workkey.fun

Services

Discover the Full Spectrum of Financial Intelligence

Whether you need a single‑issue solution or a long‑term strategic partner, workkey.fun delivers modular services that lock into place like building blocks—scalable, transparent, and custom‑fit to South Africa’s regulatory terrain.

1. Strategic Financial Planning

We create living, breathing plans that evolve with every market cycle. You receive detailed cash‑flow mapping, scenario analysis, and milestone budgeting so you can commit to growth targets today without compromising liquidity tomorrow.

Key Deliverables

  • Multi‑horizon cash‑flow forecasts (12, 36 & 60 months).
  • Capital‑allocation frameworks that balance reinvestment, dividends, and debt service.
  • Personal–corporate wealth integration, synchronising retirement, trust, and company assets.

2. Tax Optimisation & Compliance

Our specialists translate SARS legislation into tangible savings—without triggering audit alarms. We monitor draft bills and practice notes in real time, adjusting your structures before new rules take effect.

Key Deliverables

  • Section 12B, 12J, and R&D allowance maximisation.
  • Provisional‑tax alignment and VAT optimisation.
  • End‑to‑end submission management, including audit‑proof documentation.

3. Corporate Finance & Valuation

From pricing private equity rounds to modelling leveraged buy‑outs, we help you capture the highest possible valuation while keeping control where it belongs—with you.

Key Deliverables

  • Discounted‑cash‑flow and multiples‑based valuation reports.
  • Deal structuring (convertible notes, revenue shares, preference shares).
  • Investor‑ready pitch decks and data‑room curation.

4. Accounting & Payroll Outsourcing

Hand over the spreadsheets and never miss a deadline again. Cloud‑native workflows let you approve purchase orders, review payslips, and sign statutory reports from any device.

Key Deliverables

  • Real‑time ledger dashboards integrated with Sage, Xero, or QuickBooks.
  • Automated VAT, PAYE, UIF, and SDL filings.
  • Electronic payslips, leave tracking, and IRP5 generation.

5. Risk Management & Insurance Advisory

We measure volatility the way insurers do—then bend it in your favour. By pairing actuarial modelling with on‑the‑ground sector expertise, we secure cover that protects your downside without over‑insuring the upside.

Key Deliverables

  • Quantitative risk heat‑maps across operational, credit, and market exposures.
  • Policy benchmarking for business interruption, key‑person, and asset cover.
  • Ongoing claims support and premium renegotiation.

6. Capital Raising & Investor Relations

When it is time to fund expansion, we match you with capital that believes in your story and your sector. Our network spans local development‑finance institutions, cross‑border venture funds, and Johannesburg Stock Exchange sponsors.

Key Deliverables

  • Capital‑stack design that balances debt, equity, and grants.
  • Investor outreach, term‑sheet negotiation, and legal liaison.
  • Post‑raise KPI reporting to maintain confidence and unlock follow‑on funding.

7. Succession & Estate Planning

Transition from founder‑led to legacy‑ready. We build guardrails that protect family wealth, preserve company culture, and prevent probate delays.

Key Deliverables

  • Dual‑jurisdiction wills and inter‑vivos trusts.
  • Shareholder continuity agreements and buy‑out funding.
  • Tax‑efficient gifting and charitable‑giving structures.

8. SME Digital‑Transformation Finance

Technology upgrades are only as good as the financing behind them. We align grant funding, supplier credit, and asset‑based lending so your digital roadmap is financially sound from day one.

Key Deliverables

  • ROI modelling on ERP, e‑commerce, and IoT rollouts.
  • Grant‑proposal drafting for DTIC and provincial incentives.
  • Vendor‑neutral hardware and software leasing solutions.

How We Work – The “5 D” Engagement Model

  1. Discovery – Deep‑dive interviews and data harvest.
  2. Diagnostic – Risk, tax, and performance gap analysis.
  3. Design – Strategy blueprint with timelines and KPIs.
  4. Deployment – Hands‑on execution, system integration, and staff training.
  5. Dashboards – Ongoing monitoring via a secure client portal.

Flexible Engagement Options

  • Project‑Based – Ideal for one‑off valuations or tax restructures.
  • Retainer – Continuous advisory with priority access to senior partners.
  • Embedded Team – Our specialists work on‑site as fractional CFOs or finance pods.

Ready to Activate Next‑Level Growth?

Book a complimentary strategy call and see how workkey.fun can convert today’s challenges into tomorrow’s compounding returns.