Accounting & Bookkeeping
Monthly Bookkeeping
Monthly transaction processing, reconciliations and management reporting support.
P&M Synergy Group Ltd
Confidence in every number. Clarity in every decision.
Professional audit, accounting, tax and advisory services delivered through a secure, transparent customer portal.
Secure document exchange
Clear engagement tracking
Controlled report delivery
Customer Service Journey
From request to final delivery
01
Select a service
Review scope, requirements and
expected deliverables.
02
Submit your request
Provide organization details,
timelines and supporting context.
03
Approve and engage
Receive the quotation and engagement
documentation.
04
Track and receive
Upload documents, follow progress and
receive approved reports securely.
Confidential by design
Customer records and files remain within
controlled access boundaries.
Visible progress
Follow each request and active engagement from
one portal.
Controlled deliverables
Final reports are released only after internal
review and approval.
Our Expertise
Professional support throughout the financial cycle
Engage the firm for a one-time assignment, a recurring compliance service or an ongoing advisory relationship.
Audit & Assurance
Independent assurance, internal audit, reviews and agreed-upon procedures.
View audit servicesAccounting
Bookkeeping, reconciliations, management accounts and financial statement preparation.
View accounting servicesTax & Compliance
Monthly KRA returns, annual compliance, payroll taxes and tax health checks.
View tax servicesBusiness Advisory
Financial insight, controls improvement, budgeting and decision support.
View advisory services
Service Catalogue
Select the service your organization needs
Every request enters a controlled internal workflow and remains visible from your customer portal.
4
published services
Tax & Compliance
Monthly KRA Returns
Preparation and filing support for the customer’s configured monthly tax obligations.
Audit & Assurance
Statutory Financial Statement Audit
Independent audit of annual financial statements, subject to client acceptance and scope assessment.
Business Advisory
Tax Consultation
Professional consultation on a defined tax question or compliance concern.
Simple for the customer
Sign In to Request a Service
A professional service process without uncertainty
The platform brings requests, documents, communication, progress, commercial documents and final reports into one clear journey.
1
Choose
Select the most appropriate audit, accounting, tax or advisory service.
2
Engage
Submit scope information and receive the correct quotation and engagement terms.
3
Collaborate
Upload requested documents and respond to queries securely.
4
Receive
Track completion and download approved reports and acknowledgements.
Secure Customer Portal
Your requests, documents and reports in one place
Return at any time to review service requests, active engagements, missing documents and released deliverables.