Sunset over a coastal beach with waves and cliffs covered in green vegetation.

Reliable Remote Bookkeeping for Businesses & Nonprofits

Accurate, stress-free financial records so you can focus on growth while we handle the numbers.

Our Services

Monthly Bookkeeping

Stay on top of your finances with accurate monthly bookkeeping. We handle transaction entry, categorization, and reconciliations so your books are always current and audit-ready.

QuickBooks Setup & Cleanup

Starting fresh or untangling messy records? Weโ€™ll set up or clean up your QuickBooks Online account so you can move forward with clarity and confidence.

Financial Statement Preparation

Get professional reports โ€” income statements, balance sheets, and cash flow โ€” that give you clear insight into your financial health and help you make smarter decisions.

Nonprofit Bookkeeping Support

From donor tracking to grant reporting, we provide specialized bookkeeping for nonprofits that ensures transparency and compliance.

Why Choose Synergy Bookkeeping

At Synergy Bookkeeping, we make bookkeeping simple, accurate, and stress-free. Based in Santa Barbara and serving clients nationwide, we provide reliable remote bookkeeping for businesses and nonprofits. As a Certified QuickBooks ProAdvisor, we bring clarity to your financial records so you can focus on what matters most โ€” growing your organization.

Our Mission & Values
We make bookkeeping simple, accurate, and stress-free โ€” built on values of accuracy, integrity, clarity, service, and community. At Synergy Bookkeeping, you can trust your books are in good hands so you can focus on growing your business or nonprofit.

Badge for QuickBooks ProAdvisor Gold level
A badge indicating certification as a QuickBooks Level 1 ProAdvisor from Intuit.
A badge showing the INTUIT logo at the top, with 'Certified' underneath, a green banner that says 'QuickBooks Level 2', and 'ProAdvisor' at the bottom.
Badge with the text 'INTUIT Certified QuickBooks Payroll ProAdvisor'
Certifications badge for Intuit QuickBooks Desktop ProAdvisor
Badge for Intuit Certified QuickBooks Desktop Enterprise ProAdvisor
Person viewing a laptop screen displaying analytics charts, with glasses and smartphone next to the laptop on a white desk.
Cover of the free report How Professional Bookkeeping Saves Small Businesses Thousands Every Year by Scott M. Phillips, Certified QuickBooks ProAdvisor at Synergy Bookkeeping LLC.

Free Report for Small Business Owners

How Professional Bookkeeping Saves Small Businesses Thousands Every Year

Stop losing time, money, and sleep trying to manage your own books.

This free guide reveals the hidden costs of DIY bookkeeping โ€” and how outsourcing it can save your business thousands each year while giving you back your time and peace of mind.

Get in Touch

Have a question or want to learn more about our services? Send us a message and weโ€™ll respond promptly.