Monthly Advisory Retainer
A monthly finance meeting, a 13-week cash flow forecast and pricing reviews.
R 7,500
1 session · 90 min · Online or on site
Finance advisory · Bloemfontein
Know your numbers before the bank asks.
Monthly finance advisory for owner-run businesses with R2m to R20m turnover: cash flow, pricing and funding readiness.
Trusted by
Protea CapitalBlue Crane LogisticsKaroo Agri CoVeld & Vale
Client and partner logos can live here — you upload yours from the Back Office.
What clients say
“Quotes go out the same day now, and the follow-ups happen without me remembering to send them.”
Pieter V.
Operations lead, Karoo Agri Co
Client stories like this live here — collected from your own bookings, reviews and feedback.
The plan
Three simple steps
- 1
Build an estimate
Take the first step above. It takes a few minutes and there's no obligation.
Build an estimate → - 2
We get to work
Once you've paid, we confirm everything in writing, keep you updated at each stage and deliver what we promised, on time.
- 3
You walk away changed
You leave with a clear result you can use straight away — and the confidence that comes with it.
Free gift
The One-Page Growth Diagnostic
A simple scorecard to see where your business is leaking time and money.
- Score five areas in under 15 minutes
- See which gap to fix first
- Take the results into your next planning meeting
Engagements
Fixed-scope pieces of work with a defined outcome.
Cash Flow Health Check
A two-hour review of your last 12 months, with a one-page action plan.
R 3,500
1 session · 120 min · Online
Strategy Diagnostic Call
A 60-minute call to find the biggest money leak in your business.
- • Pre-call questionnaire
- • Written summary
R 950
1 session · 60 min · Online
Build an estimate
Pick what you need and get an indicative figure in a minute.
Pick the services you need, adjust the quantities, and send the figure through by email or WhatsApp. It's an estimate, not a fixed quote.
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Training
Training your team can work through at their own pace.
Course
Pricing for Profit
A self-paced course for owners who suspect they are undercharging.
3 lessons · 8 hours · self-paced
R 1,200
Insights
Short pieces on the problems clients keep bringing us.
18 Sept 2026
The 13-week cash flow forecast, explained simply
The one spreadsheet that keeps owners sleeping at night.
11 Sept 2026
What a bank really wants to see
Getting funding-ready before you need the money.