About FinGenie

THE PROBLEM I KEPT SEEING

For over 40 years, I've worked with SME owners—incredible people with great products, strong work ethics, and genuine passion for their businesses. But time and again, I watched them struggle with the same preventable problem: they didn't understand their financials, and the moment you mentioned "finance" or "numbers," they'd freeze.

It frustrated me because it doesn't have to be this way.

The failure wasn't theirs—it was ours. The accounting profession has made finance unnecessarily complex, wrapped it in jargon, and left SME owners feeling inadequate when they should feel empowered. I saw brilliant salespeople, innovative entrepreneurs, and hardworking business builders making poor decisions simply because they were operating in a financial fog.

Cash flow problems. Collection nightmares. Rejected loan applications. Not because their businesses weren't viable, but because they couldn't demonstrate financial control—and often didn't even understand where they stood.

I built FinGenie to change that.

Over my 45 years as a CA(SA), working primarily with retail, educational institutions, and small businesses, I saw a consistent pattern: existing solutions simply don't work for most SMEs.

The typical options are:

Hire a CFO: SMEs can't afford one
Use software like Xero + occasional consultant: Too generic, fragmented, no real guidance
Expensive advisory: R15,000+ per month consultants who work in corporate-speak
DIY with spreadsheets: Overwhelming and quickly outdated

What was missing?

An integrated solution that combines simple, powerful software with practical frameworks and ongoing support—specifically designed for South African SMEs. Not corporate theory adapted downward, but a system built from the ground up for businesses earning anywhere from R500,000 to R50 million annually.

SME owners don't need complexity. They need clarity, simplicity, and someone walking alongside them.

I've spent 45 years in finance and education, and my passion has always been transferring knowledge—not hoarding it behind credentials or consulting fees.Throughout my career, I've seen what works and what doesn't. I've worked with successful businesses and struggling ones. The difference was never intelligence or work ethic.

The difference was always financial visibility and discipline. I've also spent significant time in education, and I can tell you: this space is poorly covered. Business schools teach theory.Accountants produce statements. Consultants charge by the hour. But very few people are actually teaching SME owners how to understand and master their own numbers.

That's the gap FinGenie fills.

I'm not interested in building another software product that collects subscription fees and disappears. I'm interested in transforming how SME owners relate to their finances—turning anxiety and avoidance into confidence and control.

FinGenie isn't just software. It's a comprehensive system designed to take financial matters by the scruff of the neck and master them.

Three integrated components:

Flow helps you understand your cash flow, forecast with confidence, and see exactly what drives your financial performance. It uses simple KPIs that anyone can follow—no finance degree required.
Collect professionalizes your credit management and accelerates cash collection. It transforms the chaos of chasing payments into a disciplined, systematic process.
GenieScore measures your business health objectively, showing you where you stand and what needs improvement. It's proof—for you and for lenders—that you're building a stronger, more disciplined business.

But here's what makes FinGenie different:

It's not theoretical—it uses your own numbers and shows you how improvement can happen in real-time. You can test scenarios, see possibilities, and make decisions based on data instead of hope.
It's not generic—it's personalized. We work with you and your people, crossing the bridge with you rather than pointing from the other side.
It's not a one-time intervention—monthly consulting keeps you accountable and ensures you keep moving forward. Results provide oversight; oversight ensures progress.

Every SME deserves professional financial management.

You shouldn't need a finance degree to understand your business. Our simple KPIs make financial clarity accessible to anyone willing to learn.

Cash flow problems are solvable with discipline and visibility.

That's the key message. Most cash flow crises aren't inevitable—they're the result of poor visibility and inconsistent processes. Fix those, and you fix the cash flow.

Businesses shouldn't fail because of preventable financial chaos.

Too many good businesses fail not because their products are bad or their owners aren't working hard enough, but because they're overwhelmed by financials. Our solution is specifically designed to overcome that.

HOW WE'RE DIFFERENT

We don't just sell software and disappear. We cross the bridge with you. Implementation without support fails, so monthly consulting is built into our Complete package.

We measure results. GenieScore isn't just a number—it's proof of progress. When you can see your score rising, you know the work is paying off.

We're honest about fit. We're not here to sell you something you don't need. We really want you to succeed, and we know we can help you conquer the things that hold you back—but only if you're ready to be disciplined and engaged.

We stay connected. Monthly consulting isn't just accountability—it's partnership. We celebrate your wins, troubleshoot your challenges, and adjust strategies as your business evolves.

WHO THIS IS FOR

FinGenie is built for SME owners who are working hard but financially stressed—businesses earning anywhere from R500,000 to R50 million annually.

You're our ideal client if:

You're ready to be disciplined (not looking for magic shortcuts)
You're serious about professionalizing your business
You want to understand your numbers, not just see them
You're open to guidance and accountability
You're preparing for growth or seeking funding

We also work with organizations that support SMEs: commercial lenders, government agencies providing grants, and institutions working specifically with small businesses. Our tools give these organizations objective ways to assess business health and lending readiness.

WHY I BUILT THIS

Honestly? I'm frustrated by how simple the solution is—and how few people are offering it.

The accounting profession has been too reluctant to focus advisory specifically on SMEs. There's a massive gap in the market, and I wanted to fill it in a way that's scalable, affordable, and genuinely helpful.

But I'm also building something exciting for myself. I'm passionate about sharing knowledge, and FinGenie is the most powerful way I've found to do that. Who knows where this could go? What I do know is that every SME owner who gains financial confidence is a win—for them, for their families, for their employees, for the economy.

That's what drives me.

THE INVITATION

If you're tired of financial stress and ready for real control, let's talk.

We're not here to sell you something you don't need. We're here to help SMEs become funding-ready and financially confident—and we're willing to walk that journey with you.

Financial clarity is possible. Funding readiness is achievable. You just need the right system and the right support.

That's what FinGenie offers.