Synergy Avenue
Your trusted partner in bookkeeping, accounting, payroll and CFO services tailored for individual, small and medium-sized business in the vibrant community of Naples, Florida.
Trust Worthy
We adhere to high ethical standards and honesty.
Experienced
Deep understanding of accounting principles and practices.
Professional
We are committed to lifelong learning and professional growth
What we Do
Individual & Corporates Accounting Services
Bookkeeping
Excellence, accuracy, efficiency, and attention to detail are the cornerstones of our bookkeeping services.
Controller
We help strengthen your company’s internal control environment by implementing robust procedures
CFO
From budgeting and forecasting to cash flow optimization, we are dedicated to help you achieve your business goals.
Resources
Useful Resources for Financial & Accounting Management
Cash Flow Statement
Serving as a powerful compass for decision-making, the cash flow statement offers a comprehensive view of a company’s liquidity, solvency, and operational efficiency.
Profit & Loss Statement
By analyzing revenue trends, expense patterns, and profitability metrics, businesses can assess their financial performance and identify areas for improvement.
Balance Sheet
The balance sheet offers invaluable insights into a company’s financial position, liquidity, and solvency, empowering stakeholders to make informed decisions with confidence and clarity.
Budget
Dynamic tool for forecasting and controlling expenditures, the budget empowers organizations to allocate resources effectively, set targets, and achieve their financial goals with precision and clarity.
I recommend Synergy Avenue LLC for their outstanding bookkeeping services. In addition to her exceptional expertise, Karla consistently demonstrates professionalism, integrity, and reliability. Synergy Avenue is a great asset for our business.
Lynne Garret,
Lakewood, HOA President.
Fort Myers, FL
“I cannot speak highly enough of Synergy Avenue Controller Services. Their dedication to excellence, commitment to client satisfaction, and professionalism make them an indispensable partner for my store.”
LuzMa Gutierrez
Candy & Co Candles,
Top 10 Etsy Online Store
Secretary/Treasurer
Karla D. Otis
Senior Partner
With over 20 years of experience in accounting and financial management, I offer a wide range of services including bookkeeping, payroll, and CFO-level consulting. My background as a Controller and Chief Financial Officer (CFO) has given me the skills to guide businesses of all sizes through their financial challenges with accuracy and care. I’m dedicated to providing personalized financial solutions, tailored to meet the unique needs of each client.
Outside of my professional work, I am passionate about supporting local initiatives that focus on the development and well-being of children. In my free time, I enjoy serving in my local church, alongside spending cherished moments with my family. I believe in giving back to my community and living a life rooted in service and connection.
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