Frequently Asked Questions
Who is Synergic
What does our plans include?
We offer six, flat-rate packages to choose from. Each package offers weekly bookkeeping, management of QuickBooks, Monthly Profit and Loss, Monthly Balance Sheet and Monthly Cash Flow Statements. We also offer add-on services tailored for your individual needs. For a full list of services, please visit our pricing page.
Who is our service for?
When will you bill me?
Can I change my plan at any time?
Yes. To change your plan, simply send us an email. The modified plan takes effect on the first of the following month.
Do you file personal tax returns?
What if I need to hand you my cash receipts?
How different is Synergic from other bookkeeping companies?
What is included in the free trial?
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.
What documents do you need from me?
How may I reach my dedicated bookkeeping team?
Can I cancel at anytime?
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.
What are catch-up services?
Is the package fee deductible?
What are tax-ready financials?