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
    • Balance Sheet
    • Income Statement
    • 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