Summit Accounting Partners
Services
We specialize in supporting businesses in the construction, hospitality, retail, and real estate industries. These sectors come with unique operational and financial challenges, and we’ve built our services to meet them head-on. From day-to-day accounting to back-end operational support, we work alongside our clients as true partners.
We love aligning with clients who are driven, growth-minded, and passionate about what they do — because that’s what brings meaning to our work too.
Take a look at our service offerings to see if we’re a good fit. We’d love to learn more about your business and share how our expertise can help you reach your goals and grow with confidence.
Summit Accounting Partners
What you get
Compare what a Business CEO gets from various providers:
Comparison Chart of what a Canna CEO gets from various providers: Established CPA Firm Trained Quickbooks Bookkeeper In house Staff/CFO Summit Accounting Partners, LLC High Costs, Taxes, Insurance, Turnover Data Entry of Expenses and Deposits Professional Onboarding/Cleanup Solid Record Keeping (support docs attached to each transaction) Bookkeeping (Bank/Credit Card recs, Basic financials Printed) Accountant/CPA review of entry and Recs Preparation of GAAP Accruals, including required cost accounting Preparation of Month End CFO Level Tie Out Report Proprietary Self Review System that checks/catches mistakes monthly Preparation of Professional/GAAP Financials and Month End Reports Preparation of 6 Month Rolling Cash forecast Other Services: Payroll, Compliance, Sales and Use tax, etc Other Value Add documents (Models, HR docs, KPIs, Dashboards, etc) Tax Prep, Annual Tax Planning, Strategic Planning Perpetual Data Room (all corporate, financial, tax, insurance, contracts on cloud always ready any day/every day for investors/lenders/auditors) Fixed Fee Pricing/ We grow as you grow More Cash: increased Margins, better tax planning, maximize available deductions More Time and Peace of Mind (less CEO time on financials and worry about compliance) More Expertise: Our Network has many CPAs, CFOs, attorneys, MBAs, bookkeepers, Better Compliance as records and accounting are more robust Responisve and Reliable/ Available when you need us
Note to CEO:
We estimate the increased value to your firm by offering the above services to increase overall entity value by 4-15% and always at a cost lower than 2% of foreward revenues, meaning our service is a net benefit to your company.
Most Accountants simply don't offer this level of service, and an outsourced CFO might offer some of the above at a much higher cost. Full time accounting staff will cost much more as well.
Summit Accounting Partners
Why choose us
- 24/7 file access. Corporate, financial, tax and insurance contracts on the cloud are always ready - any day, every day - for investors, lenders and auditors.
- Fixed Fee Pricing. We grow as you grow.
- More Cash. Increased Margins, better tax planning, maximized deductions.
- More Time and Peace of Mind. Less CEO time on financials and worry about compliance.
- More Expertise. We’ve been supporting businesses just like yours for years, with reliable service and a deep understanding of what it takes to keep things running smoothly.
- Better Compliance. Records and accounting are more robust.
- Responsive and reliable. We're available when you need us.
Summit Accounting Partners
Our value to CEOs
We estimate the increased value to your firm by offering the above services to increase overall entity value by 4-15% and always at a cost lower than 2% of foreward revenues, meaning our service is a net benefit to your company.
Most Accountants simply don't offer this level of service, and an outsourced CFO might offer some of the above at a much higher cost. Full time accounting staff will cost much more as well.