Unlock financial clarity and optimize your business operations with professional QuickBooks services from Summit Business Advisors. As Certified QuickBooks ProAdvisors, we specialize in helping businesses like yours streamline their bookkeeping, accounting, and
financial planning processes.
Why Choose Summit Business Advisors?
- Certified QuickBooks ProAdvisors
Our team is certified by QuickBooks, ensuring you receive expert guidance and tailored solutions for your bookkeeping and
accounting needs.
- Local Expertise in West Los Angeles
With deep roots in the West LA community, we understand the unique challenges and opportunities for businesses in the area.
- Comprehensive Services
From QuickBooks setup and training to ongoing bookkeeping and accounting, we provide end-to-end support to simplify your
financial management.
- Personalized Approach
We tailor our services to meet the unique needs of your business, ensuring that you stay compliant, efficient, and on track to
achieve your financial goals.
Our QuickBooks Services
QuickBooks Setup and Training
- Setting up QuickBooks Online or QuickBooks Desktop for
seamless integration into your operations. - Providing one-on-one or team training to ensure you and
your staff maximize the platform's potential.
Ongoing Bookkeeping
- Tracking income, expenses, and cash flow to give you a clear
picture of your financial health. - Reconciling bank accounts and credit cards to ensure
accuracy and compliance.
Accounting and Reporting
- Generating customized financial reports to help you make
informed decisions. - Managing accounts receivable and payable for smooth
operations.
QuickBooks Cleanup Services
- Fixing and organizing existing QuickBooks files to restore
accuracy and efficiency.
Profit Improvement Consulting
- Implementing profit improvement principles to help your
business achieve long-term financial success.
Our QuickBooks Bookkeeping
Process
- Initial Consultation
Begin by filling out the contact form below. We’ll follow up to schedule a no-obligation consultation, during which we’ll discuss your current bookkeeping challenges, business goals, and preferred QuickBooks platform. - System Setup & Data Migration
After understanding your objectives, we’ll set up a fresh QuickBooks environment or refine your existing one. If you have historical data, we’ll migrate it seamlessly, ensuring accuracy and minimal downtime. - Ongoing Bookkeeping & Maintenance
Our experts reconcile transactions, categorize expenses, and close your books on a monthly or quarterly basis. This ensures you maintain clean, audit-ready records and
gain ongoing visibility into your financial health. - Detailed Reporting & Advisory
We tailor QuickBooks dashboards to match your key performance metrics, preparing custom financial
statements and performance snapshots. You’ll always have the metrics you need—profit margin, cash flow, expenses—at your fingertips. - Periodic Reviews & Consultations
We believe in a proactive approach. During regular check-ins, we’ll review your financial strategy and suggest improvements. Our goal is to support sustainable growth
and long-term profitability.
Benefits of QuickBooks for Your California Business
- Real-Time Visibility: Log in from anywhere with QuickBooks Online for instantaneous updates on cash flow and spending.
- Scalable for Growth: Whether you’re a small startup or an established enterprise, QuickBooks offers flexible solutions that adapt
to your evolving needs. - Improved Accuracy: Automated transaction tracking reduces manual data entry, lowering error rates and freeing your time for more strategic initiatives.
- Enhanced Cash Flow Management: Integrate QuickBooks with plug-ins like Melio for smoother accounts payable, or Gusto for streamlined payroll.
- Local Tax Compliance: QuickBooks helps you organize records needed to comply with California regulations and sales tax requirements, ensuring you’re always ready for tax deadlines.
Why Summit Business Advisors Stands Out
- Proven Track Record: Years of experience advising and supporting Los Angeles-based businesses across multiple industries.
- Dedicated Support Team: Your calls and inquiries are handled by real professionals who understand your business, not
automated chatbots or overseas support. - Transparent Pricing: We offer clear and competitive pricing structures, so you’ll know exactly what to expect—no hidden fees, no
surprises. - Client-Centric Approach: Every solution is tailored to your specific needs, integrating QuickBooks options with the software tools
you already rely on.
Frequently Asked Questions
Here's What Our Clients Have to Say About Us
Delivers far beyond anything you ask
"Capable does not even describe the abilities, capabilities, and scope of Veronica’s way of serving your company. Veronica Herrera delivers far beyond anything you ask of her. She is so bright and an utter blessing to know and work with on any of your needs – a delight and relief in today’s world."
- Martin W. “Bud” Pernoll
Proactive and Professional with the big picture in mind
"Knowledgeable, thorough and timely bookkeeping services. proactive, professional with the big picture in mind. Veronica is business savvy providing guidance every step of the way!”
- Karen Folwell
Direct and easy to understand.
"Direct and easy to understand. She explains herself clearly and does not sugarcoat any information we need to know."
- Ximena Herschberg
Now I can spend time on growing my business
"Being able to see my P&L online anywhere is great. I used to dread that time because of all of the work I had to do but now I know it’s done and I can spend my time on growing the business."
- Robert Nevarez
With Summit Business Advisors, Your Path to Success is as easy as 1-2-3
1
Start with a Basecamp Assessment
We’ll discuss your business and financial goals and what is preventing you from reaching them, and run a full diagnostic on your business financials to better understand how we can help you.
2
Begin Your Ascent
We explain the findings from our review, the challenges before you and how you should specifically address them with a series of customized recommendations.
3
Reach Your Summit
With our guidance and support, we help you to get confidence in your financials, make accurate data-driven financial decisions, and provide a clear path to reach success in your business journey.
Your path to the summit starts now with knowing your score
With Summit Business Advisors, project-based businesses have real-time visibility into their performance and can make data-driven decisions that drive results.
✓ Profit First
✓ Utilization rate, and
✓ Net revenue per employee
