Navigate Financial Management

Accountant · 23 Main Street, Newlands, Cape Town, Western Cape

  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2017

    Experience

    Partner since 2017
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Sound financial management is crucial to the success of any business, big or small. While nothing can take the place of a good business idea or the passion and drive of the entrepreneur, we believe that excellent financial management right from the start could be the difference between a business’ success and failure.

In addition to taking care of the normal bookkeeping and accounting functions, we make sure that you have the financial information at your fingertips which, together with ongoing consulting from us, will go a long way to sound financial management of your business. At Navigate we are passionate about small, growing and owner managed businesses. We believe that those businesses form the bedrock of any economy and hold the key to unlocking South Africa’s vast potential.

Affiliations

  • Chartered Institute of Management Accountants

Navigate Financial Management: Bank experience

Clients of Navigate Financial Management connect to a range of banks via Xero. Navigate Financial Management specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • First National Bank (ZA)
  • Standard Bank (ZA)

Navigate Financial Management: Industry experience

Navigate Financial Management works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Professional services
  • Administration and support services

Navigate Financial Management : App experience

Navigate Financial Management serves clients who use 2 different apps that connect and integrate with Xero.



Connected apps

Find us

Navigate Financial Management has an office in 1 location

Cape Town

23 Main Street, Newlands, Cape Town, 7700, Western Cape

+27 021 447 1049

New to Xero? Navigate Financial Management can help

Xero is beautiful online accounting software for smaller businesses. Navigate Financial Management can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2017
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.