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What We Do

Client Advisory Services

Free up time and money to focus on what matters with full-service bookkeeping, cleanup, and financial reporting...

Learn more about bookkeeping.

Controllership Services

Confidently reach your goals with our budget prep, financial analysis, due diligence audit support, and CFO services...

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Process Automation

Automate, scale, and maximize efficiency with our accounting software setup, implementation, and optimization services...

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Who We Serve

Search Funds and Entrepreneurship Through Acquisition (ETA)

Your deal is done! With outsourced accounting services and controllership, you can get the help you need when you need it without paying for a full-time resource.

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SAAS

Tech startups need robust, flexible, and scalable accounting systems. We create the best practices they need.

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Service-based

We help startups, small businesses, and solopreneurs with bookkeeping solutions to simplify their lives.

Learn more about service-based businesses.

Reviews

What our clients are saying!

five stars

"I have had lots of bookkeepers over the last 8 years and Synergist has been the best to date. The owner Gina runs a tight ship and is always there to answer questions for me. Her team of bookkeepers have been amazing to work with on a daily basis. Emily and Remily are wonderful bookkeepers on Gina's team. I highly recommend Synergist."

five stars

"Synergist Accounting is professional, positive, knowledgeable, and all-around vital to our business running smoothly. Remily is amazing, and always responsive to our needs. Its wonderful to deal with a company that truly cares about their clients' success."

five stars

"We’ve had a great experience working with Synergist. Very knowledgeable team and always available to answer questions. Have been working with this company for 6 years and highly recommend their services. "

Our ideal client relationship is a small to mid-size company rooted in its values of compassion, social-consciousness, and person development

Much like a synergist muscle... we come together and become greater than we were apart. Our team acts as a stabilizing foundation that allows our clients to grow and pivot in ways that most align with their vision of a soul-fulfilling business.

Our vision of the client relationship is one of harmonious collaboration, impactful contributions, and fulfilling financial growth.

Synergist quote

Who We Partner With