Services

Our packages meet the needs of most small / mid-size companies.

Upgrade any of the plans below to the Rx version, designed especially for Healthcare Practices.

 What’s Included?
BOOKKEEPER
CONTROLLER
CFO
Bookkeeping Monthly Weekly Weekly
Monthly Financial Reporting Package X X X
Payroll Services X X X
Unlimited e-mail and phone support X X X
Physician Compensation & Productivity Analysis  RX Plan Only RX Plan Only RX Plan Only
Synergy Accounting Business Intelligence Reporting X RX Plan Only RX Plan Only
Monthly Cash Flow Projection X X
Monthly Financial Forecasting & Projection X X
Annual Budget X X
Monthly Key Performance Indicators Reporting X
Strategic Financial Consulting
(Expansion, Relocation, Acquisitions, Growth Analysis, Cost Benefit Analysis, Revenue Opportunities, Banking and Financial Debt Equity Reporting)
X

Bookkeeper Plan

Bookkeeper Plan

Our bookkeeping package handles the day-to-day transactions so you can have trusted data to make business decisions.

Get started with…

  • Bookkeeping (Monthly)
  • Monthly Financial Reporting Package
  • Payroll Services
  • Includes unlimited e-mail support (no phone)
  • Physician Compensation & Productivity Analysis (Rx PLAN ONLY)
Plan details »

Controller Plan

Controller Plan

Our Controller services offer the sound financial analysis that businesses and healthcare practices need in order to grow.

Includes services in the Bookkeeper Plan and adds on….

  • Business Intelligence Reporting (exclusive to Synergy Accounting – Rx PLAN ONLY)
  • Monthly Cash Flow Projection
  • Monthly Financial Forecasting & Projection
  • Annual Budget
  • Includes unlimited e-mail and phone support.
Plan details »

CFO Plan

CFO Plan

Key performance indicators and strategic business consulting becomes essential to the growth of your organization or practice. Our CFO services focuses on the forward thinking of your business to ensure healthy financial growth and to continue to gain market share within your specialty.

Includes services in the Bookkeeper Plan & Controller Plan and adds on…

  • Monthly Key Performance Indicators Reporting
  • Strategic Financial Consulting – Expansion, Relocation, Acquisitions, Growth Analysis, Cost Benefit Analysis, Revenue Opportunities, Banking and Financial Debt Equity Reporting
  • Includes unlimited e-mail and phone support.
Plan details »

QuickBooks Software Setup

Quickbooks Certified ProAdvisorHelps new business start off keeping accurate and timely financial data.

  • Software Set-up
  • Accounting Software Training
  • QuickBooks Pro-Advisor Discount
Plan details »

Additional Services

Additional ServicesPrices based on as needed basis and volume.

  • Invoicing
  • Check Writing
  • Industry Benchmarking
Service details »

Need help selecting the package that is best for your needs?

Schedule a free financial wellness consultation!

For Healthcare Practices

For Healthcare Practices
For Small & Mid-Size Companies-360

For Small & Mid-size Companies

Upgrade any of our plans to the Rx version,
designed especially for Healthcare Practices.

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