Est. 2011 — kept in balance since.
A firm built on one conviction: clean books are a moral position. We publish our rates, sign our work, and answer in business days.
Fifteen years, posted in order.
The history of the practice, kept the only way we know how — as entries, with a running balance.
Four rules. No exceptions on file.
No surprises in invoices.
The fee is computed before we start, and it changes only in writing.
The books are yours, not ours.
Leave any month with thirty days' notice and a clean handover file.
Deadlines are commitments, not targets.
Zero missed filings since 2011 — we intend to keep the streak.
If we can't show the working, we don't ship the number.
Every figure we publish can be traced to source.
Signed by name, not by department.
Five people, four credentials, one standard. Every engagement carries a named partner and a named bookkeeper — you will never be handed to a queue.
Mara Osei
CPAFifteen years across public accounting and industry. Mara built Summa on one conviction: owners deserve numbers they can act on, not a shoebox handed back in April.
Daniel Reyes
EADaniel reads the tax code the way other people read novels. Entity elections, multi-state filings and the quarterly calendar live on his desk.
Priya Nair
CPA, CMAEx-VP Finance at a venture-backed logistics company. Priya runs the forecasting practice and sits in our clients' board meetings.
Tomás Ibarra
CPPTomás keeps four hundred people across our client base paid correctly and on time, in eleven states and counting.
June Park
QBO ProAdvisorJune closes more sets of books each month than anyone in the firm, and her reconciliations are the reason our average close is measured in days.
The numbers on us, audited annually and printed here without rounding in our favour.
Ready for books that balance?
A thirty-minute call: you talk, we listen, and you leave with a straight answer about scope and fee — whether or not it's us.
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