Synergy Financials

Accounting for Legal Practices · California, United States · 11-50 Employees

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Overview

Headquarters

18075 Ventura Blvd Ste 200, Encino, Cali...

Phone Number

(818) 378-9156

Revenue

$7.1 Million

Industry

Accounting for Legal Practices Business Services Project Management Advertising Networks
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Synergy Financials

Synergy Financials offers a range of financial services including accounting, bookkeeping, tax preparation, and business management tailored for small businesses and nonprofit organizations. Founded by Leila Aquino in 1994, the company focuses on providing personalized strategies to help clients find, grow, and protect their wealth. Their services include fractional CFO support, financial forecasting, forensic accounting, and digital marketing. With a commitment to delivering premium financial services, Synergy Financials partners with clients to ensure sustainable growth and financial security.Explore more
Synergy Financials's Social MediaPopular SearchesSynergy FinancialsSynergy Financials and Management Services IncSynergy FinancialSynergy Financials & Management Services IncSynergy Financials and Management ServicesSIC Code 87,872NAICS Code 54,541Show more

Synergy Financials Org Chart

PhoneEmail
LA
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergy Financials

$7.1M
11-50
Private
-
1992
<$5M
11-50
Private
<$5M
2008
HC
Hopemary CalipPayroll Specialist
<$5M
1-10
Private
<$5M
1990
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
<$5M
2008
MO
Michael O'SheaManager, Accounting
<$5M
1-10
Private
-
2010
TL
Toni LaVigneIRS Enrolled Agent
<$5M
1-10
Private
-
-
VC
Vicki CarterExecutive Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Synergy Financials is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Synergy Financials is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Synergy Financials.

Synergy Financials Tech Stack

A closer look at the technologies used by Synergy Financials

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Synergy Financials

What is Synergy Financials's official website?
Synergy Financials's official website is www.synergyfinancials.com
What is Synergy Financials's Revenue?
Synergy Financials's revenue is $7.1 Million
What is Synergy Financials's SIC code?
Synergy Financials's SIC: 87,872
What is Synergy Financials's NAICS code?
Synergy Financials's NAICS: 54,541
How many employees does Synergy Financials have?
Synergy Financials has 11-50 employees
What industry does Synergy Financials belong to?
Synergy Financials is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Synergy Financials competition?
Synergy Financials top competitors include: Small Business Financial Services, Joseph Szymanski CPA, Dara B Sorah,CPA, Johnson & Associates CPA
What technology does Synergy Financials use?
Some of the popular technologies that Synergy Financials uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Synergy Financials?
Synergy Financials contact info: Phone number: (818) 378-9156 Website: www.synergyfinancials.com
What does Synergy Financials do?

Synergy Financials offers a range of financial services including accounting, bookkeeping, tax preparation, and business management tailored for small businesses and nonprofit organizations. Founded by Leila Aquino in 1994, the company focuses on providing personalized strategies to help clients find, grow, and protect their wealth. Their services... include fractional CFO support, financial forecasting, forensic accounting, and digital marketing. With a commitment to delivering premium financial services, Synergy Financials partners with clients to ensure sustainable growth and financial security.Read More

What are Synergy Financials social media links?
Synergy Financials Linkedin page Synergy Financials Facebook page
Is Synergy Financials a public company?
Synergy Financials is private company therefore does not currently have an official ticker symbol
See more information about Synergy Financials

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