Unlock Your Potential with a Dedicated CPA Team
Grow beyond expectations with Financial Synergy and its complete team of financial experts.
Founded in 2020, Financial Synergy was built with a clear purpose: to help entrepreneurs in law firms and other professional services achieve success—on their own terms. We understand that success looks different for every business, so we work closely with our clients to provide tailored accounting solutions that align with their unique goals.
From financial controls and efficient accounting processes to profitability strategies and long-term tax planning, we do more than just deliver accurate and timely financials. We act as a strategic partner, offering advisory services that empower our clients to grow confidently and sustainably. In 2023, one of our proudest achievements came when a law firm we partnered with earned a spot at No. 917 on the Inc. 5000 list, with an extraordinary 643% revenue growth over three years.
At Financial Synergy, we believe in fostering long-term partnerships that help entrepreneurs define and reach their version of success. Whether it’s through financial insights or growth strategies, our team is dedicated to providing the guidance and expertise needed to thrive in an ever-evolving business landscape.
Let us be the financial partner who helps turn your vision of success into reality.
Our Story
We provide a comprehensive suite of services designed to cater to the specific needs of our target clients, including law firms, CRNAs, and solo entrepreneurs. Our offerings include entity selection, business advisory, bookkeeping, financial planning, and strategic solutions that drive growth and ensure long-term success. By understanding the unique challenges faced by each client, we craft solutions that not only solve immediate needs but also position businesses for future opportunities.
Our Solution
Tax Planning
At Financial Synergy, we offer expert tax services. Tax planning is a proactive and personalized process designed to help clients minimize their tax liabilities while remaining fully compliant with all regulations. We begin by conducting a thorough review of your financial situation, including income, expenses, investments, and future goals. Based on these insights, our tax planners develop strategies tailored to your unique circumstances—such as maximizing deductions, utilizing tax credits, and planning for retirement or business transitions.
Clients can expect an ongoing partnership that adapts as tax laws change and as their financial picture evolves. We not only provide guidance at key milestones throughout the year, but also ensure you have clear documentation and the confidence to make informed decisions. Above all, our goal is to deliver peace of mind through expert advice and forward-looking planning that helps you keep more of what you earn.
Our Target Clients
Law Firms
Professional legal practices seeking specialized financial management, compliance, and business growth support to streamline operations and maximize profitability.
CRNAs
Independent or group anesthesia professionals who require tailored advisory, accounting, and business solutions to manage their clinical practice and financial responsibilities.
Solo Entrepreneurs
Individual business owners and innovators in various industries looking for proactive guidance, essential financial tools, and resources to help turn creative ideas into successful ventures.
