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Premier Bookkeeping for Small, Service-Based Businesses

KATE BRASWELL, QUICKBOOKS BOOKKEEPER

Welcome to Synergy Bookkeeping, where I combine financial expertise with personalized service to empower service-based businesses. I'm Kate Braswell, owner and bookkeeping professional dedicated to simplifying your finances. 

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At Synergy, I understand that service-based businesses face unique challenges. Whether you're a contractor, consultant, interior designer, or any other service provider, I specialize in simplifying your financial management. With my expertise as a certified QuickBooks ProAdvisor, I am dedicated to providing tailored bookkeeping services designed specifically for small businesses like yours. Trust me to handle your bookkeeping needs with precision, accuracy, and personalized service.

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Discover the difference I can make for you. 

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FOR A FREE CONSULTATION

ABOUT ME

WHY I DO WHAT I DO

Hi there! I'm Kate Braswell, and I've been a proud resident of South Bend, Indiana for 17 years. I've got a fantastic life with my amazing husband, Zach, and our adorable Auberman puppy, Kona.

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My husband and I spend our time juggling work, friends, family, and hobbies. I enjoy a variety of activities like hiking, reading, gardening,  and cooking. My husband has his own local contracting business, and I manage his books (of course). But being a small business owner is time consuming. The top complaints I've heard from small business owners is about the bookkeeping. That's why I do what I do.

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I noticed a need among small service-based businesses - a local, dedicated bookkeeper they can trustBookkeeping isn't just a job for me; it's a passion that drives my love for organization and attention to detail while simultaneously giving me the opportunity to help small businesses in my community.

 

So, that's a little glimpse into who I am. I'm here to make an impact, bring order to chaos, and embrace each moment of my wonderful journey.

The owner Kate Braswell
kate braswell and her husband

WHY CHOOSE SYNERGY?

SERVICE-BASED BUSINESS BOOKKEEPING

1

Specialized Expertise

I have a deep understanding of the financial intricacies that service-based businesses encounter, allowing me to deliver tailored solutions that fit your industry.  

2

Streamlined Processes

My efficient bookkeeping processes are designed to save you time and effort, so you can focus on your clients and growing your business.

3

Personalized Approach

No two businesses are alike - that's why I work closely with you to customize my services and address your unique needs and challenges. 

4

Transparent Communication

I believe in open and clear communication. You'll receive regular reports and updates, and I'm always available to address questions or concerns.

MY SERVICES

QUICKBOOKS ONLINE & PAYROLL*

WEEKLY BOOKKEEPING

Weekly bookkeeping includes a comprehensive 

range of services. Tailored to the needs of your business,  I keep the day-to-day books running smoothly. 

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  • Billing & Invoicing

  • Transaction Management

  • Banking & Receipts

  • Sales Tax

  • Mileage Tracking

  • Payroll  

MONTHLY BOOKKEEPING 

Monthly bookkeeping provides essential support for service-based businesses. By outsourcing, businesses can focus on core operations while ensuring financial information is up to date. 

  • Monthly Reports

  • Bank Reconciliations

  • AR/AP Management

  • Financial Analysis

  • Federal/State Payroll Taxes

ANNUAL BOOKKEEPING 

Annual bookkeeping services offer comprehensive financial support to businesses by handling year-end accounting tasks and ensuring compliance with tax regulations. 

  • Annual Report Packages

  • Financial Statements

  • Year-end Adjustments 

  • Books Review

  • Tax Guidance 

  • 1099 Filing

CONSULTING

Consulting services provide guidance to businesses seeking to maximize the benefits of Quickbooks*. With my help as a ProAdvisor, businesses can enhance their accuracy and efficiency for streamlined financial management.

  • Software Setup

  • Customization

  • Workflow Optimization

  • App Integration 

  • Troubleshooting

*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.”

WHAT MY CLIENTS SAY

"I wholeheartedly recommend Kate and her company for all your bookkeeping needs. She is a trustworthy, timely, and hardworking professional. With unwavering integrity, she handles my financial information with the utmost care and confidentiality, earning my complete trust. Whenever I have questions or require assistance, she is always there to lend an ear and provide valuable advice. I consider myself fortunate to have her as part of my team."

VELVET CANADA / ARCHITECT / MAKE ROOM ARCHITECTURE & DESIGN

CONTACT

FOR A FREE CONSULTATION

Ready to take control of your financial success? Contact me today to schedule a free consultation and discuss how Synergy can support your business. 

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574.514.8610

South Bend, IN, 46617

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