Synergy CPA Group is a women-led advisory firm helping entrepreneurs, real estate professionals, and growing businesses move from financial complexity into clarity, strategy, and sustainable growth.
Too many business owners experience accounting as a once-a-year scramble — disconnected advice, missed opportunities, and decisions made without real financial visibility.
Synergy CPA Group was built around a different standard: a proactive, year-round partnership where your tax strategy, financial reporting, and growth planning all work together. The result is calm operations, smarter decisions, and a clear path to building long-term wealth.
We work best with business owners who are ready to move past basic tax prep and treat their financial life as a strategic asset — with a partner who's invested in the long game.
Strategic financial leadership for founders building purpose-driven companies — from first hire through scaling and beyond.
Proactive tax strategy and clean financials built around commission cycles, team growth, and the realities of the industry.
Entity structuring, depreciation, and portfolio-level planning so every property contributes to long-term wealth.
A CPA partner who helps you think strategically — about growth, equity, structure, and the decisions that shape the next chapter.
Executive-level financial guidance, forecasting, and operating insight without the cost of a full-time hire.
Multi-year tax planning, cash flow modeling, and the financial leadership that turns ambition into sustainable scale.
The right financial partnership doesn't just produce a return — it changes how you run your business. Clients describe the shift the same way: things feel calmer, clearer, and more in control.
Knowing your numbers, your plan, and your next move — without second-guessing.
Clean financials and clear reporting so the picture is never blurry again.
No more year-end panic, surprise bills, or scrambling for documents.
Strategic conversations that shape pricing, hiring, investments, and growth.
A team that responds, anticipates, and shows up across the entire year.
Every step is built around modern collaboration, proactive guidance, and the kind of executive-grade experience your business deserves.
We start by understanding your business, your goals, and the friction you want gone — then map a clear path forward.
A guided, fully digital onboarding designed around your time. Secure document exchange, no friction, no chasing.
Recurring touchpoints, quick answers when you need them, and a partner who reaches out before you have to ask.
Recurring reviews and reporting so the state of your business is always clear — and decisions never feel like guesses.
Tax planning, entity work, and growth conversations across the entire year — not a frantic April.
Every engagement is built around the result your business actually needs: clarity, confidence, and proactive financial leadership.
Multi-year planning, entity strategy, and proactive guidance so tax becomes a strategic lever — not a deadline.
Forecasting, KPIs, pricing, and the strategic conversations that shape how your business actually grows.
Entity structuring, depreciation, 1031 planning, and commission-cycle strategy designed for real estate.
Accurate categorization, monthly close, and recurring oversight — the foundation every smart decision rests on.
Monthly P&L, cash flow, and management reporting with context — numbers that tell a story you can act on.
Multi-year planning, wealth-building strategy, and the kind of guidance that compounds over time.
S-corp, LLC, partnership, and holding structures designed around your goals — not generic templates.
Setup, oversight, and coordination with modern cloud payroll so every cycle runs smoothly.
Quarterly check-ins, projection updates, and proactive moves throughout the year.
The most valuable thing a CPA can offer isn't a filing — it's perspective. Synergy operates as an embedded financial partner so you have someone in your corner for the decisions that actually shape the business.
Synergy CPA Group was founded with one belief: working with your CPA should feel strategic, supportive, and genuinely empowering — never transactional.
Michelle founded Synergy CPA Group to bring a more strategic, modern, and human standard to the accounting industry — pairing deep tax expertise with the kind of advisory partnership ambitious business owners deserve.
Cora partners closely with clients across onboarding, ongoing communication, and strategic planning — making sure every engagement feels organized, responsive, and proactively guided.
"Your finances should support your growth — not slow it down. Our role is to make financial leadership feel clear, confident, and finally yours."
We build long-term relationships with founders, real estate professionals, and business owners who want modern, proactive financial leadership — not transactional accounting.
Synergy completely changed how we think about our finances. Michelle and the team are proactive, organized, and always two steps ahead — it finally feels like we have a real advisor in our corner.
They restructured our entities, mapped out a multi-year tax strategy, and made the whole experience feel modern and easy. The kind of CPA partnership I wish I'd had years ago.
Strategic, responsive, and genuinely invested in our growth. Synergy has become the financial backbone of our business — I don't know how we operated before.
Tax strategy, real estate planning, founder finance, and the kind of operating guidance built to help you run a smarter, more confident business.
A short conversation is the easiest way to see how a modern, advisory-first CPA partnership could change the way your business operates.
Women-owned · Headquartered in Denver, Colorado · Serving founders and real estate professionals nationwide.
