Frequently Asked Questions
Q1
Do you work with real estate investors only, or small businesses in general?
We specialize exclusively in real estate investors — landlords, flippers, and wholesalers. This isn't a side focus — it's our specialty.
Q2
I have multiple LLCs for my properties and deals. Can you handle that?
Absolutely. Multi-entity structures are our normal. We'll organize your books by entity so you always have a clear, separate picture of each one.
Q3
What's the difference between a bookkeeper and a CPA — and do I need both?
Yes, and here's the simple version: your bookkeeper (that's us) organizes and maintains your financial records month to month. Your CPA files your taxes and provides tax strategy. We work alongside your CPA so they always have exactly what they need — clean, accurate, and on time.
Q4
Do you file taxes?
No. Cynergy provides bookkeeping and financial reporting only. We do not prepare or file taxes. We do, however, deliver a complete CPA-ready package and coordinate directly with your tax professional at year-end.
We start with a conversation, not a sales pitch. Tell us about your portfolio, your deals, and where your books stand today. We'll identify your gaps and determine which service tier fits your operation.
Q5
I'm a flipper. Do you track costs by project?
Yes. We track rehab costs, holding costs, purchase price, and sale proceeds at the deal level — so you know your actual profit on every flip, not just a general P&L.
Q6
I'm a wholesaler. What does bookkeeping look like for my business?
We track assignment fees, earnest money, marketing expenses, and closing costs by transaction so your books accurately reflect the volume and profitability of your wholesale operation.
Q7
What software do you use?
We work in QuickBooks Online and use Keeper as our secure client portal for document sharing and communication.
Q8
What if my books are behind or a mess?
That's exactly why we're here. Historical cleanup is part of our onboarding process. We'll get your books current before transitioning into ongoing monthly service.
Q9
How quickly do you respond to client questions?
Within 24 hours — always. You'll never be left wondering.
Q10
How do I share documents with you?
Through Keeper, our secure client portal. No email attachments, no confusion about versions. Everything lives in one place.
Q11
How is pricing determined?
Our tiered pricing is based on transaction volume, number of entities, and deal type. Starting prices are listed on our Services page, and we'll confirm your exact tier during your Portfolio Financial Review Call.