At Synergy Bookkeeping, we make bookkeeping simple, accurate, and stress-free. Based in Santa Barbara and serving clients nationwide, we provide reliable remote bookkeeping for businesses and nonprofits. As a Certified QuickBooks ProAdvisor, we bring clarity and confidence to your financial records so you can focus on growing your organization.

Why Clients Choose Us

We’re committed to providing bookkeeping that’s accurate, dependable, and tailored to your needs.

  • Reliable, accurate bookkeeping every month

  • Certified QuickBooks ProAdvisor expertise

  • Specialized nonprofit support

  • Serving clients locally and nationwide

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 trusted by businesses nationwide. Together, we offer secure, reliable support for both your finances and your technology.

About Synergy Bookkeeping

Intuit QuickBooks ProAdvisor Gold badge with two stars.
Professional headshot of Scott Phillips wearing a black suit, white shirt, and blue tie with a Rotary International pin on lapel against a blurred blue background.

Scott M. Phillips
Founder, Synergy Bookkeeping

With over 30 years of experience in business and technology, I founded Synergy Bookkeeping to help businesses and nonprofits simplify their finances. As a Certified QuickBooks ProAdvisor, I provide accurate, reliable, and stress-free bookkeeping so clients can focus on what matters most — growing their organization. I’m also a Past District Governor of Rotary District 5240 and an active member and Past President of the Rotary Club of Goleta Noontime, bringing the same values of service, trust, and community to my work with clients nationwide. Let’s connect on LinkedIn.

Intuit QuickBooks Level 1 ProAdvisor certification badge.
Badge indicating Intuit QuickBooks Level 2 certification for ProAdvisor, certified by Intuit.
A badge with the Intel logo at the top, the words 'Certified' and 'ProAdvisor' in the middle, and a blue banner labeled 'QuickBooks Payroll' across the middle.
Badge indicating Intel certification for QuickBooks Desktop ProAdvisor.
Certification badge for Intuit QuickBooks Desktop Enterprise ProAdvisor program.
A badge with the word 'INTUIT' at the top, 'Trained' in the middle, and a green banner reading 'Bookkeeper' at the bottom.

Our Mission

At Synergy Bookkeeping, our mission is to simplify bookkeeping for businesses and nonprofits with accuracy, integrity, and clarity. We provide reliable, stress-free financial support so our clients can focus on growing their organizations and serving their communities.

Our Core Values

Accuracy → Every transaction matters. We deliver precise, audit-ready books.

Integrity → Trust is at the heart of bookkeeping. We uphold the highest ethical standards in everything we do.

Clarity → We make complex financial data simple, actionable, and easy to understand.

Service → We go beyond the numbers, providing responsive support that helps clients thrive.

Community → We believe in giving back and supporting the communities we serve, both locally and nationwide.

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.