The Symbionics Mission is to support small business entrepreneurship.

Small Business Owners face substantial risks. Symbionics has worked with many clients who had one big issue in common – they were passionate about the products or services they offered but had neither time nor knowledge to put the right financial systems and processes in place. As a result, they faced overwhelming threats to their businesses: disorganization; poor quality controls and therefore huge financial waste;  fraud; abuse of position; staff turnover and loss of continuity; high labor and administrative costs driven by inefficiency; loss of records; and lack of accurate financial reporting that resulted in poorly informed decision making.

Our approach has always been very hands-on. We like to roll up our sleeves and dig into the details. Our work is highly practical. Over the years, we have developed our own strategies and approaches in creating financial systems and processes that work consistently for all users but are easily tailored to personal goals and available resources. We routinely educate, train, and coach our clients and their staff to help ensure sustainable results and accountability for their business and personal finances.

Listening and collaborating is how we make this process work and succeed. Many people have told us that they could not keep up with regulations, organization, managing staff, or using complex tools like QuickBooks while simultaneously running a business. We realized that there is so much information today that it can become overwhelming. It’s hard for many people to know where to start and what to do. That’s where we come in. We will walk with you, run with you, and help get you to the finish line.

Symbionics offers help that makes sense. We take the lead and collaborate with other professionals to address your needs, giving our clients as much or as little support as you desire. Our approach makes the process as painless as possible. Ultimately, our goal is to empower small business owners and support the dream of entrepreneurship. Designing and implementing efficient and effective financial office systems and processes that optimize your time and money is how we turn your goals into reality.


Guiding Principles: STARR

Sustainability – Considering and optimizing all aspects and resources for lasting results.

Trust – Building trust in the system and in each other.

Attitude – Approaching tasks and challenges with realistic optimism and a can-do spirit.

Respect – Recognizing and supporting each individual’s role.  Creating an environment in which we are responsible TO one another and not FOR one another.

Risk Reduction – Considering the big picture and potential threats.