Summit Books
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Introduction
Hi, I’m Yajat — a certified bookkeeper through Intuit with a BBA in Finance from Texas Tech University. I currently offer freelance bookkeeping services for small businesses, freelancers, and real estate professionals who need clear, organized financials without the stress.
Professionally, I’ve worked as a Property Tax Consultant and previously interned as a Credit Analyst, where I gained valuable experience analyzing financial statements, managing records, and supporting business clients. These roles gave me a strong foundation in financial reporting, compliance, and client service — all skills I now apply to bookkeeping.
If you’re looking for someone who understands the numbers and takes a detail-oriented, reliable approach to managing your books, I’d love to help. Whether it’s cleaning up your records, staying on top of monthly reconciliations, or preparing for tax season — I’ve got you covered.
Let’s connect and keep your finances in great shape.
Overview
Serves Lewisville, TX
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1 employee
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Projects and media
5 photos
Projects and media
5 photos
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
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2 reviews
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Jacob J.
3 weeks ago
Summit Books has been a game changer for my freelance business. As someone juggling multiple clients and income streams, I was overwhelmed trying to keep my books organized. Summit stepped in and immediately brought clarity and structure to my finances. They helped me categorize expenses, prepare for tax season, and even offered suggestions that saved me money. Communication was prompt and professional, and they were always patient with my questions. I now have peace of mind knowing my financials are handled the right way. Highly recommend to any small business owner or freelancer needing reliable bookkeeping support.
Carlos R.
3 weeks ago
I’ve had the pleasure of working with Yajat as my tax consultant for the past six months, and I can confidently say that the experience has been outstanding from start to finish.
From our initial consultation, he took the time to understand my personal and financial situation in detail. Whether it was managing my business taxes, helping with personal filings, or providing strategic advice, Yajat handled everything with professionalism, clarity, and care.
One of the things I appreciated most was his responsiveness. Every time I had a question — no matter how small — I received timely, thoughtful responses that made complex tax issues easy to understand. I never felt rushed or like I was just another client on the list.
Throughout the entire six-month period, Yajat was proactive in identifying deductions, planning for upcoming changes, and ensuring I stayed compliant without overpaying. I genuinely felt like he had my best interests in mind at all times.
If you're looking for a knowledgeable, trustworthy, and detail-oriented tax consultant who truly cares about your financial well-being, I wholeheartedly recommend Yajat
Credentials
Background Check
Yajat Bhakta