Hire the Best Financial Accountants
in South Africa

Boring Bookkeeping... is my passion! I am an Accountant and Bookkeeper with more than 30 years of experience in a wide range of industries, making me the ideal candidate for your company. I will serve you with the utmost dedication, adding value to your company! I can help set you up on the accounting package of your choice. I will get your bookkeeping up to date and keep it up to date on a monthly basis. I am perfectionistic with high attention to detail but can also be creative and thinking out of the box.

I've spent over a decade as a finance executive and advisor helping founders, investors, and boards prepare for raises, close transactions, and make better decisions. I've done this across 50+ engagements as a partner at a multinational advisory firm, as a CFO at two VC-backed companies, and as a director on multiple boards. I hold a CFA charter and an MBA from INSEAD. I raised a $2m seed round from Kleiner Perkins for Vylo, where I built the model and deck from scratch. I led the $75m initial capitalisation of iflix, a regional streaming platform backed by family offices and PE. I supported the carve-out and listing of EcoCash, a fintech with a market cap of $500m. I structured and led the sale of an FMCG firm at 67x EBITDA after turning it from loss to profit. Most recently, I was the commercial advisor on the $500m secondary sale of a global services company, driving all finance workstreams including investor materials and positioning. I build financial models, pitch decks, investor presentations, cap tables, valuations, and due diligence reports. I work in Excel, Powerpoint, Google Sheets, Quickbooks, Xero, and Carta, and I'm comfortable across three-statement models, DCFs, LBOs, waterfall analyses, and scenario planning. If you need senior finance thinking with hands-on execution, I'd welcome the chance to connect.

I am skilled Senior Bookkeeper and Finance Operations Specialist with expertise that extends well beyond maintaining accurate financial records. I partner with business owners to provide meaningful financial insights, improve cash flow, strengthen financial processes, and support informed decision-making. My experience includes high-impact financial reporting, budget preparation, variance analysis, and maintaining accurate, audit-ready records for a diverse range of businesses. I specialize in Xero, Google sheets and advanced Excel, using these tools to deliver clear financial information that helps businesses grow with confidence. I believe bookkeeping is more than keeping data up to date and reconciled. While accuracy is the foundation of everything I do, I also draw on my experience to identify trends, improve workflows, highlight potential issues before they become problems, and share practical recommendations that help clients operate more efficiently. I enjoy working as a trusted financial partner, providing the knowledge and support business owners need to make better financial decisions. **Core Skills:** Bookkeeping • Financial Administration • Cash Flow Management • Financial Reporting • Budget Preparation • Variance Analysis • Xero • Microsoft Excel • Process Improvement • Finance & Accounting

I help founders and finance teams raise capital with investor ready financial models, valuations, and pitch decks. I run Top Tier Advisory and work with companies at high stakes moments: preparing for a raise, tightening the story before investor meetings, building a board ready forecast, or getting through diligence without surprises. The focus is always practical: clear assumptions, clean outputs, and a narrative that investors can understand in minutes. Track record on Upwork: $500k+ earned, 270+ projects, and 3,000+ hours delivered. Across all clients, we have supported 500+ companies in 50+ countries. Most work is seed to Series A, plus growth stage raises, strategic partnerships, and acquisition prep. What I deliver Financial modeling in Microsoft Excel: 3 statement models, cash flow forecasting, runway planning, scenario analysis, unit economics, KPI dashboards Financial projections: 24 month monthly forecast plus 3 to 5 year view, built for investor review Valuation support: DCF and market based logic where appropriate, fundraising and transaction framing Pitch decks: story, structure, copy, and clean design that fits VC, HNWI, family offices, and strategic investors Diligence support: assumptions documentation, model checks, investor Q&A support, data room ready outputs How I work Start with a short call to define the investor audience, the raise goal, and the decisions the model or deck must support Build a driver based model that ties out and is easy to update Translate the numbers into simple slides and exhibits that match investor psychology Deliver with a walkthrough so you can present with confidence Best fit Founders preparing for a capital raise who need the model and deck to match the real story Teams that need investor grade financial projections and reporting that can survive diligence Companies that want CFO level thinking, without hiring full time If you only need polished slides, I may not be the right fit. If you need clear thinking, credible numbers, and fundraising materials built for real investor conversations, I can help. Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting Fundraising / capital raise keywords Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM) Valuation / corporate finance / deals keywords Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support Tools / formats keywords Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting. Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting Fundraising / capital raise keywords Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM) Valuation / corporate finance / deals keywords Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support Tools / formats keywords Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting.

I support buyers, investors, and founders with due diligence, valuation, financial modeling, and acquisition analysis. Over the last 8+ years, I’ve worked across M&A, private equity, small business buyouts, roll-up strategies, and capital raises, helping clients assess risk, test value, and make clearer deal decisions. My work is used to support negotiations, diligence, investor materials, and transaction-ready analysis. My main focus areas: 🔹 M&A & Due Diligence – Buy-side and sell-side support, including QoE analysis, CIM redlining, EBITDA/SDE adjustments, deal sourcing review, IOI/LOI prep, and risk flagging. 🔹 Valuations & Modeling – DCF, LBO, and scenario-driven 3-statement models, equity waterfalls, and business valuation reports that hold up under diligence. 🔹 Private Equity & Capital Structures – GP/LP waterfall models, return simulations, fund structuring, and private credit capital stack modeling for GPs, LPs, and roll-up strategies. 🔹 Real Estate & Infrastructure – IRR/NPV-based underwriting, feasibility studies, market comps, cap rate sensitivity, and investor return analysis across multifamily, self-storage, industrial, and renewables. 🔹 Investor Materials – Pitch decks, investment memorandums (IMs), capital raise one-pagers, and performance dashboards that communicate the story behind the numbers. Top Skills: 1. Mergers & Acquisitions (M&A) 2. Financial Modeling & Forecasting 3. Business Valuation (DCF, LBO, Comps, Precedents) 4. Due Diligence (Buy-side & Sell-side) 5. Quality of Earnings (QoE) 6. Private Equity & Fund Structuring 7. Real Estate Financial Modeling 8. Pro Forma & Scenario Analysis 9. Capital Raising Materials (Pitch Decks, Teasers, IMs) 10. Investment Analysis & Financial Planning 💻 Tools I Use Axial (My Personal Favorite) | Tracxn | Google Sheets | Power BI | Bloomberg Terminal | FactSet | CoStar | PropertyShark | Canva | LoopNet | Seeking Alpha | Excel | DataTree | Canva

I am a Chartered Accountant (CA(SA)) registered with SAICA and a professional tax practitioner with over 15 years of experience helping business owners, SMEs, and established companies manage their accounting, tax compliance, and financial reporting requirements. I provide reliable outsourced accounting and finance solutions that allow business owners to focus on growing their businesses while remaining compliant and maintaining accurate financial records. My experience spans financial services, banking, lending, treasury, securitisation, corporate finance, retail and business banking, property development and investment, business funding, and financial consulting. I have also led finance teams, managed budgeting processes, and prepared financial statements in accordance with international reporting standards. I help clients: • Maintain accurate accounting records • Improve financial visibility and decision-making • Ensure tax and regulatory compliance • Streamline finance and reporting processes • Meet statutory deadlines with confidence Services I provide: ✓ Full bookkeeping services ✓ Monthly management accounts ✓ Annual financial statements ✓ VAT, PAYE, UIF and income tax returns ✓ Tax compliance and SARS submissions ✓ Payroll administration ✓ CIPC annual returns ✓ Outsourced accounting and finance function ✓ Business advisory and financial consulting ✓ Budgeting and cash flow management ✓ Business plans and funding support Software & Systems: • Sage (Sage X3, Pastel Accounting & Payroll, Sage Business Cloud Accounting) • Draftworx • CaseWare • SAP • Microsoft Excel (Advanced) • Microsoft Power BI • Great Plains • Finnivo Consolidation Suite • LoanIQ (MISYS) • Audit Software (ACL, AS II, STAR) Why clients work with me: • Chartered Accountant (CA(SA)) with 15+ years of experience • Strong technical accounting and tax expertise • Extensive financial services and corporate finance background • Detail-oriented, analytical and results-driven • Proven ability to manage multiple projects and deadlines • Clear communication and professional service delivery I work with both South African and international clients and understand the importance of accuracy, responsiveness, and delivering work on time. My goal is not only to ensure compliance but also to provide meaningful financial insights that help clients make better business decisions. If you are looking for a trusted accounting professional who can deliver accurate financial reporting, tax compliance, and practical business advice, I would be happy to assist.