Fractional Finance & BI Leadership

Senior expertise.
Delivered as a service.

Three founding partners — Chartered Accountants and C-suite finance leaders — with more than 50 years of combined experience across multinationals on two continents — embedded directly into your business. From first-entry bookkeeping through to audited financial statements, strategic finance leadership, and Power BI dashboards.

50+
Years combined finance & GM experience
Always work with a founding partner
Backed by a team across the US & South Africa
United States & South Africa
Offices in the Bethesda, MD and South Africa
Trusted by
Imperial Sovereign Foods The Stingray Group Seldenrod Treehouse

Not a staffing agency.
Not a software platform.

JD Intelligence is built around two founding partners — Peter Venter, a Chartered Accountant, and Digby Beyleveld, a seasoned C-suite finance executive — who together bring more than half a century of finance and general management experience across multinational entities spanning multiple geographies. We've led organisations with revenues exceeding $1.7 billion. We've delivered transformations across three continents. We've sat at the table you need someone at.

We serve growth-stage and mid-market businesses in the US and South Africa who need that calibre of financial leadership without the full-time overhead. Senior accountability at every touchpoint, with a fully managed delivery team beneath.

Senior principals on every engagement

You deal with CFO and FD-level minds directly. Always.

Full financial stack — entry to audit-ready

Bookkeeping, management accounts, statutory reporting, and BI dashboards.

BI-native financial intelligence

Power BI dashboards and data architecture built alongside your financials.

Senior CFO expertise. One integrated practice.

All principals operate at CFO level — but each brings a distinct specialism that makes the practice broader than any single generalist could be. Peter leads on fractional CFO and turnaround work. Digby leads on business intelligence and finance transformation. Both Peter and Digby cover accounting, financial reporting, and technical compliance across engagements. There's no intake team, no handoffs, and no junior assigned to your file once the contract is signed.

01

Your full finance function, run by people who've sat at the top of one.

Most outsourced accounting firms give you a process and a portal. We give you a Chartered Accountant who personally oversees your books — and has spent over two decades knowing exactly what a CFO needs to see, and when.

For US-based businesses in particular, this is where we see the biggest gap in the market. You're dealing with offshore accounting teams where the most senior person you'll ever speak to is a project manager. At JDI, the person reviewing your management accounts is the same person who has led multi-country finance organisations with revenues up to $1.7 billion, working across US GAAP and IFRS simultaneously. That context changes everything — from how your chart of accounts is structured to how your monthly pack is presented to your board.

We handle everything from first-entry bookkeeping through to audit-ready financial statements. But unlike a traditional accounting firm, every layer of the work is designed with the end output in mind — because we know what a CFO actually reads on a Monday morning.

"The person reviewing your numbers has managed finance organisations at scale — across currencies, jurisdictions, and reporting frameworks. That changes what they look for, what they flag, and what they tell you."

— Digby Beyleveld, Finance & Business Intelligence Executive
What's included
  • Bookkeeping & processing

    First-entry through to trial balance. Clean, structured, audit-ready from day one.

  • Accounts payable & receivable

    AP processing, reconciliations, payment preparation, AR collections and reporting.

  • Management accounts

    Monthly pack prepared and reviewed by a principal. Variance analysis, commentary, board-ready format.

  • Statutory & audit-ready financials

    Annual financial statements prepared to the standard your auditors and stakeholders expect.

  • Cashbook & bank reconciliation

    Daily or weekly cash position visibility, fully reconciled.

🇺🇸
US businesses: JDI has on-the-ground presence in the United States. Deep expertise in US GAAP and IFRS — in your timezone, at a fraction of the cost of a full-time finance executive.
02

The CFO seat, filled by someone who has actually held it.

A fractional CFO is only as valuable as the experience behind the title. Peter Venter has spent over 20 years leading finance and operational teams in some of the most demanding turnaround situations a business can face — selling, closing, or fixing companies with revenues exceeding $560 million across three continents.

Most fractional CFO services offer financial oversight. We offer something harder to find: a senior finance executive who has sat in the chair when the business is under real pressure — restructuring debt, resetting strategy, managing stakeholders through uncertainty, and driving a path back to sustainable performance. That experience is what separates a useful advisor from an indispensable one.

This service is built for businesses that need more than a steady hand on the numbers. Whether you're navigating a critical inflection point, preparing for a transaction, or rebuilding financial foundations after a period of difficulty, we bring the strategic and operational depth to lead the work — not just advise on it.

"The most valuable thing a fractional CFO can bring isn't a framework. It's having been through it before — knowing what to do when the situation is messy and the answer isn't obvious."

— Peter Venter, Finance Executive & General Manager
What's included
  • Business turnaround & restructuring

    Strategy and execution for businesses that need to stabilise, reset, or be repositioned for sale or closure.

  • Strategic financial planning

    Long-range planning, scenario modelling, and financial architecture aligned to your growth trajectory.

  • Board & investor reporting

    Board packs, investor updates, and financial narrative prepared and presented by a principal.

  • M&A advisory

    Buy-side and sell-side financial due diligence, valuation, and deal structuring support.

  • Financial oversight & controls

    Budgeting, forecasting, variance analysis, and financial risk management.

PV
Led by Peter Venter

20+ years as a finance executive and GM. Specialist in business turnaround — selling, closing, or fixing organisations across three continents.

03

Built by someone who has lived on both sides of the data.

Most BI implementations fail not because of the technology, but because the developers don't understand the business. Digby Beyleveld has spent his career closing that gap — as both a senior finance executive who depended on data to make decisions, and as the person who built the systems that produced it.

With deep expertise in Microsoft Fabric, Power BI, SQL, Azure, and AWS data platforms, Digby leads JDI's BI practice from technical strategy through to delivery. He has led large-scale ERP implementations and data engineering projects across multinational organisations — which means he understands not just how to build a dashboard, but how to design the data architecture underneath it so it doesn't break when the business scales or changes.

Our BI work is built in lockstep with your financial reporting. The numbers your dashboards show are consistent with your management accounts, statutory reports, and board pack. That coherence is rare — and it matters enormously when you're making decisions or presenting to investors.

"Good BI isn't about the dashboard. It's about the architecture underneath it — and knowing what questions the business will be asking in 18 months, not just today."

— Digby Beyleveld, Finance & Business Intelligence Executive
What's included
  • BI strategy & roadmap design

    We design the right data infrastructure for your business before writing a single line of code.

  • Microsoft Fabric & Power BI development

    End-to-end dashboard and report development — from data model to published, maintained solution.

  • SQL, ETL & data pipelines

    Clean, reliable pipelines on Azure or AWS connecting your source systems to your reporting layer.

  • Financial & operational reporting

    Reporting suites aligned to your management accounts, KPIs, and board requirements.

  • Power BI training

    Corporate and individual training so your team can own and extend what we build.

DB
Led by Digby Beyleveld

Senior finance and BI executive with hands-on expertise across Microsoft Fabric, Power BI, Azure, AWS, and large-scale ERP implementations in multinational environments.

What we bring to the table.

Five decades of combined experience across two continents — distilled into a practice built for the modern finance function.

Accounting & Financial Reporting

  • IFRS
  • US GAAP
  • Australian GAAP
  • SOX compliance
  • Financial controls & governance
  • Fraud risk & investigation (CFE)

Business Intelligence & Data

  • BI strategy & roadmap design
  • SQL & data engineering
  • Microsoft Fabric & Power BI
  • Azure & AWS data platforms
  • ETL / data pipelines
  • Financial & operational analytics

Mergers, Acquisitions & Corporate Finance

  • Business valuations
  • Buy-side & sell-side due diligence
  • Financial modelling
  • Transaction support
  • Capital raising & financing negotiations
  • Post-merger integration support

Finance Operations & Administration

  • Accounts payable & receivable outsourcing
  • Bookkeeping & month-end close
  • Management reporting
  • Payroll coordination
  • Process automation
  • Internal controls design

Executive & Strategic Advisory

  • CFO advisory services
  • Business turnaround & restructuring
  • Growth strategy support
  • Board-level financial insight
  • Operating model design
  • Data-driven decision frameworks
CA & C-Suite
Chartered Accountants and C-suite executives
$1.7B
Largest revenue organisation led
4
Continents of delivery experience
50+
Years combined experience
$25M+
Government grant funding secured

Who you'll work with

Seasoned executives. Every client gets senior-level involvement — not a junior account manager.

Peter Venter

Peter Venter

CFO · Turnaround & Strategic Finance
South Africa

A Chartered Accountant with over 20 years leading finance and operational teams in complex, multi-country environments. Specialises in business turnaround strategy and execution — whether that means selling, closing, or fixing a business — with a strong track record of stabilising organisations and driving sustainable performance improvements. Has led businesses with turnovers exceeding $560 million across three continents.

Business turnaround $560M+ organisations US GAAP & IFRS 3 continents
Digby Beyleveld

Digby Beyleveld

CFO · Business Intelligence & Transformation
South Africa

Over 20 years supporting and leading organisations in complex, multinational environments. Brings a distinctive blend of financial, risk, and technology expertise — including large-scale ERP implementations across organisations with revenues exceeding $1 billion. His experience spans finance transformation, governance, and operational enablement, with hands-on delivery of accounting and payroll services across two continents.

ERP transformation $1B+ organisations Risk & governance

A transatlantic practice

Senior financial leadership delivered locally — in the US and across Southern Africa.

🇺🇸

United States

On-the-ground presence for American clients requiring fractional CFO support, financial oversight, and BI implementation across US time zones.

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South Africa

Headquartered in Port Elizabeth (Gqeberha), with reach across South Africa. Our SA principals lead engagements for South African clients and manage the broader delivery team.

From first call to ongoing insight.

A structured engagement model built for minimal disruption and maximum clarity.

01

Discovery call with a principal

You speak directly with one of our three senior team members — not a salesperson. We understand your business, your pain points, and what good looks like for you.

02

Scoped proposal within 5 days

A clean, specific proposal covering scope, team structure, pricing, and timeline. No generic decks. No fluff.

03

Managed onboarding and handover

We handle the transition — from connecting to your accounting systems to establishing reporting cadences — with a principal overseeing every step.

04

Ongoing delivery with senior oversight

Your day-to-day work runs through our managed delivery team. Your senior touchpoints — board packs, strategic reviews, escalations — come directly through the principals.

Let's talk about what you actually need.

Whether you're a US-based business looking for on-the-ground CFO support, or a South African company needing a full outsourced finance function — the first conversation is always with one of our principals. No handoffs.

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