Synergy Flagstaff

She moved to Flagstaff to find a community, and loves to volunteer weekly with local organizations. Her passion is helping businesses and individuals reach their goals with business coaching and development. She manages Synergy's intern program, and loves teaching accounting as an ad-hoc CFO for other companies.

Let's get your business set up on a bookkeeping program - that means monthly reporting, reconciliations, and help with monthly, quarterly, and annual entries. Whether you record payroll yourself, or you need a full payroll services, we are here! Quarterly and annual payroll tax forms, such as W2's and 941's are crutial in payroll compliance.

Our CFO services are geared to small businesses in need of training, knowledge, and useful financial reporting. Training staff with efficient systems, reporting specifically by projects and clients, and creating key performance indicators (KPI's) is part of a successful business. Each month clients meet with their CFO to create goals and initiatives.

Hourly services are available for your next investment property - we work with home builders, contractors, and lenders. Looking for something outside the box? Let's brainstorm ideas on a tree house, glamping site, or even a tiny home! We started working with homeowners in 2016 - developing themes and styles, experiences, and vacation ideas for passive income.

Taxes are not just about filing a form. They are about processes and policies and following tax law. Our tax training is extensive - and we provide clients with tools and knowledge for tax compliance. We work with tax clients throughout the year and prepare their tax returns seasonally. We prepare tax returns in Flagstaff for non-profit organizations, individual returns, and business returns.