Our Proven Process Bridges the Gap Between Where Your Business is and Where You Want it to Be

Take the First Step & Get Your Free Financial Wellness Consultation
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A Specialized Three-Step Process Designed To Get Results

Diagnose. Prescribe. Administer. The goal of our D.N.A process is simple - to identify your financial frustrations and remedy them. Whether you are looking to secure your business's current financial health or use your numbers to plan your next business move, our approach is rigorous, results-driven, and always focused on your goals. 

Let us help you:

  • Increase your client base
  • Lower your overhead or operating cost
  • Strengthen productivity
  • See the big picture and figure out a roadmap for growth
  • Make your next business move with confidence
  • Create extra time to concentrate on your business and customers

Step 1


Our Free Financial Wellness Consultation will help us understand you and your business inside-out. We will investigate those trivial issues that cause you daily frustration and bring into focus the potential problems you might not even know about. Translating your numbers into insight is the first step towards securing your financial health. 

Step 2

Niche-Prescribed Packages

Next, we will prescribe you a targeted, tailored service package. Your business or service is unique, so we know that a ‘one-size-fits-all’ solution just won’t cut it. Our niche packages can be fully customized with add-on services. Because we take the time to understand your business, your prescription will be a perfect fit for your specific challenges, needs, and goals.

Step 3

Administer Results

Our ultimate goal is to get you measurable results that truly make a difference. We deliver your niche-prescribed package and show you how outsourced accounting services can transform your business. With better data and expert guidance, you’ll feel confident in your finances, be best-placed to make big plans for the future, and can focus on doing what you do best - getting an exceptional product or service to your customers. 

Ready to Start? Get Your Free Financial Wellness Consultation Today

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At Synergy, We Offer High-Quality Guidance That Makes a Consistently Positive Impact For Our Happy Clients

But Don’t Just Take Our Word For It...

“Synergy Accounting Services is a warm, responsive and attentive source of expert accounting knowledge which has helped our company transition from start-up to thriving small business. Through a personalised service and excellent response times, we feel like a priority to Synergy, no matter the size and scope of our needs.”

– Jena Crable, Director of Operations Cradle Systems (Washington, DC)

“Our company has been using Synergy’s services for a couple of years now. We have found Lakia to be timely, trustworthy and conscientious with all her work. She was hired as a bookkeeper, but we received a lot more in advice and services”

– Chris Holcomb, Owner Heritage Financial Advisors LLC

“It is difficult to place a value on how much Synergy Accounting has helped my partners and I. Not only did they do a professional job for us, but the budgeting and forecasting they provided was superb. I know exactly who I will contact when accounting needs to be outsourced, and you should do the same.”

– Dominic Phelps, Owner and Managing Partner, Phelps Realty Group
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