Makhulu Global Service also provides the services of a fractional or outsourced CFO, without the high cost of a full-time CFO. Team members have a strong financial reporting and compliance background, that can assist listed companies in overcoming their challenges of preparing regulatory required quarterly and annual financial information for publication.
Prepare of quarterly, semi-annual, and annual financial statements, including comprehensive note disclosure and completion of various regulatory filling documents eg. Management Discussion and Analysis (MD&A), Annual Information Form (AIF) and Management Information Circular for the Annual General meeting.
I assisted with financing documentation such as the Prospectus (Offering and Non-Offering Prospectus), Offering Document under the Listed Issuer Financing Exemption, Subscription Agreements and Report of Exempt Distribution.
I prepared budgets, cash forecast, management reports and Board presentations.
Fractional & Outsourced CFO
Strategic financial leadership — executive expertise without the full‑time cost. Active partner in corporate strategy, compliance, and growth.
Non‑exclusive appointment
High‑value, cost‑effective
Integrated executive team
Selective engagement
Makhulu Global’s partners and principals can be appointed as CFO</strong> of private and public companies on a non‑exclusive basis. Ideal for organizations with limited financial resources that cannot justify a full‑time CFO.
As your CFO, we become an active member of your executive team — assisting with corporate strategy, attending operational sites, participating in investor roadshows, and managing financial risks, internal controls, working capital, and reporting. Typically bundled with Controller and day‑to‑day accounting support.
CFO Core Responsibilities
| Strategic leadership | Risk, capital & reporting |
|---|---|
| Corporate strategy & financial planning & analysis | Financial risk management & internal controls |
| Investor roadshows & capital markets presence | Working capital, equipment leases, debt obligations |
| Operational site visits & executive collaboration | Financial reporting & compliance oversight |
| High‑level financial strategy & systems optimization | Budgeting process & liquidity/ROI advisory |
Oversee day‑to‑day accounting staff
Financial disclosure & compliance
Cash flow issue resolution
System implementation & efficiency
When to engage a fractional CFO
| Scenario | How our CFO drives value |
|---|---|
| Growth & expansion | Adding products, entering new markets — strategic guidance to scale financial infrastructure. |
| Capital raising | Attend meetings, establish credibility, negotiate debt/equity terms; expert representation. |
| Systems scaling | Upgrade sales, business, and financial systems to handle complexity and growth. |
| Forecasting & restructuring | Financial forecasts to support budgeting, restructuring, and health analysis. |
| Margin maximization | Analyze costs and pricing structures to improve profitability and efficiency. |
| M&A transactions | From planning and evaluation through to post‑merger integration. |
The Makhulu Global Advantage
Cost‑effective compliance alternative
— appoint a senior team member as CFO alone, or bundle with bookkeeping & financial reporting.
Leveraged Makhulu Global infrastructure
— day‑to‑day banking, reconciliations, payroll, AP/AR, financial statement preparation.
Selective engagement
— we only accept roles that fit our capacity. If not, we refer a qualified full‑time CFO from our network.
Makhulu Global Consulting
— strategic consulting across North America: IPOs, mergers, regulatory compliance, and operational efficiency.
Perspective is Everything
What is your financial reporting overhead costing annually?
Makhulu Global’s part‑time CFO leverages cost efficiencies within our network to reduce overhead while maintaining compliance.
Makhulu Global: Outsourced CFO & management consulting — tailored solutions for financial leadership and sustainable growth.
CFO Service Deliverables
Executive integration:
Active member of executive team, strategy sessions, investor roadshows.
Compliance & reporting:
Ensure financial disclosure requirements are met.
Operational support:
Oversight of accounting staff, bundled with MSSI bookkeeping.
Strategic growth:
IPOs, M&A, financing, and long‑term planning.
Expert financial leadership to navigate complex challenges — from budgeting and treasury to strategic decision‑making.