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Pricing
BOOKKEEPING PACKAGES
How it works
Here at Synergy CPA & Advisor, our goal is to offer affordable bookkeeping services with a dedicated bookkeeper.
All of our packages include the standard options of:
Downloading and coding transactions
Reconciling bank and credit card statements
Producing financial reports
The differences relate to number of transactions per month and the frequency with which we process the transactions.
In addition to our standard packages, we offer customized packages depending on your particular needs.
To purchase one of our standard packages, or to obtain a customized quote, click the "Inquire" button for the package you choose.
- You will be re-directed to our contact page where you can schedule a free discovery call.
- Upon scheduling an appointment, you will be re-directed to an information form which we ask you to complete in order for us to better understand how we can best serve your needs.
- After the discovery call, provided we are a good fit, we will provide you with 2-3 service options for you to choose from before we get to work.
- With Synergy, you will always know how much you are paying in advance.
Premium
For established businesses looking for accounts payable/bill pay services.
Starting at $1500/mo
- 250+ transactions monthly
- Weekly downloading and coding transactions
- Monthly reconciliation of bank and credit card statements (up to 6 total)
- Accrual based financials - MONTHLY
- Email/phone support
- Annual 1099 processing (up to 15 forms)
- Accounts Payable/Bill Pay services (semi-monthly)
- Tax Ready Financials
Growth
For established businesses with a higher volume of work, looking for continued growth.
Starting at $500/mo
- 100-250 transactions monthly
- Semi-monthly downloading and coding transactions
- Monthly reconciliation of bank and credit card statements (up to 4 total)
- Accrual based financials - MONTHLY
- Email/phone support
- Annual 1099 processing (up to 10 forms)
- Tax Ready Financials
Starter
For sole proprietors or small businesses needing simple, no frills, basic bookkeeping.
Starting at $200/mo
- Up to 100 transactions monthly
- Monthly downloading and coding transactions
- Monthly reconciliation of bank and credit card statements (up to 2 total)
- Accrual based financials - QUARTERLY
- Email support only
- Annual 1099 processing (up to 5 forms)
- Tax Ready Financials
HOAs
For HOAs we offer a range of options depending on your needs. Please click the "inquire" button below to schedule a call to discuss.
- Monthly downloading and coding transactions
- Monthly reconciliation of bank and credit card statements
- Accrual based financials - MONTHLY
- Various support options
- Annual 1099 processing
- Tax Ready Financials
- Optional attendance at board meetings
Additional Services We Offer
Catch up services - behind on your bookkeeping? We can customize a package for you based on your needs.
Software setup - We can help you set up your bookkeeping system
FREQUENTLY ASKED QUESTIONS
What services does Synergy offer?
Does Synergy offer tax preparation services?
Does Synergy offer entity formation services?
Does Synergy have a setup fee?
What's the best way to connect with Synergy?
The best way to contact us is to schedule a free discovery call using the button below.
This will direct you to complete our information form which will allow us to learn more about your business and what you need.
We will always work with you in mutually determining a price and service point that suits your needs.
Do you work with clients throughout the United States?
Yes! We offer both local and remote services.
Taking care of your books, so you can take care of your business.
Let us help you today!