-- Outsourced CFO (OCFO), a globally recognised financial consulting and advisory firm, has introduced a new Financial Health Tool, currently in beta, to help South African business owners gain a clear view of their finances in under ten minutes. The AI-powered tool is designed to make complex financial information simple and accessible, giving entrepreneurs the insight they need to make better decisions for their companies.
The reality for many small and medium-sized businesses is that they operate without a full picture of their financial health. Founders often focus on growth and daily operations, but without clarity on issues like cash flow, compliance, and processes, blind spots can easily develop. These gaps can hold businesses back or expose them to risks they cannot afford.
Take the Financial Health Test today: https://zfrmz.com/h10rosoQVn9woTs1W1ls
The tool enables business owners to understand where their finances stand and take control of key business decisions. Users receive:
- A total Financial Health Score, showing overall business performance
- Detailed insights across seven core areas, including cash flow, bookkeeping, compliance, automation, and internal processes
- A downloadable report highlighting risks, weaknesses, and opportunities
- Tailored next steps to prioritise, optimise, and plan for growth
“Most entrepreneurs don’t have access to the same level of financial insight as larger corporations with CFOs on staff. Yet they often make decisions that also have a huge impact on their business at the stage that they are in. This tool puts that level of clarity within reach for every business owner, allowing businesses to amplify their finance team,” says Dana Pretorius, Co-Founder of OCFO.
“Beta users have already uncovered areas where they can improve cash flow, tighten up internal processes, and even spot new opportunities for growth. What I find most powerful is that the tool doesn’t just give them a score. It gives them a path forward. The feedback so far shows that business leaders are using these insights to make real changes right away,” he added.
The core of the Financial Health Tool is a fully automated data pipeline. The analytical engine ingests a user's responses and, in real-time, processes them through a multi-point scoring model that’s linked directly to our risk and recommendation database. There is zero human in the loop, which means no bias and no delay. A business owner receives an instant, objective diagnostic of their company's financial health, empowering them with actionable intelligence at the precise moment they need it most.
Financial visibility is not just a nice-to-have. In South Africa’s current economic climate, it can make the difference between surviving and scaling. Many SMEs face rising costs, unpredictable cash flow, and increased pressure from competitors. With the right insights, business owners can be proactive instead of reactive.
“Running a business without understanding its financial health is like trying to drive at night without headlights,” Pretorius said. “You might move forward for a while, but eventually you’re going to run into trouble. The Financial Health Tool is designed to switch those headlights on. It gives you the ability to see what’s ahead, understand your strengths, and fix your weaknesses.”
The tool is part of OCFO’s ongoing mission to help entrepreneurs build sustainable businesses. OCFO already serves more than 1,300 organisations across 25 industries, offering services from bookkeeping and compliance to outsourced CFO support and strategic financial advice. The Financial Health Tool adds to this by giving every business, no matter the size, a simple way to take stock of their finances.
While still in beta, OCFO is inviting South African SMEs to test the tool, explore their personalised results, and share feedback to help refine the product ahead of its full release. By taking part now, business owners not only gain valuable insights but also play a role in shaping a tool designed to serve their needs.
For entrepreneurs who want clarity and confidence, the invitation is straightforward: take ten minutes to complete the Financial Health Test. You’ll receive a personalised report, practical next steps, and a clear picture of your business’s financial health.
Take the Financial Health Test today: https://zfrmz.com/h10rosoQVn9woTs1W1ls
To learn more about Outsourced CFO, or to contact one of the team, please visit www.ocfo.com.
About Us: Outsourced CFO is a global financial advisory firm supporting more than 1,300 organisations across over 25 industries. From its roots in South Africa, the company has expanded internationally and now boasts a presence in Cape Town, London, and New York. Outsourced CFO provides a complete suite of services including outsourced CFO support, accounting, compliance, strategic financial guidance, and talent placement. By combining deep financial expertise with modern technology, the firm helps entrepreneurs and high-growth companies gain clarity, raise capital, and build sustainable businesses.
Contact Info:
Name: Tony Seifart
Email: Send Email
Organization: JamJar Media
Website: https://www.jamjarmedia.co.za
Release ID: 89171522
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