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Choose your pricing plan
Find one that works for you
CFO Mentor - Silver Membership
3 500REvery month+R 1 500 Setup FeeBegin your journey to strategic success with monthly guidance, financial reviews, performance tracking, and an annual valuation.Valid for 12 months+ 7 day free trial- 60‑Minute Online Consultation Each Month
- Access to Our Online Strategic Value Suite
- Monthly Financial Statement Review
- Annual Business Valuation
- Best Value
CFO Mentor - Gold Membership
10 000REvery month+R 5 000 Setup FeeDesigned for entrepreneurs serious about growth, this plan delivers deeper insights, strategic guidance, and tools to create lasting business value.Valid for 12 months+ 7 day free trial- Four Monthly 1‑hour Consultations + 4‑hour Board Session
- Access to Our Online Strategic Value Suite
- Monthly Management Accounts Review
- Annual Business Valuation
- Annual Budget Formulation & Optimisation
- Access to Budgeting & Planning Software
- Support with Equity Funding, M&A, and Exits
- Assistance in Raising Debt Finance
- Guidance on Arranging Soft Funding
CFO Concierge - Essential Membership
4 500REvery month+R 2 000 once-off setup feeThe 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 500REvery month+R 4 000 once-off setup feeFor 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
Project Advisory
0RFor a specific capital decision - a funding round, a debt restructure, a buy-in or buy-out - scoped in advance with a fixed advisory fee. Defined deliverables, defined timeline, no surprises.Valid for one month- Initial diagnostic and scoping
- Structured advisory and analysis
- Scenario modelling and stress-testing
- Documented recommendations
- Implementation support
Advisory Retainer
0RFor businesses navigating a period of significant capital activity - restructuring, acquisitions, or growth financing - a retainer provides ongoing independent advisory, available when you need it.Valid for 6 months- Monthly advisory sessions
- Unlimited ad hoc consultation
- Ongoing balance-sheet monitoring
- Multiple engagement areas covered
- Priority access and response
- Quarterly governance review
Long-Term Stewardship
0RFor family-owned businesses & founders with a multi-year financial horizon - ongoing balance-sheet stewardship, succession planning, & wealth preservation advisory across the full Our CFO platformValid for 12 months- Quarterly balance-sheet review
- Long-term financial modelling
- Succession and exit planning
- Wealth preservation advisory
- Integration with CFO Mentor
- Annual governance review
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