Our Solutions
We understand that each business has unique financial needs. That's why we tailor our bookkeeping services to fit your specific requirements, ensuring that you get the support you need without paying for unnecessary extras.
Perks
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Free initial consultation
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QuickBooks setup services
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Competitive cleanup projects
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One-on-one QuickBooks Online training options
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Monthly virtual meetings
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Bookkeeping services are tax-deductible!
Service
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Record income + expenses
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Track assets + liabilities
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Maximize tax deductions
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Track customer invoices
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Track sales + sales tax
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Manage 1099 contractors
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Account reconciliations
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Manage vendor bills
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Track project profitability
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Comprehensive financial reports
Payroll Add-On
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Weekly / Bi-weekly payroll with QuickBooks
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Consolidated reporting
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Employee direct deposit
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Federal + state payroll tax filings + payments
Our Approach
Packages are personalized to your specific needs, creating the best value for you as a client. Rates are not one-size-fits-all. You are investing in the future growth + success of your business.
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Manage Weekly
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Confirm all accounting transactions are posted properly into your QuickBooks company file
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Document + file any invoices + receipts for easy reference
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Set up new customers + vendors on an as-needed basis
02
Balance Monthly
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Perform the bank reconciliation for any checking, savings, or credit accounts
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Enter adjusting journal entries as necessary, as well as review any past due receivables + payables
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Review + provide your Profit & Loss Statement and Balance Sheet
03
Maintain Quarterly
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Recommend any estimated quarterly taxes due to lower your year-end tax burden
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Prepare your annual Profit & Loss estimate to track what you are making + any changes that have occurred
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Expertise and Knowledge: Our team of bookkeeping experts is well-versed in the latest accounting principles, regulations, and best practices. We stay up-to-date with industry changes, so you can focus on growing your business while we handle the numbers.
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Customized Solutions: We understand that each business has unique financial needs. That's why we tailor our bookkeeping services to fit your specific requirements, ensuring that you get the support you need without paying for unnecessary extras.
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Time and Cost Savings: Outsourcing your bookkeeping to us allows you to save valuable time and resources. Instead of dedicating hours to number-crunching and paperwork, you can concentrate on core business activities, boosting productivity and profitability.
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Data Security and Confidentiality: We take the security of your financial data seriously. Our stringent data protection measures and confidential handling of your information ensure that your financial records remain safe and confidential.
Why Work With Us
1,347
Hours saved per year
30%
Average savings on taxes
49
Clients served
Success Stories
Hailey Ostrom
Professional Golfer
"I had so many issues finding a reliable CPA before Summit Book Solutions. Since working with Monica I have had zero stress with monthly bookkeeping or with taxes. She handles everything so I don’t have to!"
Tanya Gore
Licensed Marriage & Family Therapist
"I am most satisfied with Summit Book Solutions by having my expenses categorized and given a clear quarterly tax estimation."
Whitney Hickman
Twelve One Design
"Working with Monica has brought me such peace of mind for the money side of my business. Being a real business owner means knowing your numbers, and now I feel like I am finally doing that confidently!"