Summit Financial Advisory Services offers a spectrum of Bookkeeping services for the small business and the individual. Whether you are just starting or deep into the bookkeeping process and need assistance, SFAS can work with you to achieve your bookkeeping objectives.
From Start to Final Balance SFAS will help you on your way. Our combined QuickBooks and technical expertise allows us to construct solutions that you require.
  
Our Services:

Startup or can some one help me with this bookkeeping thing…
Are you just thinking about setting up a bookkeeping system or have the software in hand? We can consult on the software selection? We can install the software and configure it to work properly in your environment.

Setup or now it is on my pc I need help to get it going…
As a QuickBooks Pro Advisor can set up the chart of accounts and configure the application to work efficiently with your needs and business.

Data Conversion or I do not want to type all this…
Do you have vendors, customers, inventory items or other information that you have in some other file or system? As an experienced IT professional SFAS can get the data into your bookkeeping system.

System Conversion or it would be great if I could move the data also…
Are you converting from another bookkeeping system? SFAS can take this headache off your hands.

Training or can some one tell me what this means and what to do…
Now that your books are setup, do you need some training? As a QuickBooks Pro Advisor SFAS can teach you how to use the essential features and functions necessary for you to enter your financial activities and generate the reports you need.

Process Control or no more shoe boxes…
This is a important sounding term meaning how to organize the flow of financial documents so they are properly recorded in the bookkeeping system and stored properly for future reference. SFAS can work with you to analyze the flow and define a process. You may even want to look into electronic storage of your documents.

Cleanup or I need to have this make sense…
Have you been working with your books for a while and they seem to be in a mess and the numbers do not make sense? Let SFAS put them right while you conduct your day-to-day business.
You need financial information that you can depend on. Let SFAS help you get back on track.

Catch-up or I have been meaning to get to the books...
Have you been putting off entering your financial data and now tax time is near or your bank wants to see your financial statements? SFAS can get your books up to date while you conduct your business. Catching-up may seem daunting to you but as an experienced bookkeeper SFAS has seen it before and has gotten that stack of paper work into the system and produced the reports needed.

Month End Review or check this out to make sure it is correct…
Do you wonder if you or your assistant is doing the books correctly? SFAS can provide a monthly service where we do a month end reconciliation of your bank and credit card accounts and review key areas of you books and financial statements to make sure all activity is being recorded and booked properly.

Ongoing Bookkeeping or just take care of it all and give me the information I need…
Do you want to focus on your business and have your personnel taking care of business? SFAS can provide an ongoing service where by on a scheduled basis we do all of the bookkeeping. This can include paying bills, creating invoices, and statements, booking sales and deposits, reconciliations and more. The service can be performed at your site or at ours. As a technically savvy company SFAS can support you remotely and send documents electronically for efficiency and time savings.

QuickBooks Add-ons, Application, and Online Integration or I need to get these systems talking to QuickBooks…
As you may already know there are a large number of applications which enhance the functionality of QuickBooks and are designed to be add-ons to QuickBooks. There are other applications and online services that will integrated with QuickBooks. SFAS is one of the few bookkeeping services that have the technical experience and know-how to make the integration happen. SFAS can work with you to identify add-ons or applications that would meet you needs and to set them up to work with your QuickBooks.

Online Banking Integration or more of the above…
Many QuickBooks users do not use the feature to link QuickBooks to their Online Banking as they may find it too confusing. Let SFAS make this integration happen so you can efficiently use QuickBooks as your single point of paying bills. which instructs your bank to make the payments. You then will be able to download and post bank activities for added efficiency. SFAS can set this up for you and train you to use it.

Online Support or we can help you now, no I mean now…
SFAS also offers its clients Online Support where by SFAS can link to your computer see the problem and fix it. There is no travel involved. SFAS can also provide training through this Online facility.