Trust us with your accounting—and all the headaches
As a small-business owner, you must wear many hats, but accounting shouldn’t be one of them! Trust us to handle your accounting to make sure your accounts are accurate, timely, and efficiently processed.
Accounting in the cloud.
We perform all of your accounting using accounting software that is entirely online and completely secure. This empowers us to work with any small business, no matter the location.
Partnering with Summit can be better for your health:
Sleep better – Stop waking up in the middle of the night wondering if you made that deposit or paid that invoice on time. You can sleep better knowing that your accounts are being handled by the professionals.
Recharge your batteries – Stop spending your Saturdays working on the books. Relax. Recharge. Revitalize.
How Summit can improve the health of your business:
Have insight behind the numbers – We don’t just provide you with accurate reporting, we teach you how to make sense of it all so you can make better informed businesses.
Greet tax time with a roar – Your books will be ready. And better yet, we can work directly with your tax pros. Taxes, stress-free.
Enjoy an extra set of eyes – We’ll let you know if we see spending that looks high or notice something that doesn’t look right. We can also suggest ways to reduce risk.
Time to work on your business – again, how can your business grow if you’re spending your time on the numbers?
We’ll take care of numbers so you can take care of your business.
Contact us and we can design a service package that fits your budget and needs:
Bank Reconciliations – We check if your bank statements match the accounting in your system and correct any errors.
Accounts Receivable – We’ll lead the charge with invoicing, accounts receivable management, and collections.
Accounts Payable – Let the pros take care of bill processing, including submission, document management, approvals, check writing, and payments
Actionable Financial Reports – Receive an income statement and balance sheet every month. This can help you hone in on the most profitable parts of your business.
Tax-Ready Books – Imagine just handing your financials to your tax people. Yes, it can be that easy. We take care of everything.
Sales Tax Requirements – Depending on your products and services, local and state taxes can be more complicated. Let us stay on top of all of the changes for you.
Before you begin: Setting up your accounting system.
There are loads of accounting systems out there, including many forms of QuickBooks. We can help you set up a new accounting system or help you improve the system you currently use. We can also train your team and help streamline your accounting workflow.
And what if your accounting is a complete mess?
Receipts in a shoebox? We can work with that. Our Accounting Rescue service can help you get caught up in a week or so. Contact us to find out more.
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
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.
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.
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.