Strategic Advisory
The Interpretation Layer Your Business Has Been Missing.
Numbers don't make decisions. People do. But only when they understand what the numbers mean.
For businesses that need more than processing and compliance, PFS offers a stronger strategic finance layer focused on clarity, control, and better decision-making. For businesses operating at a more complex stage, this layer can also draw on Chartered Accountant-level financial leadership to strengthen decision support and bring more senior commercial insight into the business.
The Problem We Solve
You have financial reports but don't know what action to take from them
You're making major decisions — hiring, pricing, expansion — without financial modelling
You don't have a CFO but you need CFO-level thinking on a specific problem
Your business is growing but your margins are shrinking and you don't know why
You're considering a partnership, acquisition, or restructure and need a financial lens
You need someone to pressure-test your business model before you commit capital
Who This Is For
Built for Businesses That Are Serious About Getting It Right
Business Owners at Inflection Points
Business owners facing a major decision — raising capital, hiring a senior team, pivoting, or scaling — who need financial clarity before committing.
Management Teams Without a CFO
Companies that can't justify a full-time CFO but need CFO-level thinking on a specific challenge or on an ongoing fractional basis.
Existing PFS Clients
Clients already on our accounting, tax, or payroll packages who want to go deeper — using their financial data to drive better strategic decisions.
Pre-Investment Businesses
Companies preparing for investor conversations, DFI applications, or bank funding who need their financial story structured and stress-tested.
What You Get
Deliverables — Clear, Structured, Accountable
Financial Interpretation
- Management account review and commentary
- Cash flow analysis and forecasting
- Margin and profitability deep-dive
- Working capital assessment
- Break-even and scenario modelling
Strategic Decision Support
- Pricing strategy and margin analysis
- Hiring and headcount financial modelling
- Capital allocation and investment assessment
- Business model stress-testing
- Growth scenario planning
Structured Advisory Sessions
- Focused 60–90 minute advisory sessions
- Pre-session briefing document review
- Written session summary and action points
- Follow-up query support within agreed timeframes
- Ongoing retainer option for regular advisory
Hourly
Transparent, no-retainer pricing
60–90
Minute focused advisory sessions
Written
Session summary and action points provided after each session
CFO-level
Thinking without the full-time cost
Our Commitment
Delivered on Time. Explained Clearly. Managed Proactively.
From compliance and monthly reporting to higher-level strategic finance support, PFS helps growing businesses build the financial structure they need to scale with confidence.
Proactive Compliance
Submissions managed ahead of SARS and CIPC deadlines — never reactive.
Clean Reporting
Monthly management accounts delivered on time, every month.
Clear Communication
Numbers explained in plain language. You always know where you stand.
Accountability
Deadlines met. Work done with integrity. Issues owned and resolved.
Book a Finance Control Review
Tell Us Where You Are. We'll Tell You Exactly What Needs to Change.
This form takes 3 minutes. It tells us enough to give you a genuinely useful response — not a generic brochure, but a clear view of what your business needs and what it will cost. No commitment required.
We review your submission and assess your situation
We reach out within 24 hours to confirm the right fit
You receive a clear scope and structured proposal
If you proceed, onboarding starts within the first week
"We don't do vague retainers or surprise fees. You'll know exactly what you're getting and what it costs before anything is agreed."
Finance Control Review — Qualification Form
All fields are required. Your information is confidential and will only be used to assess your needs.
Ready to Get Clarity?
Enquire About a Strategic Advisory Session
One focused session. One clear set of answers. Charged at an hourly rate with no retainer required.