
Bookkeeping & Accounting
Synergy CPA & Advisor
Taking care of your books, so you can take care of your business.
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Heathcare Providers
Synergy CPA & Advisor
Healthcare is complicated, and as you may have discovered, it takes much more than medical or healthcare industry expertise to build and maintain a successful medical practice. Let us help!
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Homeowner Associations
Synergy CPA & Advisor
Are you a board member or property manager looking for an audit or review of your property? Contact us today!
Contact UsAbout Us
Our founder and owner has over 25 years experience providing accounting, tax, audit & review services. she has the knowledge necessary to help you with all your bookkeeping and accounting needs.
Industry specializations include, but are not limited to, service-based businesses, medical practices, homeowner associations, and entertainment industry individuals and businesses.
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Services
Bookkeeping
As a small business owner, are you tired of trying to keep up with your books? Are you wasting valuable time attempting to manage your own finances?
Experienced, affordable, and reliable, we serve a variety of clients, from self-employed business owners (Business-of-One) to small and medium-sized businesses with employees.
While we do not prepare or file your business or individual tax returns, we will communicate with your preparer to make sure your books are ready at tax time.
See our "Pricing" page for complete details.
Fractional CFO/Controller Services
Has your business reached a point where you need professional financial advice, but can't afford a full-time CFO or Controller?
Our fractional CFO/Controller service gives you a professional financial manager who works with you to help guide your business to success.
See our "Pricing" page for additional details.
Pricing
Assurance Services
Audit
This service provides the highest level of assurance on the financial statements.
Review
This service provides limited assurance on the financial statements.
Compilation
This service provides no opinion or assurance on the financial statements.
Check out our " Assurance Services" page for additional details.
Assurance Services
Industry Specializations
- Professional Service Businesses
- Healthcare Providers
- Homeowner Associations
- Entertainment Industry Professonals
See our " Industry Specializations" page for additional details.
Industry Specializations