Professional Bookkeeping Services for Small Businesses and Nonprofits
Managing your books shouldn’t feel overwhelming. At Synergy Bookkeeping, we provide accurate, reliable, and stress-free bookkeeping solutions tailored to your needs. Whether you’re a growing small business or a mission-driven nonprofit, we help you stay compliant, tax-ready, and focused on what matters most — running your organization with clarity and confidence.
Core Services
Monthly Bookkeeping
Stay on top of your finances with dependable monthly bookkeeping. We handle transaction entry, categorization, and reconciliations so your records are always current, audit-ready, and accurate. You’ll have peace of mind knowing your books are in order every month.
QuickBooks Setup & Cleanup
Whether you’re starting fresh or dealing with years of disorganized records, we’ll set up or clean up your QuickBooks account. From configuring your chart of accounts to correcting errors in past entries, we ensure your system is accurate, streamlined, and ready for growth.
Nonprofit Bookkeeping Support
Nonprofits have unique accounting needs, and we understand the importance of transparency and compliance. We provide specialized support for donor tracking, grant reporting, and board reporting, so you can stay focused on advancing your mission while we keep the books in order.
Payroll
Managing payroll can be time-consuming and stressful. We take care of payroll processing, ensuring employees are paid correctly, taxes are filed on time, and your data is kept secure and confidential.
Bank Reconciliation
We carefully compare your bank and credit card statements with your accounting records every month to ensure every transaction is accounted for. This essential process provides accuracy, fraud detection, and real-time visibility into your cash flow.
Financial Statement Preparation
Go beyond the numbers with timely and accurate financial reports. We provide monthly balance sheets, income statements, and cash flow statements that give you a clear financial picture and actionable insights to support decision-making.
Additional Services
Accounts Receivable (AR)
Make sure you get paid on time. We manage invoicing and payments to accelerate cash flow, reduce bad debt, and strengthen customer relationships.
Accounts Payable (AP)
Take the stress out of paying bills. We streamline your payables process, maintain strong vendor relationships, and improve financial control and security.
Clean-Ups
Is your bookkeeping messy or inconsistent? We’ll meticulously review your past records to uncover errors, fix inaccuracies, and prepare you for a clean start.
Catch-Ups
If your books have fallen behind, we can bring everything current. Whether it’s weeks, months, or years of records, our catch-up service gives you accurate financials and peace of mind.
Industries We Serve
While our services are designed for all small businesses, we specialize in supporting professional service firms and mission-driven organizations that value accuracy, compliance, and clarity in their financial reporting.
⚖️ Law Firms & Legal Practices
From trust accounting (IOLTA) to retainer tracking, we help attorneys stay compliant and audit-ready.
🎯 Consultants & Agencies
For creative agencies, marketing firms, and consultants, we streamline invoicing, expenses, and profitability tracking.
💙 Nonprofits
We support donor tracking, grant reporting, and board-ready financial statements for growing nonprofits.
🩺 Medical & Dental Practices
We handle payroll, vendor expenses, and financial reporting so healthcare providers can focus on patient care—not paperwork.
🤝 Service Clubs & Member Organizations
We provide transparent bookkeeping and financial handoff support for volunteer-led organizations, ensuring trust, stewardship, and smooth leadership transitions.
📎 Professional Services
Coaches, architects, therapists, and other service-based businesses rely on us for clarity and peace of mind.
Serving Businesses Across California & Beyond
While we proudly serve clients nationwide, we also support businesses throughout California — including Los Angeles, San Diego, Orange County, and the Inland Empire — with fully remote, professional bookkeeping services tailored to service-based industries.
👉 Learn more about our bookkeeping services in Los Angeles, CA
👉 Learn more about our bookkeeping services in San Diego, CA
👉 Explore bookkeeping services in Orange County
👉 Bookkeeping for the Inland Empire
👉 Bay Area bookkeeping services
Ready to Simplify Your Bookkeeping?
Whether you need ongoing monthly support or help with a one-time project, Synergy Bookkeeping has the expertise to handle it.
👉 Contact Us Today
Need IT or Cybersecurity Support?
At Synergy, we know finances and technology often go hand in hand. That’s why many of our bookkeeping clients also trust our sister company, Synergy Computing, Inc., for managed IT services and cybersecurity solutions. From protecting sensitive financial data to keeping your systems running smoothly, Synergy Computing provides secure, reliable, and responsive tech support.