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
39
Clients served
Hi there, I'm Monica!
My 18+ years of accounting background and significant attention to detail are a powerful combination. I will not rest until your books are perfect. I have a degree in Accounting, QBO Advanced ProAdvisor certified, QBO Payroll certified, and I'm an Intuit certified Bookkeeping Professional.
As a small business bookkeeper, I focus on offering my clients year-round services to help simplify your financial life and make tax preparation easy. I believe in providing more than just quality services. I take the time to truly understand your needs and goals so I can be a trusted advisor who helps strengthen your tax and accounting health. I am dedicated to providing the best service and guidance every step of the way.
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!"