At Synergy Bookkeeping, we help service-based businesses, nonprofits, and MSPs gain clarity and confidence through organized, accurate bookkeeping.
Based in Santa Barbara and serving clients nationwide, we specialize in remote bookkeeping, QuickBooks cleanup, and ongoing monthly financial support designed to help business owners stay informed, organized, and focused on growth.
As a Certified QuickBooks ProAdvisor — and as business owners ourselves — we understand how overwhelming messy books and unclear financials can become when you’re busy running an organization.Why Clients Choose Us
✔ Accurate, organized bookkeeping every month
✔ Certified QuickBooks ProAdvisor expertise
✔ QuickBooks setup and cleanup support
✔ Experience supporting service-based businesses and nonprofits
✔ Remote bookkeeping support for clients nationwide
✔ Real-world operational business experience
👉 Ready to simplify your bookkeeping? Let’s talk about how Synergy Bookkeeping can help your business or nonprofit thrive.
Looking for more than bookkeeping? Our sister company, Synergy Computing, Inc., provides managed IT services and cybersecurity solutions for businesses nationwide — helping organizations stay supported both financially and technologically.
About Synergy Bookkeeping
Scott M. Phillips
Founder, Synergy Bookkeeping
With over 30 years of experience in business and technology, I founded Synergy Bookkeeping to help businesses, nonprofits, and MSPs gain clarity through organized, reliable bookkeeping and QuickBooks support.
As a Certified QuickBooks ProAdvisor — and as the owner of an MSP myself — I understand how quickly bookkeeping can become overwhelming when business owners are focused on serving clients, managing operations, and growing their organizations.
My approach is practical, responsive, and built around helping clients feel more confident in their numbers and financial visibility.
I’m also a Past District Governor of Rotary District 5240 and Past President of the Rotary Club of Goleta Noontime, bringing the same values of service, trust, and long-term relationships to my work with clients nationwide.
Our Mission
At Synergy Bookkeeping, our mission is to help businesses and nonprofits gain clarity and confidence through organized, accurate bookkeeping and reliable financial support. We help clients stay informed, financially organized, and focused on running and growing their organizations.
Our Core Values
Accuracy → Every transaction matters. We believe reliable financials start with clean, accurate books.
Integrity → Trust is at the heart of bookkeeping. We operate with honesty, professionalism, and transparency in everything we do.
Clarity → Financial reports should support decision-making — not create confusion. We help clients better understand the numbers behind their business.
Service → Responsive, dependable support matters. We aim to become a trusted long-term resource for every client we serve.
Community → We believe strong businesses and nonprofits strengthen communities. We’re committed to supporting the organizations and people we work with locally and nationwide.
“Scott methodically worked through the books, corrected entries, reconciled the accounts, and helped rebuild clear and accurate financial reports. What felt overwhelming to us was clearly something Scott handles regularly.
His knowledge of QuickBooks, attention to detail, and patience made the entire process much easier. If you need help with QuickBooks cleanup, reconciliations, or fixing messy books, I highly recommend Scott and Synergy Bookkeeping.”
What Clients Say About Working With Scott
“Scott made an immediate impact and gave us clarity around our finances.”
Get in Touch
Have questions or want to explore how we can help your business or nonprofit? Fill out the form, and we’ll follow up with you shortly.