Summit Business Team

4.9
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(21)
4.9
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21 reviews
5
95%
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Customers rated this pro highly for value, punctuality, and responsiveness.
  • Thumbtack Customer

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    Jan 11, 2018
  • Brandee C.

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    Helped me feel at ease. Made me relax during hectic time opening my new company.

    Nov 16, 2017Verified

About this pro

We are the ONLY one stop shop for small businesses! No one else is offering the kind of consolidated services we do to ensure EVERY business owner is supported and has access to the resources they need to grow and become more profitable! We love the peace of mind we can offer our clients! Many of our clients are small business owners who need to spend time running and growing their business instead of focusing on bookkeeping and taxes. We also help connect clients to resources to help them continue their growth. We believe that small and local businesses are the life blood of a community and when we help them succeed we ALL succeed!!

Years in business

5

Times hired on Thumbtack

31

Number of employees

4

Background check

Completed
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Photos and Videos

4 photos

    Q & A

    • 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.

    Business hours

    Pacific Time Zone
    SundayClosed
    Monday9:00 a.m. to 5:00 p.m.
    Tuesday9:00 a.m. to 5:00 p.m.
    Wednesday9:00 a.m. to 5:00 p.m.
    Thursday9:00 a.m. to 5:00 p.m.
    Friday9:00 a.m. to 5:00 p.m.
    SaturdayClosed
    Coverage Area for Summit Business Team is about 45+ miles of Lakewood, WA.