Summit Financial Management, Inc. is a business management firm committed to providing the highest quality financial services to individuals and small businesses.  Daily financial operations and periodic summary information for tax preparation are efficiently and accurately managed with a high regard for personal priorities and confidentiality.

Our firm can handle all accounts receivable and accounts payable with an organized system which allocates all income and expenses into the proper tax categories.  Overhead budgets are prepared and periodically reviewed with clients in order to plan their financial future and security.

In addition, the firm prepares monthly cash flow statements and bank reconciliation reports which allow the client to review all account activities.  Financial statements are prepared and forwarded to the client and their CPA for tax preparation.  At the end of the year, since all tax records have been already organized, the tax filing process is simplified thus reducing the cost of tax preparation.

Summit Financial Management, Inc. customizes its services to suit the individual needs and requirements of each client.  We can provide referrals to a wide range of competent professionals who deal with issues which are not within our area of expertise.

Carrie Hausner Casden, President