Getting Started

Ready to start bookkeeping ? Read some important information below to get started with Synergy

Delegate Access 

Each bank is a little different! Below are some common accounts and where to click!

 

The basic information is all the same - your account manager (Angela Bobay), email (office@synergyflagstaff.com) and phone (928-440-4524) 

You can create a unique administrative username (like SynergyRocks2021) and a password of your choice. 

For security questions, please choose which you like the best, and let us know of your answer. It's pretty simple, but during the process, if you have any questions, just call us during office hours! 

BBVA bbva

 

Do you have a different type of account? 

Here is a link to instructions for Wells Fargo