Synergistic Pros

Synergistic Pros Fractional CFPs offering 6 packages to simplify, protect & grow your business finances.

End-of-year organization without the headache.We’ll prepare your books, categorize transactions, and create your year-en...
10/23/2025

End-of-year organization without the headache.

We’ll prepare your books, categorize transactions, and create your year-end reports — ready for your CPA or tax preparer.

Includes:
• Expense categorization & reconciliation of up to 4 bank accounts
• Balance sheet & Payroll review
• Delivered in 30 days

Make your books make sense again.We’ll fix messy bank feeds, reconcile accounts, and organize your books so you can fina...
10/22/2025

Make your books make sense again.

We’ll fix messy bank feeds, reconcile accounts, and organize your books so you can finally trust your reports.

Includes:
• Up to 3 months of cleanup
• QuickBooks optimization checklist
• Delivered in 2 weeks

See what’s really driving (or draining) your profits.We’ll analyze your last 90 days of revenue, expenses, and margins —...
10/21/2025

See what’s really driving (or draining) your profits.

We’ll analyze your last 90 days of revenue, expenses, and margins — and pinpoint 3 ways to boost cash flow fast.

Includes:
• Profitability scorecard
• 30-minute review call
• Delivered in 7 business days

Tired of sales tax headaches? We’ll set up and file for you — in up to 5 states — for only $499!If you sell across state...
10/20/2025

Tired of sales tax headaches? We’ll set up and file for you — in up to 5 states — for only $499!

If you sell across state lines, you already know that Sales & Use Tax compliance can get messy fast.
Let our team handle the setup, registration, and filings — so you can stay compliant and focused on growing your business.

We’ll handle:

- Registration setup for up to 5 states
- Nexus review + compliance check
- Initial filing setup inside your accounting system
- Quarterly or monthly filing schedule setup
- Peace of mind knowing you’re fully covered

Limited-time offer: $499 flat rate!

Fix your biggest cash stress in one week with our Cash Flow Clarity package.We’ll review your last 3 months of financial...
10/20/2025

Fix your biggest cash stress in one week with our Cash Flow Clarity package.

We’ll review your last 3 months of financials, identify cash flow leaks, and build a simple 4-week forecast you can actually use.

Includes:
• 1-hour review call + 1-page cash flow roadmap
• Delivered in 7 business days

Most business owners know what a CFO does.And they know what bookkeepers, payroll clerks, and tax preparers do.But here’...
09/14/2025

Most business owners know what a CFO does.
And they know what bookkeepers, payroll clerks, and tax preparers do.

But here’s the problem - those roles often live in separate silos.
Strategy on one side. Daily ex*****on on the other.
That gap costs time, money, and peace of mind.

That’s why we built the role of CFP — Chief Financial Partner.

A CFP is:
- The front office strategy of a CFO or Controller
plus
- The back-office ex*****on of a staff accountant, payroll clerk, and tax preparer
plus
- The forward-looking insight of a tax strategist and business valuation advisor

All rolled into one partner who knows your business end-to-end.

What does that mean for owners?
🔹 Fewer handoffs
🔹 More clarity in the numbers
🔹 Tax planning built in — not bolted on
🔹 Accurate payroll, AR/AP, and compliance under one roof
🔹 A real picture of what your business is worth today — and how to increase it tomorrow

It’s not about adding another title.
It’s about giving business owners the partner they’ve been missing.

Curious if a CFP could take work off your plate and unlock new value? Let’s connect.

“What’s the No. 1 mistake most dental practices make? Looking only at production, not collections. 👉 Here’s why it matte...
08/23/2025

“What’s the No. 1 mistake most dental practices make?
Looking only at production, not collections.
👉 Here’s why it matters: A practice producing $100K/month but collecting only $80K is losing $240K per year in revenue leakage.
💬 Question: Do you know your true collection percentage?”

💡 Most practices throw away $5K–$10K every year in supply costs without realizing it.👉 For a $1M practice, that’s like d...
08/22/2025

💡 Most practices throw away $5K–$10K every year in supply costs without realizing it.

👉 For a $1M practice, that’s like doing 12 crowns a year for free.

Even more: when it comes time to sell, that $10K in efficiency could add $50,000 or more to your practice valuation.

➡️ When was the last time you audited your supply contracts?

Need help doing it? Call the Pros! Link in the bio…

Address

136 Carbonton Road Ste 219
Sanford, NC
27330

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