
Synergy helps small- and mid-sized businesses stay organized with accurate bookkeeping, reliable payroll, and simplified back-office operations.
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If you’re catching up on your books, growing your team, or tightening your internal systems, we bring clarity and structure to every part of your financial workflow.
We also partner with CPAs, attorneys, and fractional CFOs who want a trusted and professional back-office resource for their clients.

What We Do

Who We Serve
Small & Mid-Sized Businesses (SMBs): Owner-led companies, usually 5–50 employees, needing consistent bookkeeping, payroll, or operational support.
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Industries include: service-based businesses · hospitality · wine industry · retail · real estate · consulting firms · nonprofits
CPA Firms: We prepare clean, accurate, tax-ready books for your clients, reducing your workload and increasing efficiency.
Law Firms: Support for clients navigating entity formation, divorce, estates, compliance, or M&A.
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Fractional CFOs & HR Consultants: We keep the financial and operational systems clean so you can focus on strategy.
WHY CHOOSE SYNERGY?
OUTCOMES
WE DELIVER
Accuracy & Integrity — Your numbers and data matter.
Efficiency Through Systems — Streamlined workflows lead to predictable results.
Partnership — We act as an extension of your business.
Confidentiality — Secure processes protect sensitive information.
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Monthly close time reduced by up to 60%
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Cleaner books & better financial visibility
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Reduced compliance risk
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Faster onboarding & hiring
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Fewer operational bottlenecks
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Better strategic decision-making
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