Bookkeeping for Professional Service Providers
For coaches, therapists, architects, and service professionals who need financial clarity—without spreadsheets.
If your business depends on your expertise, then your time is your most valuable asset. But too many service professionals find themselves buried in bookkeeping tasks—categorizing expenses, tracking income, and stressing over taxes—long after the workday ends.
At Synergy Bookkeeping, we partner with coaches, therapists, architects, and other service-based professionals to provide clean, reliable monthly bookkeeping that supports predictable income, confident decisions, and long-term business stability.
Who We Serve
🔹 Business & Executive Coaches
🔹 Therapists & Counselors
🔹 Architects & Independent Designers
🔹 Creative & Personal Service Providers
🔹 Solo and Partnership-Based Practices
Why Professionals Trust Synergy Bookkeeping
💬 Focus on Your Clients—Not Your Books
Stop losing evenings to invoices and categorizing expenses. We handle the financial details so you can stay client-focused.
📈 Clarity on Profit & Cash Flow
Know exactly how much you’re earning after expenses, and plan confidently for growth, hiring, or scaling back.
🧾 Tax-Ready Financials, Every Month
No more year-end chaos. We keep your books organized for your CPA—so tax season becomes routine, not panic.
☁️ Secure, Remote Support
Everything is cloud-based, accessible, and professionally managed—without ever stepping into your office.
The Risk of DIY Bookkeeping
Most service professionals think, “I’ll just do it myself.”
But DIY bookkeeping leads to:
❗ Confusion around real income vs. revenue
❗ Missed write-offs and tax deductions
❗ Financial blind spots and underpricing
❗ Stress that follows you home at night
“If your clients trust you for expertise, why trust your books to guesswork?”
Our Monthly Bookkeeping Include:
✔ Bank and Credit Card Reconciliation
✔ Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)
✔ Income Tracking by Client or Service
✔ Expense Categorization & Deduction Support
✔ Coordination with Your CPA for Tax Filings
A Partner Who Understands Professional Services
With over 30 years in business and technology, we understand the realities of running a practice: fluctuating income, client cycles, and the pressure of doing it all yourself.
We don’t just keep your books—we strengthen your business foundation.
Ready to Focus on the Work You Love?
Let us remove the burden of bookkeeping so you can focus on delivering results, not reconciling transactions.