CFO Services

CFO Services

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Take your company to the next level with strategic CFO services. Our team of Chartered Accountant CFO’s are helping emerging companies to rethink, automate and scale their businesses.

The path from your first million to beyond the R100 million mark is long and challenging. You have to navigate the many complexities of doing business while managing the growth pains of scaling fast. In these formative years, founders and directors need access to the high level financial and strategic insights that only a CFO can bring to the table. Employing one is however costly and it limits you to the skillset of one professional.

Outsourced CFO offers the solution – access to a dedicated CFO for an amount of time per month that suits your strategy and your budget, backed by the full insight of a CFO team with many decades worth of experience.

Our CFOs have helped many emerging companies realise triple digit growth rates and have helped raise hundreds of millions in seed and growth finance for SMEs. Don’t be left behind. Join the OCFO family and access the strategic financial expertise that you need to take your company forward.



8 hours per month

With local and global perspectives and understanding, we help you to build a strong and controlled internal financial structure for your company that minimises risk and increases efficiency. Using cloud accounting and live financial information systems, our insightful OCFOs manage your company’s various financial intricacies from cash flow to compliance. Our aim is to help you accomplish fast, accurate and complete business practice, and enable you to further compete in and add value to the marketplace.


16 hours per month

In a competitive and fast evolving market, we assist you in the smooth and efficient operation of your company using streamlined cloud systems and dashboards that account for everything from invoicing to expense claims, creating room for our heavyweight OCFOs to help you strategically plan the profitable innovation and growth of your company. Our aim is to help you achieve and sustain further growth in your business’s performance in the best possible way.


32 hours per month

As an already successful company, our visionary OCFOs help you to further understand and unlock your business’ true value, gain access to funding and investments, analyse, target and win the best deals, consider regional, national and global expansion, and lead the increase and acceleration of your revenue streams with sophisticated insights and high performance business models and strategies. Our aim is to help you achieve reputable and distinctive business eminence.

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A dedicated CFO will be your wingman or woman in taking your business to the next level.

Don’t like being boxed in? Contact us to see how we can tailor a solution that fits your company like a glove.


We use a three-step process in order to deliver the most efficient, effective and sustainable service to our clients.




We provide integrity and professional excellence in the rethinking of every element of your current financial scenario, considering what has been and what you would like to be. With this context in mind and the intention of ensuring that your business is performing optimally, we help you to identify and focus on the best possible business practice.



Using a variety of processes and technology, we work meticulously to streamline your business operations and create clever, measurable, effective and efficient financial performance. By helping you to free up your energy, time and money, our intention is to both unlock and enable growth in your business.



Within informed and calculated financial parameters, we work with you to build a sustainable growth model and strategically scale up your company. Our aim is to help you achieve your true potential – competitive, flexible and value-driven business eminence.



Cash flow is the lifeblood of any company. As founders, you need to have a deep understanding of cash flow. We utilize top tools and approaches to help you plan and forecast business cash flow. In times of excess, cash can be invested smartly. When a shortfall is on the way, you can identify it well in advance and take the necessary steps now to avoid it.


To get your business primed for outside funding and investment, your OCFO will identify areas that need improvement and implement strategies to address those areas. Our proprietary Funding Readiness Gap Analysis is the perfect tool to understand your fundability and the roadmap towards raising capital. Financial modelling, valuations, due diligence and more come into play as you prepare for closing that next fundraise round.

investment and funding readiness implementation


Risk is an inherent part of doing business. In order to identify and manage business risks, we perform a detailed analysis of your business cycle and operating environment. Active steps can then be taken to create standard operating procedures and a control environment where risk is minimised while output is optimised.

risk and internal control overview


Where venture capital and private equity are concerned, your OCFO can act as post-investment financial manager. Where an investor has bought a material stake in a private company, but is not directly involved with business management, we place a Chartered Accountant into the business to actively monitor and report on financial decision-making and performance and to add value to the growth journey.

post investment financial management


Growth finance is the lifeblood of rapidly scaling companies. Our CFO team is uniquely skilled at preparing companies for raising capital, with hundreds of millions in growth finance raised to date. Fundraising services start with our proprietary Fundraising Gap Analysis, which helps founder teams understand their ability and best route to raising funds. It also includes access to a range of investors spanning the globe with active mandates to invest in emerging companies. The process of raising capital does not have to take months’ worth of founder time and energy away from steering the company. Let our CFOs help you access the right type of deal at the right stage to help your company grow and flourish.

fundraising services


We identify deliverables and set up proper systems for management and board reporting. Your OCFO will then review these accounts on a monthly basis along with management to identify financial and cash flow risks and to set goals for figures and ratios. The OCFO will also give advice on ways to save money and optimise revenue. Live access to financial information is a game-changer for founder teams.

implementation of management accounts


We analyse your accounting system, and proper training is given to your accountant in all aspects of best practice financial management and financial reporting standards.

accounting management


Your OCFO will assist you in drawing up a business model and finance strategy and introduce you to a network of potential suppliers and partners to increase the sustainability of your business. Using our approach of 90 Day Planning, we help drive your growth agenda forward with active involvement in the execution of strategy for you scale up company.

strategy and synergies


We analyse your revenue and cost streams and identify areas that are not running efficiently. All fixed and variable costs are reviewed to help your business run at maximum capacity. Optimise your business model by increasing revenue streams and minimising related cost so that you can focus on investment and growth.

business analysis and cost structuring

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Our tech-savvy CFO team is perfectly equipped to help automate your finance function. From standard operating procedures to the integration of various general and industry specific cloud tools, we help founders build the perfect tech stack to support the running of their business and finances, saving time and adding value.

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The on-going financial decisions that are part of operating a business have an impact on your resources and succes. Whether you need to decide on buying versus renting your premises or machinery, or when to employ someone new, your OCFO can help you identify all the quantitative and qualitative variables and implications so you can make an informed decision that is right for your business.

financial decion making


Additional services such as compilation of financial statements, audit readiness engagements, and financial plan set-up and review, and financial due diligence are also available. Whatever your financial advice and management needs are, we are here to help.

ad hoc engagements


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Having your financials up to date is key to getting into corporate and government supply chains and to access new business opportunities. Let our financial statement experts help you set up professional financials in accordance with the latest global reporting standards.

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Company Secratarial Icon


Not keen to stand in the queue at CIPC? We understand. Our Company Secretarial Department can take the uncertainty out of a range of company secretarial matters, from registering your next venture to maintaining the secretarial changes throughout its lifespan.

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Company tax Services Icon


You take on the world – we’ll take care of the tax man. As SARS tax practitioners, our Tax Department handles all matters relating to company tax, including registrations, submissions, disputes and clearances.

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More people does not have to mean more headaches. Our Tax Department offers a simple solution for Payroll Tax Management that includes all payslips, filings and submissions.

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Being in control of your budget and planning ahead is a big part of ensuring the next twelve months' success. Our cloud accountants will help you budget for and track that success.

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