Summit Books, LLC
5.0
Accurate, reliable, and easy-to-understand bookkeeping tailored to small business owners.
About
Founded by Yajat Bhakta, Summit Books provides comprehensive bookkeeping services including monthly income & expense categorization, bank and credit card reconciliation, generation of Profit & Loss, Balance Sheet, and Cash Flow reports, ongoing support via email or text, QuickBooks setup and management, and year-end reporting packages. Services are designed to help small business owners gain clarity and confidence in their finances.
Services
Monthly Bookkeeping
Monthly categorization of income & expenses, bank and credit card reconciliation, and ongoing support via email or text.
QuickBooks Setup & Management
Setup and management of QuickBooks (or preferred platform) for streamlined bookkeeping.
Year-End Reporting Package
Comprehensive year-end reports prepared for CPAs or tax professionals.
Credentials & Certifications
Reviews
