If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Why Hire Summers Bookkeeping & Advisory?
Running a small business is already a full-time job—keeping your books organized shouldn’t have to be another one.
At Summers Bookkeeping & Advisory, I help small business owners take the stress and uncertainty out of their finances. With professional bookkeeping experience and QuickBooks certification, I provide accurate, dependable, and personalized bookkeeping support so you can spend less time worrying about your numbers and more time growing your business.
When you work with me, you can expect:
* Accurate, organized books so you always know where your business stands
* QuickBooks expertise to help keep your accounting system clean and efficient
* Bank and credit card reconciliations to identify discrepancies before they become bigger problems
* Transaction categorization and cleanup for books that have fallen behind or become disorganized
* Clear financial reports that help you better understand your income, expenses, and profitability
* Reliable communication and personalized service from someone who takes the time to understand your business
Whether you’re overwhelmed by bookkeeping, months behind, unsure if your numbers are correct, or simply ready to hand the books off to someone else, I’m here to help.
You focus on running your business. I’ll help keep the numbers organized.
Overview
Serves Oceanside, CA
Background checked
2 employees
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Check, and Credit card.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and punctuality.
5.0
1 review
5
100%
4
0%
3
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2
0%
1
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Daniel A.
Sep 12, 2026
Daniel and his team are amazing! I use them for my monthly bookkeeping. I cannot recommend enough very prompt, reliable and professional
Credentials
Background Check
Daniel Summers
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the needs and complexity of your business, so you only pay for the level of bookkeeping support you actually need. I offer a complimentary initial consultation to learn about your business and provide clear pricing before any work begins. There are no surprises—you’ll know the cost and scope of services upfront.
What is your typical process for working with a new customer?
I start with a consultation to learn about your business, current bookkeeping situation, and what you need help with. Next, I review your books and recommend the appropriate service, whether that’s cleanup, catch-up, QuickBooks setup, payroll support, or ongoing monthly bookkeeping. Once we get started, I keep your books organized and maintain regular communication so you always know where things stand.
What education and/or training do you have that relates to your work?
I am QuickBooks Certified and have hands-on professional bookkeeping experience working with financial records, reconciliations, reporting, and day-to-day accounting processes. I also have direct experience managing bookkeeping for a small business, giving me an understanding of the challenges business owners face.