Hi, I'm Summer
I'm a bookkeeping professional. I help business owners get a clear picture of how they’re doing financially by producing timely and accurate financial statements.
How can I help you?
My Why
By using the skills that I have achieved through my education and my professional career, I provide my customers with essential business services. This allows them to spend more time doing what they do BEST!
Services
Getting Started
- Meet to discuss type of business and accounting system
- Setup or take over QuickBooks file
- Organize & input existing transactions to current date
Ongoing support
- Download & categorize monthly transactions into QuickBooks
- Optional add-ons: invoicing, bill pay, income categorization, etc.
- Email monthly financial statements to client
- Monthly correspondence regarding financial status
- Serve as liaison between client & accountant throughout year
- Note: Work is completed from my home office
Services Not Offered
- Legal business advice
- Tax preparation
- Manual payroll (I work with your payroll company: ADP, Gusto, etc.)
- On-site bookkeeping
Philosophy
Customization
Your business is unique and so are your goals. We will find a customized business solution that works best by first getting to know you, your business and your goals.
Collaboration
My job is to be a complement to your team, understanding how you operate so we can work together. I can help with the fundamental business services that small business owners struggle with.
Commitment
What are you the best at and the worst at? What brings you joy and steals your joy? I am dedicated to the success of your business so that you can focus on what you are the best at and what brings you joy.
Certifications
The Associate Digital Bookkeeper Certificate signifies that the earner has learned and demonstrated in-depth understanding of the skills and resources necessary to excel as a 21st Century Bookkeeper and business owner.
As a QuickBooks ProAdvisor, I am a QuickBooks Certified professional that has been trained, examined and certified by Intuit as an Advisor.
My firm utilizes the Quickbooks Online Accountant product to keep organized.
As a QuickBooks Advanced ProAdvisor, I am a QuickBooks Certified professional that has completed advanced training, examining and certification by Intuit as an Advisor.
Advanced certification is the highest level of QuickBooks ProAdvisor certification.
Let's work together!
Call, text, or email me and let's talk.
Summer Zehr - Owner
Phone
(315) 783-3655
summer@perennialbookkeepingsolutions.com
