Trusted by startups

ExpertSolutions

Reliable, hassle free accounting and financial management for startups and growing brands. From bookkeeping to CFO-level insights, we help you stay compliant, confident, and ready to scale.

5+ Years
Accounting Expertise
200+ Clients
Startups & Growing Brands
100%
Compliance & Accuracy
Professional Construction Worker
Certified
& Trusted
Flexible
Scheduling

Our Services

Comprehensive accounting and bookkeeping solutions for small businesses and entrepreneurs. Professional, accurate, and dedicated to your financial success.

Bookkeeping Services

Professional Service

Accurate, reliable bookkeeping solutions tailored for startups and growing brands. Summit Books and Tax keeps your financial records clean, organized, and tax ready.

Monthly Bookkeeping
Cloud Based Accounting
Transaction Categorization
Audit Ready Records

Payroll Management

Professional Service

Seamless payroll processing for teams of any size. We ensure compliance, accuracy, and on time payments so you can focus on your business.

Direct Deposit Setup
Payroll Tax Filing
Employee & Contractor Support
Compliance Monitoring

Bank Reconciliation

Professional Service

We reconcile your accounts with precision to prevent errors, detect discrepancies, and maintain financial clarity for your business.

Monthly Reconciliations
Error Detection
Real Time Financial Health
Account Accuracy Guarantee

Financial Reporting

Professional Service

Clear, insightful financial reports that help you make confident business decisions. Perfect for tracking growth, performance, and cash flow.

Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Custom Report Packages

Budgeting & Forecasting

Professional Service

Strategic budgeting and financial forecasting to help you plan smarter, reduce risk, and grow with clarity.

Custom Budget Creation
Revenue Forecasting
Scenario Planning
Financial Strategy Support

Tax Preparation & Filing

Professional Service

Professional tax preparation and filing for individuals and businesses. Summit Books and Tax ensures accuracy, compliance, and maximum deductions.

Business Tax Filing
Individual Tax Filing
Tax Planning & Strategies
IRS Compliance Support

Financial Planning

Professional Service

Long term financial planning designed to support business sustainability, reduce risks, and help you reach your financial goals.

Financial Goal Setting
Cash Flow Optimization
Cost Control Strategies
Growth Roadmaps

Business Formation & Compliance

Professional Service

Full support for new business formation, compliance, and setup. We help you launch smoothly with the right financial and regulatory structure.

Entity Formation Guidance
State & Federal Compliance
License & Permit Assistance
Ongoing Support

Our Portfolio

Showcasing our finest work across residential, commercial, and emergency projects. Quality craftsmanship that speaks for itself.

Bookkeeping Cleanup & Monthly Management
Bookkeeping

Bookkeeping Cleanup & Monthly Management

Completed a full bookkeeping cleanup and implemented ongoing monthly transaction recording, reconciliation, and reporting for a growing small business.

Small Business Client
2024
3 weeks

Bookkeeping Cleanup & Monthly Management

Completed a full bookkeeping cleanup and implemented ongoing monthly transaction recording, reconciliation, and reporting for a growing small business.

Small Business Client
2024
3 weeks
View Details
Multi-Account Bank Reconciliation
Bank Reconciliation

Multi-Account Bank Reconciliation

Reconciled multiple bank, credit card, and merchant accounts to identify discrepancies, correct errors, and ensure accurate financial statements.

E-commerce Business
2024
2 weeks

Multi-Account Bank Reconciliation

Reconciled multiple bank, credit card, and merchant accounts to identify discrepancies, correct errors, and ensure accurate financial statements.

E-commerce Business
2024
2 weeks
View Details
Monthly Financial Reporting Package
Financial Reporting

Monthly Financial Reporting Package

Prepared monthly income statements, balance sheets, and cash flow reports to support leadership decision-making and lender requirements.

Service-Based Company
2024
Ongoing

Monthly Financial Reporting Package

Prepared monthly income statements, balance sheets, and cash flow reports to support leadership decision-making and lender requirements.

Service-Based Company
2024
Ongoing
View Details
Annual Budget & Cash Flow Forecast
Budgeting & Forecasting

Annual Budget & Cash Flow Forecast

Developed an annual operating budget with a rolling 13-week cash flow forecast to support growth planning and cash management.

Startup Business
2024
2 weeks

Annual Budget & Cash Flow Forecast

Developed an annual operating budget with a rolling 13-week cash flow forecast to support growth planning and cash management.

Startup Business
2024
2 weeks
View Details
Strategic Financial Planning Engagement
Financial Planning

Strategic Financial Planning Engagement

Delivered a comprehensive financial plan including goal setting, profitability analysis, and capital allocation strategy for long-term growth.

Established Business
2024
1 month

Strategic Financial Planning Engagement

Delivered a comprehensive financial plan including goal setting, profitability analysis, and capital allocation strategy for long-term growth.

Established Business
2024
1 month
View Details
Profitability & Performance Analysis
Financial Analysis

Profitability & Performance Analysis

Performed in-depth financial analysis to identify margin improvement opportunities, cost inefficiencies, and performance trends.

Multi-Department Organization
2024
2 weeks

Profitability & Performance Analysis

Performed in-depth financial analysis to identify margin improvement opportunities, cost inefficiencies, and performance trends.

Multi-Department Organization
2024
2 weeks
View Details

Certifications And Credibility

Don't just take our word for it. Here's what our satisfied clients have to say about our professional accounting and bookkeeping services.

Certified. Trusted. Proven.

Our work is backed by recognized professional certifications and a commitment to accuracy, compliance, and financial best practices. We follow industry standards to ensure your books are reliable, secure, and always audit-ready.

We are officially certified by Intuit, the makers of QuickBooks, which validates our expertise in professional bookkeeping workflows and financial record management.

Intuit Bookkeeping Certification

Credential ID: d5f5d334-a79f-476a-b62b-f591560bb7b6

View Certification Verification →
Professional Accountant - Summit Books and Tax Team

What Our Clients Say

Don't just take our word for it. Here's what our satisfied clients have to say about our professional accounting and bookkeeping services.

Professional Accountant - Summit Books and Tax Team
"Switching to their bookkeeping service was the best decision for my business. My books are always current, and I finally understand my numbers. They explain everything clearly!"
Jennifer Martinez
Jennifer Martinez
Small Business Owner

Get In Touch

Contact us for expert bookkeeping, financial reporting, budgeting, forecasting, and financial analysis tailored to your business needs.

Contact Number
214-447-8185
Email Us
nambomontano214@gmail.com
Service Area
Greater Dallas Forth Worth Texas Area
Business Hours
Mon-Fri: 7AM-7PM, Weekends: 8AM-5PM

Request a Quote

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Need immediate assistance?
214-447-8185