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The 30-day onboarding plan: your financial health check in Johannesburg
A deep review of your books to see where cash leaks and opportunities hide. You get a clear picture of your real financial position.
A biweekly meeting, not a monthly surprise
Most advisors meet quarterly and call it management. We meet every two weeks so problems show up early, while there is still time to act on them.
26
Meetings per year
A standing biweekly rhythm that keeps your numbers on track and your plan honest.
13
Week forecast
A rolling cash view refreshed at every meeting, so shortfalls surface weeks in advance.
30
Days to add value
The first forecast and dashboard are in place within a month of starting, not a quarter.
90
Days of action
Each meeting turns your numbers into a 90-day plan with owners who know their next step.
A clear start, right from the first 30 days.
Owners tell us the onboarding delivers exactly what they need: a financial health check, a 13-week cash flow forecast, and a 90-day action plan they can actually use.
The 30-day onboarding gave us a 13-week cash flow forecast within the first month. For the first time, I could see our shortfalls coming weeks ahead instead of reacting to them.
Thabo M.
Owner, construction company, Johannesburg
The financial health check was thorough. Our KPI dashboard was set up by the end of onboarding, and we left our first meetings knowing exactly which numbers to watch each week.
Leah van der Merwe
Director, manufacturing business, Gauteng
The 90-day action plan we received during onboarding felt tailored to our business, not generic. It made the biweekly meetings productive from the very first one.
Sipho N.
Managing member, logistics company, Johannesburg
Book your free 30-minute consultation
Tell us about your business and your biggest financial challenge. You'll leave the call with a clearer view of your numbers, no obligation.