Books built with the future in mind.

Most bookkeepers record transactions and call it a day. The difference here? I'm a CPA and CFP® which means you're getting bookkeeping informed by the highest levels of accounting and financial planning expertise and not just basic bookkeeping. My experience across both day-to-day bookkeeping and higher-level financial planning shapes how your books are structured to support smarter decisions moving forward, and not just to report the past. We bridge the gap between raw financial data and real business direction, so you're never left guessing what your numbers actually mean.

  • Financials structured with decision-making in mind

  • Reporting designed to highlight trends, margins, and cash flow

  • A chart of accounts built for clarity, not clutter

  • Books built to easily allow proactive tax planning

  • Forward-looking insight, not just historical reporting

  • Clear visibility into where you are, and where you're headed

Good bookkeeping saves you money. Great financial expertise can change your business. See how we've done exactly that for our clients.

Read Client Stories Here

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Sam Ash, CPA, CFP®

*Summit Bookkeeping & Advisory is not a CPA firm. These services are not regulated by the Texas State Board of Public Accountancy.  

Our Core Values

Honesty

We communicate openly and truthfully in every client interaction. We take full responsibility for our work and address issues directly as they arise. We do not hide mistakes, shift blame, or create surprises. We provide straightforward answers, even when the message is difficult. Trust is earned through consistent, honest actions, not promises.

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Reliability

We deliver accurate, timely financial work month after month. Through disciplined processes and careful attention to detail, we ensure consistency. Deadlines are commitments, not targets. Clients can depend on us to follow through and stay prepared. Our systems are designed to produce dependable results, not last-minute fixes.

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Clarity

We present financial information in a way that is easy to understand and actionable. We avoid unnecessary jargon and explain concepts in plain language. We focus on what the numbers mean, not just what they are. Clients should never feel confused about their financial position. Clear financials empower better decisions and greater confidence.

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Our Services Financial needs vary by business and shift as they grow. That's why we've built our services into clear, structured tiers designed to meet you exactly where you are. Whether you need reliable monthly bookkeeping to keep your finances organized or hands-on CFO-level advisory to guide strategic decisions, each tier is backed by the expertise of certified professionals with years of industry experience that sets Summit apart. Find the level that fits your business today, knowing you can scale up as your needs evolve. ✦ 100% satisfaction guaranteed — if you are not satisfied after your first month, your monthly fee will be reimbursed in full.
Tier 01 Core Bookkeeping Reliable, accurate bookkeeping each month $300–$450 / month Best for: Small businesses under $150k revenue
Everything you need to keep your business finances organized and tax-ready.
Income and expense categorization
Asset capitalization
Bank and credit card reconciliation
Monthly financial statements — Balance Sheet, P&L, Cash Flow, and General Ledger
Supports up to 4 bank and credit card accounts
Year-end financial package for tax use
Annual meetings
Tier 02 Premium Bookkeeping Detailed financials, consistent reporting, and review $450–$600 / month Best for: Growing businesses with more complex day-to-day finances
Everything in Core, plus more frequent reporting and proactive tax support.
Everything in Core, plus:
Quarterly meetings
Light AR & AP tracking
Rolling period comparisons
Quarterly financials shared with your tax preparer for estimated tax calculations
Supports 5–8 bank and credit card accounts
Annual business & personal tax return review (compliance, not tax planning)
Tier 03 Strategic Bookkeeping Comprehensive financials, hands-on support, and advanced reporting $600–$1,000 / month Best for: Established businesses using financials to guide operations
Everything in Premium, plus advanced reporting and priority support.
Everything in Premium, plus:
Alternating-month meetings
Supports 8+ bank and credit card accounts
Custom financial reports
KPI dashboards for financial performance tracking
Intercompany loan and balance tracking
Priority support
Tier 04 CFO Advisory Dedicated fractional CFO support $1,000+ / month Best for: Businesses needing financial leadership and strategic guidance
Everything in Strategic, plus ongoing financial leadership and strategic guidance.
Everything in Strategic, plus:
Monthly meetings
Owner-focused financial goal setting and tracking
Budgeting and long-term financial modeling
Cash flow forecasting and scenario analysis
Ongoing strategic decision support
Active monitoring of financial performance between meetings
Exit-readiness financial preparation
Account volume handled on a case-by-case basis
Additional Services Beyond our monthly bookkeeping tiers, we offer the following specialized services.
Books Clean-Up Your books are behind, disorganized, or haven't been touched in months — we'll get them back on track, reconciled, and ready to use. Priced at 80% of your monthly tier rate
Quarterly Bookkeeping For businesses that don't need monthly bookkeeping but want accurate, organized financials every quarter. Priced at 80% of your monthly tier rate

Contact Us

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