Small and Mid-Sized Companies

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Strategic, Proactive Accounting to Help Small & Mid-Size Businesses Secure Their Financial Future

From years of experience partnering with businesses of all sizes, we know that financial health is key to long-term success. That’s why it’s our mission to empower business owners with accurate data and strategic advice so they can make decisions that help them thrive not just now but in years to come.

Do some of these thoughts cross your mind when you think about your business?

Fears of your business crumbling are keeping you up at night…

… Competition is fierce, and you see struggling businesses all around you. If you don’t keep your edge, you could lose everything you’ve worked so hard for. 


You see competitors growing, but your business is at a standstill…

You can’t seem to get the cash flow you need to level-up. You know that if you don’t start moving soon, you’re in real danger of being left behind


You can’t seem to get the data you need to make plans for the future…

You’re frustrated by complicated, confusing data that doesn’t let you see the big picture and make informed business decisions.


Your staff is overwhelmed by financial tasks…

...They’re not qualified and they don’t have the time to keep tabs on the numbers. You worry that you’re making vital decisions with inaccurate data. 


You feel in the dark when it comes to ever-changing regulations…

…It feels impossible to keep up, and you know that non-compliance could devastate your business’s finances and reputation.


Worrying about numbers means you’re neglecting what matters most…

…You know you should be focusing on your product or service and customer satisfaction so that you can secure your business’s long-term future.


With Accurate Data & Proactive Guidance, We Can Give You Peace of Mind Over Your Business’s Financial Health

Our experience of working with small and mid-sized businesses means we’re all too familiar with the headaches you have as a business owner. The good news is, it really doesn’t need to be so stressful. When you partner with us, you can relax knowing that your business’s financial health is being properly taken care of. 


We Give You More Time

As a business owner, you have a lot on your plate. But when we take care of your numbers, you free up time to invest in things that actually help your business grow. More energy for refining your product or service, attracting new customers, and making big plans means you can build towards your future success.


We Give You Confidence in Your Data

We believe the best way to empower business owners is to arm them with accurate and easy to understand data. By giving you reliable numbers and ensuring you’re complying with regulations, we take the pressure off unqualified staff and provide you with confidence.

We Know Your Business Is Unique

We celebrate the fact that each business is unique. We don’t believe in a ‘one-size-fits-all’ approach to accounting, which is why we really take the time to understand you and your business. Our customizable packages give you a targeted service that focuses on your unique challenges, goals and business vision.

A Specialist Three-Step Process Designed to Get Results

Diagnose, prescribe, administer. Our rigorous process will get to the heart of what’s holding your business back. We’ll look into those niggling problems that cause you daily frustration and bring into focus the potential issues you might not even know about. Because we know that your business is unique, we target our process on your specific needs and ambitions. The outcome? A personalized plan to help you increase cash flow, maintain your competitive edge, and make big plans for the future.

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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