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Who We Are
With care and compassion, we take the stress out of financial compliance, creating efficiencies and empowering you with financial coaching so that you can focus on the heart of your business.
What We Do
- Create—We create efficient processes so you are free to focus on the heart of your business.
- Compliance—We believe compliance is the foundation to bookkeeping.
- Consulting—We believe there is more to compliance…we can handle your growing transition through financial reviews and coaching.
How We Do It
- Care—We truly care about you and your success.
- Compassion—We approach our work with compassion…we understand there is uncertainty, risk, and emotional exposure in opening up your finances, naming your challenges and successes.
- Connection—We value connection…we value relationship over process.
Reviews
What our client's are saying!
"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."
"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. "
"Gina has been very helpful with Xero and Gusto. She is great at the integration of these two products. I also appreciate her communication, whether through text or e-mail, I know she will get back to me and help me manage the aspects of my business that I feel least confident about."
