We Offer Everything You Need To Take Charge Of Your Business Growth
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Setup and Conversion

We’ll setup a complete software solution to automate more than just your accounting.

Outsourced Accounting

Are you wasting your talents by paying bills, running payroll or reconciling bank accounts? We can help, starting right now.

Training and Support

Implementing industry best practices along with the right training and support will keep your numbers accurate and your team right on the money.

Virtual CFO and Advisory

Today’s small business landscape has become much more competitive, and financial stability is critical to ongoing operations.

CREATING YOUR CUSTOM AUTOMATED BACK OFFICE SOLUTION

We’ll setup a complete software solution to automate more than just your accounting.

XERO AND QUICKBOOKS ONLINE SETUP & CONVERSION
Your Business + Cloud Accounting = Less Headaches and More Growth

At Synergeant, we’ve been in the business of growing business for over a decade and we’re doing it with the latest in cloud technology. Whether you are converting to Xero or Quickbooks Online from a paper ledger, an Excel spreadsheet, Sage, Freshbooks or any other accounting system or you are looking to grow your business by solving some specific problems, we will ensure it’s done right. Trust us when we say, we’ve seen everything.
We use Xero and Quickbooks Online because they allow our clients to collaborate directly with us and provide a team approach to your accounting support. It also allows us to sync with hundreds of other business apps that supercharges your business by providing customized back office solutions for employee expenses, payroll, mileage tracking, time and attendance and much, much more. We take your business beyond charts of accounts and reports and automate most of your business processes regardless of the size of your business or what industry you’re in.
Your accounting team will setup your cloud accounting software but you will also get an eco-system of cloud solutions that all work together to allow you, your team, and ours to streamline your entire business process, not just your accounting.

Now we’re talking real time savings and business growth!

Synergeant has streamlined our client’s implementation into an easy 3 step process. Your implementation team will walk you through:

  1. Conference call to introduce you to your implementation team and learn your needs.
  2. We design a customized system to meet all your current needs and eliminate pain points in your current system then add any new functionality you would like to help your company grow faster.
  3. Once the system is ready to go, we move on to implementation, testing and training.

With our experience we can quickly assess your current accounting system, processes and procedures. Then, we can tell you what it will take to setup a perfect back office solution to help you grow your business. As your trusted advisors we will make suggestions for the perfect add-on apps and practices for your business and industry. Then we set it up, train you and your staff on assigned roles and how to get the most out of your new system. From there, we can provide you with the support you need as well as a long list of ongoing services we can provide to add ongoing value to your business. At the very least, you have an accountant that is dedicated to supporting you and your goals on your new system.
Are you ready to get started on your new accounting system and custom back office solution? Contact one of our Client Success Managers now by clicking the link below and scheduling your free consultation. They will learn your needs, determine exactly how we will help you and then what it will cost to get started.

Book You Free Consultation Today
The Benefits of Synergeant’s Accounting Services through the Cloud
Gain Visibility & Peace of Mind
  • Comprehensive online back office accounting support including accounts payable, accounts receivable, bookkeeping and everything in between.
  • System of authority to protect you against theft and fraud.
  • Timely, accurate, and meaningful financial information in real-time – get the information and advice you need to stay ahead of the game.
  • Your books are accessible anytime anywhere through your computer or mobile devices — wherever you have an internet connection — so what you see is what we see.
Leverage Your New Accounting Team
  • Complete list of services such as outsourced controllership, virtual CFO and our in-house full service budgeting and forecasting department that provides goal planning, advice, growth strategies other business consulting services.
  • Our team’s insights into high-level accounting ensures your advice is accurate on the accounting issues unique to your industry and situation.
Amazing Growth Potential
  • Access to a library of over 300 add-on partners (and growing) with Synergeant having the certified experience and knowledge to handle even the toughest integration projects.
  • Lower administrative, IT and staff costs will help you focus on your business – Synergeant’s team does all the work for you via the cloud.
Complete Support System
  • Full setup and conversion to your new system — Synergeant takes care of everything.
  • Create a truly paperless work environment
WITH THE RIGHT SUPPORT AT THE RIGHT TIME, EVERYTHING IS POSSIBLE

Implementing industry best practices along with the right training and support will keep your numbers accurate and your team right on the money.

GOING AT IT SOLO, BUT NEED A LITTLE SUPPORT?
Constant improvement is a great way to stay ahead of the game!

With the fast pace of today’s technology and the business landscape there are a lot of moving parts to keep up with. Xero and Quickbooks Online release hundreds of updates each year along with tons of new features and add-ons that can streamline and automate your accounting. It’s a lot to take in, but for Synergeant it means huge potential to continuously improve your accounting system. Even if you are reconciling your own books or have someone else doing it for you, Synergeant can still help keep your software and processes on the cutting edge. We may not be working with you monthly but we still want to be there to help you grow and achieve your long-term goals.
While we provide a long list of solutions for companies there are some popular solutions we can set up right away to get you growing faster and alleviate many common pain points and early struggles. If you decide these solutions aren’t right for you now, you can always revisit them later when you’re ready. Every solution comes with setup, training, and integration with your chosen cloud accounting platform for a flat fee. After that, we bundle the ongoing support into your monthly accounting package.
Unlike traditional desktop software, cloud accounting comes with a flexible and highly customizable eco-system of hundreds of add-ons so you’re never stuck with a system that doesn’t work the way you want. Evolving and growing your system is a lot less problematic when you have options and advice. Most importantly, there’s a lot of software platforms out there that promise results but can deliver. Synergeant’s expert team has tested the options and put together the best solutions in the industry. Leveraging the right software platform is critical because it’s the foundation for your empire. It can be costly and very time consuming to implement a software solution only to find out weeks or months down the road that it doesn’t quite fit your needs.
There’s no cookie cutters or molds that your company must squeeze into. Synergeant is here to provide the tools, best practices, and our time and resources to provide you with whatever level of support or outsourced ongoing services you need to achieve your dreams. You and your team are free to focus on producing results. Most importantly, you will have the information at your fingertips to run your business and the free time to make the most of it.
Our job is to be proactive about your business by feeling the pain before you do, so we can make suggestions when it makes sense. There are tools that every business can use to streamline their processes, and then there are industry and situation specific tools you can use if you have the need. Your dedicated accountant will help you find and adopt the tools you need when, and if, they make sense for your business.

Want us to tell you what we think you need and how we can help?

Constant improvement is a great way to stay ahead of the game!
Our Business Growth Program provides our clients with a seamless transition to a dedicated accountant that will provide you with:
  • Unlimited support to help you run your back office
  • Monthly review of Xero or Quickbooks Online reconciliations and any systems we have integrated
  • Monthly report publishing to our secure client vault
  • Lifetime access to your files via the client vault
  • Ongoing advice to help you improve your system and processes
  • The option to scale our services as it makes sense for your business
The important thing is our clients are never left feeling abandoned. At the very least, Synergeant guarantees you will have a dedicated resource to provide all the above for a flat monthly fee. However, most of our clients choose to have some level of additional services such as weekly account reconciliation and some level of CFO business advisory.
  • Bill entry, approval and payment automation (also known as a system of authority)
  • Payroll, time tracking, scheduling and HR support
  • Customer invoicing and payment solutions
  • Inventory, ERP and POS systems
  • Receipts and employee expense reporting
  • Project management and profitability tracking
LET US GIVE YOU BACK THE MOST PRECIOUS COMMODITY OF ALL TIME. TIME.

Are you wasting your talents by paying bills, running payroll or reconciling bank accounts? We can help, starting right now.

OUTSOURCE SOME OR ALL OF YOUR ACCOUNTING TASKS TO US
Dedicated Accounting Team Without the High Cost = Possibilities.

To our team, bookkeeping is more than just blindly reconciling the statements and running reports on a monthly basis. With cloud accounting through Xero and Quickbooks Online, a dedicated accountant can use the right processes and tools to provide a busy business owner with vital information to run their business. Customizable dashboards give you instant insight on how much cash you have on hand and what is coming in or going out, all from the convenience of your phone, tablet or computer. Your accounting team can get all your transactions reconciled on a weekly basis, or even more frequently if you desire. With the right processes and systems in place, we can do everything your business requires without having to burden our clients with paperwork or a ton of questions. You simply get the level of financial detail you need to grow your business.
We use Xero and Quickbooks Online because they allow our clients to collaborate directly with us and provide a team approach to your accounting support. It also allows us to sync with hundreds of other business apps that supercharges your business by providing customized back office solutions for employee expenses, payroll, mileage tracking, time and attendance and much, much more. We take your business beyond charts of accounts and reports and automate most of your business processes regardless of the size of your business or what industry you’re in.
Your dedicated accountant will provide the level of service and support you need to grow your business. You will also receive feedback, advice and meaningful management reports to support your decision making as your company evolves. We don’t like surprises when it comes to bills, so you tell us what you need and we’ll provide it for a flat monthly fee. You can always add or remove services as you require and we’ll adjust our fees as necessary.

Creating a real-time cloud based system allows you to collaborate with Synergeant’s accounting team as if they were your accounting department down the hall. Change the way you approach your business by removing the ambiguity and anxiety from your decision making. Enjoy working with a knowledgeable accounting staff that can bring meaningful information to your fingertips through a tried and true set of industry best practices and processes designed to work specifically for your benefit. The support and answers you need are always a phone call or email away.
When the time is right, we also have Virtual CFO’s and an extremely knowledgeable financial planning and analysis team as well as a full-service tax team to help you grow and keep you in compliance through the year.
At Synergeant, we’re all about scaling the right services at the right time to ensure your business always has the tools and resources it needs to keep growing and stay ahead of the competition. Having the right tools, team, processes and support all in one place and working collaboratively towards the right goals for your business is what sets Synergeant above the competition. We are obsessively client-centric. This is a comprehensive solution for you and your team that eliminates hours of wasted time and allows you to get the most out of having accurate and updated books. Are you ready to outsource your accounting and start getting real-time advice?

Our accounting team can automate and outsource:
Gain Visibility & Peace of Mind
Account reconciliations
  • Bill entry, approval and payment automation (also known as a system of authority)
  • Payroll, time tracking, scheduling and HR support
  • Sales & use tax filings
  • Customer invoicing, recurring billing
  • Mobile and recurring payment solutions
  • Inventory, ERP and POS systems
  • Receipts and employee expense reporting
  • Reconciling your books to third party systems such as POS, merchant services and ecommerce websites
  • Much, much more
Accounting is the Means to an End, Not the End Itself!
Putting the data in order and the processes in place is the most critical step to winning the game. There are huge benefits to having clean books that can be mined for information to help you supercharge your business’ strategies.
Some of the benefits to outsourcing your accounting to Synergeant:
  • An innovative approach to communication and transparency between your business and your accountant
  • More time to focus on what matters to you and your customers
  • Deeper understanding of what is happening in your business while it’s happening and not months later
    • What bills are coming due?
    • What credit card debts are climbing?
    • Where and what is your staff working on?
    • Are you charging enough for your products and services?
    • Are you competitive on an industry standard?
    • How much money did your company spend on “XYZ” last week, month, quarter or year?
    • How are your R&D expenses looking? Compared to the budget?
  • Spend more time looking at the past so you can predict the future
  • Sleep better at night by uncovering the unknown
  • Take a proactive approach by seeking questions to complex accounting issues before they become a problem instead of making a scramble to undo the past at the end of the year
DON’T HIRE A CFO – OUTSOURCE TO ONE

This is a comprehensive financial solution for small, medium, and large to enterprise sized businesses. This is as serious as we get.

Your quote is not an estimate. We learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees.

We price weekly so as to be treated as a member of your team, not simply another vendor you work with. Your employees won’t increase their rates like a vendor might, and neither will we. We’re not a traditional accountant that you see once per quarter or once per year. We’re an extension of your team!

*During onboarding, our team works hard to get caught up with your existing processes. We’re looking at your past books, we’re building a forecasting model and set of KPIs, and we’re doing an audit of your financial statements / chart of accounts to make sure we’re all on the same page and getting started on the right foot. Due to increased man hours those first few weeks, our published fees are 2X during each level’s respective onboarding period.

How does it work?

The relationship works best if we are part of your weekly director meeting. We often provide a 15-minute cash update or set aside time to chat about the company’s finances. Joining these regular meetings with your directors also gives us get a good understanding of your company and culture, and helps us stay up-to-date on current events.

After an initial onboarding period, here’s what a typical month could look like:

  • WEEK ONE – invoicing meeting
  • WEEK TWO – books are closed + forecasting meeting + financials/KPIs
  • WEEK THREE – follow-up projects
  • WEEK FOUR – follow-up projects

We are always available anytime during the month for questions, calls, impromptu meetings, etc. We find that this schedule works best for most clients, but it is definitely tailored to fit each client.

Also, if we are paying bills as part of the engagement, we will meet weekly for about 15-30 minutes to go over cash flow for the next 2 to 6 weeks. This is generally conducted with an individual team member, not the entire director team.

The Virtual CFO Looks Like This:
  • Financial Statements
  • Individual Tax Return
  • Business Tax Return
  • Tax Planning
  • Email Support
  • Phone Support
  • Virtual Meetings
  • Accounts Receivable
  • Cashflow Management
  • 12 Month Forecasting
  • Bank Relationships
  • KPIs (Key Performance Indicators)
  • Custom Compensation
  • Director Meetings
What Pricing Tier Is Right For Me?
  • Solopreneur
  • Partnership
  • Steady Operation
  • Local Success Story
  • Managed Organization
  • Mature Company
  • Corporate Player

Solopreneurs and Partnerships – Let us handle your yearly tax returns.

Steady Operation – At this point, we’re not just assisting you with tax returns, but also with more strategic planning. We’re not just a team of bookkeepers and accountants. We’re experts in laying a solid financial foundation to help your business accelerate.

Local Success Story, Managed Organization, Mature Company – At this point, we’re handling your accounts payable and receivable, and we’re getting into much more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

Corporate Player –

When you get to this point, our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time, staffed CFO.

Self-Service and Outsourced Accounting Packages

Are you struggling to achieve your business goals, grow your business, or have the time to enjoy life?

You’re not alone and this is a common and recurring problem among small business owners and entrepreneurs! We understand what your company means to you and that every company’s needs are different because we specialize in solving your problem with a customized bookkeeping package made just for you. Regardless of what level of bookkeeping support your company is ready for, whether it’s bank and credit card reconciliations, a complete system and process overhaul or you simply need a go-to source for support & questions on a regular basis; we’ve got you covered.

Our Success in Business Growth Program includes monthly reviews of your Xero or Quickbooks Online accounts, reconciliation check-up service, report publishing, and unlimited phone & email support. Our customizable monthly support packages can also include other services you need to solve your biggest problems such as bill pay, payroll, expense reporting, and much more. You can have whatever services make sense for your business and only pay for what you need, when you need it. To ensure your success, your dedicated accounting team also includes a complimentary subscription to The Accounting Revolution which is a guided business growth program designed from the ground up to give you the tools and training you need to achieve your financial freedom goals and start asking the right questions about your financials! We don’t like surprises when it comes to bills, so that’s why all our packages are fixed with a monthly price. That mean no surprises for you, either.