Controller Plan

Controller PlanAs an established business or healthcare practice, you tend to move from needing more than day-to-day reporting to requiring higher-level financial data to maintain competitive edge and grow.

Healthcare practices also need a trusted advisor who knows your industry.

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


Upgrade to the Rx version, designed especially for Healthcare Practices.

Bookkeeping (Weekly) The general ledger is the core of your financials.  Synergy Accounting provides accurate and timely recording of your financial transactions.
Monthly Financial Reporting Package
Preparation of your companies Balance Sheet and Income Statement provides the foundation for comparing your performance to prior periods.
Payroll Services Eliminate the risk of calculating and filing your payroll incorrectly.  Synergy Accounting provides weekly, bi-weekly, semi monthly, or monthly payroll processing and reporting to federal and state agencies.
Rx Plan Only Physician Compensation & Productivity Analysis Compensation models have become complex with the many changes in the healthcare industry. Synergy Accounting works with healthcare professionals to ensure compensation and productivity calculations are in accordance with contracts.
Rx Plan Only Synergy Accounting
Business Intelligence Reporting
Exclusive to Synergy Accounting and healthcare professionals, this is your secret weapon to transform financial data into knowledge to accelerate your profitability.
Monthly Cash Flow Projection Tracking cash flow sources and uses helps evaluate your company’s financial condition.
Monthly Financial Forecasting & Projection Having financial forecast and projections serves as a “yardstick” for your organization. It helps you plan across multiple time horizons through “what-if” modeling to make sure you future financial goals are met.
Annual Budget A budget is often referred to as a “financial roadmap.” A detailed budget ensures that resources are available for those items that support business growth and development.

Includes unlimited e-mail and phone support.


Need higher-level financial data?

Schedule a free financial wellness consultation to review your needs!

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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