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
- 01
Diagnostic
We assess the state of the ledger and the finance function and agree a scope.
- 02
Stabilise
Urgent reconciliations, reconstruction and reporting gaps are closed first.
- 03
Run
We operate the agreed finance activities on a fixed monthly cadence.
- 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
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.
