Virtual CFO

Gain vital financial expertise without incurring the costs of a full-time Chief Financial Officer.

Hire one of our Virtual CFO’s today to grow your business. 

As a fractional CFO we provide the following high-level financial services:

  • Forecasting and managing cash flow
  • Strategic financial planning
  • Creating budgets that are aligned with strategy
  • Oversight of accounting and finance function
  • Accurate financial reports tailored to your business
  • Reporting on key financial indicators and providing guidance on results
  • Optimising accounting technology
  • Evaluating and implementing internal controls
  • Corporate transactions, including mergers and acquisitions, and exit strategies
  • Strategising to cut costs and improve profitability
  • Tax planning and interaction with relevant professionals
  • Insurance management and renewals
  • Making capital purchase decisions
  • Managing inventory
  • Minimising business risks 
  • Securing funding
  • Contingency and exit planning
  • Engaging with auditors and other professionals

 

Personal CFO

A personal CFO is the financial ‘go to’ for the busy entrepreneur.  As your personal CFO, we will build and steer your team of professionals and ensure they all work in close coordination with your best interests in mind. 

We liaise and manage relationships with your banker, insurance broker, wealth management professionals, lawyers and business managers while taking care of your tax and cash flow. 

In essence, a personal CFO is a “one-stop-shop” for entrepreneurs to ensure everything stays on track when it comes to their financial wellbeing.

 

Cross Border CFO

For entities trading in multiple tax jurisdictions, we provide advice to enable smooth cross-border transactions and to assist entrepreneurs with issues ranging from tax, transfer pricing, legal matters and navigating applications with the South African Reserve Bank.

We have extensive experience in working with Saffas in the United States with operating businesses and other investments in South Africa and the US.

 

Ad hoc CFO projects

Our team can also assist with certain specific areas of your business or ad hoc financial projects which your business may need from time-to-time, such as:

  • advice and assistance on specific transactions,
  • advice on group structures,
  • working capital and cash flow management,
  • advice and assistance with amalgamations, acquisitions and sale of business,
  • assistance with obtaining funding, and
  • due diligence of transactions or entities.

 

Board representation

Our Virtual CFO’s are also available to act as non-executive board or committee members.  We bring valuable insights to your board or committees by bringing an outside perspective with strong foundations to the table.

Out The Box CFO