Business Details
Trusted Accounting & Tax Services in Flagstaff, AZ
Synergy Flagstaff is a dedicated accounting and financial consulting firm serving small businesses, nonprofits, and individuals. Our team of certified professionals brings decades of combined experience in tax preparation, bookkeeping, payroll services, and strategic financial planning. We prioritize personalized client relationships, leveraging advanced accounting technologies like QuickBooks and Xero to deliver tailored financial solutions. With specialized expertise in nonprofit accounting, business systems optimization, and tax compliance, we empower clients to achieve financial clarity and growth.Our commitment to ongoing education through programs like QuickBooks ProAdvisor and Drake CPE ensures we stay at the forefront of industry standards. We serve Flagstaff, Arizona, and surrounding areas with flexible online and in-person consultations, offering sliding-scale pricing for nonprofits facing financial challenges. Backed by Enrolled Agent certifications and a focus on environmental sustainability, we combine technical excellence with ethical service to build long-term client success.
Services
Tax Preparation
Bookkeeping
Payroll Services
CFO Consulting
QuickBooks Support
Highlights and features
- We offer 20+ years of combined experience in accounting and business consulting
- Our team includes IRS-certified Enrolled Agents and QuickBooks ProAdvisors
- We provide personalized financial systems tailored to nonprofit organizations
- Our sliding-scale pricing supports budget-constrained nonprofit directors
- We implement advanced accounting technologies for accurate financial reporting
Associations and certifications
- QuickBooks ProAdvisor
- Enrolled Agent
- Drake CPE
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including S-Corporations, LLCs, and nonprofits. Our experts ensure compliance with federal and state regulations while optimizing tax savings. Services include year-end tax checklists, W-2/941 filings, and health insurance tax planning.
Bookkeeping
Our bookkeeping services include monthly reporting, bank reconciliation, and financial transaction categorization using QuickBooks and Xero. We implement efficient systems for accurate financial tracking and customized reporting tailored to business needs.
Payroll Services
We manage payroll processing, tax form preparation, and compliance reporting for businesses of all sizes. Services include W-2 processing, 941 filings, and payroll tax compliance to ensure accurate employee compensation and regulatory adherence.
CFO Consulting
Our CFO services offer strategic financial guidance through three tiers: Starter, Growth, and Mature. We provide cash flow analysis, KPI development, staff training, and business process optimization to support growth at every stage of business development.
QuickBooks Support
We specialize in QuickBooks implementation, training, and troubleshooting. Our ProAdvisor-certified team helps businesses set up customized accounting systems, integrate financial tools, and optimize software features for efficient financial management.
People
Angela Bobay
Account Manager and Senior Accountant
Senior Accountant with 8+ years of experience in nonprofit accounting and small business services. Holds Masters in Accountancy from University of Phoenix and specializes in financial reporting and business process optimization.
Latifeh Hammad
Enrolled Agent
Certified Enrolled Agent with 25+ years of tax expertise. Specializes in tax optimization strategies for individuals and businesses, with QuickBooks Online ProAdvisor certification and environmental sustainability advocacy.
Heather Wiseman
Operations Specialist
20-year customer service leader with expertise in systematization and office operations. Implements efficient workflows and trains staff on IT systems, contracts, and property management procedures.
Jay Haney
Enrolled Agent
Tax professional with 35 years of experience in public and private accounting. Former tax software developer with expertise in complex tax compliance and strategic financial planning.
Questions
What accounting software platforms do you support?
We specialize in QuickBooks Online, Xero, Expensify, and Microsoft Dynamics, providing full integration and training for these systems.
Do you offer services for nonprofit organizations?
Yes, we provide specialized accounting services for nonprofits including tax compliance, grant tracking, and budget management with sliding-scale pricing options.
What tax services do you provide for businesses?
We handle business tax preparation, payroll tax filings, year-end tax checklists, and strategic tax planning for S-Corporations and LLCs.
How do your CFO advisory services work?
Our CFO services include monthly financial reporting, cash flow analysis, KPI development, and staff training tailored to business growth stages.
Are you certified tax professionals?
Yes, our team includes IRS-certified Enrolled Agents and QuickBooks ProAdvisors with extensive experience in tax compliance and financial systems.
