Accounting Services to Support Your Unique Business
Synergy Advising Services provides virtual Accounting, Bookkeeping, and CFO Services
tailored to meet the needs of your company
Adriana Dodge
Owner & Advisor
Adriana is a business professional with over 20 year's experience in financial statement analysis, budgeting, cash flow analysis, finance, and banking.
Synergy partners with Gretchen Walker of Breakaway Bookkeeping & Advising to provide a full range of accounting services.
Together, Adriana and Gretchen have been supporting businesses in Oregon and SW Washington with their bookkeeping and accounting needs for more than 5 years.
Comprehensive Financial Management & Advisory Services
Bookkeeping Services: Building a Reliable Financial Foundation
- Transaction posting with consistent categorization and review
- Bank, credit card, and loan reconciliations to ensure data accuracy
- Monthly and/or periodic financial statement reporting
- Year-end financial preparation for third-party CPAs and tax preparers
- Preparation of year-end 1099s
- Assistance with state and local tax reporting and filings
Fractional CFO & Controller Services: Strategic Financial Leaders
- Executive-level summaries translating financial results into clear insights
- Key Performance Indicator (KPI) analysis to monitor trends and performance
- Assistance with internal and external audits
- Budget development and cash flow forecasting
- Regular cash status updates to support proactive decision-making
- Assist with identifying banking and lending opportunities
- Invoicing support to improve billing accuracy and cash collection
- Compiling payroll data for third-party payroll processors
Project Accounting Services
- Monthly project profitability reports
- Monitor and allocate cost and labor tracking by project
- Manage subcontractor invoices and compliance
- Contract adherence monitoring
- Monthly summary project status
- Monthly WIP reporting
Specialized Compliance, Reporting, & Advisory Support
Federal Acquisition Regulation (FAR) Reporting & Audit Preparation
- Labor distribution reporting
- Indirect cost rate calculations and reporting
- Form 941 reconciliations
- Assistance with FAR audit preparation and submission
Bank Compliance & Lender Reporting
- Financial covenant calculations and ongoing monitoring
- Borrowing base reconciliations
- Assistance with collateral examinations and bank audits
Inventory Management Support
- Assistance with inventory counts and ongoing monitoring
- Turnover review and performance analysis
- Support with implementing inventory controls and best practices
Operations Consulting & Business Support
- Forensic accounting and historical reconciliations
- Assistance in preparing policy and procedure manuals
- Vendor management support
- Assist with accounting system conversions
- Contract review from a financial and operational perspective
- Assistance with creating, maintaining and reconciling fixed asset listing
Contact us
E-mail: adriana@synergyadvisingserivices.com