Your books should do more than balance.
Most small business owners can see money coming in but aren’t sure how much of it is actually profit. Summit Oak keeps your books accurate every month and walks you through what they mean, so you can run your business on real numbers, not guesswork.
Balanced books are the starting line, not the finish.
Accurate books tell you the math is right. They don't tell you which work is profitable, where your cash is going, or what the next few months could look like.
Most small business owners never get that view, and it’s the part that actually changes decisions.
Services
Monthly Bookkeeping
Your books, handled every month. Transactions categorized, accounts reconciled, and financial statements delivered on a set schedule. Then we go through your numbers together, so you know what they mean. Three packages: Essentials, Growth, and Insight, so you get the level of support that fits your business.
Diagnostic Review
A thorough review of your existing books: what’s accurate, what’s missing, and what your numbers actually say about your business. You’ll get a detailed written report, with a clear recommendation on what to do next. If you move forward with a clean-up, the review fee is credited toward it.
Catch-up & Clean-up
Behind by a few months or a few years? Books that were never set up properly to begin with? I'll rebuild the record from the source documents, correct what's been miscategorized, and reconcile it back to a clean, accurate starting point, so you're ready for your CPA, your lender, or your own decisions. A few months behind usually just needs a free Snapshot to quote. Bigger clean-ups start with a Diagnostic Review.
Not sure which one you need? Book a free consult. It includes a Snapshot, a quick look at your books to find out which service is right for you.
Why Summit Oak?
Being great at running a business doesn’t necessarily mean you know what’s happening behind the numbers. That’s what led me to start Summit Oak Business Services.
I’m Stacy Hinman, a QuickBooks Online ProAdvisor. I’m detail-oriented, organized, and I don’t stop until it’s done right. I’m also completing a Fractional CFO certification, because I believe small business owners deserve more than just the books.
At Summit Oak, you get accurate books every month and someone focused on the numbers alongside you, someone who understands your business and helps you turn financial information into something you can actually use.
No long-term contracts. Stay because it’s working, not because you’re stuck.
Getting started is simple.
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1. We talk
A free 30-minute call. Tell me about your business, and I’ll take a quick look at your QuickBooks (that’s your free Snapshot). Then I’ll tell you what I’d recommend: monthly bookkeeping, a diagnostic review, or a clean-up first.
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2. We get set up
I handle the setup. If your books are current, we start your monthly package. If they need attention, I’ll show you exactly what it takes to get them caught up, at a flat price, before we begin.
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3. You get answers
Your books are current, and we go through your numbers together. Now they can answer the questions that matter: where your profit is really coming from, where your cash is going, and whether you can afford your next move.
Your books are already telling you something. Let’s find out what.
Thirty minutes, no cost, no obligation. Includes a free Snapshot of your books.
