Summit CPA Group

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Payroll Services for Small Business
Estate Planning for Small Business Owners
Wealth Management & Investment Services

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The Profit Focused Accounting Program is a customized solution for our small business clients to help them manage their business by leaving the accounting, bookkeeping, and tax issues to us. Our mission is to help clients Maximize Profits, Minimize Taxes, and Ultimately Build Personal Wealth.
We accomplish our mission by providing our clients with an Outsource Bookkeeping Solution. We provide an experienced team of professionals that can either support or replace higher cost and less efficient staff. We save our clients between $10,000 to $50,000 per year in employee efficiency, alone. Never again will you have to worry about employee theft, untimely vacations, and employee drama!!!
Specifically, our bookkeeping staff provides or oversees our clients accounts payable (billings), accounts receivable (invoicing), payroll, and cash flow management. Moreover, we meet with our clients through our Outsouced CFO Services on a regular basis either in person or over the phone to help them make important informative decisions. This allows us to provide CASH FLOW PLANNING, PROFIT PLANNING, AND TAX PLANNING during the year instead of during tax time when too often planning is too late.

Profit Focused Accounting Programs Include:

Accounting System Cleanup - We'll clean it up and preserve valuable historical data

Outsourced Bookkeeping - Professional service without having to hire a full time or part time bookkeeper or accountant staff.

Payroll Services - We perform all aspects of payroll in conjunction with your existing accounting software

QuickBooks Consulting - Setup, Training and Ongoing Support.

Outsourced CFO Services - Monthly or Quarterly Meetings - We meet with our clients regularly to review important aspects of the business such as:

Cash Flow Forecasting - What will your cash position be in 1, 3, or 6 months from now?
Profit & Loss Analysis - What do your financial statements really mean?
Tax Planning - How will your tax position change due to increased profits?

Unlimited Consultations - Call or drop by the office any time at no additional cost, to discuss your bookkeeping & business questions.
Flat Fee Packages - We'll give you the perfect level of service for your needs.

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