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SERVICES

ABOUT

SERVICES

OVERVIEW

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Find 
Your Wealth

We provide personalized strategies designed to expand your core business and tap in to relevant opportunities that you may not have considered. 

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Professionally trained with proven track record, Synergy Financials has the expertise to take your business to the next level.  Our primary goal is to help you build your businesses and grow your wealth.

Grow
Your Wealth
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Protect 
Your Wealth

Synergy Financials incorporates a set of strategies, business rules and "best practices" to shield your company from expected financial risks and unexpected surprises. 

Synergy Financials Overview

SERVICES

BUSINESS TAX
STRATEGY

Solid tax strategies are key          differentiators for business          growth and financial efficiencies

FRACTIONAL
CFO 

Synergy Financials provides all the functionality of an in-house CFO thru an outsourced model

SBA & START-UP
SERVICES
ACCOUNTING SERVICES

Bookeeping, pre and post filing, financial reconstruction and        

processing of financial entities    

FINANCIAL FORECASTING

Investigative & financial auditing  

providing analysis, interpretation & presentation of evidential data  

FORENSIC ACCOUNTING

Investigative & financial auditing

providing analysis, interpretation & presentation of evidential data

DIGITAL MARKETING
HUMAN
RESOURCES

Employee onboarding, validation and documentation

INTERNATIONAL
SERVICES

International Visa counceling   

and worldwide outsourcing for virtually any business role

Synergy Financials Services

ABOUT1

Hello, I am Leila Aquino.  I started Synergy Financials in 1994 to provide holistic Financial Management Services for small and medium size businesses.  Since the beginning, my vision has been to help Business Owners improve every aspect that effects their bottom line.  My mission is to be a force for good and a force for growth.  I have built a team that shares my values and who are dedicated to helping businesses... at all growth stages... reach their full potential.

Synergy Financials provides Financial and Management Services based on the nature of your business, your particular industry the unique culture of your organization and the specific financial conditions impacting your bottom line.

We are an experienced business development firm that evaluates internal and external factors that affect cash flow and apply our expertise to streamline business operations and optimize financial performance.   We will give your business a competitive advantage in your specific industry and provide guidance and structured business plans to elevate your company to the next level.  

Synergy Financials has expanded over the years and now offers Tax preparation, Tax Planning, Day-to-Day Bookkeeping, CFO services, Human Resources, Business Consulting, Digital Media and turn-key Marketing Solutions. We provide International Visa processing and represent clients throughout the United States and around the world.

Leila Aquino

CEO

OVERVIEW
CONTACT

CONTACT

Inquiries

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Office

18075 Ventura Blvd.

Suite 200

Encino, CA 91316

Tel:   818 378-9156

Employment

To inquire about employment opportunities with Synergy Financials, please send your resume.

to: info@synergyfinancials.com

Call to schedule consultation:
818 378-9156
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