Our Services | Enhance Your Finances — Get Started Today

Our ServicesFinancial 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 ServicesBeyond 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
      