Greetings, Here's our latest news and insights. Enjoy! ~ Donna and Irene

Creating Your Secret Sauce for Excellent Customer Relations

By Rob Lloyd, Client Relationship Manager, Synergy Business Solutions

secret sauce for excellent customer relations

Like most businesses, yours probably strives to have customers for life. To learn how to achieve that goal, you could read numerous books or go online and find thousands of articles on improving customer relations. You could even hire a consulting firm to come in and show you how to retain customers for the long haul. But at the end of the day, it's not about borrowing someone else's secret sauce, but having your own. Why? Because who knows your customers better than you?

You may recognize the name Ray Kroc. He was the owner of McDonalds. He purchased it in 1961 and with his franchising model built the McDonalds Empire. As part of the purchase of a franchise, Ray included an operations manual, in which he outlined the policies each owner should follow. The third one was specific to customer relations: READ MORE >>

Bring the FUN back to Accounts Payable with EFT

By Donna Hurst, SL Practice Manager, and Irene Bushnell, Intacct Practice Manager

Electronic payments through electronic funds transfers (EFT) are being accepted and required at more and more businesses. The ease and efficiency of sending EFT payments to your vendors is a drastic improvement over printing a check, stuffing it in an envelope, digging through the desk drawer for a stamp, and getting it to the post office in time to take advantage of a discount. And, let's not forget the "fun" of your bank reconciliation when checks clear the bank at the wrong amount or don't clear at all! Using EFT payment options through your bank has made our AP Offices fun places to work again.

Recording these EFT payments in your accounting software should be simple and easy as well. In this article we are going to explore the different ways you can record EFT payments to help keep the AP office smiling. .

Click below to read the whole article and see steps in SL or Intacct:


Meet Karen Orr, one of our newest employees here at Synergy (five months). Karen is our Accounting Manager. The part of her job she enjoys the most is researching, reconciling accounts, and making tasks more efficient.

Prior to Synergy, Karen worked at Rolling Hills Community Church in Tualatin, Oregon, handling payroll, GL, AP, and AR. Pretty boring stuff, but regardless, she considered it her divine calling.

Karen loves to spend time on the Oregon Coast with her husband and also loves gardening and crocheting.

Meet Allison Blackmore. Allison is our Accounts Receivable Clerk and another new employee (7 months). She collects on invoices, does deposits, applies them to Customer Accounts, and runs reports for clients. She loves figuring out solutions to problems.

Allison has a storied background. She joined the Army at 18, became a medic, and served as an EMT on helicopters for the California National Guard. She's been a swimming instructor, pool manager, and once, fully clothed, rescued a child in a public pool.

Allison and her husband enjoy sailing and travel to the San Jaun Islands, WA every year with their two dogs.

Karen Orr - Synergy Business Solutions

Allison Blackmore

SL User Group Conference
San Antonio, Texas
September 16-18, 2015
Maximize Dynamics SL by attending this awesome conference. Use the code th9nbdtr to receive $30 off.
Advantages to Attending

New Affordable Care Act (ACA) Compliance Module from Silver Brook! Whether you use Dynamics SL Payroll or Silver Brook HR, you can now add the ACA Compliance Module.


Intacct Advantage Conference
Las Vegas, Nevada
November 9-13, 2015
Take advantage of this amazing opportunity to get the most out of Intacct and meet other users.
Advantages to Attending

Summer '15 New Release Webinar
Wednesday, September 2, 2015
Get highlights on the next Intacct release. See what's new.

Contact your Synergy Account Manager
to discuss any of these opportunities or updates.

Presidents Club for Microsoft and Intacct

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Your Secret Sauce

Fun AP with EFT

Employee Spotlight

SL and Intacct Conferences


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