Accounting and Bookkeeping Katie Fergus
ACCOUNTING & BOOKKEEPING SERVICES
FinanSynergy® customizes accounting and bookkeeping services to each small business client. Using Quickbooks, Xero or client specific software, we provide a clear financial picture as a solid foundation for growth.
Accounts Receivable Management
FinanSynergy provides an easy unintrusive process to collect the money you are owed.
Create Statements for Your Clients
Email or Mail Statements Monthly
Apply Payments to Accounts
Email-to-Pay Option for all Your Clients
Text-to-Pay Option for Your Clients*
Email and Text Reminds for Your Clients*
Initiate and Manage Collections Process*
*Applies to Growth and CFO Services Pricing
Accounts Payable Management, Credit Card and Bank Reconciliations
FinanSynergy manages your accounts payable ensuring your cash flow is maximized.
Enter Vendor and Supplier Invoices
Pay invoices according to due date
Maximize early payment discounts
Enter and Manage Credit Card Payments
Reconcile bank accounts monthly
Follow-up on uncleared items
FinanSynergy prepares intuitive financial reports and dashboards freeing up your time for the activities you love.
Prepare Monthly Financial Statements
Cash Flow Statement
Analyze financial statements and position
Current Month to Prior Month/Year Variances
Identify one time Revenue or Expense Items
Communicate trends in the finances
Create intuitive Financial Dashboards
*Reports and Analysis only available with Growth and CFO Plans