Summer Morris

Helping S Corporation Business
Owners Make Better Financial Decisions

Tax, accounting, and strategic guidance for business owners who want clarity before making important financial decisions.

A Trusted CPA Relationship That Goes Beyond Tax Season

Welcome to Summer Morris, CPA!

BOUTIQUE CPA ADVISORY, ACCOUNTING & TAX FOR S CORPORATION BUSINESS OWNERS IN CALIFORNIA AND WASHINGTON

As a CPA-owned boutique firm, we help business owners understand their numbers, evaluate important financial decisions, and move forward with greater confidence. Through accounting, tax, and strategic guidance, we help clients gain clarity around cash flow, profitability, taxes, and long-term financial goals.

Financial decisions shouldn’t feel confusing or reactive. When business owners understand what their numbers are telling them, they can save time, reduce risk, strengthen cash flow, and make more informed decisions for the future.

Our work goes beyond tax compliance. We help clients understand the story behind their numbers so they can make decisions with greater confidence, clarity, and intention.

Common Reasons Business Owners Reach Out

I’m starting a business and want to set it up correctly.
I’m considering an S-Corp election.
I want to better understand my tax return.
I need clarity on cash flow and profitability.
I’m preparing to buy or sell a business.
I want a trusted CPA to help me evaluate important financial decisions.

Schedule a Clarity Session

We provide monthly accounting, historical accounting cleanup, and on-demand accounting support to help business owners maintain reliable financial information and make informed decisions year-round.

We also offer one-to-one Clarity Sessions for business owners seeking guidance on taxes, cash flow, profitability, business structure, retirement planning, and other important financial decisions.

We work with a limited number of clients to ensure a high level of attention, accuracy, and responsiveness. This is a relationship-driven practice rather than a high-volume tax service.

Learn About Our Tax Process

PRIMARY INDUSTRIES SERVICED:

Construction
Nonprofits

Real Estate
Law Firms

Successful business owners don’t need to figure everything out alone. They need a trusted CPA they can turn to as important questions arise.

Intro to Personal Cash Flow Course

Learn the simple steps to building your personal cash flow roadmap in this six-week coaching program.

During the training we cover:

Building Your Personalized Budget
Saving More of Your Hard-earned Dough
How to get out of Debt
Life Insurance
Create a Retirement Savings Plan
Your Legacy
Creating Buckets of Money
Stopping Self-Sabotage

Click here to learn more

Find the Right Starting Point for Your Financial Clarity

Whether you’re preparing to buy a business or want to strengthen your current one, there’s a clear next step.

For business owners making important financial decisions and wanting expert guidance before moving forward.

Whether you’re:

• Starting a business
• Evaluating an S-Corp election
• Reviewing your tax return
• Planning for retirement
• Managing cash flow
• Deciding what to do next

This focused one-on-one session helps you gain clarity, reduce risk, and move forward with confidence.

Book My Clarity Session

Clarity Acquisition
Know what you’re buying — before you buy a business

• Confirm the true value – not just presented
• Uncover risks and financial blind spots
• Gain leverage to negotiate – or walk away
• Make a decision backed by real financial clarity

Get Clarity Before I Buy

Intro to Steady Profits & Consistent Cash Flow Course

Learn the simple steps to building your BUSINESS profit & cash flow roadmap in this introductory & interactive course.

Your roadmap to profitability and greater feelings of confidence and financial stability starts now!

Click here to learn more

Three Phases of the Program

Simple steps to increase profitability and create consistent cash flow

#1

We’ll get your QuickBooks Online accounting current and accurate while helping you better understand your financial data.

#2

We’ll get your income taxes current, while helping you setup a plan so paying taxes is more an inconvenience than an emergency.

#3

My signature money coaching program includes the right system, support, and accountability to help you generate greater revenue and profits, stabilize your cash flow, and pay off debt for good.

The latest from the blog

Reviews on Yelp.com

“Summer breaks complex financial and tax decisions down in a way that actually makes sense. We now understand how our choices impact the business—and feel confident making better decisions moving forward.“

San Carlos Concrete, Inc.Rohnert Park, CA review on 5/8/2026

“This past year my husband and I completed a 12 week money coaching session with Summer and it was transformative! Summer was so helpful with regards to goal setting and creating action steps towards our own personal life goals. She spent time to really getting to know us and delivered very skillful and effective advice. I looked forward to meeting with Summer every session! The plan we created with her and started implementing has greatly decreased my anxiety around money decisions and has brought us to a whole new level of financial confidence.”

Sarah R. 5-star Yelp review on 1/13/2021

“In June 2020 I hired Summer Morris as my new CPA and money coach. I had recently retired and needed help building a roadmap in how to move from running my own successful business to planning for a long and happy retirement. In addition to tax planning and filing, she has enabled me to transition from being the tortoise to the hare in the race to get caught up with my retirement process. I still have quite a bit left to do, but it feels great to have come this far. I highly recommend Summer.”

Linda S.5-star Yelp review on 10/27/20

“Summer is an excellent coach. She is attentive, probing with her questions, holds no punches when it comes to accountability and she brings fun and lightness to some challenging issues.

She is empathetic and you get the sense she has taken the same road as you at one time. That is what makes her such a good listener. I am glad I journeyed through with her for the full 12 weeks. She has helped me change my attitude for growth. She helped me and I would do it again.”

Damilia L

“I recently engaged Summer Morris for a 12 week session to refocus my thoughts, energies and tactics around goal setting, weight loss and career objectives. She was helpful in many aspects of what I was working towards by providing an outline aka guard rails to action steps, fresh views and ideas, which were incorporated into work, play and social frameworks. Through her coaching, a fresh perspective was arrived allowing me to set a more disciplined course as I prepare for a 100 KM Trek in the volcanic mountainous region of Equator while continuing to refine other professional and life action steps.”

Managing Director, Global Industry Coverage Finance Professional

“Summer took away ALL of my anxiety about small business accounting. She set me up for success and will now help me every step of the way. She explained everything in a way that is understandable, concise and she wasn’t intimidating at all! I felt like I can ask her any question on my long list without receiving any judgment. I would highly recommend using Summer for your accounting needs!”

Haley M.Santa Rosa, CA

“I am sure like myself the majority of business owners did not start a company to become a Quickbooks Master. That being said I believe Summer is. Knowing Summer is behind the books brings a great piece of mind. No matter how busy she is always gets back in a timely manner. Always answers any questions in great detail (no matter how mundane the question). She has helped my company grow by implementing several app based mobile accounting methods that not only made my life easier but has helped save money in the long run. I appreciate everything Summer has done for Sync Systems! Plus she’s a world class roller skater!

Thanks Summer I look forward to our continued business.”

Michael C.

“Summer is professional and absolutely follows through. She gives knowledgeable and personal service. High recommend her for your CPA needs.”

Sandy J.

“Summer Morris is a great CPA, offering professional advice and tips on using QuickBooks.”

Jeff D.

“It is difficult after trusting and working with a singular CPA for over ten years to move and to have to find another. Summer put me at ease after our first phone conversation. I have just started working with her. I can say that she is highly responsive, knowledgeable, thorough, helpful, and personable. I also appreciate her upkeep with technology. She is easily reachable by email and her secure portal makes it easy to upload and download any tax files. I highly recommend Summer for all your accounting needs.”

Eiko H.

“My wife and I recently relocated back to Northern CA after 18 years in Los Angeles, and we brought with us a difficult tax situation and a coworker recommended Summer Morris. She was extremely professional, and her wealth of knowledge and experience was obvious. She is extremely pleasant to work with. When we got our final return back from her, everything was absolutely perfect. Her knowledge and experience saved us a significant amount of money. We were lucky to have found Summer, and will be going back to her every year from now on, no doubt about that.”

Ian M.

“My experience thus far has been a solid five stars for Summer. After I called a few days before tax day, I was assured Summer would promptly follow up and she certainly did. We had a great conversation and she sent me the form I needed to file an extension while being very patient and informative. Based upon my situation, I may not even need to file so Summer also sent me a question link from the IRS so that I could quickly figure this out. So far, I’ve been very impressed with her professionalism and assistance and will definitely be referring her to family and friends!”

Dan M.

“Summer came highly recommended. She has been instrumentally helpful with an S Corporation startup, guiding me through everything that my understanding was a bit hazy on and going out of her way to ensure compliance and ease of mind. She’s made sure I met all my deadlines and even does our payroll for us now. I strongly recommend Summer for any tax or payroll needs you may have.”

Marcus R.

“Run, don’t walk, to this woman’s office. She is completely competent and trustworthy. She’s awesome.”

Tom L.

“Fast and Efficient. My accountant retired and Summer was able to understand my past taxes and move forward from there. I live in SF and overnighted my documents and the rest was done via email and phone. My taxes are in excess of 100 pages, so it was no small feat to understand my business and personal taxes. I’m happy to have a new tax accountant. I highly recommend her tax services.”

Annette F.

“In 2013 my business doubled, making my accounting and taxes barely manageable. My wife and I agreed it was time to find a CPA. We found Summer and could not be happier. She has help guide us through the transition and tax ramifications of becoming a LLC. As busy as I am with my business it is comforting to know that my books are in good hands.”

Stephen H.

“My husband and I have been muddling through starting our own business and we’ve been very nervous about preparing the financials wrong. Plus, we have so many plans for our business but we simply aren’t the most educated on how to achieve them. When I found Summer, my concerns were completely taken off my shoulders!! She is one sharp cookie and I look forward to using her services to help us reach our potential…….”

Katherine E.

“Summer is fantastic. She is the first and only CPA I will ever use. I was tasked with my father’s financial issues when he was transitioned to assisted living care in another state. Summer is honest, knowledgeable and just plain nice. I would highly recommend Summer Morris.”

Debbie B.

“Best experience I have ever had with a CPA.

Summer spent over an hour with me giving me advice and helping me figure out my deductions. She was friendly, personable, funny, and sympathetic and really helped me set my mind at ease about a lot of things not to mention the education I got from her was really great. If you need an accountant or CPA, and you want someone who isn’t salesy who just knows what they are doing hire Summer.”

Jesse B.

“After scrolling through some local search results on Yelp, I called Summer. She was patient and very knowledgeable, as well as personable. Also, if you’re wondering about her experience level based on her new presence on Yelp…rest assured, she has plenty of experience, and as you can see, is quickly building a good reputation for her new business. My wife and I would highly recommend Summer Morris. She may be one of the kindest professionals we’ve ever met. We plan on using her next year, as well as setting up a consultation for QuickBooks in order to financially manage a new business that we plan to start-up.”

Jordan F.

“What a pleasant and stress free experience I had working with this accountant. She is very knowledgeable and prompt. I highly recommend her services to anyone looking her expertise.”

Robert H.

“Professional, courteous, knowledgeable and friendly. I would recommend to anyone. Five stars.”

Jason T.

“Summer does what she does out of love and that is obvious. She treated me like an associate, not a sales ticket. She is authentic, genuine and sincere.”

Sandra V.Santa Rosa, CA

“Ok, here’s the deal. I own my own business and had been using Quickbooks Desktop for years and, as a designer, it irritated me to have to even open a pc laptop to do my recordkeeping. I was convinced to move to Quickbooks Online (QBO) after much research (and the fact that QB was making the desktop version much more expensive).

I spent a lot of time researching/trying to find a QBO expert who could handle my bookkeeping, tax needs – as well as potentially help me with financial planning. I found Summer Morris. I am not sure I have ever been so relieved to find the right person in my life and I have been married : )

Summer is – first and foremost – a breath of fresh, positive air. She is patient, smart, organized, and even with my frightened face staring at her on our Zoom calls, undaunted. The hour zips by too fast, but I always leave feeling that much was accomplished, and a little less afraid that my financial empire : ) is crumbling faster than I can rebuild it. I honestly can’t recommend her highly enough.

You may think, as I did, that you can’t afford to spend money when you’re trying to save or make money…but you can. Do! She is worth every penny.”

Tracy M.San Francisco, CA

“Summer helped us get together financial statements to apply for a contractor’s license. She was very easy to work with. Her work was well done and completed quickly, which was a huge help with our deadlines. We definitely plan to use her services again.“

Jessica P.SoMa, San Francisco, CA | 5-star Yelp review on 08/13/24

“Not only is Summar Morris an excellent CPA…I appreciate that she helped me implement a plan to set up an online piano teaching business in Sonoma County, and she had various ideas to marketing my services virtually, that will be a dramatic and exciting change instead of teaching in person like I used to in the past.
“

Elizabeth P. Santa Rosa, CA | 5-star Yelp review on 08/30/24

“Helped me with my fathers taxes after he passed away. Very attentive.“

Eric H.San Francisco, CA

Marcus R.Santa Rosa, CA

Annette F.San Francisco, CA

“We seldom write reviews, but Summer Morris has turned out to be such an exceptional CPA she deserves this recognition. For 41 years we worked with one CPA who was a talented partner in a small firm that grew through multiple mergers. Our tax return fees grew as well.. When he retired we struggled to find a similar talent, until we discovered Summer. Our returns involve two States with two Sub S Corp returns and personal returns, five total. Summer’s fixed fee business approach solves the frustration of feeling you are being overcharged by a CPA with a run-away clock. We just reviewed the two Sub S Corp. returns. They are perfect with easy to understand workbook detail and the included convenience of electronic signatures in a secure site. We will be recommending Summer to other members of our family. This is an unsolicited review.“

Roger M.Saint Helena, CA

Katherine E.Santa Rosa, CA

“Summer is fantastic. She is the first and only CPA I will ever use. I was tasked with my fathers financial issues when he was transitioned to assisted living care in another state. Summer was able to turn around a potentially expensive tax bill into a very respectable and welcomed tax refund. Summer is honest, knowledgeable and just plain nice. I would highly recommend Summer Morris.“

Debbie B.Santa Rosa, CA

Ready to have your QuickBooks Online current AND easy to understand?
Schedule your Intro Consultation call today to learn how I can help you and your business thrive.

View Accounting Services

I offer appointments Tuesday-Thursday from 11a-6p PST.

Please email your inquiries to Hello *at* SummerMorrisCPA.com

Helping S Corporation Business Owners Make Better Financial Decisions