Solo Entrepreneurs Services
Our services for solo entrepreneurs are tailored to support the unique financial, operational, and tax needs of individual business owners. From tax filing and preparation to bookkeeping, budgeting, and strategic business planning, our dedicated team of CPAs is committed to helping you streamline your finances and achieve long-term success.
Financial Management Services
Our Financial Management services prioritize your success by offering expert guidance alongside our bookkeeping solutions. We provide monthly reconciliations, financial reporting, tax reminders, and quarterly meetings, all aimed at advising you on best practices to ensure your business's financial health and S-Corp compliance.
Tax Advisory Services
Our tax advisory services focus on minimizing liabilities while ensuring compliance. We provide strategic guidance to help law firms navigate complex tax landscapes, ensuring your business takes advantage of opportunities for savings. With proactive planning, we work with you to align tax strategies with your firm’s long-term goals, keeping you ahead of the curve.
Leadership & Operational Advisory Services
Beyond tax support, we offer advisory services focused on operational and leadership development. We help you create a culture of accountability, run world-class meetings, establish meaningful performance metrics, refine processes, and achieve operational excellence. Leveraging our extensive experience with the EOS (Entrepreneurial Operating System) framework, we guide law firms in aligning their business vision with practical strategies for growth, empowering your firm to reach its highest potential.
Tax Preparation, Compliance & Estimated Payments
Ensure peace of mind during tax season with our comprehensive tax preparation and compliance services. We handle federal, state, and local taxes, ensuring your filings are accurate and timely. Our experts also provide assistance with estimated payments to keep you on track throughout the year, preventing surprises during tax season. Trust us to manage your compliance, maximize deductions, and minimize liabilities.
Hear from Our Clients
“Financial Synergy is by far the best accounting service we have ever had in all our 15 years of business and personal finance. Their efficiency and timeliness is remarkable, their cost is quite reasonable, and the financial savings we have experienced as a result of their services and advice have been far above expectation. Headache-free, efficient, and financially advancing - we couldn’t recommend them more highly!”
SETH & SARAH WHITTEN
