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Your CPA for HOAs

Synergy CPA & Advisor

Giving you peace of mind. Efficient and affordable, we handle all your HOA needs.

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Los Angeles CPA

Small Business and Entertainment Industry

Synergy CPA & Advisor

Taking care of your books, so you can take care of your business.

Schedule a consultation now.

Welcome to Synergy CPA & Advisor, where financial expertise meets personalized service.

 

 

Our firm is more than just accountants; we are strategic partners committed to the success of Homeowners' Associations (HOAs), small businesses, and professionals in the entertainment industry.

 

In the ever-changing landscape of financial management, we understand that each client has unique needs. Whether it's HOAs navigating the complexities of community finances, small businesses seeking to optimize their financial health, or entertainment industry professionals managing multifaceted income streams, our dedicated team is here to help.

 

With our industry-specific knowledge and client-centric approach, we aim to not only balance the books but also support our clients in achieving their financial goals.

 

What we do

 

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Audits

Audits

Highest level of assurance (but not absolute) on the financial statements.  

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Reviews

Reviews

A review is one step down from an audit.  It offers limited assurance on the financial statements.

 

 

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Compilations

Compilations

A compilation is basically what it says, "compiling" the financial information.  No opinion or assurance is provided.

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Bookkeeping

Bookkeeping

We offer monthly packages, software setup, catch up services, W2 and 1099 preparation.

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Tax

Tax

We work with businesses and individuals on tax planning and getting your books ready for your tax preparer.

We also coordinate tax preparation through our affiliated CPA firm.

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Industries we serve

 

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HOAs

HOAs

In the HOA industry, we truly understand your need for dependable communication and prompt reporting. Our streamlined process ensures that we complete your work with precision, efficiency, and punctuality. You can trust us to be your responsive partner, dedicated to making your life easier.

 

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Small Businesses

Small Businesses

Struggling with your books?  We can help you get your finances under control!

 

We offer monthly bookkeeping services, and catchup services at reasonable prices.

We also offer software setup and consultation.

 

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Entertainment Industry

Entertainment Industry

Typically, accounting for individuals in the entertainment industry is not fundamentally different from other industries.  However, there are a few tax issues specific to the industry that may arise. 

We can help you navigate all the paperwork.

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