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Senior finance support that flexes with your business

Fractional CFO leadership, cash and controls, growth structuring and focused project work — sized for owner-managed and growing businesses that need more than bookkeeping, without the cost of a full-time CFO.

Let’s Talk Is a Fractional CFO right for me?

Fractional / Outsourced CFO Leadership

Senior finance leadership and clear decision support without the full-time cost.

What this typically includes

  • A regular seat at the decision table
  • Turning numbers into practical options
  • Oversight of reporting and financial rhythm
  • A sounding board for pricing, spend, hiring and investment
  • Coordination with the bookkeeper, accountant and other advisors

When this is useful

  • The business has outgrown basic bookkeeping
  • Has a bookkeeper or FM, still needs a senior counterpart
  • The owner wants senior judgement, not another report
  • They need monthly consistency without a full-time hire

Cash Flow, Budgeting & Controls

Better visibility, stronger forecasting and practical controls that protect cash.

What this typically includes

  • Reliable monthly numbers
  • Budgets and targets with variance reporting
  • Cash-flow visibility and forward planning
  • Debtors, creditors and working-capital discipline
  • Practical controls
  • Stock and cash controls where they matter

When this is useful

  • Reporting arrives too late or only as annual financials
  • There is no budget
  • Cash feels tighter than the accounts suggest
  • Collections or supplier terms are draining cash

Growth & Structuring

The financial structure and insight needed to scale with confidence.

What this typically includes

  • A finance setup for the next stage of growth
  • Support on pricing, margins and profit drivers
  • Structuring so the owner is not stuck in admin
  • Planning for scale, including acquisition where relevant
  • Clearer numbers for funding, partners or bigger decisions

When this is useful

  • Growth is stretching people, systems and cash
  • Acquisition or a step-change is being considered
  • The owner still does too much of the finance work

Special Projects

Focused support for specific challenges, transactions or turnarounds.

What this typically includes

  • A defined piece of work with a clear start and end
  • Turnaround or stabilisation
  • Transaction, funding or restructuring support
  • Cleanup of books, reporting or controls
  • Hands-on help when the current team cannot absorb the extra work

When this is useful

  • Something important needs senior finance attention now
  • A full monthly engagement is not required

Support can be ongoing or project-based. Most clients start with leadership plus cash, budgets and controls, then add growth or project work when needed.

How engagements usually work

01

Discover

We talk through your goals, challenges and what is getting in the way.

02

Diagnose

We review the numbers, controls and priorities that need attention.

03

Design

A practical action plan is built around your business stage and pace.

04

Deliver

We work alongside you to implement, track and refine.

Most work starts as a conversation. Scope and fee are agreed before anything begins.

FAQ

Frequently asked questions

Sits above the books and helps the owner run the business from the numbers — cash, budgets, reporting, controls, and the next growth decision. Some of that is monthly. Some of it is a defined project.

The bookkeeper keeps the day-to-day. The accountant often arrives after year-end with a statutory pack, or monthly tax submissions. A fractional CFO uses those numbers while there is still time to change course.

The FM keeps month-end and the recons. CompassPoint works above that layer on cash-flow forecasting, strategic growth and direction — not another pair of hands in the accounts.

Then that gets fixed first. Some businesses have no bookkeeper. Others have one they cannot rely on. CompassPoint can put a proper accounts layer in place, then do the CFO work on numbers you can use.

It depends on the stage of the business and whether the books are already clean. Scope and cadence are agreed before anything starts. Most clients begin with leadership plus budgets, reporting, cashflow and controls.

A conversation. You do not need to fill in a long brief first. If it is a fit, we agree the work and the fee before it begins.

Whilst based in Cape Town, the work is done with businesses that can share the numbers remotely. Location is not the test. Whether you need a senior finance partner is.

No. Some clients are not ready for that hire. Some do not want it. Some already have a bookkeeper or FM and still need a senior counterpart. The point is the right level of support, not a cheaper version of a full-time seat.

Ready to get clarity on the numbers?

Book a complimentary conversation to explore the right level of CFO support for your business.

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