Is this the same as having a CFO?

It can be. Our advisory services range from project-based analysis to ongoing CFO-level support. You get the strategic insight without the full-time cost.

I am a small start-up. Is advisory relevant for me?

Yes. In fact, early-stage financial planning — budgeting, cash flow forecasting, and pricing strategy — can prevent problems that are expensive to fix later.

Do I need up-to-date financials before I can use this service?

Ideally, yes. Advisory is most effective when based on current data. If your books are behind, we can help catch them up first through our bookkeeping or accounting services.

What kind of decisions can advisory help with?

Common scenarios include: evaluating whether to hire, planning for a new location, deciding between financing options, restructuring costs, and preparing for a sale or investment round.

How often would we meet?

That depends on the scope. Some clients meet monthly, others quarterly. Ad-hoc advisory for a specific project may involve a concentrated series of sessions.

Can you prepare financial projections for a bank or investor?

Yes. We prepare professional, data-backed financial projections and supporting packs formatted for bank loan applications or investor presentations.

Intelligence Pillar

Strategic Financial Advice — Grounded in Your Data, Not Guesswork

We combine modern technology with South African regulatory expertise to ensure your business stays compliant, structured, and ready for growth.

Advisory Services

Strategic Advisory for South African Business Owners

Running a business in South Africa requires more than good products and services — it requires strategic financial thinking. From navigating economic uncertainty and managing cash flow through seasonal fluctuations to evaluating expansion opportunities and preparing for investment, the decisions you make about your finances shape the future of your business.

Our advisory services provide the strategic financial support that most SMEs lack. We combine your operational knowledge with our financial expertise to create a clearer picture of where your business stands, where it is heading, and what you need to do to get there. This is not theoretical advice — it is practical, data-driven guidance grounded in your actual financial position.

Whether you need help with a specific decision, ongoing strategic support, or investor-ready financial modelling, our advisory service adapts to your needs.

Advisory Services

From Reactive to Proactive Financial Management

Many business owners operate reactively — responding to financial problems after they materialise rather than anticipating and preventing them. Cash flow crises, unexpected tax bills, and missed opportunities are all symptoms of reactive financial management.

Our advisory service shifts your approach from reactive to proactive. Through regular reviews, forward-looking analysis, and scenario planning, we help you anticipate challenges, identify opportunities, and make decisions with confidence. You stop being surprised by your finances and start using them as a strategic tool for growth.

Who Is This For?

Business owners planning for growth
Companies managing cash flow challenges
Startups needing financial modeling

Engagement Requirements

Financial data access
Management accounts
Strategic goals

Deliverables & Results

Cash flow analysis and forecasting
Budgets and financial projections
Scenario modelling (growth, cost reduction, investment)
Business plan financial sections
Investor-ready financial packs
Monthly or quarterly advisory meetings
KPI dashboards and performance tracking

Typical Timeline: Project or Retainer

Our Operational Methodology

A structured, 5-step approach designed for precision and clarity.

Discovery

We understand your business goals, challenges, and current financial position.

Analysis

We review your financial data and identify key patterns, risks, and opportunities.

Recommendations

We present clear, data-backed options with pros, cons, and projected outcomes.

Implementation support

We help you apply the recommendations and track progress.

Ongoing review

Regular check-ins ensure the strategy stays relevant as your business evolves.

Common Questions

Everything you need to know about our advisory services service.

Complementary Services

Ready to start with Advisory Services?

Get a comprehensive quote tailored to your business needs in less than 24 hours. No hidden fees, no strings attached.

Strategic Advisory for South African Business Owners

Whether you need help with a specific decision, ongoing strategic support, or investor-ready financial modelling, our advisory service adapts to your needs.

From Reactive to Proactive Financial Management