Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.



Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

> General ledger & financial statement preparation
> Bookkeeping (Monthly/Quarterly/Annual)
> Accounting system setup for new businesses
> Computerized payroll services
> Business tax return preparation (Sales & Use/Business Property)
> Personal financial statements
> Litigation support

Interim & Part-Time CFO/Controller

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or Controller. If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO and Controller services gives you a professional financial manager who works with you to help guide your business to success. The cost of hiring a full-time CFO or Controller can be a significant cost with base pay plus bonuses and benefits. Our Part-Time CFO and Controller services provides you with experienced support for only the services and time that you need and at small fraction of that cost.
Many smaller companies do not need (and cannot afford) a full time senior financial manager. Having said that, the talent, tools and perspective of a senior financial manager can be invaluable to an organization, particularly a small business with a limited amount of capital and liquidity. That is where Synergy Financial Services CPA can help. Our seasoned staff has extensive experience as a CPA, CFO and business manager. Hire him to:
> Analyze your cash flow and liquidity needs
> Prepare/review your financial forecasts and budgets
> Tackle special projects when your team is short-handed
> Fill a vacant CFO or controller position while you search for the right candidate to fill the position
> Review your monthly financial statements for problems, challenges or opportunities

The answer should not be all or nothing; nearly every business would benefit from a senior financial manager. Oftentimes, what a person like this will save you in terms of improved profitability reduced financing costs and stronger liquidity will be many times the actual cost of the service. "Rent" our CFO by the hour, day or week (at a reduced rate on longer assignments), you will be glad you did. Call us for a free consultation regarding the benefits of this unique service.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.




Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all two levels of assurance:

> Review - some analytical procedures conducted with limited assurance
> Compilation - based upon client information provided and used primarily for internal use.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.