Service
Outsourcing Financial Solutions
A complete finance department, for a fixed monthly fee.
What's included
Everything in Outsourcing Financial Solutions
A full outsourced finance department, everything from day-to-day processing to statutory submissions, run by a CA(SA)-led team.
End-to-End Back Office
Processing, reconciliations, debtors, creditors and payroll, all handled.
Management Reporting
Monthly management packs with commentary and KPIs.
Statutory Reporting
Annual financial statements, CIPC and regulatory submissions.
Financial Management
Cash flow, working capital, budgets and forecasts owned by a CA(SA).
Tax & Compliance Submissions
VAT, PAYE, provisional and income tax filed correctly and on time.
Dedicated Senior Accountant
One named contact who knows your business.
Board & Funder Support
Reporting and presentations for boards, banks and investors.
What you'll need
Getting started is simple
Pricing
Included in Scale package (or standalone custom quote)
Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.
To get set up
- Company registration, tax and banking details
- Access to accounting, payroll and banking systems
- Opening balances or last set of financial statements
- Key contracts, leases and loan agreements
- List of employees and payroll history
- Current supplier and customer master data
On an ongoing basis
- Documents flowing through an agreed channel (portal or WhatsApp)
- Approval of payment runs and payroll
- Monthly review meeting
- Prompt notice of significant business changes
Pro tip: Give us read-only bank access from day one. It removes the biggest single source of delay in outsourced finance.
Typical timeline
How the engagement runs
- 01
Scoping & quote
We agree exactly which functions we take over and the reporting you'll receive.
- 02
Transition
Systems access, data migration and process handover, usually across one month-end.
- 03
First full cycle
Processing, payroll, reporting and submissions run end to end.
- 04
Steady state
A fixed monthly rhythm, with a dedicated senior accountant and regular reviews.
Learn more
Outsourcing Financial Solutions in depth
Who it's for
- SMEs that need a finance department but not the headcount
- Businesses replacing a departing finance manager
- Founders who want to get out of the back office
- Companies with investors or lenders expecting proper reporting
- Groups consolidating finance across entities
- Any business where compliance keeps slipping
Why it matters
- A full finance team costs far more than an outsourced one
- Senior oversight catches what a lone bookkeeper misses
- Consistent reporting builds trust with banks and investors
- Compliance handled means no penalties and no surprises
- You get the benefit of a CA(SA) without the salary
- Documented processes mean no key-person risk
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 hand over the back office?
Get a finance department led by a Chartered Accountant, for one predictable monthly fee.
rishen@synergyfm.co.za
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.