About Us

Our Process

If you're a new client and want to know what typical engagement with SYNERGY BOOKKEEPING looks like, we've outlined a step-by-step process below. This way you'll know exactly what to expect.

Step 1 — Get Things Started

We meet, get to know one another, and learn about your practice or company. Specifically, how you make money, your ongoing costs, the software systems you utilize, your immediate demands, and your long-term objectives.

Step 2 — Gather The Details

We can make sure our knowledge is accurate by looking over your accounting records. This enables us to identify any areas that should be improved to better serve your present needs and, eventually, achieve your long-term objectives.

Step 3 — Customize Your Solution

Now that we have outlined a solution, we can tailor it to your specific field of business. We will guide you through each phase of the services that will be offered during this process, communicate timetables, and determine the most effective ways to satisfy your needs. To keep you organized, we will also give you written materials like templates and checklists.

Step 4 — Get Things On Paper

At this time, we'll offer you an engagement letter. This outlines the terms of the services we will provide for you, an estimated price, and what we will require from you. This makes it simpler for us to constantly remain in sync.

Step 5 — Deliver

By staying in communication and working together, we move forward and deliver what is promised to you.

Step 6 — Keep You Engaged
Communication is key. We will keep you informed of changes to, opportunities, or better ways of doing business, as they come to our attention.

We are dedicated to helping small businesses and individuals with bookkeeping, data entry, and organizing files on your computer so you will find those invoices or customer documents that you forgot where you saved them. Also, we can help you organize those piles of papers and declutter your office so you can stay on top of your finances.