ABOUT
SERVICES
OVERVIEW
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
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
FRACTIONAL
CFO
FRACTIONAL
CFO
Synergy Financials provides all the functionality of an in-house CFO thru an outsourced model
SBA & START-UP
SERVICES
SBA & START-UP
SERVICES
ACCOUNTING SERVICES
ACCOUNTING SERVICES
Bookeeping, pre and post filing, financial reconstruction and
processing of financial entities
FINANCIAL FORECASTING
FINANCIAL FORECASTING
Investigative & financial auditing
providing analysis, interpretation & presentation of evidential data
FORENSIC ACCOUNTING
FORENSIC ACCOUNTING
Investigative & financial auditing
providing analysis, interpretation & presentation of evidential data
DIGITAL MARKETING
SOCIAL MEDIA
DIGITAL MARKETING
SOCIAL MEDIA
Synergy Financials Services
Hello, I am Leila Aquino. I established Synergy Financials in 1994 to provide business owners with more than commoditized accounting services. My professional Definiteness of Purpose is to deliver concierge, premium financial services focused on helping clients Find Wealth, Grow Their Wealth, and Protect Their Wealth—where strategy, adherence to governance, and financial security converge.
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Today, I serve as a highly experienced financial strategist delivering Concierge CFO Services for businesses of all sizes and nonprofit organizations, providing the clarity, control, and disciplined financial leadership required for sustainable growth.
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​Synergy Financials partners with business owners at the executive level, providing hands-on, Concierge CFO Leadership that aligns financial structure, operational execution, and long-term vision. Every engagement is intentionally tailored to the client’s industry, business model, growth stage, and risk profile, while conforming with governance standards.
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As a strategic advisor, I guide clients beyond the numbers—teaching that accounting is the language of business and that every number tells a story. We help clients learn to read, interpret, and speak that language with confidence, translating financial data into insight and action. From this understanding, we execute customized monetization strategies that transform business goals into sustainable revenue—from strategy ideation, to implementation, to actualized monetization—ensuring growth is intentional, measurable, and protected.​
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Synergy Financials evaluates internal and external financial drivers, optimizes cash flow, strengthens operational discipline, and builds resilient financial frameworks designed to withstand change. Our Concierge Approach ensures clients receive proactive guidance, disciplined oversight, and real-world execution—not generic advice..
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​​At every level, our commitment remains the same: to be a force for good, a force for growth, and a trusted partner helping you build lasting financial security.
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Leila Aquino
CEO
CONTACT
Inquiries
For any inquiries, questions or comments, please enter your name and email below:
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.