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Service

Close, Consolidate & Report

A faster close, a clearer forecast and an audit you're ready for.

What's included

Everything in Close, Consolidate & Report

For businesses under month-end pressure or with an upcoming audit, tighten your close and walk into year-end ready.

  • Fast Financial Close

    A structured close calendar that gets management accounts out in days, not weeks.

  • Consolidation

    Group and multi-entity consolidation with inter-company eliminations done right.

  • Reporting Process Improvement

    Redesigned packs and workflows so reporting is repeatable and reliable.

  • Budgeting

    Driver-based annual budgets your managers actually own.

  • Forecasting & Cash Flow

    Rolling forecasts and 13-week cash flow models updated on real numbers.

  • Audit Readiness

    Reconciled balances, supporting schedules and a clean audit file before the auditors arrive.

  • Year-End Support

    Adjustments, provisions, cut-off and disclosure prepared alongside your team.

What you'll need

Getting started is simple

Pricing

From R4,200/month excl. VAT

Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.

To get set up

  • Current close process and month-end timetable (if any)
  • Group structure and inter-company arrangements
  • Last budget and any existing forecast models
  • Prior-year audit findings and management letter
  • Access to the accounting system and reporting templates

On an ongoing basis

  • Month-end data on the agreed close calendar
  • Budget inputs from department heads
  • Weekly cash actuals for the rolling forecast
  • Timely answers to audit queries during year-end

Pro tip: The single biggest close accelerator is a fixed cut-off for supplier invoices. Agree it with your team before we start.

Typical timeline

How the engagement runs

  1. 01

    Close assessment

    We map your current close, find the bottlenecks and set a target timeline.

  2. 02

    Redesign

    Checklists, cut-offs, reconciliation templates and reporting packs built.

  3. 03

    First fast close

    We run the new process with you on the next month-end.

  4. 04

    Embed & forecast

    The close becomes routine; budgeting and rolling forecasts layer on top.

Learn more

Close, Consolidate & Report in depth

Who it's for

  • Businesses whose month-end takes too long
  • Groups with multiple entities to consolidate
  • Companies facing their first external audit
  • Firms that budget once a year and then ignore it
  • Owners who want a forward view of cash, not just history
  • Finance teams under pressure at year-end

Why it matters

  • Information delivered late is history, not management information
  • A slow close hides errors until they're expensive
  • Audit readiness turns a stressful season into a routine one
  • Forecasts let you act on shortfalls weeks in advance
  • Consolidation errors distort group profit and covenants
  • Repeatable processes don't depend on one person

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.

Ready to close faster?

Turn month-end from a scramble into a system, and walk into audit prepared.

rishen@synergyfm.co.za

Ready to get organised?

Get a personalised quote within one business day. No obligation, no jargon.

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