Grow Your Business with Accurate Bookkeeping

Accurate bookkeeping is the foundation of a successful small business. Without a clear picture of your finances, it's nearly impossible to make informed decisions, seize growth opportunities, or maintain compliance with tax laws and regulations.

At Summit Accounting and Tax, our bookkeeping services provide the reliable financial data and expert guidance you need to confidently navigate the complexities of running a small business.

Core Bookkeeping Package

Monthly bank and credit card reconciliations

  • Transaction categorization and review

  • State Department of Revenue monthly filing

  • City B&O tax filing

  • Accounts receivable support

    • CRM → QBO reconciliation

    • Deposit matching and clearing account cleanupPayroll support with Gusto (up to 5 employees)

  • Custom journal entries (accruals, reclasses, corrections)

  • Monthly financial statements (P&L and Balance Sheet)

  • Monthly basic KPI report

  • Unlimited email and message support

We understand that as a busy entrepreneur, bookkeeping tasks can quickly become overwhelming and divert your attention from core business operations. That's why our team of dedicated professionals is committed to taking this burden off your shoulders. By outsourcing your bookkeeping needs to our firm, you'll free up valuable time to focus on what you do best – growing your business.

We also offer:

Core Year-End Reconciliation & Tax Ready Review

    • Bank and credit card reconciliations for the full year

    • Review and cleanup of uncategorized transactions

    • Custom journal entries as needed

    • Year-end Profit & Loss and Balance Sheet

    • Tax-ready financial package for EA or CPA use

Gusto Payroll Services

  • We will prepare your US payroll on a bi-weekly basis to meet US employment tax requirements. This includes:

    • Regular payroll processing in Gusto

    • Employee onboarding and terminations

    • Payroll journal entries and reconciliation in QuickBooks

    • Ongoing payroll accuracy and compliance support

QuickBooks Restoration 

    • Review of existing books and activity

    • Bank and credit card reconciliations for prior periods

    • Transaction cleanup and reclassification

    • Balance sheet issue resolution

    • Tax-ready financial statements for completed periods

HR Support Lite

    • General HR guidance and clarification (policies, payroll-adjacent questions, employee status basics)

    • Support with employee onboarding and offboarding checklists

    • Coordination and processing of employer benefit payments (including 401(k) contributions)

    • 401K Census and Annual report guidance.

    • Unlimited email and message support

Accounts Payable

    • Entry and coding of vendor bills into Bill.com

    • Tracking due dates and payables aging

    • Scheduled bill payments with client approval

    • Visibility into upcoming bills and cash needs

    • Monthly review of vendor balances

Advisory Services

    • 1 advisory call per month (60 minutes)

    • Monthly financial review and interpretation

    • Cash flow discussion and near-term planning

    • Priority setting for the upcoming month

    • Email and message support for advisory-related questions

Advisory Services: Personal Budget & Cash Flow Setup

Like a therapist for your personal finances.

Personalized household budget and cash flow system designed to bring clarity, reduce financial stress, and support better financial decisions

  • Detailed review of income, fixed and variable expenses, debt obligations, and financial goals

  • Development of a realistic monthly budget and cash flow framework aligned with actual spending patterns and pay cycles

  • Recommendations for account structure, automation, savings prioritization, and debt strategy

  • Advisory-focused engagement centered on education, clarity, and implementation support

  • Does not include ongoing bookkeeping or bill pay services

Other Services

Wherever you’re headed, we’re here to help.

Client Profitability Tracking (Setup)

Cost of Labor Analysis

Custom Strategy Creation

Entity Dissolution and Wind Down Support

KPI Creation (Custom)

Lender/Investor Financial Support

New Business Entity Formation Support

Notice Handling / Agency Correspondence

Process Creation and Documentation

Service Profitability Analysis

Software Migration & Transition Support

Washington State Compliance Bundle (Secretary of State + Department of Revenue)

QuickBooks Online Setup & Training

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