Summit Consulting provides bookkeeping services to clients throughout the United States. We recognize that all companies are different, therefore we custom design the bookkeeping services to meet your individual needs. The three levels of bookkeeping services described below serve as starting points to help you determine the level of bookkeeping services you require. Services are billed at $65.00 per hour.

Basic Bookkeeping Services

• Input Transactions - We enter all your transactions into a QuickBooks file on a monthly basis.
  
• Assign Items to Appropriate Accounts - We assign all transactions to appropriate income and expense accounts.
  
• Reconciliation of Bank Statements - Your bank statements can be mailed directly to us for reconciliation.
  
• Financial Statements - We will provide monthly financial statements for your review as part of our basic bookkeeping services package.
  
• Year End Reports for Your Accountant - We will provide your accountant with the information they need to prepare your taxes.
  

Standard Bookkeeping Services
(includes all services listed, plus all services from Basic Bookkeeping)

• Accounts Payable - We prepare your checks and send them to you to sign and mail out.
  
• Accounts Receivable - We invoice your customers and manage collections as necessary. If you wish, we can receive your payments and deposit them directly into your bank account.
  
• Payroll - We manage your payroll and maintain your payroll records through Paychex payroll service.
  
• Assist with Cash Management - We prepare collection letters for you to sign and send to your customers.
  

Enhanced Bookkeeping Services
(includes all services listed, plus all services from Basic and Standard Bookkeeping)

• Budgeting - We work with you to forecast future revenue and expenses.
  
• Custom-Designed Reports - We prepare custom reports that provide you with the information you need to manage your business better. Some of the reports we can provide include:
  
  • Budget vs. Actual - We can provide you with a monthly budget vs. actual report so you can see how you are doing against your projections.
    
  • Customer Reports - We can provide reports to help you determine who your most and least profitable customers are.
    
  • Breakout of Expenses - It is often useful to break expenses out into different categories, such as by product line, office, etc. Reports such as these are available as part of Enhanced Bookkeeping Services.
    
• Quarterly Budget Reviews - We meet with you quarterly to review the previous quarter and to discuss changes to your budget for coming quarters.
  

As part of the initial setup of Enhanced Bookkeeping Services, we will work with you to determine what reports would be useful to your management to help you run your business efficiently. In addition, we can modify reports as your needs change.

For more information please Contact Us.