Service
Compliance & Reporting
Every month closed, reconciled and compliant, without the stress.
What's included
Everything in Compliance & Reporting
The core recurring compliance workload most SMEs need every month, handled by a Chartered Accountant so every deliverable meets professional and statutory standards.
Transaction Processing
Cash book and journals captured accurately and on time.
Account Reconciliation
Bank, debtors, creditors and control accounts reviewed and adjusted.
Management Accounts
Monthly income statement, balance sheet and ratio analysis you can act on.
Annual Financial Statements
Prepared and signed off under IFRS or IFRS for SMEs.
Tax Planning & Returns
VAT, provisional and income tax returns submitted correctly and on time.
IFRS Technical Queries
Reporting questions answered with a written, referenced position.
Statutory Diary
Every SARS and CIPC deadline tracked so nothing slips.
Year-End Readiness
Clean, reconciled books that make AFS and audit straightforward.
What you'll need
Getting started is simple
Pricing
Included in Growth & Scale packages
Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.
To get set up
- Company registration documents and tax numbers (income tax, VAT, PAYE)
- SARS eFiling access or authorisation
- Opening trial balance or prior-year financial statements
- Bank account details and read-only statement access
- Chart of accounts (or we'll set one up)
- Access to your accounting software, or we'll migrate you
On an ongoing basis
- Monthly bank statements (or automated feed)
- Sales invoices and supplier invoices
- Expense receipts and petty cash records
- Payroll summaries
- Notice of any new loans, assets or contracts
- Answers to our monthly query list
Pro tip: Share documents through a single monthly folder or WhatsApp thread, one place, one deadline. It halves the query loop.
Typical timeline
How the engagement runs
- 01
Onboarding call
We confirm scope, software and your reporting needs, and issue a personalised document checklist.
- 02
Historical setup
Opening balances loaded, chart of accounts aligned, any backlog brought current.
- 03
First month-end close
Transactions processed, accounts reconciled and your first management pack delivered.
- 04
Ongoing cadence
A predictable monthly rhythm: documents in, close completed, pack delivered, returns filed.
Learn more
Compliance & Reporting in depth
Who it's for
- SMEs that need reliable monthly books without an in-house accountant
- Owner-managed businesses tired of year-end surprises
- Companies with VAT, PAYE and provisional tax obligations
- Businesses preparing for finance, investment or audit
- Growing firms outgrowing a part-time bookkeeper
- Entities that need IFRS-compliant financial statements
Why it matters
- Accurate books are the foundation of every decision you make
- Late or wrong SARS submissions attract penalties and interest
- Reconciled accounts catch errors, fraud and cash leaks early
- Monthly management accounts show problems while you can still fix them
- Clean records make funding applications and audits faster
- A CA(SA) review means the numbers can be relied on
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 get your books in order?
Let a Chartered Accountant handle the numbers so you can focus on what you do best.
rishen@synergyfm.co.za
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.