Chart your complete financial course
Strategic CFO leadership, enterprise technology, and wealth integration guided by our Trinity Charting Framework™
How can we help you navigate?
Financial leadership that drives business growth
Enterprise platforms designed for growing businesses
Complete financial planning and wealth management tailored for business owners
Tell us your challenge and we'll recommend the right services
Strategic CFO leadership
Go beyond basic accounting with financial leadership that drives growth. We help you learn from your financial history, optimise current cash flow, and chart a course for sustainable growth.

Growth CFO Package

For scaling startups (R5M - R50M revenue) ready for strategic growth. We build investor-ready financials and optimise your unit economics. Investment: R50k - R75k/month Team size: 5-25 people Focus Areas: We deliver advanced financial modeling, prepare you for fundraising, optimize your unit economics (CAC, LTV, churn), and provide weekly growth dashboards. Perfect For: Pre-Series A to Series B companies. Key Outcomes: Investor-ready financials in 30 days, 20%+ improvement in unit economics Book Consultation

Strategic CFO Package

For established SMEs (R50M+ revenue) hitting a growth ceiling. We drive business model evolution and prepare you for major transitions like M&A or IPO. Investment: R75k - R115k/month Team size: 25+ people Focus Areas: We guide business model evolution, prepare you for M&A with valuation optimisation, execute strategic cost reduction, and implement automated board reporting. Perfect For: Established businesses preparing for their next major strategic move. Key Outcomes: 30%+ operational cost reduction, IPO-ready compliance systems Book Consultation

Technology solutions
Get enterprise-grade technology at SME prices. We assess your current systems, implement platforms that solve today's challenges, and build a tech stack that grows with you.

Foundation & Operations

Unify your business on Xero and SmartSuite. Replace 5-10 disconnected tools with a single, automated operating system. Xero - Cloud Accounting (From R800/month): The rock-solid foundation for your finances. We build your real-time accounting, invoicing, and cash flow visibility here. SmartSuite - Unified Business OS (R150k - R350k setup) What It Consolidates: CRM (Salesforce, HubSpot) Project Management (Asana, Monday) Finance Tracking (Excel, QuickBooks) HR Management (BambooHR) Operations & Inventory Systems Key Benefits: Single source of truth for all business data Automated workflows between departments Real-time collaboration across teams Custom apps without coding 30-day implementation Perfect For: 5-50 employeesROI: Break-even within 6 months through tool consolidation Book A Demo

Real-Time Intelligence

SYFT Analytics - Complete Financial Picture (R8,500/month): We connect SYFT to your accounting software and manage monthly to give you a complete view across your financial timeline (Past, Present, and Future). Key Benefits: Get automated management reports, benchmark your performance against industry peers, and utilise 4-way forecasting (P&L, Balance Sheet, Cash Flow) without complex spreadsheets. Perfect For: SMEs that need to make faster, data-driven decisions.ROI: 60%+ time savings on financial analysis and reporting Book SYFT Assessment

Strategic Planning & Analysis

Empower your team with enterprise-grade budgeting and forecasting using the VENA FP&A Platform. Plan your growth with precision and confidence. VENA - Enterprise FP&A (From R450k implementation): We implement VENA to transform your strategic planning. Because it's native to Excel, your team can collaborate on complex budgets and scenarios with no learning curve. Key Capabilities: Excel-native interface (no learning curve) Real-time collaboration on budgets Multi-entity consolidation Advanced scenario planning Automated variance analysis Perfect For: R50M+ revenue businesses Multi-location operations Complex organizational structures Teams heavily using Excel Timeline: 8-12 weeksROI: 50%+ time savings on budgeting and forecasting

Enterprise Governance & Reporting

Get IPO-ready with the Workiva GRC Platform. We implement the compliance and reporting solution trusted by 70% of Fortune 500 companies. Workiva - GRC Platform (From R650k implementation): We deploy Workiva to unify and automate all your governance, risk, and compliance needs. Compliance Solutions: SOX compliance automation SEC/JSE reporting ESG/sustainability reporting Risk management frameworks Internal audit management Success Story - NXP Semiconductors: 50% time savings on compliance First-time full certification completion Unified platform for all compliance needs Perfect For: Pre-IPO, listed companies, complex complianceTimeline: 12-16 weeks Book A Consultation

The only CFO who protects your business AND personal wealth
Most CFOs only focus on business finances. Most wealth managers don't understand business and financial strategy. We're one of a few services that integrates both.
Our Unique Credentials:
✔️ CA(SA) - Strategic business expertise (15+ years)
✔️ Licensed Financial Services Provider
✔️ 8+ years wealth management at Sanlam
✔️ Active partnership with leading wealth management firms
Founder Wealth Protection
Buy/sell agreements, key person insurance, personal investment strategy
R60k setup + R8k/month
Exit Planning & Preservation
Business valuation, tax-efficient exit structuring, wealth investment & preservation
2% of transaction value + 0.5% trailer

Success Example
R50M practice → R65M exit value + R45M post-tax wealth

Complete Integration
Business strategy aligned with personal wealth goals for total optimization
Popular service combinations
Startup Growth Stack
Growth CFO + SmartSuite + SYFT Analytics + Legacy Blueprint = R210k-410k setup + R58,500-R83,500/month
Strategic Growth Stack
Transformation CFO + VENA = R500k-R900k setup + R75k-115k/month
Enterprise Stack
Transformation CFO + Workiva = R850k-R1.5M setup + R75k-115k/month
Getting started is simple
1
Discovery call
(Understand your specific needs - 30 minutes, free)
2
Custom recommendation
(Perfect service combination within 48 hours)
3
Clear investment proposal
(Transparent pricing)
4
Implementation begins
(Start seeing results)
Ready to build your complete financial system?
Combine strategic leadership, smart technology, and wealth integration to navigate your business forward with confidence.
Professional CFO consultancy combining CA(SA) expertise, enterprise technology partnerships and licensed financial services for comprehensive business guidance.
Contact
Strategic Finance. Smart Technology. Integrated Wealth.
Gauteng, RSA
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