Our Services
What We Do Best
We help small and growing businesses streamline workflows, strengthen systems, and make confident decisions—all with remote, personalized support.
One Team - One Solution
Your Success
At CTL Synergy Solutions, we streamline your operations through expert Bookkeeping, Finance, reliable IT Support, and efficient Business Management. From accounting and infrastructure to process optimization, we help you run smarter—so you can grow stronger.
We focus on building sustainable systems that save you time, reduce risk, and drive clarity. Whether you need help setting up financial controls, improving IT functionality, or creating workflow efficiencies, we deliver tailored solutions with measurable impact.
Bookkeeping & Finance Operations
Smart IT Solutions for Modern Business
HR & Business Management Solutions
Accurate, timely, and actionable financial services to support smart business decisions. We deliver financial clarity through full-service bookkeeping, reporting, and financial management support. Whether you’re a solo entrepreneur or managing multiple entities, we help you maintain compliance, plan strategically, and make confident decisions.
Our services include:
AR & AP Management
Payroll Processing & Compliance
Bank & Account Reconciliation
Month-End Close Procedures
Financial Reporting & Analysis
Profitability Review & Insights
Net Cash Flow Calculation & Monitoring
Tax Preparation Support & Documentation
You stay compliant and growth-ready — we handle the numbers
Secure. Scalable. Supportive.
From first setup to long-term strategy, we deliver reliable IT support tailored to your business size and stage. With our hands-on help, you can run your business without worrying about tech failures, data loss, or downtime. We partner with you to ensure your systems evolve as your business grows.
Our IT services include:
Computer Setup & Troubleshooting
Cybersecurity Setup & Training
Software Installation & Maintenance
Website Development & Hosting
Cloud Solutions
Data Analysis & Automation
Tech Coaching
Custom Desktop Building for Business or Personal
We take care of tech — so you can take care of business.
People-first. Process-strong. We bring structure and support to your workforce and daily operations. Whether you’re hiring your first employee or scaling a team, we help you create efficient systems, stay compliant, and build a strong, values-driven workplace. We align people, processes, and tools to build a motivated, productive, and well-supported team culture.
Our services include:
HR Setup and Compliance
Hiring and Onboarding
Policy & Process Development
Employee Records & Compliance
Team Communication Optimization
Performance Tracking & Goal Setting
Wellness Program Support & Training
Project and team management support
Smart people + smart systems = sustainable growth.
Frequently Asked Questions
We work with entrepreneurs, startups, and small to mid-sized businesses across various industries. Whether you’re just launching or scaling up, we tailor our services to your unique needs.
Yes. We’re experienced in a range of platforms, including QuickBooks Online, Ajera, and other cloud-based systems. We can also help with setup, cleanup, and migration if needed.
Absolutely. We offer flexible, flat-rate packages based on your business volume and complexity. We also offer one-time cleanup or project-based services.
Bookkeeping focuses on recording daily transactions like expenses, invoices, and bank reconciliations. Accounting goes a step further by interpreting that data to produce financial reports, tax insights, and strategic advice. We offer both!
Yes! We specialize in cleanup projects. Whether you’re a year behind or just a few months off, we can get your books up to date and back on track — quickly and accurately.
Yes, we can! We offer support with budgeting, financial forecasting, cash flow planning, and internal financial reporting to help guide your business decisions. However, we are not a CPA firm and do not offer CPA services such as tax preparation, audits, financial statement certification, or legal financial representation. If your business requires those services, we’re happy to collaborate with your CPA or help you connect with one.
Simply, fill out the Contact Us form or email us at Info@ctlsynergysolutions.com. We’ll schedule a free consultation to assess your needs and provide a custom proposal.
Yes. Our integrated approach means you can bundle Accounting, IT, HR, and Operations for a simplified, cost-effective solution that fits your business goals.
Absolutely. At CTL Synergy Solutions, we go beyond basic bookkeeping — we become a trusted partner in your growth. We help you understand your numbers, identify trends, and make informed financial decisions. Our goal is to support you in running your business more efficiently, profitably, and with confidence. When you succeed, we succeed.
We begin with a discovery meeting to understand your business structure, goals, challenges, and current financial setup. From there, we review your existing systems, financial records, and workflows. We’ll ask the right questions, identify gaps or inefficiencies, and develop a customized plan that aligns with your operations and goals. Our onboarding process is thorough, collaborative, and designed to make the transition smooth and stress-free.
When you succeed, we succeed.
We don’t provide tax return preparation or filing services. Instead, we focus on ensuring your financial records are complete, accurate, and tax-ready. We assist by preparing and organizing all the necessary documentation—such as reconciled accounts, income statements, payroll reports, and expense summaries—so your CPA or tax professional has everything they need for accurate and timely filing.
When you’re well-prepared, tax season becomes stress-free.
We provide detailed financial reports every month, giving you a clear and accurate snapshot of your company’s performance. During our monthly reviews, we’ll walk through your financial health together—analyzing revenue, expenses, cash flow, and profitability. These sessions are collaborative, designed to give you actionable insights and ensure you always know where your business stands.
When you have clarity, you can make confident decisions.
We can manage and reconcile all your accounts, no matter how many you have, to ensure your financial data is accurate and up to date. If requested, we’ll also calculate and monitor your Net Cash Flow, providing you with a clear picture of your company’s liquidity and financial health.
When every account is balanced, your financial clarity grows.
Our IT team handles everything from device setup and troubleshooting to cybersecurity, backups, system upgrades, and remote support. We also assist with strategic IT planning for growth.
We follow best practices in cybersecurity — including secure remote access, data encryption, regular backups, antivirus protections, and staff training. Our team customizes security protocols to fit your business and minimize risks.
That’s no problem. We’ll assess your current infrastructure and either enhance it, provide support, or recommend improvements to boost performance and security.
Our team has experience supporting a wide range of industries — from small professional offices to service providers, nonprofits, and online businesses. We customize solutions based on your unique tech needs.
Yes. We provide personalized training to help your team recognize threats like phishing, secure passwords, and protect sensitive data.
We offer flexible IT support packages — whether you need occasional help or full-service, ongoing tech support. We’re your long-term partner, ready to troubleshoot, maintain, and scale your systems as your business grows.
At CTL Synergy Solutions, we follow industry-leading IT best practices to ensure your systems are secure, efficient, and reliable. This includes regular software updates and patching, strong password policies, data encryption, routine backups, proactive monitoring, and employee cybersecurity training. We tailor these practices to your unique business needs to minimize risks and maximize uptime.
At CTL Synergy Solutions, transparency, open communication, and exceptional service are at the core of everything we do. We keep you informed every step of the way — with clear updates, honest feedback, and no surprises. You’ll always know what we’re working on, what to expect, and how it supports your goals. We’re here to listen, respond quickly, and build lasting partnerships based on trust and results.
We start by understanding your business—your size, industry, goals, and current tech setup. From there, we design IT and cybersecurity solutions that match your unique environment. Whether you need secure remote access, cloud migration, compliance support, or ongoing protection, we customize every step to fit your workflow, budget, and long-term strategy. No one-size-fits-all—just smart, scalable solutions that work for you.
We apply the same high-level security standards to our own systems that we offer to clients. This includes multi-factor authentication (MFA), endpoint protection, encrypted communications, regular vulnerability scans, secure cloud storage, and continuous monitoring. We also follow best practices in data governance and train our team to stay ahead of cyber threats. Your data is safe with a team that secures itself first.
Yes, we specialize in seamless system integration. Whether you’re adding new project management tools, communication platforms, or cloud solutions, we ensure they work flawlessly with your existing software. We also test compatibility, provide training for your team, and optimize workflows so you get the most out of every tool.
When your tools work together, your business runs smarter.
smarter.
Absolutely. We design and implement secure, reliable systems that allow your team to work seamlessly from anywhere. From cloud-based collaboration tools to VPNs and cybersecurity measures, we ensure your remote or hybrid setup is efficient, secure, and user-friendly. We also provide training and ongoing support to keep your team productive and connected.
When flexibility meets security, your business thrives.
We stay ahead of evolving cybersecurity risks by continuously monitoring emerging threats and industry trends. Our team promptly applies security patches, updates systems, and conducts routine vulnerability checks. We follow best practices, leverage advanced security tools, and adapt strategies to ensure your business stays protected against new and evolving risks.
When we stay vigilant, your data stays safe.
Absolutely. We help businesses navigate labor laws, create employee handbooks, and implement policies that align with state and federal regulations.
Yes! We assist with writing job descriptions, recruitment strategies, onboarding processes, and employee documentation to ensure smooth and compliant operations.
We analyze your current processes and identify ways to improve efficiency — from automating repetitive tasks to optimizing communication and project flow. Our goal is to help you save time, reduce stress, and focus on what matters most: running your business.
Yes. We assess your current HR practices and recommend improvements in areas like employee onboarding, performance management, training, compliance, and culture development. Our goal is to streamline operations and support long-term growth.
Yes! We help you build clear, legally sound handbooks that reflect your values and meet compliance requirements. We also assist with updates as your business grows. and support long-term growth.
We help you choose and set up HR platforms that suit your business size and goals — from onboarding tools and time tracking to performance reviews and payroll integrations.
We assess your current workflows and identify ways to streamline processes, reduce redundancies, and implement smart systems that save time and money.
We tailor our communication to fit your preferences — whether by email, phone, video calls, or project management tools like Monday.com. From kickoff to completion, you’ll have a dedicated point of contact and regular updates to keep everything on track. We believe in clear, proactive communication so you always feel supported and in the loop.
We welcome your feedback at every stage. Your input helps us fine-tune our approach to better serve your goals. Whether it’s a quick idea or a big change, we listen closely, respond promptly, and adjust as needed. Our goal is to build a flexible, collaborative partnership where your voice is always heard and respected.
Our contracts are designed to be fair, transparent, and easy to understand. We outline the scope of work, timelines, payment terms, and cancellation policies upfront. You can cancel with written notice, and we’ll detail any applicable fees based on the work completed. As for intellectual property — all original materials, reports, and systems developed specifically for your business are yours to keep. We believe in protecting your investment and maintaining a respectful, professional partnership.
Yes. Our Policy & Process Development service creates or updates your employee handbooks, workplace policies, and standard operating procedures. We ensure your HR framework supports both compliance and a positive company culture.
When your policies are clear, your team thrives.
We design customized training programs that focus on the areas your team needs most—such as workplace compliance, harassment prevention, leadership, and communication. Whether delivered virtually or onsite, our training empowers employees and managers to perform at their best.
When people grow, your business grows with them.
Yes, through our Wellness Program Support & Training service. We help build workplace wellness initiatives that improve morale, reduce stress, and promote employee well-being.
When your team is healthy, your business is stronger.