At Summit Office Solutions, we’re more than just a name. We’re a team of passionate individuals committed to empowering real estate professionals with precise bookkeeping and streamlined administrative support, allowing them to focus on closing deals and building client relationships. Our
primary clients include real estate agents, brokers, property managers, short/long term rentals, and real estate investment firms looking for specialized bookkeeping and administrative services tailored to the unique needs of the real estate industry.
Tailored solutions for the real estate industry
Comprehensive back office support
Fractional CFO services for data-driven decisions
Services
Upward Plan
Compliance level support to keep tax preparer happy.
Monthly Transaction RecordingBank and Credit Card ReconciliationsCash Basis AccountingFinancial Statements & ReviewUnlimited Email Support10 hours/month of Administrative Support
Elevated Plan
Additional support to keep tax preparer happy and more administrative assistance.
Weekly Transaction Recording15 hours/month of Administrative SupportMonthly Meetings1099 ProcessingPayroll Solutions
Peak Plan
Data-driven decision support with KPIs and budget alerts.
20 hours/month of Administrative SupportFractional CFO – KPIsFractional CFO – Budget Support
Reviews
Rating
5
★★★★★
Reviews
3
"Circling around quickly for tax time and my books where a mess."