We are growing!
Client Service
Process bank statements, supplier and customer bills, fixed assets, and other accounting tasks; review trainee work.
Ensure SARS compliance: VAT reconciliations, provisional/income tax calculations and submissions; review trainee tax work.
Compile management reports from monthly accounting records.
Compile annual financial statements for clients.
Prepare working papers for independent review engagements.
Perform and review monthly accounting to ensure accurate balance sheets and income statements.
Assist with payroll tasks: processing, reconciliations, EMP201/EMP501/COIDA/WCA submissions; review trainee work.
Engage with clients, build relationships, scope needs, and prepare client budgets; assist junior staff.
Provide secretarial services: annual returns, changes in year-end/directors, minutes and resolutions.
Providing Training
Provide on-the-job training to Accounting Consultants, Junior Accounting staff, and Trainees; present training to the cloud accounting team.
Client Admin
Update CRM with client details.
Perform client scoping, prepare proposals, and assist with client onboarding/offboarding.
Prepare agendas for monthly planning meetings with the Cloud Accounting Manager.
Submit timesheets on time.
Ensure timely projects rollout and sign-off.
Review budgeted vs. actual hours spent on clients.
Attend and participate in company team events.
Develop and maintain a positive company culture.
Promote and adhere to company values.
Foster teamwork, collaboration, and respect.
Complete scheduled training.
Collaborate with the team on challenging tasks.
Provide deliverable training updates.
Stay updated with accounting industry changes and trends.
Requirements
- Proven experience embedding AI tools into your daily workflow to solve problems and drive results. You must be able to demonstrate measurable impact—such as time saved, errors reduced, or client value added—rather than just theoretical knowledge.
- The ideal candidate will be a qualified SAIPA, AGA (SA), or CIMA professional with 2 years of post-articles (in audit) experience.
- Proficiency with Draftworx and Xero, and a strong background in annual accounting and SARS compliance are highly advantageous.
Characteristics of the ideal candidate
Initiative & Independence
Multi-tasking & Problem Solving
Teamwork & Interpersonal Relationships
Dependability
Attention to Detail & Stress Tolerance
Planning & Analytical Thinking
Our OCFO values:
Family first
Integrity matters
Switched on Thinking
Excellence in everything
Growth and success
Skills Required
- Qualified SAIPA, AGA (SA), or CIMA professional
- 2 years of post-articles experience
- Experience in Audit
- Proficiency with Draftworx and Xero
- Strong background in annual accounting and SARS compliance
What We Do
Outsourced CFO offers founders financial management services including CFO Services, Cloud Accounting, Automation Services & Talent Solutions, building world-class finance functions for scaling companies.





