Our Services

At Synergy Bookkeeping, we provide accurate, reliable, and stress-free bookkeeping solutions designed to meet the needs of businesses and nonprofits. Whether you’re just starting out, catching up, or looking to streamline your financial systems, we’re here to help.

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.

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.

👉 Learn More About Synergy Computing