order and simplification are the first steps toward mastery
– Thomas Mann
When your financial systems are steady, everything else in your business can breathe a little easier. Monthly bookkeeping with Synchronicity gives you a clear, reliable foundation month after month — the kind that reduces surprises, supports better decisions, and keeps your operations flowing smoothly. Think of it as the quiet, consistent rhythm in the background that helps the rest of your work stay in harmony.
why consistent bookkeeping matters
- Accurate books create stability.
- Stability creates clarity.
- Clarity creates better decisions, a healthier business, and fewer headaches!
ready to talk?
what you'll experience
- Relief from falling behind
- Confidence in your numbers
- Ability to spot issues before they become serious problems
- Simple explanations without jargon
- Systems that reduce errors, save time, & maximize efficiency
- Less stress and lower costs during tax season
- A steady, reliable financial foundation
Your business is unique and you deserve a bookkeeping plan that is customized to your needs. Monthly packages are designed specifically for you with no surprises.
Tiers are designed as a starting point to meet you exactly where you are, whether you’re establishing your financial footing, growing with intention, or managing a complex organization with many moving parts.
Each level reflects a different depth of partnership and workflow support. No pressure, no judgment—just a clear path toward the kind of financial clarity that lets you focus on the work only you can do.
Explore the tiers below to find the features that fit your business best.
align
Your simple, reliable financial starting point. Perfect when you’re ready for clarity without complexity.
If your business is relatively new, only has a few monthly transactions, 1 or 2 bank or credit card accounts, and just needs clean books for tax purposes, this is the tier for you. Keeping accurate records will support your future growth.
- Categorizing & Posting Transactions
- Monthly Bank Reconciliation
- Monthly Basic Financial Reports
- Quarterly Check-in Calls
- Annual Business Advisory
- Annual Tax Prep
- Cash Basis Accounting
- Phone & Email Support
flow
Structure, insight, and momentum for growing operations that need more hands‑on partnership.
Your business is established and growing. You may be tracking assets, accounts receivable, or lines of credit, and have less time to manage the books. Deeper insights and more frequent check-ins will help with your financial decision-making.
- Categorizing & Posting Transactions
- Monthly Bank Reconciliations
- Custom Financial Reports
- Accounts Receivable
- Vendor Management/1099 Tracking
- Monthly Check-in Calls
- Quarterly Business Advisory
- Annual Tax Prep
- Modified Cash Accounting
- Phone & Email Support
synergy
Fully integrated strategic financial support for complex, high-volume needs with many moving parts.
This advanced level of service for mature businesses and nonprofit organizations provides controller-level support across your entire financial infrastructure, with highly customized workflows & reporting for proactive financial management.
- Categorizing & Posting Transactions
- Monthly Bank Reconciliations
- Custom Financial Reports
- Accounts Receivable
- Accounts Payable
- Internal Controls / Workflow Support
- Project / Restricted Fund Tracking
- Vendor Management/1099 Tracking
- Budgeting Support
- Bi-weekly Check-in Calls
- Monthly Business Advisory
- Annual Tax Prep
- Collaboration with your CPA
- Accrual Accounting
- Phone, Email & Virtual Support
who we serve
service-based businesses
- NonProfit Organizations
- Freelancers & Creative Professionals
- Solopreneurs, Consultants, & Professional Services
- Health & Wellness Providers
- Other Service-Based Small Businesses
add-ons
additional services available at any level
- Payroll Setup & Support (QuickBooks Payroll)
- 1099 Preparation & Filing (annually)
- System Integration Setups (one-time charge)
pricing
your monthly investment will be a flat rate that we agree upon up front
No surprises or fluctuating hourly rates!
Intuit ProAdvisor exclusively supporting QuickBooks Online (QBO) clients
not sure what you need? no worries!
You don’t have to decide alone. The decision-making process starts with a Discovery Call. We will discuss your business and goals to find the right solution for you.
discovery meeting
discovery meeting
diagnostic review
diagnostic review
pricing proposal
pricing proposal
commit to services
commit to services
kick-off meeting
kick-off meeting
let's talk!
No matter where you’re feeling the strain — in your books, your workflows, your team structure, or your leadership capacity — you don’t have to navigate it alone. Each service is built on partnership, clarity, and a systems‑minded approach that provides peace of mind and brings stability into your work.
Let’s talk about what support would provide the biggest impact for you and your business.