Our Mission is to Enrich Lives by Empowering Entrepreneurs with the Financial Tools they Need to Succeed

About Us

Full-Service Financial and Accounting Solutions with Our Expert CPAs! Designed exclusively for business owners and entrepreneurs like you, our comprehensive services empower, inspire, and guide you to achieve complete control over your finances and business success. Get ready to embark on a transformative journey that will revolutionize the way you manage your financial world. Discover the difference our dedicated team can make and explore our website for an in-depth look at our unparalleled services.

What We Do

At Financial Synergy, we recognize that your financial needs are as unique as you are. That's why we offer tailored solutions designed to cater to individuals at every level of financial expertise, whether you're a seasoned pro or just beginning your journey. Experience the perfect solution that aligns with your distinct requirements by partnering with us today.

Financial Reporting

KPI’s, an income statement, a balance sheet, and a cash flow statement are the blueprints of an organization. With accurate, timely, and easy to understand financials, you can track performance and build your roadmap to success.

Entity Selection

At Financial Synergy, we assist in identifying the ideal entity form for your business, considering tax implications. Safeguard your assets from creditors, claims, and unexpected events with our expert guidance. Gain peace of mind and protect what matters most to your business.

Bookkeeping

Focus on your core strengths and leave your bookkeeping needs to us. At Financial Synergy, we understand the value of your time and energy. Allow us to handle your bookkeeping, empowering you to concentrate on running and growing your business.

Tax Planning

Building lasting wealth isn't just about your income, but also about what you retain. At Financial Synergy, we believe that strategic tax planning is the cornerstone of wealth creation. Maximize your wealth with the power of effective tax planning strategies.

Payroll

We simplify payroll setup and processing for businesses. Our expert team ensures seamless integration with state requirements, allowing you to focus on growing your business with confidence. Experience the efficiency of our streamlined solutions and let us handle the complexities while you drive success.

Tax Preparation & State Filing

Stay compliant effortlessly. Let us handle tax preparation and filings to meet IRS, State, and local authority requirements. Focus on your business while we take care of your tax obligations and filings.

The Team

  • Adam Beckman, CPA - Founder/CEO

  • Chase Cullison, CPA - Partner/COO

  • Micah Malnar, CPA - Partner/President

Contact Us Today

Testimonials

 
"Through our work with Financial Synergy we were able to increase and improve our financial metrics, during our companies massive growth. This allowed us to be recognized as the 9th fastest growing law firm in the country in 2021. Our financials have gone from something scary, to something we use to plan and implement in our law firm to better our business. The name, Financial Synergy, says it all. They really do focus on working with establishing the financial metrics with your actual operations. So for us we know exactly how much each line of business costs us which allows us to forecast future revenues and helps us forecast future labor shortages. I cannot recommend them enough."

— Kyle Farmer, Farmer Law PC

“I originally brought on Financial Synergy for a short term project to help clean up our books and makes sure our in house accountant was on the right track with our bookkeeping. Thanks to their expertise and commitment, we realized with our growing family office that we needed a part time CPA and CFO to help us stay on top of our receivables, cash, and balance sheet. Financial Synergy has changed the way we understand our financials and allowed us to focus on what we do best. Look no further if you are wanting to focus on the reason you started your business, instead of trying to keep track of your financials.”

— Steven E., Esrick Enterprises

“The secret to change is to focus all of your energy not on fighting the old, but on building the new.”

-Socrates