Service
Process & Policy
Finance processes that work when you're not in the room.
What's included
Everything in Process & Policy
Stronger internal controls for growing teams, document how finance works and find where it can work better.
Policies & Procedures
Documented finance policies your team can follow and auditors can rely on.
System Descriptions
Clear narratives of how transactions flow through your systems.
Process Assessment
A structured review of what works, what doesn't and where the risk sits.
Control Design
Segregation of duties, approvals and reconciliations right-sized for your business.
Process Improvement
Removing duplicate steps and automating the routine.
Implementation & Training
Rolling out the new way of working with your team.
What you'll need
Getting started is simple
Pricing
Custom Quote
Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.
To get set up
- Existing policies, procedures or process notes (if any)
- Org chart and delegation of authority
- Access to systems and a walkthrough with key staff
- Recent audit findings or known problem areas
On an ongoing basis
- Time from process owners for interviews and walkthroughs
- Sign-off on drafted policies
- Feedback during rollout
Pro tip: Start with the processes that touch cash, payments, receipts and payroll. That's where control gaps cost the most.
Typical timeline
How the engagement runs
- 01
Discovery
Interviews and walkthroughs to map how finance actually operates.
- 02
Assessment report
Gaps, risks and quick wins, prioritised.
- 03
Documentation
Policies, procedures and system descriptions drafted and approved.
- 04
Rollout
Training, implementation and a follow-up review.
Learn more
Process & Policy in depth
Who it's for
- Growing businesses formalising their finance function
- Companies with audit findings on controls
- Owners who want to step back from approving everything
- Firms preparing for investment or due diligence
- Organisations onboarding new finance staff
- Entities with regulatory or funder policy requirements
Why it matters
- Undocumented processes live in people's heads, and leave with them
- Weak controls are the most common route to fraud and error
- Auditors test controls; good documentation shortens the audit
- Clear procedures make training and delegation possible
- Investors and funders expect a governed finance function
- Efficient processes free your team for higher-value work
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 strengthen your controls?
Build a finance function that runs on process, not memory.
rishen@synergyfm.co.za
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.