Question 1

How different is Synergic from other bookkeeping companies?

Accepted Answer

Our prices are among the most competitive in the market and we do not compromise on quality. Your dedicated bookkeeper is at your service all year-round. We place high respect on our customers who are busy business owners with a hectic schedule.

Question 2

What is included in the free trial?

Accepted Answer

Our free trial is available when you sign up for the annual packages. It includes a calendar month's of QuickBooks management, production of Profit and Loss Statement, Balance Sheet and Cash Flow Statement.

Question 3

What documents do you need from me?

Accepted Answer

After you have contacted us, we'll schedule a short, 15-minute onboarding call within a day. We'll need your year-to-date financials, or we can discuss catch-up work if needed. Please visit our How It Works page for more info.

Question 4

How may I reach my dedicated bookkeeping team?

Accepted Answer

Your team can be reached by phone, email or text. We understand small business owners are short on time, at Synergic we communicate via a method which is most convenient for you.

Question 5

Can I cancel at anytime?

Accepted Answer

Yes. We're sorry to see you go, but understand business circumstances might change. There are no contracts with us. When canceling, services will be provided up to the last day of that month. To cancel, simply email us.

Question 6

What are catch-up services?

Accepted Answer

It is not uncommon that small business owners wear many hats. Books might be behind and this is totally understandable. Synergic provides peace of mind by catching you up quickly on bookkeeping and tax returns. Leave the catch-up work to our team to get you out of the past and looking ahead.

Question 7

Is the package fee deductible?

Accepted Answer

Yes. Professional services fees are 100% tax deductible.

Question 8

What are tax-ready financials?

Accepted Answer

Tax-ready financials are financials which give you a clear picture of your tax liabilities and potential tax savings throughout the year. At Synergic, we keep your financials tax-ready from day one, thus giving you clarity of what lies ahead so that you can grab the potential business opportunities.

Frequently Asked Questions

Who is Synergic

What does our plans include?

Who is our service for?

When will you bill me?

Can I change my plan at any time?

Do you file personal tax returns?

What if I need to hand you my cash receipts?