Everything your books need.
Nothing you don't.
Four ways to work with us — from monthly books running quietly in the background to a full CFO-level financial partner who owns the numbers end-to-end. Start with what fits today; adjust as you grow.
Monthly Bookkeeping
Ideal for · Owner-operators who want clean, CPA-ready books handled for them every month.
Reliable, accurate books every month so you always know where your business stands — and so tax season never becomes a fire drill.
- Bank & credit card reconciliation
- Expense categorization & bank rules
- Monthly financial statements
- Email support for quick questions
- Statements within 15 business days
Cleanup & Catch-Up
Ideal for · Businesses with messy, incomplete, or abandoned books that need to get current fast.
Behind on your books? We rebuild months or years of records fast so you can file, refinance, or simply stop losing sleep over them.
- Months or years of records rebuilt
- Every transaction reviewed & corrected
- Advanced tools to import statements
- Tax-ready handoff for your CPA
- Fixed scope and timeline up front
QuickBooks Setup & Training
Ideal for · New businesses, or established ones with a QuickBooks file that has never really fit how they operate.
Get set up correctly from day one — or fix what's been wrong from the beginning — with hands-on guidance from a certified ProAdvisor.
- Personalized QuickBooks Online setup
- Chart of accounts optimization
- 1-on-1 training for you or your team
- Option to upgrade to monthly service
- Workflow and automation recommendations
CFO & Controller Services
Ideal for · Owners ready to step out of the day-to-day finance role and hand it to a partner who reports, forecasts, and advises.
For businesses that need more than clean books — they need a strategic financial partner who owns the numbers end-to-end.
- Full accounts payable & receivable management
- Balance sheet oversight & reconciliation
- Cash flow monitoring & weekly reporting
- 13-week & annual cash flow forecasting
- Annual budgeting & variance analysis
- Loan tracking & debt schedule management
- Custom KPI dashboards & management reports
- Vendor & contract cost analysis
- Bank & lender relationship support
- Monthly financial review call with Grant
Common questions
Everything you need to know before getting started.
No — while we're based in Middle Tennessee, we serve small businesses remotely across the country. Everything is handled digitally through QuickBooks Online and secure document sharing. Most clients never need an in-person meeting.
We work primarily in QuickBooks Online. If you're not already on QBO, we'll help you get set up as part of onboarding. We also use Dext for receipt capture and secure file sharing for document exchange.
That's exactly what we're here for. Our cleanup & catch-up service gets you back on track — whether you're one month behind or three years behind. We'll give you a clear timeline and a fixed price before we start.
Grant is a CPA Candidate in Tennessee — currently sitting for the exam. Summit focuses on bookkeeping, not tax filing. We keep your books CPA-ready so your tax preparer has everything they need at year-end, which typically saves you money on their time.
Simple: if you're not completely satisfied with the quality of work in your first month, you don't pay. No negotiation, no questions asked. We're confident in our work — and we want you to be too before committing to anything ongoing.
Yes. No contracts, ever. Give us 30 days notice and we'll wrap up your books cleanly and hand everything over. We keep clients by doing great work — not by trapping them.
Not ready to fill out a form? Just call.
(931) 409-4655