Success Beyond
Your Numbers
Summit Book Solutions provides unparalleled personalized bookkeeping services to creatives and small businesses across the United States. As your certified bookkeeping experts, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We want to help guide you along your path to success.
1,347
Hours saved per year
30%
Average savings on taxes
49
Clients served
Hi there, I'm Monica!
Hello! I'm Monica, founder of Summit Book Solutions, with over 19 years of accounting experience. I hold a degree in Accounting and am certified as a QuickBooks Online Advanced ProAdvisor, QuickBooks Online Payroll specialist, and Intuit Certified Bookkeeping Professional. My passion lies in assisting creatives and small businesses across the United States to achieve "Success Beyond Your Numbers."
At Summit Book Solutions, we offer personalized bookkeeping services tailored to your unique needs. Our goal is to simplify your financial processes, ensuring accurate records and providing insights that empower informed decision-making. By entrusting us with your bookkeeping, you can focus on what you do best—growing your business and pursuing your passions.
Let's work together to streamline your financial processes and set your business on a path to success. Contact me today to schedule a consultation and discover how Summit Book Solutions can support your business goals.
Our Solutions
Our professional bookkeeping solutions are designed to streamline your financial processes, alleviate the burden of managing your books, and provide you with peace of mind. Whether you are an individual seeking personalized solutions or a business looking to enhance your operations, we have you covered.
Quickbooks
Online
Training
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1:1 training with a Certified Advanced ProAdvisor
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Company setup
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Tracking sales & invoicing customers
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Categorizing expenses
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Integrations
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Reviewing & understanding reports
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Specialties
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Sales tax
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Payroll
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Quickbooks
Cleanup &
Startup
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Build/verify QuickBooks chart of accounts
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Create Balance Sheet, Vendors, Donors, Customers
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Evaluate Statement of Activity for accuracy
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Analyze payments and deposits
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Integration of POS and/or donation system with QuickBooks
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Rolling historical bank reconciliations & cash flow analysis
Monthly
Retainer
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Maintain QuickBooks account comprising all daily transactions
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Monthly reconciliations
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A/P and A/R advisory assistance
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Comprehensive financial reports
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QuickBooks support
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Sales tax tracking
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Year-end 1099s
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Meetings as needed
Success Stories
Barb Peterson
Peterson MADE
"I am so happy I found Monica. Deciding to work with Monica and getting all of the goodness out of QuickBooks has truly been a value-add in my busy life!"
Dave Emrich
Emricci Pizzeria
"Summit Book Solutions' professional command of the logistics and details has greatly improved the workflow and allowed us to concentrate on building our business."
Jodi Krikke
JAK Sprat
"If you're looking for peace of mind to know that your finances are being well kept, and kept up with in a timely manner (every month)- Monica is your girl!"