CFO Pricing Packages
Retainer Packages
Our retainer packages are designed to provide consistent, high-level financial expertise tailored to your business stage.
Essential CFO
- 8-10 hours / month
- Turnover: R2m - R15m
Designed for early-stage and growing SMMEs needing high-level financial expertise without the cost of a full-time CFO.
- Startups & small businesses establishing financial foundations
- Founder-led companies needing compliance & cash-flow discipline
- Organisations not yet ready for a full-time CFO
- Establishment of financial infrastructure, basic reporting and compliance
- Initial cash flow management practices
- Advising on budgeting
- Establishing or strengthening core finance processes and controls
- Reviewing and standardising monthly bookkeeping outputs
- Guidance on financial priorities, risks and performance improvement
- Advice on Companies Act, good governance and internal control practices
Growth CFO
- ~16 hours / month
- Turnover: R15m - R50m
A deeper, more strategic fractional CFO partnership for established businesses needing advanced insight, forecasting, and operational strengthening.
- Businesses preparing for expansion, investment, or scaling
- Companies struggling and looking for restructuring or turnaround
- Organisations needing structured budgeting & margin improvement
- Businesses requiring financial discipline to navigate growth
- Detailed monthly management account review and financial analysis
- Income statement and balance sheet analysis, trends, variances, and performance diagnostics
- Debtors and creditors reviews, ageing analysis, and working-capital insights
- 3-month rolling cash-flow forecasts with regular updates
- Pricing, margin, and break-even analysis to support commercial decisions
- Product or service profitability assessments
- Revenue growth strategies and cost optimisation initiatives
- Oversight and strengthening of the finance function (bookkeeper / accounting team)
- Support with banks, lenders, and investors (inc. financial info prep)
- Guidance on tax planning, audit preparation, and financial compliance
- Budgeting and forecasting support with scenario-based planning
Strategic CFO
- 32-40 hours / month
- Turnover: R50m - R300m
A comprehensive, senior-level CFO partnership for established SMEs needing sophisticated financial strategy, capital readiness, and board-level reporting.
- Mature businesses requiring an embedded CFO to lead the finance team
- Companies preparing for investment, acquisitions, expansion, or exit
- Businesses in complex environments with high reporting/regulatory demands
All Tier 2 Services — Plus Executive-Level Leadership
- A deeper, more strategic fractional CFO partnership for established businesses needing advanced insight, forecasting, and operational strengthening.
Strategic Financial Direction & Long-Term Planning
- Development of a full financial strategy aligned to 3–5 year goals
- Capital allocation planning and long-term scenario modelling
- Strategic guidance for CEOs, COOs, and Executive Teams
- Establishing financial frameworks to support sustainable growth
Funding, Investment & Transaction Support
- Preparation for discussions with banks, investors, and institutional funders
- Investor presentations, financial models, and supporting documentation
- Acquisition readiness: evaluation, due diligence, and integration
- Exit readiness: valuation guidance and transaction structuring
Board-Level Reporting & Governance
- Comprehensive monthly/quarterly board packs with insights
- Attendance at board, EXCO, or strategy meetings
- Strengthening internal controls and risk management
- Support with audit readiness, compliance, and assurance
Leadership of the Finance Function
- Oversight, mentorship, and development of finance team
- Enhancement of processes, systems, and automation
- Weekly or bi-monthly onsite visits as required
- Implementation of reporting disciplines and closing processes
Profitability, Margin & Operational Excellence
- Deep-dive margin analysis (product, customer, etc.)
- Identification of high-margin growth opportunities
- Pricing/commercial strategies and cost optimisation
- Working-capital engineering
Specialised Consulting Projects
For businesses with specific needs outside a retainer. Project scope is agreed upfront, charged at an agreed hourly rate.
Financial Consulting
Advisory
Mergers and Acquisitions
Strategy
Business Valuation Report
Analysis
Profit Optimization Project
Performance
Cash Flow Optimization Project
Performance
Workflow Capital Project
Performance
Due Diligence Support
Transaction
Independent Reviews (SAICA)
Performance
Restructuring
Strategy
Internal Controls Assessment & Setup
Operations
Financial Policies & Procedures
Governance
Preparation of Annual Financial Statements
Reporting
Preparation of Budgets & Business Plans
Planning
Assistance with External Audits
Compliance
Training & Development for Finance Staff
Leadership
Coaching Finance to Non-Finance Execs
Leadership
Business Models for Funding Applications
Funding
We also offer custom advisory services. Contact us to discuss your specific requirements.
Book Your Free Consultation
Ready to gain financial clarity? We offer a complimentary 30-minute consultation call to discuss your business needs and identify the right solution for you.