Our Services
Expert financial and consulting solutions.
Compliance Accounting Services (CAS)
Just starting out? Receipts sitting in a box, or you simply don't know where to begin? Allow us to get your books and records in order. Yes, even if they are a mess. Let us work with your CPA to get ready for taxes. The tax man always cometh....
Strategic Business Consulting
Invisible/Outdated SOPs or Work Instructions?
Believe it or not, your employees hate inefficient, undocumented processes more than you do. This is the sign you've been waiting for: Get your existing processes created or updated. You know it needs to be done, let Synergy Advisory do it for you.
Inefficient/Outdated Processes?
Do you still manually perform processes that can be automated? Do new employees constantly ask "Why do you do it this way? Why not just...." In most cases, your employees can see changes that need to be made. Shouldn't you just be able to ask the team????
Complex Business Problems?
Let's work together to come up with business solutions that allow you the freedom to focus on your business.
Fractional CFO Services
Optimize processes to enhance efficiency. You're looking for someone embeded in your business for real-time finacial insights into your organization.
Here, we provide comprehensive back office accounting support.
YOU ARE READY for this next step.
You didn’t come this far to stop!
Let us help accelerate your business' growth!
FAQs
What is a Fractional CFO?
A fractional CFO provides part-time financial leadership for businesses. Since being part-time, business leaders find this is a cost effective way to get the expertise and leadership. We provide "white glove" service to our clients for CEOs to fully understand the financial impact to business operations.
What services do you offer?
We offer Fractional CFO services, CAS, and strategic business consulting.
Who are your clients?
We serve medium-sized companies with $1M in annual revenue. At this growth phase, businesses realize that processes must change to sustain sales.
This is where we come to deliver proven results to drive operational efficiencies.
Industries include:
Your business's industry
Real Estate
Cannabis
Digital Marketing
Personal
Trusts
What is CAS?
CAS provides the services you've come to expect: Bookkeeping, Accounting, Payroll, Financial Services etc. with ongoing finanical preparation support and stragtic advice.