Professional financial management services tailored to your needs
The finance leadership you need, at a fraction of the cost.
Every business faces pressures unique to its situation, and yet common for many: working capital and cash flow uncertainty, access to credit, pressure on margins, market volatility. Our service bundles offer professional expertise across the range of financial complexities, packaged to scale as your business needs do.
Core
Know your numbers. Run your business.
It feels like you're making decisions in the dark, reacting to shocks and surprises under pressure. Core puts you in control of your finances, a clear picture of where things stand with the confidence to navigate through any storm.
Finance Fundamentals:
- Monthly CFO Report. The financial dashboard provides the key data points you need to manage your business well. Performance analysis shows you what's working, a cash flow forecast offers visibility for the next quarter, the risk assessment anticipates your next crisis and variance analysis tells you what needs attention.
- Leadership. Your single point of contact for all financial matters. We introduce financial best practice and direct your finance staff or services providers because we understand their functions better. You focus on running the business and we make sure your finance function supports you.
- Budget Discipline. We help you set a budget that drives to your goals, then implement the disciplines needed to deliver it. Tracking progress each month, we bring solutions to stay on course.
- Fortnightly CFO Call plus On-call Support. A standing call schedule keeps finance close to the business, in the loop as things unfold. The CFO Calls means you're always supported, with on-call support for when the issue cannot wait.
- 10% discount. On all additional and specialised services.
Premium
Turning financial discipline into results.
You want more than the fundamentals. Premium integrates finance with your strategy: tangible actions mapped to your vision, and initiatives each year that improve coordination across all business areas.
Core Bundle, plus:
- Strategic Finance Review. A detailed assessment of the business presented twice a year. Assessing business trends and market conditions with a two-year forecast horizon, we combine near-term actions with long-term priorities to actively steer the business towards your goal.
- Business Area Review. A deep dive into one core business area per year. Your sales function, procurement, operations or people; we analyse the area, present recommendations for improved alignment with your goals, and set key performance metrics to make sure that area supports your vision.
- Finance Initiative. Our goal is to build a scalable, AI-enabled in-house finance function that supports your growth. Whether it's software adoption, creating formal finance roles, process implementation, we lead one finance initiative per year.
- Strategy and Decision Support. Whenever you face significant decisions, we provide financial insights that lead to better decisions so that you can move with confidence. Forward-looking analysis, scenario planning and risk assessments, you have a finance expert in your corner.
- 20% discount. On all additional and specialised services.
Executive
Embedded finance leadership with a seat at the table.
You're ready to move beyond insights and advice, you want a finance leader in the boardroom. Executive is the last step before a permanent executive hire with a maximum engagement period of 24 months.
Core Bundle, plus:
- Embedded Leadership. Integrating into your business, we run your finance department and drive financial decisions with the accountability of an in-house executive.
- Strategic Finance Review. A detailed assessment of the business presented every quarter. Assessing business trends and market conditions with a three-year forecast horizon, we combine near-term actions with long-term priorities to actively steer the business towards your goal.
- Business Area Reviews. A deep dive into two core business areas per year. Your sales function, procurement, operations or people; we analyse the area, present recommendations for improved alignment with your goals, and set key performance metrics to make sure that area supports your vision.
- Finance Initiative. Our goal is to build a scalable, AI-enabled in-house finance function that supports your growth. Whether it's software adoption, creating formal finance roles, process implementation, we lead two finance initiatives per year.
- 30% discount. On all additional and specialised services.
Know your numbers. Run your business.
It feels like you're making decisions in the dark, reacting to shocks and surprises under pressure. Core puts you in control of your finances, a clear picture of where things stand with the confidence to navigate through any storm.
Finance Fundamentals:
- Monthly CFO Report. The financial dashboard provides the key data points you need to manage your business well. Performance analysis shows you what's working, a cash flow forecast offers visibility for the next quarter, the risk assessment anticipates your next crisis and variance analysis tells you what needs attention.
- Leadership. Your single point of contact for all financial matters. We introduce financial best practice and direct your finance staff or services providers because we understand their functions better. You focus on running the business and we make sure your finance function supports you.
- Budget Discipline. We help you set a budget that drives to your goals, then implement the disciplines needed to deliver it. Tracking progress each month, we bring solutions to stay on course.
- Fortnightly CFO Call plus On-call Support. A standing call schedule keeps finance close to the business, in the loop as things unfold. The CFO Calls means you're always supported, with on-call support for when the issue cannot wait.
- 10% discount. On all additional and specialised services.
Turning financial discipline into results.
You want more than the fundamentals. Premium integrates finance with your strategy: tangible actions mapped to your vision, and initiatives each year that improve coordination across all business areas.
Core Bundle, plus:
- Strategic Finance Review. A detailed assessment of the business presented twice a year. Assessing business trends and market conditions with a two-year forecast horizon, we combine near-term actions with long-term priorities to actively steer the business towards your goal.
- Business Area Review. A deep dive into one core business area per year. Your sales function, procurement, operations or people; we analyse the area, present recommendations for improved alignment with your goals, and set key performance metrics to make sure that area supports your vision.
- Finance Initiative. Our goal is to build a scalable, AI-enabled in-house finance function that supports your growth. Whether it's software adoption, creating formal finance roles, process implementation, we lead one finance initiative per year.
- Strategy and Decision Support. Whenever you face significant decisions, we provide financial insights that lead to better decisions so that you can move with confidence. Forward-looking analysis, scenario planning and risk assessments, you have a finance expert in your corner.
- 20% discount. On all additional and specialised services.
Embedded finance leadership with a seat at the table.
You're ready to move beyond insights and advice, you want a finance leader in the boardroom. Executive is the last step before a permanent executive hire with a maximum engagement period of 24 months.
Core Bundle, plus:
- Embedded Leadership. Integrating into your business, we run your finance department and drive financial decisions with the accountability of an in-house executive.
- Strategic Finance Review. A detailed assessment of the business presented every quarter. Assessing business trends and market conditions with a three-year forecast horizon, we combine near-term actions with long-term priorities to actively steer the business towards your goal.
- Business Area Reviews. A deep dive into two core business areas per year. Your sales function, procurement, operations or people; we analyse the area, present recommendations for improved alignment with your goals, and set key performance metrics to make sure that area supports your vision.
- Finance Initiative. Our goal is to build a scalable, AI-enabled in-house finance function that supports your growth. Whether it's software adoption, creating formal finance roles, process implementation, we lead two finance initiatives per year.
- 30% discount. On all additional and specialised services.
We don't offer bookkeeping, payroll, accounts receivable/payable management, or tax administration services. We work with the staff or service providers that perform these functions to maximise their value to your business.
A full suite of services to match what your business needs
 | Core From R30,000 /month | Most popular Premium From R50,000 /month | Executive From R90,000 /month |
|---|---|---|---|
| In every bundle | |||
| Monthly CFO Report | |||
| Finance function oversight | |||
| Annual budget review & setting | |||
| Fortnightly CFO Call & on-call access | |||
| Where the bundles scale | |||
| Strategy & planning support | Included | Unlimited | |
| Strategic Finance Review | Semi-annual | Quarterly | |
| Forecast horizon | 1 year | 2 years | 3 years |
| Business Area Reviews | 1 per year | 2 per year | |
| Finance Initiatives | 1 per year | 2 per year | |
| Discount on additional services | 10% | 20% | 30% |
Bundles are scoped to your business. Fees shown are indicative. For more information on pricing, see the pricing notes on our FAQ.
Technical solutions for advanced corporate finance needs
Standalone services that support specific business requirements. Fractional CFO Services clients receive a bundle-specific discount.
Financial Modelling
Read moreDynamic models for complex decisions such as pricing and capital allocation. Giving you a framework to understand and execute with higher accuracy.
Capital Budgeting
Read moreAssess a major investment decision: project economics, payback metrics and relative value of alternatives. A tool to help so you make better decisions.
Valuations
Read moreProfessional business valuations using multiple methodologies. We research, analyse, project and value a company and present a detailed assessment to support your requirement.
Business Plans
Read moreA detailed plan grounded in reality, backed by a financial model and projections. Whether for internal strategy or raising funds, we prepare the material you need.
Capital Raise
Read moreThe forecast, funding model and investor materials for your capital raise, plus direct support engaging lenders and investors.
Financial Risk Review
Read moreA focused review of the financial risks in your business. Covering all major categories of financial risks, we identify key risks, quantify your exposure and recommend mitigation and monitoring strategies.
Five steps to realising meaningful value
Your vision for your business is closer than you think.
Pre-onboarding · No obligation
Orientation
We get to know you and your business and present a clear picture of what you can expect from Brightstar Advisory.
FreePre-onboarding · No obligation
Financial Health Assessment
Analysis of your financial history: trends, critical metrics and data points that hold the best opportunities or need immediate attention. The basis for early wins, at no charge and with no obligation.
Documentation
We formalise the engagement with the Service Agreement, Scope of Work and Fee Schedule before the real work begins.
Onboarding
Kick-Off
We define goals, address the quick wins, agree the key metrics we will track, and resolve the information and data access that underpins the engagement.
Onboarding
CFO Report
A highly effective decision-making tool and a core deliverable throughout the engagement. The first CFO Report is the litmus test for what Brightstar Advisory brings to the table.
Pre-onboarding · No obligation
Orientation
We get to know you and your business and present a clear picture of what you can expect from Brightstar Advisory.
- Free
Pre-onboarding · No obligation
Financial Health Assessment
Analysis of your financial history: trends, critical metrics and data points that hold the best opportunities or need immediate attention. The basis for early wins, at no charge and with no obligation.
Documentation
We formalise the engagement with the Service Agreement, Scope of Work and Fee Schedule before the real work begins.
Onboarding
Kick-Off
We define goals, address the quick wins, agree the key metrics we will track, and resolve the information and data access that underpins the engagement.
Onboarding
CFO Report
A highly effective decision-making tool and a core deliverable throughout the engagement. The first CFO Report is the litmus test for what Brightstar Advisory brings to the table.
Not sure which bundle suits your business?
One conversation about where your business is and where you want it to be. No obligation, no charge.