Summit CPA
Books closed on time. Taxes filed without drama. A finance partner who tells you what the numbers mean, not just what they say.
What we do
Start with the books. Add what you need as you climb. One firm, one relationship — no handoffs to a stranger every quarter.
Monthly close, reconciliations, and clean financials you can actually hand to a lender or an investor.
Federal, state, and local returns for entities and owners. Filed early, planned all year — not scrambled in April.
Run payroll, file the returns, keep the registrations current across every state you hire in.
P&L, balance sheet, and cash flow prepared to standard — compilation or review, whichever your bank asks for.
Budgets, forecasts, pricing, and cash planning. The conversation you can't have with software.
QuickBooks or Xero set up properly, historical messes untangled, and a chart of accounts that survives growth.
Pricing
You'll never get an invoice for a phone call. Pick the altitude that fits, move up when you outgrow it.
Foothill
$450/month
Early-stage and owner-operated.
Ridge
$1,200/month
Established, hiring, and reporting to someone.
Summit
Custom
Multi-entity, multi-state, or venture-backed.
Cleanup of prior-year books is quoted separately, once, after we've looked at the file. No engagement starts without a written quote.
Insights
Written for owners, not accountants. No jargon we wouldn't use on a call.
The only report that tells you whether you can make payroll in November.
The answer depends on three numbers, and they're all in your own P&L.
Late books don't just annoy your accountant — they hide the problem you could still fix.
One remote hire can create payroll registration, nexus, and filing obligations you didn't budget for.
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