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How to build your Financial Dream Team
Download the eBook about How to build your Financial Dream TeamWho We Serve
Service-based
We help startups, small businesses, and solopreneurs with bookkeeping solutions to simplify their lives.
SAAS
Tech startups need robust, flexible, and scalable accounting systems. We create the best practices they need.
Private Equity Firms
Your deal is done! With outsourced accounting services and controllership, you can get the help you need when you need it without paying for a full-time resource.
Reviews
What our clients are saying!
"I have had lots of bookkeepers over the last 8 years and Synergist has been the best to date. The owner Gina runs a tight ship and is always there to answer questions for me. Her team of bookkeepers have been amazing to work with on a daily basis. Emily and Remily are wonderful bookkeepers on Gina's team. I highly recommend Synergist."
"Synergist Accounting is professional, positive, knowledgeable, and all-around vital to our business running smoothly. Remily is amazing, and always responsive to our needs. Its wonderful to deal with a company that truly cares about their clients' success."
"We’ve had a great experience working with Synergist. Very knowledgeable team and always available to answer questions. Have been working with this company for 6 years and highly recommend their services. "
Our ideal client relationship is a small to mid-size company rooted in its values of compassion, social-consciousness, and person development
Much like a synergist muscle... we come together and become greater than we were apart. Our team acts as a stabilizing foundation that allows our clients to grow and pivot in ways that most align with their vision of a soul-fulfilling business.
Our vision of the client relationship is one of harmonious collaboration, impactful contributions, and fulfilling financial growth.
Who We Partner With
