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OVERVIEW
A virtual CFO that is ideal for my business.
Our CFOs deal with a wide variety of financial challenges and solve a wide range of financial dilemmas. Choose one of our customised Service Plans to get ahead of the pack.
Silver Benefits
8 hours per month
The CFO is responsible for listening to, communicating with, and participating in the company's crucial decisions (especially those that deal with finances).
We would also do a thorough dive into your company on a regular basis, analyzing the company's profit per customer, employee, type of work, and type of billing to help the organization identify areas for growth.
We would identify the company's Key Performance Indicators (KPIs) – cash in the bank, production metrics, financial metrics, and pipeline indicators – on an annual basis and use those KPIs to report on performance and convey the results to management.
Gold Benefits
16 hours per month
Leading banking relationships, working with mergers and acquisitions, and establishing incentive programs are just some of the duties.
While we would love to meet on a regular basis to discuss finances, we are always available to discuss strategy and work through opportunities and challenges as they arise.
Depending on the additional services you select, the senior accountant will oversee your internal bookkeeping team or ours to ensure the accuracy of your financial statements. In essence, the senior accountant is in charge of most day-to-day issues, but he or she will also be heavily involved in analysis and planning. During vacations or other periods of downtime, the senior accountant will be able to easily step in and cover for the CFO.
Gold Benefits
16 hours per month
Leading banking relationships, working with mergers and acquisitions, and establishing incentive programs are just some of the duties.
While we would love to meet on a regular basis to discuss finances, we are always available to discuss strategy and work through opportunities and challenges as they arise.
Depending on the additional services you select, the senior accountant will oversee your internal bookkeeping team or ours to ensure the accuracy of your financial statements. In essence, the senior accountant is in charge of most day-to-day issues, but he or she will also be heavily involved in analysis and planning. During vacations or other periods of downtime, the senior accountant will be able to easily step in and cover for the CFO.
Platinum Benefits
32 hours per month
Included are 6 monthly virtual sessions and 1 monthly in-person meeting. Handling banking relationships, assisting with mergers and acquisitions, establishing incentive programs for the team, generating scaling analysis reports, and creating departmental micro budgets are just a few of the responsibilities of your CFO.
Key Performance Indicators (KPIs) for the company will be shared with management on a quarterly basis.
Our innovative CFOs work with you to further unlock the actual worth of your company.
What Determines my Package?
You are unique. So is your business and its growth journey. Getting access to the right level of CFO support is determined by a number of factors:
| ◄ Silver ► | ◄ Gold ► | ◄ Platinum ► | |
|---|---|---|---|
| Client Success Champion |  | | |
| Chief Financial Officer | | | |
| Dedicated hours per month | 8 hours | 16 hours | 32 hours |
| Onboarding, Strategy & Planning | | | |
| Monthly Virtual Meetings | 2 | 4 | 6 |
| In-Person Meeting |  | One Bi-Monthly | One Monthly |
| Debt, Tax Planning & Reduction | | | |
| Department Reports & Company-wide KPIs | | | |
| Break-Even Analysis | | | |
| Cash Flow Management | | | |
| Performance by Project | | | |
| Assistance with generic bookkeeping, tax & technical queries | | | |
| Business Valuation | Annual | Bi-Annual | Quartely |
| Annual Budgets | | | |
| Incentive Plans | | | |
| Employee Contract Management | | | |
| Team Member Performance | | | |
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Get In Touch
CFO Service Plans
Set up a call with our team to delve into your specific needs and to find the perfect package for your next chapter of scaling up.
- 013 752 8029
- [email protected]
- 33 Ferreira Street, Nelspruit, Mpumalanga.
- West Tower, 2nd Floor, Nelson Mandela Square, Sandton.
- 013 752 8029
- [email protected]
- 33 Ferreira Street, Nelspruit, Mpumalanga.
- West Tower, 2nd Floor, Nelson Mandela Square, Sandton.