Reliable Remote Bookkeeping for Businesses & Nonprofits
Accurate, stress-free financial records so you can focus on growth while we handle the numbers.
Does This Sound Familiar?
You didn’t start your business to become a bookkeeper — yet here you are, spending nights and weekends buried in QuickBooks.
You think your books are “mostly right,” but you still feel that pit in your stomach every time tax season approaches.
You’re growing… but you don’t actually know which clients, services, or projects are truly profitable.
You’ve been burned before — by a part-time bookkeeper, a disorganized CPA, or someone who “fixed” your books but only made things worse.
You don’t want another data-entry person. You want someone who understands your business and gives you clarity, confidence, and clean financials.
If any of this sounds like you, you’re not alone.
At Synergy Bookkeeping, we work with business owners, nonprofit leaders, and professional service firms who are tired of guessing — and finally ready for accuracy, insight, and peace of mind.
Because bookkeeping shouldn’t be a burden — it should be one of your greatest business advantages.
📅 If any of this sounds familiar, it’s time to get your books working for you. Schedule Your Free Bookkeeping Consultation →
Our Services
Monthly Bookkeeping
Stay on top of your finances with accurate, dependable monthly bookkeeping.
We handle transaction entry, categorization, and reconciliations so your books are always current, compliant, and ready for tax time — giving you clarity and peace of mind month after month.
QuickBooks Setup & Cleanup
Starting fresh or untangling messy records?
We’ll set up or clean up your QuickBooks Online account so you can move forward with complete confidence in your numbers.
From accurate categorization to reconciliations, we’ll ensure everything is organized and running smoothly.
Financial Statement Preparation
Get clear, professional financial reports — income statements, balance sheets, and cash flow summaries — that actually make sense.
We translate numbers into insight, helping you make informed, data-driven decisions about your business or nonprofit.
Nonprofit Bookkeeping Support
From donor tracking to grant reporting, we provide specialized bookkeeping for nonprofits that ensures transparency, accountability, and compliance with IRS standards.
Let us handle the details so you can focus on making a difference.
Why Choose Synergy Bookkeeping
At Synergy Bookkeeping, we make bookkeeping simple, accurate, and stress-free — so you can spend more time growing your business and less time worrying about your numbers.
Based in Santa Barbara and serving clients nationwide, we provide reliable remote bookkeeping for businesses and nonprofits that want financial clarity and peace of mind.
As a Certified QuickBooks ProAdvisor, we bring order and insight to your financial records, helping you make smarter decisions with confidence.
Our Mission & Values
We believe bookkeeping should be built on more than numbers — it should be built on trust, accuracy, and integrity.
Our mission is simple: to deliver clarity, confidence, and consistency in every client relationship.
At Synergy Bookkeeping, our values of accuracy, integrity, clarity, service, and community guide everything we do. You can trust your books are in good hands — so you can focus on doing what you do best: running and growing your organization.
Free Report for Small Business Owners
How Professional Bookkeeping Saves Small Businesses Thousands Every Year (Without Cutting a Single Expense)
Stop losing time, money, and sleep trying to manage your own books.
This free guide reveals the hidden costs of DIY bookkeeping — and how professional bookkeeping can save your business thousands each year while giving you back your time, clarity, and peace of mind.
What Our Clients Are Saying
Real results. Real relief.
Here’s what business owners and nonprofit leaders are saying about working with Synergy Bookkeeping.
⭐⭐⭐⭐⭐
“Scott came in and made an immediate impact. He helped us organize our chart of accounts, walked us through how to track income by category, and showed us how to generate reports that actually made sense. Thanks to his guidance, we now have a much clearer picture of where our money is coming from and how it’s being spent.”
— Nonprofit Administrator, 2025 (5-Star Review on QuickBooks ProAdvisor)
📅 Want the same clarity and confidence in your books?
Get in Touch
Have a question or ready to take the next step?
Send us a message and we’ll respond promptly — or skip the wait and schedule your Free Bookkeeping Consultation to get started today.
