Reporting and Forecasting

To make Good business decisions you need Accurate and Timely reports.

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Summary Of Our Reporting and Forecasting

CFO360 can assist with all your Forecasting and Reporting needs.  Many businesses have grown to the point where the current financial function and reporting systems are no longer equipped or not adequately equipped to deal with their size.  Unfortunately the services of an adequately experienced individual can be costly on a full time basis, and this is where CFO360 can assist with bringing in the difference.

The advancement of technology has given businesses the opportunity to outsource the role of the Financial Officer, giving management the opportunity to access the technical skills, knowledge and broad experience of a qualified professional at a reasonable cost.  

At CFO360 we are owned and managed by individuals with a breadth of experience at small businesses, large corporates, and with the right qualifications to assist you.

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What Our Reporting and Forecasting Include

You will be assigned one of our professional qualified accountants as your dedicated accountant that will provide you all the support, , and accounting advice that you and your company needs.

Our reporting and forecasting software is cloud-based which makes interactions between you and us extremely convenient and aims to automate processes as much as possible to ensure you get your reporting on time to make critical business decisions.

Yes! CFO360 will assist you with the preparation of Financial Statements on an annual basis. As the manager or owner of an entity you will need financial statements for filing annual tax returns to SARS, the annual company returns to the CIPC, as well as to secure any financing.

Learn more about our Annual Financial Statements

The software we use can provide you with all the reports to make clear business decisions and include the following:

  • Profit & Loss
  • Balance Sheet
  • Aged Payables/Receivables
  • Budget Forecasting
  • Cash flow statements/forecasting
  • Inventory Reports
  • Sales Reports
  • Management Reports
  • Variance Reports
With many more to choose from.

Yes, We’ll help you with the accounting and bookkeeping that you don’t have the time or expertise to do, while you focus on your business. As your Accountant, we are able to give you a better, more value-focused service, while time saved on administrative queries will be better spent on value-adding activities. 

Learn more about our Accounting Services

  • Monthly/Quarterly review with management of the financial reports
  • Advice on potential improvements and savings in the business
  • Review of Management Financial Statements for accuracy
  • Budget preparations and quarterly updates with comparisons to actuals
  • Cash Flow and Profitability
  • Forecasting reports
  • Review and advice on Sales, expenses, debtors and supplier trends
  • Capital expenditure planning
  • Comprehensive business planning
  • KPI set up and measurement
  • Internal control review, monitoring, and improvements
These services are priced on time spent basis and can be tailored to meet your specific needs.

Yes, As a value-added service, CFO360 bundles taxation services you may need with your current monthly accounting services to offer the entire spectrum to you as a client. 

Learn more about our Tax Services

Yes, we can assist with all your Payroll Services needs.  While paying staff is an important function, this can be a time consuming regular task.  CFO360 can offer small to medium-sized entities and business owners a professional approach to this sensitive cycle. In addition, we will take care of all the related legislative requirements and ensure the necessary deadlines are met. 

Learn more about our Payroll Solutions

Some Of Our Software Partners

Our software partners are all used to increase efficiency, automate processes and enhance the performance of your finance department so you can out perform your competition.

Xero Accounting Software Logo
Simplepay Payroll Software
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YOCO POS Systems
DEAR Inventory Systems
VEND POS
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We'll respond within one day with a consulting call on us. We can communicate over emails too if you prefer.

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