Service
AFS Preparation & Automation
Annual financial statements compiled correctly, in Caseware, first time.
What's included
Everything in AFS Preparation & Automation
Annual financial statements prepared with Caseware and Draft Works, compliant with IFRS and GRAP.
Caseware Compilation
AFS compiled in the industry-standard tool your auditors use.
Draft Works
Efficient statement production with consistent, up-to-date templates.
IFRS & IFRS for SMEs
The right framework, applied correctly, with complete disclosures.
GRAP
Public-sector financial statements under Generally Recognised Accounting Practice.
Trial Balance Mapping & Review
Every account mapped; every balance supported.
Adjusting Journals
Year-end adjustments posted back to your ledger, not left in the file.
Independent Review
A second CA(SA) read-through before sign-off.
Automation
Roll-forward and templating that make next year faster.
What you'll need
Getting started is simple
Pricing
From R4,200/year excl. VAT
Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.
To get set up
- Final year-end trial balance
- Prior-year signed financial statements
- Fixed asset register and depreciation schedules
- Loan, lease and instrument agreements
- Debtors and creditors age analyses
- Directors' details, shareholding and related-party information
On an ongoing basis
- Answers to our year-end query list
- Board approval of the draft statements
- Auditor queries routed through us (if audited)
Pro tip: Reconcile the bank, debtors and creditors before you send the trial balance, it's the difference between one draft and four.
Typical timeline
How the engagement runs
- 01
Information request
A tailored checklist of everything we need for your year-end.
- 02
Compilation
Trial balance mapped, statements drafted, adjustments identified.
- 03
Review & queries
Independent review, queries resolved, draft issued for approval.
- 04
Sign-off
Final AFS delivered; adjusting journals posted; auditors supported if applicable.
Learn more
AFS Preparation & Automation in depth
Who it's for
- Companies required to prepare annual financial statements
- Businesses whose AFS are audited or independently reviewed
- Groups needing consistent statements across entities
- Public entities reporting under GRAP
- Firms switching accountants or frameworks
- Owners who want AFS done properly, not just done
Why it matters
- AFS are a statutory requirement under the Companies Act
- Banks, investors and SARS rely on them
- Wrong framework or disclosures mean restatement
- Caseware compilation is what auditors expect to see
- Adjustments posted back keep next year clean
- Automation means faster, cheaper year-ends
Common questions
What makes Synergy different
- Led by a Chartered Accountant (SA), you deal with Rishen directly, not a call centre.
- SAICA member: every deliverable meets professional and statutory standards.
- Fixed, transparent pricing agreed upfront, no surprise invoices.
- Audit-firm trained across insurance, property, engineering, manufacturing, FMCG and logistics.
- BBBEE Level 1 supplier.
- Sage, QuickBooks, Evolution, Caseware and Draft Works proficiency.
Year-end approaching?
Get compliant, review-ready financial statements prepared by a Chartered Accountant.
rishen@synergyfm.co.za
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.