Built from experience. Delivered with precision.

FinGenie was founded to address a gap that has existed in the SME market for as long as there have been small businesses: the gap between having financial statements and understanding what they mean.

Most SME owners receive annual financial statements from their accountants. Those statements are filed, signed off, and largely ignored — because no one has ever sat down with the business owner and explained what the numbers are saying, what they reveal about the health of the business, and what specific actions would make the biggest difference.

FinGenie was built to be that voice. Not a software platform. Not a generic workshop. A specialist financial performance service delivered by a qualified CA(SA) — doing the analysis, producing the report, building the action plan, and working with the business owner to make it happen.

The Methodology

A methodology built over four decades

FinGenie’s approach is rooted in a career spent at the sharp end of financial management across JSE-listed groups, national education organisations, and financial services businesses.

The methodology has been applied in businesses of every size — from turning around a Naspers subsidiary from an R8.4 million loss to a R42.6 million profit, to helping individual SME owners understand their first set of financials. The principles are the same. The numbers are different. The impact is equally real.

FinGenie’s credit management framework was developed into a digital tool now embedded in the Pastel accounting software suite. Its financial literacy programmes have been delivered for Woolworths and ABSA. Its methodology has been presented at national conferences and applied across industries from education to manufacturing to professional services.

What sets FinGenie apart

01

Actual Data

We work from your actual financial statements — not templates, not hypotheticals, not industry averages. Your numbers. Your business.

02

Managed Service

We do the work. You don’t need to learn software, attend training or produce anything beyond your financial statements.

03

CA(SA) Led

Every analysis, every report, every action plan is produced by a qualified Chartered Accountant with over four decades of senior financial experience.

04

GenieScore™

GenieScore provides an objective, trackable measure of business health that means something to you, to funders, and to development programmes.

05

SME Accessible

FinGenie is priced to be within reach of SMEs and ESD budgets — ensuring specialized financial leadership isn't out of reach.

Credentials

Qualification

CA(SA) — Chartered Accountant, South Africa | SAICA 00159495

Academic

B.Com (Accounting) | H.Dip.Acc

Experience

40+ years senior financial leadership across JSE-listed, private and non-profit organisations

Notable work

Group Financial Director, Educor (Naspers) | Financial Director, SABJE | Group FD, Kelly Personnel | FD, Durity Omega (Boumat Limited, JSE)

Published work

Credit control course developed into Pastel accounting software | Financial literacy eLearning for Woolworths and ABSA | ISASA national conference presenter