Financial Synergy
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Experienced CPAs, advisors, and accountants dedicated to delivering precise financial solutions and strategic guidance. We work as one team — combining deep expertise in accounting, tax, and business strategy so every client gets comprehensive support that drives their success.
FOUNDING PARTNER / CEO
Adam founded Financial Synergy in 2020 with a clear mission: to help entrepreneurs achieve success through expert financial guidance. With a background in public accounting at KPMG and RSM, and as a Main Street Certified Tax Advisor, he brings deep experience in tax strategy, financial controls, and advisory. His passion lies in partnering with law firms and professional service providers to deliver tailored solutions that drive growth and profitability.
PARTNER / HEAD OF ACCOUNTING & ADVISORY SERVICES
Chase joined Financial Synergy in 2021 after five-plus years in public accounting at RSM. With deep expertise in financial reporting, bookkeeping, and strategic advisory, he helps small and mid-sized businesses achieve financial clarity and make well-informed decisions that support long-term growth.
PARTNER / CHIEF OPERATING OFFICER
Micah joined in 2023 with eight years of diverse accounting experience — six in public accounting across a wide range of clients and industries, and two as a financial controller managing financial operations and strategic planning. His expertise and commitment to excellence help clients achieve clarity and durable results.
PARTNER / HEAD OF TAXATION SERVICES
Christine leads the Tax Department with over 18 years of experience in tax strategy, compliance, and process optimization. She specializes in tailored planning for corporate and pass-through entities, aligning tax strategy with broader business goals — with a particular focus on medical and legal professional service practices.
TAX MANAGER
Over a decade helping entrepreneurs and established businesses succeed through tax planning, compliance, accounting, and strategic direction — including seven years in public accounting and four as an operations manager and consultant. He specializes in tracking the minutia and seeing how details fit the big picture.
SENIOR TAX ACCOUNTANT
Joined in 2024 with extensive expertise in U.S. tax preparation, compliance, planning, and bookkeeping, plus a background in cross-border US–Canadian taxation. He helps clients maximize deductions and minimize liabilities while navigating intricate regulations.
TAX ACCOUNTANT
Over eight years of combined experience in U.S. taxation, accounting, and audit. She specializes in the preparation and review of individual and business returns, bringing analytical expertise and meticulous attention to detail to every engagement.
TAX ACCOUNTANT
Over three years specializing in Form 1040 individual returns, with additional depth in partnership (1065) and corporate (1120) taxation. Akira ensures accuracy and identifies discrepancies while helping clients meet obligations efficiently.
TAX ADMINISTRATOR
Dawn keeps the tax department running. She has spent years helping organizations streamline their processes, and brings that same detail-oriented eye to onboarding, tax delivery, and everything in between. She loves working with clients, and it shows in the experience they get.
ACCOUNTING MANAGER
Carla has a keen eye for untangling messy books — diagnosing what has gone wrong, getting it straightened out, and telling clients plainly what happens next. Proficient in GAAP and a natural problem-solver, she delivers clean financials on time.
SENIOR ACCOUNTANT
Six years of diverse experience in accounting, bookkeeping, and financial reporting, including managing multiple U.S. clients across a range of accounting systems. She is dedicated to quality work and high standards of financial integrity.
SENIOR ACCOUNTANT
Nearly seven years specializing in U.S. accounting and financial operations, with extensive expertise in QuickBooks Online, payroll systems, and general ledger management. A Certified Bookkeeper and Registered Cost Accountant, she brings precision and reliability to every engagement.
SENIOR ACCOUNTANT
Over six years in the accounting industry, from her foundational years at Grant Thornton Philippines to her current specialization in U.S. accounting. She approaches every report with a meticulous eye — accurate, compliant, and a reliable foundation for business decisions.
TRANSACTIONAL ACCOUNTANT
Detail-oriented with over two years as a bookkeeper — managing financial records, reconciling accounts, and ensuring accurate reporting. She brings strong organization and a commitment to accuracy to every task.
A short conversation is the fastest way to find out how our team can help your practice.
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