Summit Financial Management, LLC
HomeServicesWhy UsAbout UsFAQsService AreasContact Us
+1 740-727-2778

Contact Us Now

Clean, organized books ready for your tax professional.

A Woman Computing Bills while Holding a Pencil
+1 740-727-2778

Make Tax Season Simpler

We prepare your books for year-end by ensuring accounts are reconciled, transactions are properly categorized, and financial statements are accurate and complete.

By maintaining organized financial records throughout the year and addressing discrepancies before year-end, we help streamline the process for both you and your tax professional.

The result is cleaner books, fewer surprises, and a more efficient year-end review process.

Focused Woman working using Laptop

Year-End Support Built on Accurate Records

Strong year-end preparation begins with accurate bookkeeping.

At Summit Financial Management, we review your financial records to ensure your QuickBooks Online file is complete, organized, and ready for year-end review. We work directly with your accountant or tax professional when needed to provide the information they require, reducing delays and minimizing the time spent gathering documents.

Our goal is to help ensure your year-end records are accurate, organized, and ready for the next step.

What's Included

Year-End Financial Preparation Services
✓ Account reconciliations ✓ Transaction review and cleanup ✓ Financial statement preparation ✓ General ledger review ✓ Documentation organization ✓ Accountant and tax professional coordination ✓ QuickBooks Online cleanup and adjustments With accurate records and organized financial information, your year-end process becomes significantly smoother and more efficient.
Why Year-End Preparation Matters
Proper year-end preparation helps: • Reduce bookkeeping errors • Improve financial accuracy • Save time during tax season • Minimize requests for missing information • Maintain organized financial records • Support better year-end reporting When your books are prepared correctly, your accountant can focus on filing rather than cleaning up records.
Person in Long Sleeve Shirt Holding a Calculator

Frequently Asked Questions

Do you prepare tax returns?
No. We focus on bookkeeping, financial preparation, and providing organized records for your tax professional.
Can you work directly with my accountant?
Yes. We can provide reports, reconciliations, and supporting documentation directly to your accountant when requested.
What if my books are behind or inaccurate?
We can review your records, identify issues, and help bring your bookkeeping up to date before year-end.
When should year-end preparation begin?
Ideally, year-end preparation begins before tax season to allow time for account reviews, reconciliations, and corrections.
Do I need this service if I already have a CPA?
Yes. This service helps ensure your CPA receives clean, organized financial records, which can reduce delays and improve efficiency.

Stay Ready with Expert Services in Portsmouth, OH – Secure Your Financial Peace of Mind with Summit Financial Management

PortsmouthSouth PortsmouthSouth ShoreWest PortsmouthRosemountNew BostonFranklin FurnaceIrontonChillicotheLucasvilleAshlandHuntingtonMinford

Connect with Us Today

For immediate assistance, please call us with any questions regarding our compliance and tax services.

+1 740-727-2778

Fill out the form below to reach out, and we’ll respond promptly to your inquiry.

Add an email or phone so we can contact you