Clear numbers. Confident decisions.
Fractional CFO and management reporting for small and medium-sized businesses,
with senior finance support that fits your size and budget.
At Protea Advisory, we help owners and leadership teams understand their numbers and make confident decisions. From fractional CFO support to monthly management reporting, forecasting and board packs, we bring senior finance experience to your business without the cost of a full-time hire.
Comprehensive Business Consulting Services
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We turn your accounting data into clear monthly management accounts, with commentary on what’s changed and why. As you grow, we add custom KPI dashboards, deeper variance analysis and quarterly strategy sessions to keep your numbers driving your decisions.
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Our fractional CFO service gives you an outsourced finance partner, delivering monthly reporting, rolling cash flow forecasts and budget tracking, with dedicated advisory time built in. It’s CFO-level insight and support without the cost of a full-time hire.
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We prepare polished monthly or quarterly governance packs that give your board and stakeholders a clear view of performance. Each pack brings together a financial summary, KPI dashboard, variance narrative and risk register.
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We build forward-looking models, including rolling cash flow forecasts with best, base and downside scenarios, so you can plan with confidence. We also develop annual budgets and facilitate a planning workshop to align your team around the year ahead.
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We review your historical results line by line, so you understand what your financial statements are really telling you. For major decisions such as expansion, a partner buy-in or preparing for sale, our deep-dive review delivers clear findings and practical next steps.
Please note that our services are management-focused and do not include tax, BAS, audit or statutory compliance work.
About Protea Advisory
Protea Advisory is owned by Lee Havenga.
Lee is a Chartered Accountant, CA(SA), with over a decade of finance experience. After qualifying at KPMG, Lee went on to hold senior finance roles across a large listed retail group and fast-growing, acquisition-driven businesses, leading finance teams and guiding directors and executives through key decisions. Lee’s most recent experience is with Australian SMEs.
At Protea Advisory, we give small and medium-sized businesses access to the same calibre of financial insight that larger companies rely on from a senior finance leader, on a flexible basis that suits your size and budget. Expert financial insight, without the cost of a full-time hire.
Let’s Talk About Your Business
Book a time to talk through where your business is now and where you want it to go. We’ll show you how clearer reporting and forecasting can support better decisions, with no obligation.
Not Sure Where to Start?
Tell us a little about your business and what you’re hoping to achieve. We’ll come back to you with some thoughts on the best next step.
