Services
A perfect plan...
Whether it's AR/AP, Expense Reconciliation, Payroll Management, Tax Reporting and Remittance or simply liaising with your CPA.
We have you covered.
Cost-effective, reliable and no commitment. We stand above the crowd to bring the best in value and customer service.
Synergy Process
1. Send documents
We pick-up or you can send us your invoices, receipts and PO's via email, or fax. That’s all we require from you—leave the rest to us.
2. We do the rest
We will reconcile accounts, complete journal entries, manage AR/AP and even manage inventory or process payroll if needed.
3. Questions
We will follow up with you as needed. If there are any issues with transactions, we will ask you to explain these and provide support.
4. Completion
We will manage and save all financial statements for your business after month-end. We will also liaise with your CPA as needed.
Services Include
Accounts Payable
Accounts Receivable
Revenue Tracking
Bank Reconciliation
Credit Card Reconciliation
Sales Tax Filing (PST, GST, Corp)
Invoicing
Financial Statements
Document Management
Year-end Accounting Prep
Additional Services
Payroll and Payroll Tax Filing
Inventory Management
Migration Services
Catch-up Bookkeeping
Small Monthly Package
Ideal for small service-based businesses and solopreneurs.
Up to 15 hours per month
Medium Monthly Package
Perfect for larger-scale businesses and those in need of a customized approach.
15+ hours per month
