What we do

Your outsourced CFO, built around you and your business.

Three connected services that give you clear numbers, confident pricing and calmer cash flow, without the jargon or the 80-page reports.

Compass guiding a roadmap through milestones and a broad landscape
01

Real numbers you can trust

A clear monthly view of what's making money and what isn't, so you stop wondering whether the business is profitable or just busy.

  • Monthly management reports
  • Profit clarity by service or client
  • KPI dashboard
  • Quarterly performance reviews
02

Pricing & profit strategy

Charge what your work is actually worth. We look at your fees, margins and client mix, and build a pricing approach that grows profit, not just revenue.

  • Fee & pricing review
  • Margin improvement
  • Value-based pricing
  • Raising prices with confidence
03

Cash flow & growth planning

Rolling cash flow forecasts, budgets and scenario planning, so hiring, investing and expanding are decided on numbers, not gut feel.

  • Rolling cash flow forecast
  • Annual budget & targets
  • Scenario planning
  • Funding & bank support

How working together looks

Flexible, ongoing and shaped around where you are right now.

Discovery call

A free, no-pressure conversation to understand your goals and see if we're a fit.

Focused engagement

A defined project, such as a pricing review or a financial deep-dive, with clear outcomes.

Ongoing advisory

Your outsourced Financial Manager or CFO, month to month, as a trusted partner in your corner.

Common questions

Questions we often hear

What is an outsourced CFO?

A senior finance professional who works with your business part-time. You get the reporting, analysis and strategic advice a full-time CFO would provide, without the full-time salary.

How is this different from my accountant or bookkeeper?

Your bookkeeper records transactions and your accountant handles compliance and tax. An outsourced CFO uses those numbers to help you make decisions about pricing, cash flow, hiring and growth. We can also look after the bookkeeping and compliance side within our packages, so it all sits with one team.

What size business do you work with?

Established, owner-led businesses, typically turning over 2m to 35m a year and with at least three years of trading. If you are smaller or larger than that, book a discovery call and we will talk through what fits.

Do I need a particular accounting system?

Yes, you need a proper accounting system. A cloud-based one such as Xero, QuickBooks or Sage is preferred.

Do you work remotely?

Yes. We work with clients across South Africa and the UK by video call, with in-person meetings where practical.

How much does it cost?

Every business is different, so we send a tailored quote with three options after a short questionnaire. You can start it on our Solutions page.

Not sure where to start?

Book a discovery call and we'll help you figure out exactly what would move the needle.

Book a discovery call