Explore Our Package Levels
What We Offer
Synergy Business Management Group offers Basic, Intermediate and Full Service levels for your convenience.
Basic Services
Why Clients Choose One-Time Intensives
✔ Immediate expert insight
✔ Clear, actionable recommendations
✔ No long-term commitment
✔ High-value strategic clarity
✔ Reduced risk and stronger decision-making
One-Time Strategy Sessions
Expert Guidance. Immediate Clarity. Actionable Results.
Not every business challenge requires a long-term contract. Sometimes you need a focused, high-impact conversation with an expert who can quickly assess, diagnose, and provide clear next steps.
Our one-time intensive sessions are designed to deliver clarity, confidence, and practical solutions — in a single meeting.
HR Strategy Intensives
HR Compliance Snapshot (90 Minutes)
Know where you stand — and what to fix first.
We review your policies, classifications, and documentation to identify risk areas and compliance gaps.
You’ll walk away with:
Clear understanding of exposure risks
Prioritized action steps
Confidence in your HR foundation
Employee Handbook Review (2 Hours)
Protect your business and support your team.
We evaluate your current handbook for compliance, clarity, and alignment with best practices.
You’ll gain:
Identified policy gaps
Modernization recommendations
Practical updates you can implement immediately
Compensation & Pay Structure Consult (2 Hours)
Ensure fairness. Stay competitive. Protect margins.
We assess pay alignment, internal equity, and market competitiveness.
You’ll leave with:
Insight into pay inconsistencies
Strategic compensation adjustments
Stronger retention positioning
Workplace Issue Advisory Session (60–90 Minutes)
Handle sensitive situations with confidence.
Real-time guidance for employee conflicts, documentation issues, or disciplinary decisions.
You’ll receive:
Clear, compliant next steps
Documentation guidance
Reduced legal and reputational risk
Payroll Advisory Sessions
Payroll Compliance Checkup (2 Hours)
Avoid penalties. Improve accuracy.
We review payroll setup, tax configurations, and classification practices.
Outcome:
Identified compliance risks
Correction recommendations
Stronger payroll processes
Contractor vs. Employee Classification Review (60 Minutes)
Reduce misclassification risk.
We assess worker roles against regulatory standards.
You’ll walk away with:
Risk assessment summary
Recommended classification adjustments
Documentation guidance
Year-End Payroll Readiness Session (90 Minutes)
Be prepared before deadlines hit.
We review your payroll records to ensure readiness.
Result:
Fewer surprises
Reduced filing stress
Organized documentation
Financial Strategies
Financial Health Review (2 Hours)
Understand your numbers and what they’re telling you.
We review your financial statements and key performance indicators together.
You’ll gain:
Clear explanation of financial position
Identified profit leaks
Strategic improvement recommendations
Cash Flow Clarity Session (90 Minutes)
Take control of your cash.
We analyze your inflows, outflows, and short-term sustainability.
Outcome:
Burn-rate awareness
Forecasting guidance
Immediate cash flow strategies
Pricing & Profitability Deep Dive (90 Minutes)
Stop underpricing. Start scaling.
We evaluate margins, cost structure, and pricing strategy.
You’ll leave with:
True profitability insight
Adjusted pricing considerations
Stronger revenue strategy
Budget Strategy Session (2 Hours)
Build a plan your business can actually follow.
We refine or build your working budget.
Deliverables:
Structured budget framework
Expense allocation guidance
Accountability checkpoints
Bookkeeping Review Sessions
Books Diagnostic Review (90 Minutes)
Know if your books are accurate — before it becomes a problem.
We scan your accounting file for inconsistencies and errors.
You’ll receive:
Identified cleanup areas
Risk flags
Clear next-step guidance
CPA-Ready Books Review (90 Minutes)
Enter tax season organized and confident.
We ensure your books are properly categorized and reconciled.
Result:
Cleaner CPA handoff
Fewer adjustments
Time and cost savings
IT & Software Advisory Sessions
Software Selection Consult (3 Hours)
Choose the right system the first time. This focused session evaluates your operational needs, current workflows, and growth plans to ensure you invest in software that truly supports your business goals. We compare vendor options based on functionality, scalability, and return on investment so you can make a confident, informed decision.
You’ll gain:
Clear platform recommendations
Cost-benefit insight
Implementation considerations
Systems Integration Strategy Session (90 Minutes)
Make your systems work together seamlessly. In this session, we analyze your existing tools and processes to identify inefficiencies, integration gaps, and areas where data flow is slowing productivity. We provide a practical strategy to connect systems, reduce duplication, and improve operational efficiency.
Outcome:
Streamlined workflow strategy
Reduced manual processes
Improved data visibility
Workflow Automation Brainstorm (60–90 Minutes)
Work smarter, not harder.
We identify repetitive tasks and automation opportunities.
You’ll leave with:
Automation roadmap
Tool recommendations
Efficiency gains
Executive-Level Intensives
Back-Office Strategy Intensive (2 Hours)
Align HR, payroll, finance, and systems.
A comprehensive review of operational infrastructure.
You’ll gain:
Identified inefficiencies
Risk exposure insights
Strategic alignment recommendations
Startup Infrastructure Session (2 Hours)
Build it right from the start.
Guidance on setting up foundational HR, payroll, and bookkeeping systems.
Outcome:
Proper structure from day one
Avoided costly setup mistakes
Scalable operational foundation
Intermediate Service
Professional Business & Career Support Services
We deliver practical, results driven solutions designed to strengthen operations, improve financial visibility, and position individuals and organizations for sustainable growth. Our intermediate level services provide both strategic insight and hands-on execution support.
Human Resources (HR) Services
Build a structured, compliant, and performance-focused workforce.
Clients Receive:
Workforce planning and role structuring
Professionally developed job descriptions
Recruitment coordination and candidate screening support
Interview frameworks and evaluation tools
Onboarding program design and documentation
Employee handbook and policy development
Performance management systems and review templates
Employee relations guidance and documentation
HR compliance reviews and risk mitigation support
Structured offboarding and exit process design
Outcome: Stronger team alignment, reduced risk, and improved employee performance.
Payroll Services
Accurate, compliant, and streamlined payroll operations.
Clients Receive:
Payroll system setup and configuration
Scheduled payroll processing (bi-weekly, semi-monthly, or monthly)
Payroll reconciliation and detailed reporting
Tax withholding calculations and compliance checks
Benefits and deductions tracking
Timekeeping integration support
Payroll audit preparation assistance
Direct deposit coordination
Year-end summaries and reporting guidance
Issue resolution and discrepancy management
Outcome: Reliable and confidential payroll management with minimized compliance risk.
Financial Analysis Services
Turn financial data into actionable business intelligence.
Clients Receive:
Financial statement review and analysis
Budget development and forecasting models
Cash flow analysis and projections
Profitability and cost analysis
Variance reporting with strategic recommendations
KPI development and executive dashboards
Break-even analysis
Operational efficiency evaluations
Financial risk identification and mitigation planning
Executive-ready financial summaries
Outcome: Clear financial visibility to support confident decision-making.
Bookkeeping Services
Maintain accurate financial records and organized reporting systems.
Clients Receive:
Chart of accounts setup and optimization
Accurate transaction recording and categorization
Accounts payable and receivable management
Bank and credit card reconciliations
Monthly financial statement preparation
General ledger maintenance
Expense tracking and reporting
Catch-up and clean-up bookkeeping services
Organized documentation for tax preparation
Ongoing accuracy and compliance review
Outcome: Clean, organized financial records that support growth and compliance.
Cross-Functional Strategy Development
Align departments and processes for organizational efficiency.
Clients Receive:
Organizational process assessments
Cross-department workflow alignment
Strategic planning facilitation
Change management frameworks
Internal communication strategy development
Performance alignment planning
Risk and impact assessments
Implementation roadmaps
Stakeholder engagement strategies
Continuous improvement recommendations
Outcome: Improved collaboration, stronger execution, and measurable results.
Personal Employment Readiness Services
Prepare professionals for competitive career opportunities.
Clients Receive:
Resume development and optimization
Customized cover letter creation
Mock interviews and structured interview preparation
Career path mapping and goal setting
Job search strategy development
Professional branding guidance
Workplace communication coaching
Performance improvement planning
Career transition and pivot support
Industry etiquette
Outcome: Increased confidence, stronger presentation, and improved employment outcomes.
Let’s Strengthen Your Operations and Career Strategy
Whether you are building internal systems, improving financial clarity, implementing new technology, or advancing your career, our services are designed to deliver measurable results.
Regular Outsourced Services and Packaged Services
Contracted Business Support Solutions
We provide structured, ongoing partnership solutions designed for companies that require consistent operational, financial, and workforce support without the cost of building large internal departments.
Our contracted service packages deliver stability, compliance, and strategic oversight with scalable options to match your organization’s size and growth stage.
Human Resources Contract Solutions
Comprehensive HR partnership services designed to support compliance, workforce performance, and organizational stability.
What Our HR Contract Packages Include:
Ongoing workforce planning and role structuring
Recruitment coordination and hiring process management
Job description development and maintenance
Employer branding
Employee onboarding program administration
Employee handbook and policy development and updates
Performance management systems oversight
Employee relations support and documentation management
Employee investigations, including complaint intake, structured fact-finding interviews, documentation review, findings reports, and corrective action recommendations
HR compliance monitoring and risk mitigation
Offboarding management and exit process oversight
HR Package Options:
HR Advisory Package
Best for small teams needing policy guidance and compliance oversight.
HR Management Package
Includes active employee relations support, investigations, and performance management oversight.
HR Full-Service Partnership Package
Ongoing HR department-level support, compliance management, investigations, and strategic workforce planning.
Payroll Management Contracts
Reliable, compliant payroll administration delivered as a recurring service.
What Our Payroll Contract Packages Include:
Payroll system setup and ongoing administration
Scheduled payroll processing
Tax withholding calculation and compliance checks
Benefits and deductions tracking
Payroll reconciliation and reporting
Timekeeping integration management
Year-end reporting coordination
Payroll discrepancy resolution
Audit support and documentation management
Payroll Package Options:
Payroll Processing Package
Standard payroll processing and reporting.
Payroll Compliance Package
Includes tax compliance oversight and audit preparation.
Integrated Payroll & HR Package
Combines payroll administration with HR coordination.
Financial Analysis & Advisory Contracts
Ongoing financial oversight to support executive decision making.
What Our Financial Analysis Packages Include:
Monthly financial statement review
Budget creation and management
Cash flow forecasting
Profitability and cost analysis
Variance reporting and KPI tracking
Executive summary reporting
Financial risk assessments
Strategic financial planning sessions
Financial Advisory Package Options:
Financial Review Package
Monthly reporting and performance analysis.
Financial Strategy Package
Includes forecasting and executive advisory sessions.
CFO-Level Advisory Package
Comprehensive financial oversight and strategic planning support.
Bookkeeping Management Contracts
Structured financial record maintenance and reporting on a recurring basis.
What Our Bookkeeping Packages Include:
Chart of accounts management
Transaction recording and categorization
Accounts payable and receivable oversight
Monthly reconciliations
Financial statement preparation
General ledger maintenance
Clean-up and catch-up services
Tax-ready documentation preparation
Bookkeeping Package Options:
Essential Bookkeeping Package
Monthly transaction recording and reconciliation.
Advanced Bookkeeping Package
Includes AP/AR management and reporting.
Full Accounting Support Package
Integrated bookkeeping with financial reporting and advisory coordination.
Cross-Functional Strategy Partnership Contracts
Strategic alignment solutions designed to improve collaboration and execution.
What Our Strategy Packages Include:
Organizational process analysis
Cross-department workflow alignment
Strategic planning facilitation
Change management implementation
Internal communication strategy development
Risk and impact assessments
Performance alignment planning
Implementation roadmaps
Continuous improvement planning
Strategy Package Options:
Strategic Planning Package
Focused planning and roadmap development.
Operational Alignment Package
Workflow and cross-department performance alignment.
Executive Strategy Partnership Package
Ongoing advisory and implementation oversight.
Personal Employment Readiness Programs (Contract-Based for Organizations or Individuals)
Structured career readiness programs delivered through coaching contracts.
What Our Programs Include:
Resume and professional profile development
Interview preparation and mock sessions
Career path planning
Job search strategy development
Professional branding guidance
Workplace performance coaching
Career transition planning
Continuous support in job readiness
Program Options:
Individual Career Coaching Package
One-on-one readiness and interview preparation.
Workforce Development Package
Group coaching for organizations supporting employee advancement.
Executive Transition Package
Career strategy and leadership positioning support.
Scalable. Structured. Sustainable.
Our contracted solutions provide consistent oversight, measurable outcomes, and professional accountability — allowing companies to focus on growth while we manage critical operational functions.
Get In Touch
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