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Invisible/Outdated SOPs or Work Instructions?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Inefficient/Outdated Processes?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 embedded in your business for real-time financial insights into your organization.

Here, we provide comprehensive back office accounting solutions.

YOU ARE READY for this next step.

You didn’t come this far to stop!

Let us help accelerate your business' growth!

Let's get to work!

FAQs

What is a Fractional CFO?

A fractional CFO provides part-time financial leadership for businesses. Because it is a part-time role, 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:

Real Estate

Cannabis

Digital Marketing

Personal

Trusts

What is CAS?

Compliance Accounting Services (CAS) provides the services you've come to expect: Bookkeeping, Accounting, Payroll, Financial Services etc. with ongoing financial preparation support and strategic advice.