Services

SERVICES

Our professionals 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.

Each month our office prepares 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, all tax records have been organized to simplify the tax filing process and reduce the cost of tax preparation.

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

Areas Of Specialty

Banking Assistance
Bookkeeping Services
Cash Flow Projections & Control
Estate Planning
Financial Management
Insurance Advisement
Investment Coordination
Strategic Concepts & Forecasting