
Synergy Accounting Solutions
About
At Synergy Accounting Solutions we are remote accountants and consultants and we work collectively with our clients to provide quality outsourced accounting solutions for small business owners and non-profit organizations. It is our goal to cultivate, motivate and inspire our clients into successful business owners. We believe a healthy business is the foundation of a successful business. The 1st key to a healthy and successful business is to have well maintained accounting records that are prepared, reviewed and utilized in a timely manner allowing us to help our clients make smart business decisions.
Meeting new people and providing excellent service to make our clients happy.
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Frequently asked questions
What is your typical process for working with a new customer?
Free 30 minute video or phone consultation to gather information about the clients company and what servies they need and explain to customer what our company can do for them. We emphasize business health and we work the client to determine where they are financially and where they would like to be.
We love our clients and work in synergy with them to acheive their goals.
What education and/or training do you have that relates to your work?
Bachelors degree in Accounting
Active California Certified Public Accountant
Do you have a standard pricing system for your services? If so, please share the details here.
We provide quotes based on the services the need of the client.
What types of customers have you worked with?
We work with Small Business clients and Non-profit organizations. We also service individual tax services.
What advice would you give a customer looking to hire a pro in your area of expertise?
Have a conversation with the CPA and determine if you both are a great fit.