CFO Services | synergeant

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OUTSOURCED

CFO SERVICES

With Synergeant's outsourced CFO services, you can focus on running and growing your business while your long-term financial goals are managed by the experts. Most of all, you’ll sleep well knowing your finances are being managed by an experience construction expert

Industry Financial Expertise at Your Fingertips

Growing businesses often reach a point where they need professional financial advice, but can't justify the cost of hiring a full-time Controller or CFO. If you’re fortunate enough to be in this position, then hiring an outsourced CFO may be a great solution. Synergeant has a team of accounting professionals with deep industry knowledge and years of experience serving as controllers for both private and public organizations. Your CFO will provide oversight of your accounting systems, as well as financial guidance around the health of your business.

Services Provided by Your Outsourced CFO

Future Focused Planning

Get assistance with both short-term and long-term planning, goal setting, and removing barriers to meet those goals.

Advice From Experience

Have an expert in your corner to help you make strategic business decisions like hiring, equipment upgrades, and spending reduction.

Hold Your Team Accountable

Stop being the "bad guy" and bring in an outsourced CFO to manage goal setting and discuss shortcomings in sales and operations.

Best Practice Processes

Bring years of best practices on accounting and financial reporting onto your team. Transition your business from "what we've been doing" to "what the best businesses do."

Manage Financial Relationships

Offload your meetings with banks, insurance agents, attorneys, and other vendors. Outsourced CFO's know how to negotiate the best rates.

Training Made Easy

We specialize in training and process creation that can help your entire team work more efficiently.

Signs Your Business May Be Ready For An Outsourced CFO

  • Company leaders spend >4 hours each week crunching numbers or preparing financial reports

  • Your team often references reports you don’t have that would help you make better decisions

  • There is no clarity on your tax liability.

  • More than 5,000 invoices are processed each year.

  • You have more than 500 SKUs in your inventory

  • Growth is occurring at a rate faster than 15%

  • OR it seems like your growth has stagnated and you’re not sure why or how to fix it

  • There is consideration of taking on outside investment or changing the equity distribution of the company

  • As a result, you’re having trouble sleeping.

Certified Quickbooks ProAdvisor

As Diamond Level Certified ProAdvisors, our expertise of the Intuit QuickBooks product suite runs much deeper than your typical bookkeeper. We can help streamline your entire accounting system, iron out all the bugs and create efficiencies and best practice workflows for your construction business.  Your dedicated service team will leverage QuickBooks along with other best-in-class partner softwares to save you time, and build a system that will allow your company to thrive.  And through our relationship with Intuit you'll also get the the lowest pricing on QuickBooks products, add-ons and supplies like checks and deposit slips.

Industry Experts

Million of construction businesses in the U.S. rely on QuickBooks for their accounting functions.  And so do we.  Your Certified ProAdvisors have helped businesses within every construction niche convert to Quickbooks, and have the experience to perform QuickBooks Data Conversions that allow you to take advantage of Quickbooks products like Enterprise and Online:

✅ Commercial Contractors Contractors

✅ Residential General Contractors

✅ Handyman Services

✅ Custom Home Builders

✅ Emergency Services

✅ Painters

✅ Concrete

✅ Asphalt

✅ Roofing

✅ Siding

✅ Flooring

✅ Pest Control

✅ IT Infrastructure

✅ Plumbers

✅ HVAC

✅ Engineering Support

✅ Design Build

✅ Metal Fabrication

✅ Framing

✅ Electrical

✅ Renovation

✅ Restoration

✅ Pressure Washing

✅ Landscaping

✅ Alarm Installation

✅ Site Cleanup

What Our Customers Are Saying

Our customers are raving about how Synergeant's services has helped them focus on growing their business.

Tom and his team are the best! I love how accessible they are if I have questions or need some direction for my business. They have streamlined by books and make tax time so easy. Highly recommend!

Dr. Lauren Sporrer | Springboard

We had Synergeant come in after concerns with our current bookkeeping service were raised.  In short order they found several inconsistencies in our books, and made us aware of their findings, which confirmed our concerns.   If you want a firm you can depend on to take care of your books, look no further…  If you are reading this review then you have already found Synergeant!

 

Mike Shaffer | Monarch Sign & Graphics

When we started working with Synergeant we had Excel spreadsheets.  After bringing them on for monthly CFO services, Tom and his team have moved us from ​no financials at all to Quickbooks Online, with Coconstruct, Receipt Bank, and all the training we needed to use it all.

Johnathan Miller | Miller Custom Builders

I would highly recommend to work with Tom if you are a business owner who wants to be on top of his game and be able to make business decisions fast and based on precise, cloud based accounting.

Edit Farris | Powerhouse Consulting

After working really hard in 2017 and 18' we started to really see the efforts pay off and the business was growing!  We did $5M in 2017 and big projects put us on track for $10M in 2018!  But our financial systems started to buckle under the growth and we didn't know what software to grow into, or if we should add more people.  Tom's team gave us a roadmap to success and now my office staff are focused on supporting our clients again.

Bill Majank |Precision General Contractors

Our margins were about 10%... but our estimator's spreadsheets were estimating 30%.  We knew something was wrong, but had no way of zeroing in on the problem.  Now that we have job costing, we can look at the expenses for each job and we found that material prices had creeped up on us significantly in 2017 and 2018!

Tom Signot | Advanced Builders

Working with Synergeant has been a huge boost to my business.  They have given us systems, processes, procedures, and numerous tools to grow the business.  Our CFO also works on our banking relationships to get funding that has really helped increase cash flow so we can take on bigger jobs.

James Cooper | All Service Striping

Tiffany and her team watch out for everything that we do.  Our tax structure wasn't right for 2018 so she worked to put together a tax plan to save us money for this year and for each and every year following that.  Plus, we refiled 2017 and I got a refund from the taxes I overpaid that year, too.

Randy Redmon | Redmon Heating & Air

I brought Synergeant onboard to ensure we started our business with good financial information and to maintain those records for us.  After 2 years, they are still doing a fantastic job of keeping our information gathered up and safe.

Larry Heighington | DUCATUM LLC