Bookkeeping That Keeps Your Business Balanced

We provide timely, accurate bookkeeping and accounting services designed to give you clarity, reduce stress, and ensure your financials support smarter decisions.

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Remote Accounting with a Personal Touch

TAILORED BOOKKEEPING SERVICES

Summit’s accounting team offers clean, professional bookkeeping for small businesses, trusts, and investment entities. We operate remotely with secure digital tools and clear workflows—giving you visibility and confidence without needing to manage the details in-house.

01

Monthly Bookkeeping & Reconciliations

We handle day-to-day transactions, categorize income/expenses, and deliver polished financial reports each month.

02

Financial Reporting & Reviews

Need deeper insight? We help translate your numbers into narratives—identifying trends, risks, and opportunities.

03

QuickBooks Setup & Cleanup

Whether you’re starting fresh or need to untangle a mess, we get your accounting systems up to speed.

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Frequently Asked Questions

  • Can I outsource just a portion of my bookkeeping?


    Yes. We work with clients on full-service bookkeeping or limited-scope support such as reconciliations or monthly reviews.

  • Do you use QuickBooks or another platform?


    Most of our clients use QuickBooks, but we’re happy to discuss the best system for your business.

  • How do I get started?


    After a brief onboarding process, we’ll set you up with secure access to our portal, walk you through upload guidelines, and create a monthly process that works for you.

  • Can I bundle this with tax services?


    Yes, and we often recommend it. Bundling helps ensure continuity, accuracy, and fewer gaps between accounting and compliance.

Ready to gain clarity and confidence in your financial future?

Let’s build a flexible financial strategy that supports your goals, values, and lifestyle.