Synchronicity Workflow Solutions in Salem, OR: Helping Small Businesses and Nonprofits Find Financial Clarity

For small business owners and nonprofit leaders, managing finances can be one of the most challenging parts of running an organization. Paula Markovitz knows those challenges firsthand. As the founder of Synchronicity Workflow Solutions in Salem, Oregon, she combines decades of business management and nonprofit leadership experience with a genuine love of solving financial puzzles. Her goal is simple: help organizations get their books in order, understand their finances, and spend more time doing the work that matters most to them.

At a Glance: Synchronicity Workflow Solutions

Business: Synchronicity Workflow Solutions

Location: Salem, Oregon

Owner: Paula Markovitz

Services: QuickBooks Online bookkeeping, financial cleanup, reporting support, and operational consulting

Who They Serve: Small service-based businesses, nonprofits, and entrepreneurs

Experience: Approximately 15 years in nonprofit executive leadership and 15 years managing small businesses

Credentials: QuickBooks ProAdvisor certifications, with Gold status at the time of the interview

What Makes It Different: Personalized service provided directly by Paula, backed by real-world business and nonprofit management experience

A New Chapter, Built on Years of Experience

After spending about a year working in Seattle, Paula Markovitz returned to Oregon uncertain about her next professional chapter.

She had already spent years leading nonprofit organizations and managing small businesses. Friends and family had encouraged her to start a consulting business, but she wasn't sure she wanted to take on the responsibilities of business ownership again.

Then she began helping a few friends and family members with their bookkeeping.

"I started doing bookkeeping for a couple friends and family, and I thought, well, this is actually pretty enjoyable," Paula explained.

That realization helped her see a new possibility. She could use her experience to help other organizations without returning to the demanding executive roles she had held for so many years.

This time, she wanted to build a business that would allow her to concentrate on the work itself rather than managing employees.

Before opening Synchronicity Workflow Solutions in March 2026, Paula spent approximately two months preparing. Although she had worked with QuickBooks for years, beginning with its desktop versions, she wanted to deepen her knowledge of QuickBooks Online.

She completed extensive ProAdvisor training and certifications, developed business workflows, built her website, and established the systems she would need to serve clients.

Even the company's visual identity became a family project. Paula's son, an artist, created the logo, while friends helped her consider different branding options.

Choosing the name was another adventure.

Paula was drawn to the meaning of synchronicity, the idea that seemingly unrelated events can come together in meaningful ways. The word reflected both her professional journey and her belief that different parts of a business should work together.

She admits the name isn't always easy for people to pronounce or spell. One friend even warned her about that challenge. But Paula appreciated its uniqueness and decided it was the right fit.

In many ways, the name reflects the path that brought her here. Her years of leadership, financial management, and problem-solving had come together in an unexpected but satisfying new career.

Understanding Business from the Inside Out

One of Paula's greatest strengths is that she understands the responsibilities her clients carry.

Before launching Synchronicity Workflow Solutions, she spent approximately 15 years working in nonprofit executive leadership.

Her career included serving as a program director with The Arc of Oregon, a statewide nonprofit organization. She later became executive director of another organization and helped lead a merger that brought her back to The Arc, where she served as executive director for approximately six years.

She eventually moved into leadership with a national professional association.

Before her nonprofit career, Paula also spent about 15 years running and managing small businesses.

Those experiences taught her how financial decisions affect every part of an organization, from staffing and daily operations to long-term planning.

"I've been where my clients are," Paula shared.

That understanding is particularly valuable to the smaller nonprofits she enjoys serving.

Many nonprofit organizations operate with limited budgets and small administrative teams. They may have someone entering financial transactions but lack a dedicated professional who can review the books, identify problems, and ensure reports are accurate.

For organizations receiving grants or government funding, reliable financial records are especially important. Reporting requirements can be detailed, and mistakes may create additional administrative challenges.

Paula understands those pressures because she has managed them herself.

Her clients also include other types of small businesses, such as a property management company, an e-commerce company, and a YouTube content creator.

The variety keeps her work interesting, while her background helps her recognize the different financial and operational needs each organization brings.

Finding Solutions in the Numbers

Bookkeeping may not sound exciting to everyone, but Paula sees it differently.

"I love puzzles. And most of the time, bookkeeping is just a big puzzle, especially cleanups," she explained.

That enthusiasm is especially useful when a client comes to her with years of disorganized financial records.

Many of Paula's client relationships begin with a diagnostic review of their QuickBooks Online accounts. She examines how transactions have been recorded, checks for inconsistencies, and identifies areas that need attention.

Sometimes the problems are relatively simple. Other times, they involve years of incorrect entries, duplicate transactions, or accounts that haven't been properly reconciled.

Paula recalled working with a business owner who had spent three years entering information into QuickBooks without fully understanding how the system was intended to work.

Eventually, the owner's CPA determined that the books needed professional cleanup before tax preparation could continue.

The situation illustrated a common misunderstanding: entering income and expenses into accounting software doesn't necessarily mean the books are accurate.

Correct bookkeeping requires consistent processes, reconciliations, and an understanding of how transactions affect financial reports.

Cleanup projects can vary considerably. Paula described one that took approximately three months and another that required only a couple of weeks.

For her, the challenge is part of the appeal.

She enjoys investigating discrepancies, tracing transactions, and figuring out how to put everything back in order.

But the real satisfaction comes afterward, when clients can finally trust the information they're using to make decisions.

For an entrepreneur, that might mean understanding whether the business is profitable. For a nonprofit leader, it could mean having the financial reports needed for a board meeting or grant requirement.

In either case, organized financial records provide a stronger foundation for managing the organization.

More Than Bookkeeping

While bookkeeping is the primary focus of Synchronicity Workflow Solutions, Paula also offers operational consulting.

Her experience in nonprofit management gives her the ability to assist with governance, policies and procedures, systems integration, and administrative processes.

She often begins working with an organization on its bookkeeping, then discovers opportunities to improve other parts of its operations.

The two areas are closely connected.

Inefficient procedures can waste staff time and financial resources. Poorly organized systems can make routine reporting more difficult than necessary.

By looking at how an organization operates, Paula can help clients identify practical improvements that extend beyond their accounting software.

This broader perspective is one reason she chose the name Synchronicity Workflow Solutions rather than a name focused solely on bookkeeping.

She wanted the business to reflect how financial management, organizational systems, and everyday workflows influence one another.

For smaller organizations without large administrative teams, having access to that combination of skills can be particularly useful.

A Different Kind of Client Relationship

Paula has made a deliberate choice about how she wants her business to grow.

"I think the first thing is that I am intentionally keeping it to just me," she explained.

Rather than hiring employees or outsourcing bookkeeping tasks, she wants to remain personally responsible for the services her clients receive.

That means clients work directly with the person reviewing their records, resolving problems, and helping them understand their financial information.

It also allows Paula to maintain the level of quality and attention she considers important.

After years of overseeing employees and managing organizations, she appreciates being able to focus on the details of her work.

She can spend her time investigating financial issues, improving processes, and completing projects without the additional responsibilities of managing a large team.

The approach also fits her personality. Paula enjoys organization, planning, and having reliable systems in place.

Her careful preparation before launching the business reflects the same attention she brings to client work.

For small business owners who may feel overwhelmed by bookkeeping, that steady, detail-oriented approach can be reassuring.

Helping Entrepreneurs Help Themselves

Paula also recognizes that some entrepreneurs aren't ready to hire a professional bookkeeper.

They may be working within a limited budget or simply prefer to handle their own finances.

But managing bookkeeping independently can create problems when business owners don't have a clear understanding of QuickBooks Online.

To address that need, Paula developed the Bookkeeping Buddy Club, a membership concept designed to provide guidance for entrepreneurs who want to maintain their own books.

The program described during her interview included online resources, virtual office hours, opportunities to ask questions, and periodic reviews of members' QuickBooks accounts.

Rather than taking over the bookkeeping, Paula's goal was to help business owners learn how to do it correctly.

She saw an opportunity to prevent the kinds of costly cleanup situations she had encountered with other clients.

At the time of the interview, the program was still in its early stages, and Paula was evaluating whether there was enough membership interest to continue offering it.

The idea reflects an important part of her approach: helping people find the level of support that fits their needs, whether that means full-service bookkeeping or guidance with managing their own records.

The Reward of Making a Difference

For Paula, the most meaningful part of her work isn't simply completing a financial cleanup or producing an accurate report.

It's seeing what those improvements mean to the people running the organization.

She recalled one particularly rewarding experience involving a client referred by a CPA she had known for years.

After reviewing Paula's work, the accountant was impressed by how thoroughly the client's financial records had been organized and managed.

That professional recognition meant a great deal to Paula.

So does hearing from clients who finally understand their financial situation after struggling with confusing or unreliable reports.

Those moments remind her why she decided to start the business.

Her work allows entrepreneurs to spend more time serving customers, developing their ideas, and building their businesses.

For nonprofit leaders, dependable bookkeeping can free up time to concentrate on programs, fundraising, and the people their organizations serve.

Paula especially enjoys knowing that her skills can support those larger goals.

After spending so many years as an executive responsible for an entire organization, she finds it refreshing to focus on a particular area of work she genuinely enjoys.

The combination of problem-solving, independence, and helping others has made this new chapter especially rewarding.

Growing with Purpose in Salem

Paula has called the Salem area home for approximately 30 years.

Her connection to the community gives her work additional meaning, especially when she has opportunities to support local organizations.

Although Synchronicity Workflow Solutions is a relatively new business, Paula shared during the interview that she had recently welcomed three new clients in just two weeks.

That growth was encouraging, even if it meant juggling several onboarding and cleanup projects at once.

She understands that each new client requires time and attention, particularly when existing financial records need substantial corrections.

For now, she is happy to grow thoughtfully while preserving the personal service that motivated her to start the business.

She also wants prospective clients to feel informed before making a decision.

Her website provides detailed information about her services, and visitors can schedule a free discovery call to discuss their bookkeeping or consulting needs.

The conversation gives Paula an opportunity to learn about the organization, understand its challenges, and determine whether working together would be a good fit.

There is no assumption that every prospective client will need the same services or that every situation will be the right match.

That practical, thoughtful approach reflects the experience Paula brings to her work.

Synchronicity Workflow Solutions represents a new chapter in a career built around managing organizations, solving problems, and helping people succeed.

For Salem's small businesses and nonprofits, it offers something valuable: knowledgeable financial support from someone who understands what it takes to run an organization.

And for Paula, it is a chance to put years of experience to work in a way that is both personally satisfying and meaningful to the people she serves.

Frequently Asked Questions

What services does Synchronicity Workflow Solutions provide?

Synchronicity Workflow Solutions offers QuickBooks Online bookkeeping, financial cleanup, catch-up bookkeeping, reporting support, and operational consulting. Paula Markovitz also assists nonprofits with governance, policies and procedures, and organizational systems.

Who does Paula Markovitz work with?

Paula primarily works with small service-based businesses and nonprofit organizations. She especially enjoys supporting smaller nonprofits that need dependable financial information but may not have a dedicated financial manager.

Why is Synchronicity Workflow Solutions a good fit for nonprofits?

Paula brings approximately 15 years of nonprofit executive leadership experience. She understands the importance of accurate reporting, grant-related financial requirements, and the operational challenges smaller nonprofit organizations face.

Can Synchronicity Workflow Solutions fix bookkeeping mistakes in QuickBooks Online?

Yes. Paula provides diagnostic reviews and bookkeeping cleanup services to identify and correct problems such as duplicate transactions, unreconciled accounts, and inaccurate financial entries. The time required depends on the condition of the existing records.

What is the Bookkeeping Buddy Club?

The Bookkeeping Buddy Club was developed to help entrepreneurs manage their own QuickBooks Online bookkeeping with professional guidance. Its planned features included educational resources, virtual office hours, and periodic bookkeeping reviews. Interested business owners should confirm the program's current availability with Paula.

How can Salem-area businesses get started?

Business owners and nonprofit leaders can visit the Synchronicity Workflow Solutions website to learn more about its services and schedule a free discovery call. Paula uses that initial conversation to understand each organization's needs and explore how she might help.