Summer Morris CPA is an accounting firm providing bookkeeping, accounting and back office solutions
to service-based businesses in a virtual environment.

Using QBO in a smarter way can help you increase your profit and purpose while creating a work life balance, so you can focus on what you do best and what matters most to you.

We utilize QuickBooks Online (“QBO”) and integrated applications ("apps") to provide timely financial and strategic information.

Many entrepreneurs thrive on a Do It Yourself (DIY) mentality; do everything yourself instead of paying an outside party until you absolutely have to.

It can be especially difficult to justify hiring accounting help when programs like Intuit’s QuickBooks Online (QBO) makes it look SO EASY to do it yourself.

With easy to subscribe programs like QBO, many business owners feel the initial motivation to perform their own bookkeeping, but end up lacking the confidence to know whether they’re doing it correctly.

Doing your own accounting also takes you away from serving your customers and/or producing your goods.

When business owners come to discuss tax saving strategies, our initial analysis includes reviewing their financial data.  If the “books” are not maintained properly there’s a great likelihood they could be missing out on significant tax saving opportunities in trying to save a little money doing it themselves.

As Steven Covey wrote in The 7 Habits of Highly Effective People, “Begin with the end in mind” and this is especially true when it comes to your bookkeeping.  The beginning of your business’ income tax return process is based on the financial data and here the phrase “garbage in, garbage out” holds true.

So you might be thinking, “Okay, I’ll hire a bookkeeper.  But I want to find the cheapest one out there.”  To that I’d say I will likely see you in the near future.  Some business owners leave our initial consultation to hire a cheaper bookkeeper, only to return to me to fix those bookkeeper’s mistakes and/or privately teach them how to do it properly the first time.

 Let’s skip that step and get you closer to the goal: a financial solution for your business that allows you to:
  • Quickly identify where your business is going, including cash flow.
  • Identify tax saving strategies you’re eligible for.
  • Transform your financial goals into reality. 

Summer Morris, CPA is a QuickBooks ProAdvisor, offering QuickBooks bookkeeping services in Santa Rosa, California.  Summer has personally been an active QuickBooks user since 2006.

With the combination of accounting experience and both the Certified Public Accountant and QuickBooks ProAdvisor designations, Summer Morris, CPA can get your company's accounting program running efficiently and accurately.

The monthly bookkeeping services can be bundled with tax services to provide you with one flat, monthly price.  You won’t need to worry about hourly billing charges because we’re based on a fixed-price customized for your business.