complimentary Strategy Session and we’ll identify where your business sits within the Financial Control System™ — and the right next step.
STAGE 3 · OUTCOME: GROWTH
Development
Turn control into sustainable growth.
A business can’t scale sustainably while the owner stays trapped in day-to-day operations. Growth needs structure, leadership, planning, accountability and implementation support. We help build the capacity required for the next stage.
Three complementary services anchor this stage: Business Advisory sets the strategy, Business Coaching drives the implementation, and Business Plans map the roadmap. Advisory sets the course; coaching keeps the business moving along it.
Business Advisory
Strategic guidance and coaching, backed by your numbers.
Business Plans
Plans, forecasts and funding-ready projections.
Business Coaching
Leadership, accountability and execution — led by Anel du Preez.
Funding Readiness
Financial preparation for banks and investors.
Strategic Planning
Turning ambition into a measurable plan.
KPI Development
The metrics that drive performance, tracked.
Outcome: growth that is planned, supported and sustainable.
STAGE 4 · OUTCOME: LONG-TERM WEALTH
Wealth
Convert business success into long-term value.
Revenue does not automatically become wealth. Owners need the right structures, governance, succession planning and preservation strategies to turn business success into protected, lasting value. We help clients think beyond the current year and build structures that support continuity and legacy.
Succession & Wealth Preservation
Ownership transition and asset protection.
Trust Structuring
Trust structures, administration and services.
Governance Support
Board, trustee and oversight disciplines.
Also includes business and company structures, shareholder and commercial agreements, and annual structure reviews.
Outcome: a business that supports long-term wealth and legacy.
COMMON QUESTIONS
Services — your questions answered
What is an outsourced CFO?
An outsourced (or fractional) CFO gives you senior finance leadership — reporting, cash flow, forecasting and decision support — without the cost of a full-time hire, scaled to what your business needs.
Do I need all four stages?
No. Every stage and service can stand alone. Most clients start where their biggest gap is, and the system simply ensures the parts connect as you add more.
Can you work with my existing accountant?
Yes. We can work alongside an existing accountant, or take over the full function — whichever suits you. We’ll map the right arrangement during onboarding.
Do you support Xero?
Yes — we work on Xero, and can set it up or take over an existing file. Payroll runs on PaySpace, statements in CaseWare and reporting in Syft Analytics.
Do you help businesses outside Gauteng?
Yes. We work with clients across South Africa using secure cloud systems, so your location is no barrier to senior finance support.
Can you register a company or trust?
Yes — we handle company registrations and CIPC changes, and trust registration and administration with the Master’s Office.
Do you prepare annual financial statements?
Yes — annual financial statements for companies, trusts and other entities, prepared in CaseWare.
Do you perform independent reviews?
Yes, where an independent review is required under the Companies Act. Where a statutory audit is required, we coordinate it through an associated registered-auditor firm.
How does business coaching fit into financial management?
Clear numbers tell you what to do; coaching helps you act on them. It focuses on the owner — goals, accountability and execution — alongside the financial side of the business.
How do we get started?
With a free Strategy Session. We look at where you are, what you need, and the right level of support — no cost and no obligation.
Built on Xero · PaySpace · CaseWare · Syft Analytics · LivePlan · Karbon
Don’t choose services in isolation. Build the system your business needs.
Whether you need compliance support, stronger reporting, better controls, business coaching, structural planning or long-term wealth preservation, we can help you place those services inside one coherent Financial Control System™.
Your first strategy session is free — no cost, no obligation.
Everything you share with us stays strictly confidential.