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
Reporting*
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