Accounting Services

At Summit CPAs Professional Services, Inc, we have the dynamic team and suite of services to enable both, ensuring your business can stay true to its core while adapting at a moment’s notice.

    Business Management

    At Summit CPAs Professional Services, we have the dynamic team and suite of services to enable both, ensuring your business can stay true to its core while adapting for market changes that can happen at a moment’s notice. From practical advice to advanced fiscal expertise, our business management practice encompasses companies of every size across multiple industries, including construction, education, healthcare, entertainment, manufacturing, and legal.

    Through our deep expertise and custom approach, we will help you create the strategy and advantage you’re looking for to grow the business you envision.

    Our Business Management Services:

    Business strategy
    Business guidance and advisory
    Merger and acquisition
    Succession planning
    Risk management
    Family-owned business consulting
    Cash flow management
    Strategic planning

    Business Valuations

    Transforming complex factors into a clear conclusion–this is the heart of our business valuations practice. Every business is different, and everyone views their business differently–where one party sees an opportunity, another may see risk.

    Arriving at the right business valuation requires understanding what makes a company unique and which value drivers best define it, coupled with deep industry expertise and the proper appraisal credentials. Summit CPAs Professional Services brings it all to the table, ensuring you, the business owner, and any outside parties can arrive at a shared understanding of what your company’s worth.

    Our Business Valuations Services:

    Purchase, sale or merger
    Buy/sell agreement provisions
    Ownership transactions and transition planning
    Process and procedure
    Retirement support
    Fair value measurements

    Assurance Services

    For financial success, you have to have strong fundamentals. Our comprehensive attest services ensure that clients have the right processes in place to report and analyze their growth. When a deep dive is needed, our expert attest practice will conduct independent external audits of financial records and statements to make sure the implementation of strong internal controls are being followed which will facilitate compliance with required professional standards.

    For all your audit and attest needs, we can help you build a plan for proactive and enhanced operations across the board.

    Our Assurance Services:

    Financial statement compilation
    Financial statement review
    Financial statement audits
    Federal and state single audits
    Yellowbook audits
    ERISA audits
    Cash flow projections and strategic planning
    Internal control system analysis
    Agreed-upon procedures

    Peer Review

    Peer review is an essential part of a CPA practice, inviting credentialed, objective professionals to monitor a firm’s assurance practice and affirm its compliance with professional standards. The American Institute of Certified Public Accountants (AICPA), as well as the state CPA societies, require its members who are engaged in performing auditing and accounting services to be peer-reviewed every three years by a certified peer reviewer. As qualified peer reviewers, Summit CPAs Professional Services has provided clients with efficient, cost-effective, and productive peer reviews for many years.

    Our Peer-Review Process

    Ethical requirements
    Firm leadership for quality
    Client acceptance and continuance
    Human resources
    Engagement performance
    Monitoring