Synergy CPA & Advisor

06/14/2024

Let's get your bookkeeping up-to-date and ready to complete last year's taxes.

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06/04/2024

How do business owners get paid?

05/30/2024

As a business owner, were you shocked when your tax preparer gave you the results of your return? It doesn't have to be painful. Consistent bookkeeping prevents tax season headaches.

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05/28/2024

Have you looked at your budget to actual numbers lately? Where is your business in terms of projected sales?

05/27/2024

03/04/2024

Are your customers slow paying? Here are a few tips that might help!


receivable

02/28/2024

If you are an HOA or property manager looking for assistance with your annual requirement for an audit or review, complete our "HOAs-Request a quote" form on our website (link in bio).

We would be happy to discuss your situation.

We specialize in working with HOAs. Our streamlined process allows us to offer very competitive rates.

02/26/2024

Not everything is deductible (or an expense on your books). Swipe to see a few examples of items that are not deductions/expenses.

NOTE: Paying down a loan refers to the principal portion, not any related interest.

Consult with your CPA or accountant for further clarification.

02/22/2024

Friendly reminder of tax filing deadline for S Corps and Partnerships. This also includes LLCs taxed as partnerships or S Corps.

02/19/2024

What do you need to do before reviewing your financial statements?

Inaccurate or incomplete financials are of no help in making business decisions. Be sure to capture all information and categorize it correctly, reconcile bank and credit card accounts, and record any adjusting journal entries on a consistent basis.

02/16/2024

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