|Monday||9:00 a.m. to 5:00 p.m.|
|Tuesday||9:00 a.m. to 5:00 p.m.|
|Wednesday||9:00 a.m. to 5:00 p.m.|
|Thursday||9:00 a.m. to 5:00 p.m.|
|Friday||9:00 a.m. to 5:00 p.m.|
Summit Business Team
About this pro
Thumbtack CustomerJan 11, 2018
Helped me feel at ease. Made me relax during hectic time opening my new company.Nov 16, 2017Verified
Summit Business Team offers the best value and quality by extremely professional, courteous staff. I would definitely recommend them to anyone needing more structure and systems implemented in their business, whether the business is still new or has been around for a while.Jun 28, 2017Verified
Allie and her team are great. Confidence inspiring, personable... she connects well with her clients and makes the world of bookkeeping much more accessible. She really helped me to get my business on its' feet. Thanks Summit Business Team!May 23, 2017Verified
Allie took 2 years of my personal and business chaos and made it orderly and complete that alone gave me peace of mind. Boy she helped me so much! With insurmountable stress that taxes or business mumbo jumbo is to a new business owner. She took all of my madness and made it into systems that I could follow, she found out what I wanted, what I did and how to streamline it to make sense. She's a wizard at helping small businesses get it together.Apr 13, 2017Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?- For the entrepreneur who needs basic reconciliation and reporting services we have our extremely popular MONTHLY BUSINESS BUNDLES. These are fixed monthly bundles that include a Quickbooks Online Subscription and monthly consulting with our CPA $75 BUNDLE $125 BUNDLE $175 BUNDLES - Hourly bookkeeping for backlogged accounts @ $50/hr - Business Consulting & Analysis: Is your business struggling? Are you trying to get a grip on how to grow your business? Is infrastructure and process proving to be a problem? Are your margins enough to be profitable? Overwhelmed with these questions? We can help! Call for a free one hour consultation - Tax Prep and Filing for Individual and Business Taxes - Payroll and HR services
- What is your typical process for working with a new customer?We first do an assessment of the client's needs. Once we have assessed the client's needs we begin the process of organizing the client and create a task list. Our task list consists of what we need to get the client organized, such as documents, procedures, etc. After we have assessed and tasked, we then plan. If the client needs help cutting costs, organizing their books, or paying back taxes we create a plan to get them there and then we implement it. The last step is implementation. We implement the plan to get the client the desired results.
- What education and/or training do you have that relates to your work?Tim Wood is a Certified Public Accountant with over 30 years of experience and Allie Weitzel has been a Quickbooks Pro and Bookkeeper for over 15 years, she has a Bachelors Degree in Marketing and Public Relations. They both have incredible business savvy and take a holistic view of business. They are able to help business owners not only stay on top of their finances and taxes, but also help them analyze their numbers.