Unlock Your Potential with a Dedicated CPA Team

Grow beyond expectations with Financial Synergy and its complete team of financial experts.

Founded in 2020, Financial Synergy was built with a clear purpose: to help entrepreneurs in law firms and other professional services achieve success—on their own terms. We understand that success looks different for every business, so we work closely with our clients to provide tailored accounting solutions that align with their unique goals.

From financial controls and efficient accounting processes to profitability strategies and long-term tax planning, we do more than just deliver accurate and timely financials. We act as a strategic partner, offering advisory services that empower our clients to grow confidently and sustainably. In 2023, one of our proudest achievements came when a law firm we partnered with earned a spot at No. 917 on the Inc. 5000 list, with an extraordinary 643% revenue growth over three years.

At Financial Synergy, we believe in fostering long-term partnerships that help entrepreneurs define and reach their version of success. Whether it’s through financial insights or growth strategies, our team is dedicated to providing the guidance and expertise needed to thrive in an ever-evolving business landscape.

Let us be the financial partner who helps turn your vision of success into reality.

Our Story

We provide a comprehensive suite of services designed to cater to the specific needs of our target clients, including law firms, CRNAs, and solo entrepreneurs. Our offerings include entity selection, business advisory, bookkeeping, financial planning, and strategic solutions that drive growth and ensure long-term success. By understanding the unique challenges faced by each client, we craft solutions that not only solve immediate needs but also position businesses for future opportunities.

Our Solution

Certified Tax Planner

At Financial Synergy, we’re proud to offer expert tax services led by our certified tax planner, trained through Mark J. Kohler’s renowned program. This certification ensures our team is equipped with the latest strategies and knowledge to help you navigate tax complexities with confidence, providing personalized guidance that optimizes your financial position.

Our Target Clients

Law Firms

CRNAs

Solo Enterpreneurs

Elevate Your Success with Financial Synergy.