Outsourced CFO and Advisory Services
Growing businesses often need strategic financial leadership before they are ready to employ a full-time Chief Financial Officer. Unify Accounting provides outsourced CFO services that help businesses improve profitability, strengthen decision-making, manage cash flow and plan for sustainable growth through practical financial advice and ongoing strategic support.
What This Service Includes
- Growth and Profit Improvement Strategies
- Business Performance and Cost Reduction Analysis
- Budgeting and Forecasting
- Business Valuation
- CFO Advisory Services
- Business Funding Application Assistance
- Financial Reporting Standards Compliance Advisory
- Financial Due Diligence and Succession Planning
- B-BBEE Compliance Advice
Who This Service Is For
Growing SMEs, established businesses, business owners and directors seeking strategic financial leadership without employing a full-time CFO.
HOW IT WORKS
From first call to financial clarity in 90 days
Week 0
Free Diagnostic
A 60-minute deep dive into your financials. We identify gaps, quick wins, and the right engagement tier.
Days 1–30
Financial Health Scan
We review 12–24 months of history, build your 13-week cash forecast, define KPIs, and map a 90-day roadmap.
Days 31–60
Quick Wins & Systems
Implement dashboards, identify R25K–R100K in immediate savings, and establish your reporting cadence.
Days 61–90
Full Operating Rhythm
Your financial command centre is live. Rolling forecasts and data-driven decisions become the norm.
Foundation
Get your numbers right — and start understanding what they mean.
- Monthly financial statement review
- Budget vs. actual variance analysis
- Basic cash flow monitoring & alerts
- Tax compliance coordination
- Monthly 45-min strategy call
- Cloud accounting optimisation
- Annual tax planning session
Growth
Turn your financials into a decision-making engine for growth.
- Everything in Foundation, plus:
- 13-week rolling cash flow forecast
- Three-statement financial model
- Scenario planning (3 cases)
- KPI dashboard — updated monthly
- Board pack / investor reporting
- Profitability analysis by segment
- Working capital optimisation
- Bi-weekly strategic calls
- Annual strategic planning facilitation
Strategic
A C-suite financial partner for boardrooms, investors, and exits.
- Everything in Growth, plus:
- Fundraising & investor-grade models
- M&A evaluation & due diligence
- Board meeting attendance
- Capital structure & pricing strategy
- Exit planning & business valuation
- Risk management framework
- Direct access via Slack/WhatsApp
- BBBEE strategy & optimisation
What We Need From You
Access to financial information, management accounts, budgets, accounting software (where applicable), historical financial statements and future business objectives.
Why Choose Unify Accounting
Frequently Asked Questions
An outsourced CFO provides strategic financial guidance without the cost of employing a full-time Chief Financial Officer. They help businesses improve cash flow, budgeting, forecasting, financial reporting, profitability, business performance and long-term planning while supporting informed financial decision-making.
Businesses often benefit from an outsourced CFO when they are growing, experiencing cash flow challenges, planning to secure funding, preparing for expansion, or requiring stronger financial reporting and strategic direction. An outsourced CFO provides experienced financial leadership tailored to your business needs.
An accountant focuses on recording financial transactions, preparing financial statements and ensuring compliance with tax and reporting obligations. An outsourced CFO takes a strategic role by analysing financial performance, developing budgets and forecasts, improving profitability and helping business owners make informed financial decisions.
Yes. An outsourced CFO can help improve cash flow by monitoring financial performance, preparing cash flow forecasts, identifying cost-saving opportunities and implementing strategies that strengthen working capital and financial stability.
Yes. An outsourced CFO can assist with preparing financial information, developing forecasts, supporting business valuations and helping your business present accurate financial data when applying for funding or engaging with investors. They also provide strategic guidance throughout the funding process.
Book Your Free CFO Strategy Consultation
Gain expert financial leadership without the cost of a full-time CFO. Speak to Unify Accounting about outsourced CFO and advisory services designed to support business growth, stronger financial performance and informed decision-making.