Virtual CFO Services
Strategic Financial Leadership — Without the Full-Time Cost
Financial Strategy & Planning
3-year financial planning and forecasting (Spotlight or Excel-based)
Budget development and performance analysis
Cash flow planning and working capital optimisation
Break-even and scenario analysis
Business Performance & Reporting
Monthly/quarterly management reporting packs
KPI tracking and dashboard reviews
Gross profit margin, cost structure, and pricing analysis
Variance reporting vs budget/forecast
Advisory & Oversight
Participation in management or board meetings
Strategic financial advice for business decisions (expansion, restructuring, debt vs equity)
Investor/funder pitch support
Review and negotiation of commercial contracts
Treasury & Cash Management
Oversight of cash flow cycle and credit terms
Payment scheduling and cash preservation planning
Reviewing loan or overdraft structures
Compliance Review
SARS compliance check-ins and risk mitigation
CIPC and Companies Act oversight
Trust structuring (if applicable)
Running a growing business means you need more than just accounting.
You need financial insight, cash flow control, and strategic advice — all tailored to your goals.
That’s where Mitax Virtual CFO services come in.
Virtual CFO Services – FAQs
A Virtual CFO (Chief Financial Officer) provides strategic financial oversight — not just bookkeeping or tax submissions. We help you understand your numbers, plan for growth, manage cash flow, and make informed business decisions — without the cost of a full-time executive.
Virtual CFO services are ideal for SMEs and growing businesses that need high-level financial expertise but aren’t ready to hire an in-house CFO. Whether you’re turning over R1 million or R40 million, we tailor our support to your stage of growth.
Our Virtual CFO services typically include:
Budgeting & Forecasting (3-Way Forecasts)
Cash Flow Management
Financial Reporting & KPI Monitoring
Strategic Planning & Goal Setting
Regular Advisory Meetings
Scenario Analysis and ‘What-If’ Planning
Funding Readiness and Investor Support
We usually meet monthly or quarterly, depending on your package and needs. You’ll also have access to ongoing support between meetings — via email, WhatsApp, or calls — with a focus on quick turnaround and proactive guidance.
We work seamlessly with cloud platforms like Xero, SimplePay, Hubdoc, and Spotlight Reporting to provide real-time insights. This means you get accurate, timely financial reports and dashboards that support better decisions — anytime, anywhere.