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Small Business Owners

Bookkeeping?

Get the peace of mind that comes with error-free books and reports that accurately show your business health.

Are you falling behind on
Business Owner who needs a bookkeeper

AVOID COSTLY ERRORS

Get your books squeaky clean for your CFO and Accountant.

MAKE GOOD DECISIONS

Analyze a curated set of accurate monthly reports.

FOCUS ON YOUR GENIUS

Get rid of that nagging worry that you're falling behind.

Here's how it works.

Prosynergy Way
the prosynergy way
Prosynergy Way

"I learned to use QuickBooks through trial and error and was mostly able to figure it out, but there were constantly things I wasn't sure I was doing correctly. That's when I reached out to Tim. Tim was super helpful and offered to resolve my problems. I now have their team reconcile my books monthly and answer any questions I have. My problems are totally resolved and I have a good feeling whenever I look at QuickBooks."

- Amber Engbretson | Urban Builders

"As the owner of three business and trying to manage over 10 employees, I can definitely say that Prosynergy has saved me so much time that I would be spending after I get home on admin, payroll, bookkeeping and categorizing expenses. It has saved me so much headache and allowed me to spend more time with my wife and family."

- Elisha Rogers | Eden Lawncare

Rated 5 Stars on Google
5 Star Google Ratings
500+ Files Reviewed
QuickBooks Certified
Quickbooks Certified
The Finance Pyramid
Your Journey Begins with a Solid Foundation

 

 

Accurate bookkeeping plays a pivotal role in the intricate dance of business operations.

  • The quiet guardian of financial integrity

  • The foundation of every good business strategy. 


Yet, bookkeeping functions are often devalued amidst the hustle and bustle of entrepreneurship. It feels like busy work.


But the finance-savvy business owner is different. She understands the risks of inaccurate bookkeeping. So she puts the right people in place and establishes excellent processes. Her financial foundation is strong. As a result, she has an accurate picture of her company and is empowered to make profit-generating decisions.

Read More...

Hear from our clients how we can
  1. Clean up Your Books
  2. Take a Load off Your Back
Our Managing Team. Your Partners.

Tim Kuepfer

CEO / Client Partner

Titus Kuepfer

COO / Client Partner

Karan Rawat

Head Bookkeeper

You're a small business owner who can easily do your weekly data entry and classification.

  • Account Reconciliation

  • Check Reports for Errors

  • Financial Reports & Insights

  • Semiannual Data Review

$285/month

Monthly Bookkeeping

You're a small business owner who is busy enough that you'd like us to take care of your books completely.

  • Account Reconciliation

  • Check Reports for Errors

  • Financial Reports & Insights

  • Semiannual Data Review

  • Data Entry

  • Categorize Transactions

  • Cleanup of any Errors

  • Send Data to Accountant

  • Process W2s and 1099s

$475/month

Weekly Bookkeeping

You're a mid-sized enterprise with lots of transactions and unique bookkeeping needs.

This could include a combination of the following:

  • Weekly Bookkeeping

  • Invoicing and Receivables

  • Pay Bills

  • Manage Inventory

  • Consulting

  • Software Integrations

  • And More...

$695/month

Custom Bookkeeping

After Review and Cleanup, Choose Your Monthly Rythm

Get a comprehensive 100+ point analysis of your books including settings, items, tax, payroll, chart of accounts, reports, transaction categorization, and much more...

$380

Start With a Data Review
  • Comprehensive Data Review

  • Report of Errors

  • Follow up Call

  • Additional Cleanup $65/hr

How to Choose Your Prosynergy Bookkeeping Flow

  • How do you do bookkeeping remotely?
    We conduct remote bookkeeping using secure online platforms and digital tools. Here's how it works: Digital Records: You provide us with digital copies of your financial documents, such as invoices, receipts, and bank statements. Receipts and bills can be forwarded directly from your email to the QuickBooks file. Bank statements can be uploaded to your secure online portal. Alternatively, you can give us secure access to your accounts so you don't need to worry about sending us statement on time. Cloud-Based Software: We primarily use cloud-based bookkeeping software like QuickBooks Online and Wave Accounting. These platforms allow us to access your financial data securely from anywhere with an internet connection. Collaboration Tools: We communicate with you via email, video conferencing, or messaging apps to discuss any questions, updates, or issues related to your bookkeeping. Data Entry and Processing: We enter your financial transactions into the accounting software, categorize expenses, reconcile accounts, and generate financial reports remotely. Security Measures: We prioritize data security by storing login information in Zoho Vault and implementing best practices for protecting your sensitive financial information. By leveraging technology and adhering to best practices, we efficiently and securely manage your bookkeeping needs remotely, providing you with accurate and up-to-date financial information and peace of mind.
  • Do you only work with other accounting software than QuickBooks?
    While our primary focus lies within the QuickBooks ecosystem, we are familiar with other accounting software such as Zoho Books and Wave. It's common for clients to transition their accounts to QuickBooks Online to streamline their bookkeeping processes when partnering with us. However, if you're content with your current software and prefer not to switch, we fully support working within your existing systems. Sound accounting principles are universal and applicable across every platform.
  • Do you process tax returns?
    We specialize in bookkeeping services and don't handle tax returns. Our expertise lies in keeping your financial records organized and accurate, allowing you to focus on what matters most to you. However, we are happy to work closely with your accountant and find that when we turn squeaky clean books over to them at the end of the year, it greatly reduces their workload and saves you money at tax time.
  • How do you know how to categorize my transactions?
    We categorize your transactions using receipts and your past categorization. This helps us ensure accuracy and consistency in organizing your expenses and income. If you have any specific preferences or changes, feel free to let us know, and we'll adjust accordingly.
  • How do I give Prosynergy access to my Quickbooks Desktop account?
    In order for us to work with your data from your Quickbooks Desktop (QBD) file, you will need to send us a backup copy. Follow these steps: Open QuickBooks Desktop: Launch QuickBooks Desktop on your computer. Create a Backup: Navigate to the "File" menu. Select "Create Backup" or "Backup Company." Follow the prompts to create a backup of your company file. Choose a location to save the backup file. It's recommended to save it to a location that's easily accessible and secure. Compress the Backup File (Optional): After creating the backup file, you might want to compress it to reduce its size. Right-click on the backup file. Select "Send to" or "Compress." This will create a compressed (.zip) version of the backup file. Upload it to DropBox: We will send you a special DropBox link where you can upload your file.
  • How do I give Prosynergy access to my QuickBooks Online account?
    To give us access to your QuickBooks Online (QBO) account, you'll need to invite us as a user. Here's a step-by-step guide: Login to your QuickBooks Online account: Go to the QuickBooks Online website and sign in using your credentials (email and password). Navigate to User Management: Once logged in, go to the "Settings" menu, which is a little gear icon located in the top right corner. From the dropdown menu, select "Manage Users." Invite a New User: In the user management section, you should see an option to "Invite Accountant." Enter User Details: You'll be prompted to enter the email address of the person you want to give access to. Enter "thesynergy23@gmail.com." Select User Type and Permissions: Choose the appropriate user type and set permissions for the user. Send Invitation: Once you've entered the necessary details and set permissions, click on the "Send Invitation" button. User Acceptance: We will receive an email inviting us as a user to your account. Confirmation: Once we have accepted the invitation, you'll receive a notification confirming that we've successfully been added to your QuickBooks Online account.

Per Pay Period. Minimum $50.

 

You're an employer who wants to make sure your workers are paid on time and the taxes are paid and returns filed properly.

  • Review Timesheets

  • Process Payroll

  • Payroll Liability Reports

  • Employee Taxes Withheld

  • Taxes Paid

  • Quarterly Returns filed

$10/employee

Payroll Processing

You're a business owner who wants to do your own data entry and reconciliations but you want your work checked for errors.

  • Comprehensive Analysis

  • 100+ Point Checklist

  • Report of Errors

  • Follow up Call

  • Additional Cleanup $65/hr

$250/quarter

Quarterly Data Review

You're struggling to understand how to set up your tech stack or bookkeeping rythm.

  • One hour Zoom call

  • Discuss Issues

  • Can do Remote Access

  • Invite your Secretary

$85/consultation

Training and Advisory

Other Services We Offer

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