Financial Advisory · Est. 2024 · South Africa

Financial
clarity for
growing
businesses.

Lula Advisory delivers expert accounting, financial control, and strategic advisory to South African businesses ready to scale — with the rigour of international practice.

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5+
Years Experience
SA
& International Experience
100%
Remote Delivery
2024
Established

Registrations & Certifications

SAICA CIBA Xero Advisor QuickBooks ProAdvisor CFI Financial Modelling Power BI

About Lula Advisory

Built on
rigour.
Focused on
results.

Lula Advisory was founded on the belief that small and medium businesses deserve the same quality of financial oversight that large corporations take for granted. We combine technical depth with practical business understanding to deliver financial services that actually move the needle.

01

International Standard

Experience supporting both South African and international clients means your financials are prepared to a standard that's ready for investors, lenders, and growth.

02

Full-Cycle Expertise

From daily bookkeeping to management accounts, tax compliance, and strategic advisory — we handle the full financial picture so you don't have to.

03

Systems-First Approach

We don't just process your numbers — we build the SOPs, workflows, and systems that make your finance function run cleanly and independently.

Our Services

Choose your
level of support.

Every package is delivered remotely, tailored to your business, and backed by qualified accounting expertise. Enquire to receive our full service guide with detailed scope and pricing.

Tier 01

Accounting Essentials

  • Monthly bookkeeping & transaction processing
  • Bank, credit card & AR reconciliations
  • Xero / QuickBooks maintenance & optimisation
  • Basic monthly financial report
  • VAT return preparation
  • Email support
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Tier 03

Fractional CFO Retainer

  • Everything in Financial Control
  • Budget & forecast preparation
  • Investor-ready financial statements
  • Strategic financial advisory
  • Multi-entity accounting support
  • Tax planning & compliance
  • Weekly advisory calls
  • Full financial ownership
Enquire Now

Ad Hoc

Annual Financial Statements

  • Annual Financial Statements (AFS) preparation
  • CIPC annual return compliance
  • B-BBEE certificate support documentation
  • IFRS for SMEs compliant
  • Year-end reconciliations & adjustments
  • Supporting schedules & notes
  • Once-off or annual engagement — no retainer needed
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Interested in working with us? Request our full service guide — a detailed breakdown of each package including scope, deliverables, and pricing tailored to your business size.

Request Service Guide

Our Expertise

Deep
specialist
knowledge.

Years of practice across operations finance and client accounting have built a genuinely broad and deep skill set — across systems, standards, and sectors.

📊

Financial Reporting

IFRS for SMEs, management accounts, and investor-ready statements prepared with precision and clarity.

🏠

Property Accounting

Specialist AR, billing, and financial management for property and real estate businesses including WeConnectU.

🧾

Tax Compliance

Registered Tax Practitioner services — VAT, payroll, and income tax for individuals and businesses.

📈

Financial Modelling

CFI-certified modelling, forecasting, budgeting, and variance analysis for data-driven decisions.

💡

Systems & Automation

Xero, QuickBooks, Sage, Power BI, and SQL — we optimise your financial systems for efficiency and accuracy.

🔄

Month-End Close

Full-cycle close including journals, accruals, prepaids, amortisation, reconciliations, and management packs.

Who We Serve

Built for
ambitious
businesses.

We work with businesses across South Africa that are serious about their financial health and ready to grow. If your business needs more than a spreadsheet but less than a full-time finance team — we are exactly what you need.

01
Small & Medium Enterprises (SMEs)
Getting your financials right from the start — so you can grow with confidence
02
Growing SMEs
Financial control and management reporting for businesses at a critical growth stage
03
Property Companies
Specialist property AR, billing, and financial management with sector-specific expertise
04
Startups
Investor-ready financials, cash flow management, and systems built to scale from day one

How It Works

Simple to
get started.

We make onboarding effortless. From first contact to fully operational — typically within one week.

01

Discovery Call

We learn about your business, your current financial setup, and what you actually need — no jargon, no pressure.

02

Custom Proposal

You receive a clear, tailored proposal with the right package for your business and budget — within 48 hours.

03

Onboarding

We gain access to your systems, review your current financials, and implement any necessary clean-ups and SOPs.

04

Ongoing Partnership

Monthly deliverables, proactive communication, and a financial partner who genuinely understands your business.

Get In Touch

Let's talk
about your
business.

Send us an email and we'll get back to you within one business day to schedule a free 30-minute discovery call.

Location

Durban, KwaZulu-Natal
Serving all of South Africa remotely

Response Time

Within 1 business day

"Your first consultation is always free. No obligation, just clarity."

— Lula Advisory