CFO Concierge Services
CFO Concierge delivers a comprehensive suite of outsourced accounting and compliance services designed to give South African businesses reliable financial control - without the chaos and inconsistency of conventional accounting firms.
Our approach is rooted in standardised processes, smart automation, and rigorous quality assurance. Every service is built around a predictable monthly cadence, ensuring accurate numbers, timely compliance, and clear reporting - month after month.
With CFO Concierge, you gain more than just an accounting function. You gain a structured platform dedicated to keeping your financial house in order, so that management can focus on running and growing the business.
Every engagement is backed by the full Our CFO platform - integrating HubSpot, Clockify, and Xero into a seamless delivery environment that provides visibility, accountability, and quality control at every stage.
Five disciplines.
One integrated service.
Each CFO Concierge service is delivered through a defined process, with internal quality reviews, clear accountability, and consistent output every month. Select any service to read more.
Monthly Accounting & Management Reporting
What's included:
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Document collection and organisation
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Full bookkeeping and transaction processing in Xero
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Bank, creditor, and debtor reconciliations
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Month-end journals, provisions, and adjustments
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Monthly management reporting pack
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KPI dashboard and variance analysis
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Cash flow statement and commentary
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Monthly review meeting and discussion
We manage your full monthly accounting cycle from end to end - document collection, bookkeeping, reconciliations, month-end adjustments, and the delivery of a structured management reporting pack.
You receive accurate financials on a predictable schedule, with clear commentary on what the numbers mean for your business. We focus on operational insight and decision support, not accounting jargon.
Our reporting pack gives you financial statements, KPI dashboards, variance analysis, and cash flow insights - everything you need to understand where your business stands and where it is heading.
Tax Compliance & Statutory Submissions
What's included:
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VAT return preparation and submission
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Income tax compliance and returns
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SARS correspondence and queries
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Statutory deadline tracking and management
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CIPC annual return support
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Tax-efficient structure guidance
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Provisional tax calculations and submissions
We handle your VAT submissions, income tax compliance, and all statutory obligations with precision and on time. Our processes are built around South African regulatory requirements - your business stays compliant without you having to track deadlines or follow up on submissions.
Tax compliance is not an afterthought in our model. It is built into the monthly cycle, with quality reviews before every submission. You will not face penalties from missed deadlines or incorrect returns on our watch.
We also identify tax-efficient structures and opportunities where relevant, ensuring your business is not only compliant but optimally positioned.
Payroll & Regulatory Administration
What's included:
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Full monthly payroll processing
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Payslip preparation and distribution
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PAYE calculation and submission
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UIF compliance and administration
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SDL (Skills Development Levy) management
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IRP5 and EMP501 reconciliations
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Leave and deduction management
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Payroll cost allocation to management accounts
We manage the full payroll function on your behalf - from payroll processing and payslip distribution to PAYE submissions and UIF compliance. Every cycle runs against a structured calendar, with quality checks before anything is submitted or paid.
Payroll errors are costly, both financially and in terms of staff trust. Our structured processes eliminate the risk of late payments, incorrect deductions, or missed submissions - giving you and your team confidence that everything runs on time, every time.
We integrate payroll seamlessly with your monthly accounting cycle, ensuring that all payroll costs are correctly allocated, reconciled, and reflected in your management reports.
Audit-Ready Financial Records
What's included:
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Continuous Xero record maintenance
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Document management and filing protocols
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Audit file preparation and support
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Due diligence readiness
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Bank and lender pack preparation
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Creditor and debtor age analysis
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Fixed asset register maintenance
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Supporting schedules and workpapers
We maintain your financial records in a clean, structured, and audit-ready state at all times. Whether you face a routine audit, a due diligence review, a bank financing application, or a funding round - your financials will be accurate, organised, and easy to navigate.
No scrambling. No reconstructions. No last-minute document retrieval. The discipline we apply every month means that when the moment comes - and it always does - your records are ready.
This continuous state of readiness also reduces audit fees, builds creditor and lender confidence, and positions your business as one that is governed, not just managed.
Clean, Structured Financial Data
What's included:
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Xero chart of accounts configuration and maintenance
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Consistent transaction coding and allocation
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Data quality reviews and corrections
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Clockify time tracking integration
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HubSpot client lifecycle synchronisation
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Automated workflow configuration
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Custom reporting structure setup
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Periodic data health reviews
Reliable decisions require reliable data. We ensure your financial information is correctly structured in Xero, consistently maintained, and free of the errors and gaps that accumulate when accounting is managed inconsistently.
This is not just a bookkeeping concern - it is a business intelligence concern. Poorly structured data produces misleading reports, incorrect comparisons, and decisions made on a false picture of the business.
Our digital ecosystem - Xero for financial data, Clockify for time tracking, HubSpot for client lifecycle - creates a real-time, integrated environment where everything connects and nothing falls through the cracks. This foundation makes reporting, planning, and growth significantly easier.
Core Services
Client Outcomes
Working with CFO Concierge means achieving measurable results.
Our clients consistently experience the same outcomes - because our processes are designed to produce them, not just promise them.
Financial Clarity
Accurate, timely numbers you can actually trust - with clear commentary that tells you what they mean for your business.
Compliance Confidence
Every statutory deadline met, every submission accurate. No penalties, no SARS correspondence, no compliance anxiety.
Predictable Monthly Experience
The same structured process, every month. No chasing, no surprises, no year-end scramble. Just reliable delivery, month after month.
Better Decision -Making
When your data is reliable and your reports are timely, you make better decisions with more confidence. The foundation drives everything else.
Operational Freedom
Systems that keep teams aligned and performance on track.
Audit & Funding Readiness
Clean records, well-organised workpapers, and financials that stand up to scrutiny - whenever the moment requires it.
Start Your Membership
Add terms and conditions
CFO Concierge - Essential Membership
4 500
Every month
+R 2 000 once-off setup fee
The structured accounting and compliance foundation for owner-managed businesses that need reliable monthly numbers, timely compliance, and a clean set of books they can trust.
Valid for 12 months
Monthly bookkeeping and reconciliations
Monthly management reporting pack
VAT return preparation and submission
Income tax compliance and returns
Payroll processing (up to 10 employees)
PAYE and UIF submissions
Audit-ready Xero record maintenance
Monthly review meeting (60 minutes)
CFO Concierge - Elite Membership
9 500
Every month
+R 4 000 once-off setup fee
For businesses with growing complexity, larger payrolls, or a need for deeper financial insight, including budgeting support, multi-entity accounting, and reporting for funders, boards, or investors.
Valid for 12 months
Monthly bookkeeping and reconciliations
Monthly management reporting pack
VAT return preparation and submission
Income tax compliance and returns
Payroll processing (up to 30 employees)
PAYE and UIF submissions
Audit-ready Xero record maintenance
Two monthly review meetings (60 minutes) + ad hoc support
Full management accounts with board pack
Budget formulation and variance tracking
Cash flow forecasting and monitoring
Multi-entity or group accounting support
Funder and lender pack preparation
Annual financial statements preparation
Choose your pricing plan
Find one that works for you
Custom engagements available. Businesses with more complex requirements - larger payrolls, group structures, high transaction volumes, or pre-audit preparation - are priced on a custom basis following an initial diagnostic. Book a free consultation and we will give you a clear, itemised proposal.
