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Service

Operational Finance

Senior finance capacity, exactly when you need it, without the full-time hire.

What's included

Everything in Operational Finance

Hands-on finance capacity without a full-time hire, for businesses that need experienced support to keep operations running.

  • Interim Financial Reporting

    Board-ready reporting during vacancies, growth phases or transactions.

  • Financial Management

    Hands-on oversight of cash, working capital, margins and spend.

  • Account Reconstruction

    Rebuilding incomplete or unreliable ledgers into a trustworthy set of accounts.

  • Reconciliation Clean-Up

    Clearing suspense accounts, aged items and long-standing differences.

  • Cost Operation Support

    Costing, pricing and overhead analysis to protect margins.

  • Finance Team Support

    Supervising, training and reviewing your existing bookkeeping staff.

What you'll need

Getting started is simple

Pricing

From R3,800/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 trial balance and last management accounts
  • Access to the accounting system and bank statements
  • Org chart of the finance function and who does what
  • Key contracts, loan agreements and lease schedules
  • A clear brief on the problem to solve or gap to fill

On an ongoing basis

  • Weekly or monthly access to transaction data
  • Sign-off on reconstruction adjustments
  • Regular check-in (weekly during projects, monthly thereafter)
  • Access to operational data for costing (volumes, headcount, capacity)

Pro tip: Reconstruction work goes fastest when we can see bank statements for the full period up front, request them from your bank before the kickoff call.

Typical timeline

How the engagement runs

  1. 01

    Diagnostic

    We assess the state of the ledger and the finance function and agree a scope.

  2. 02

    Stabilise

    Urgent reconciliations, reconstruction and reporting gaps are closed first.

  3. 03

    Run

    We operate the agreed finance activities on a fixed monthly cadence.

  4. 04

    Hand over or continue

    Documented processes are handed to your team, or we continue as your outsourced finance manager.

Learn more

Operational Finance in depth

Who it's for

  • Businesses between finance managers or CFOs
  • Companies whose ledger has become unreliable
  • Fast-growing firms whose finance team hasn't kept pace
  • Owners who need someone senior to own the numbers
  • Groups integrating an acquisition
  • Businesses under cost or margin pressure

Why it matters

  • A finance gap of even a few months compounds quickly
  • Unreliable accounts mean unreliable decisions
  • Reconstruction now avoids qualified audits later
  • Senior oversight catches issues junior staff miss
  • Costing discipline protects margin in tough markets
  • Flexible capacity costs a fraction of a permanent senior hire

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.

Need senior finance capacity now?

Bring in a Chartered Accountant on your terms, for a project, a gap, or for good.

rishen@synergyfm.co.za

Ready to get organised?

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

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