Contact

Talk to an accountant, not a funnel.

Tell us where the books stand. A partner reads every enquiry and replies within one business day with a straight answer about scope and fee.

228 Ledger Row, Suite 4 · San Francisco, CA

What happens next

The letter countersigns itself as you read.

Every engagement follows the same four clauses — here they are, stamped in the order they'll happen.

SUMMA & CO. · ENGAGEMENT LETTER — SPECIMENNº 0000

1. Within one business day

A partner replies — a person who has read your message, not a queue.

DAY 1

2. The scoping call

Thirty minutes; we look at the books before we talk about the fee.

DAY 3

3. The proposal

Fixed scope and the fee you computed, in writing.

DAY 5

4. On signature

Onboarding checklist issued; your close calendar starts.

DAY 7
Countersigned
M. Osei, CPA
Address228 Ledger Row, Suite 4 · San Francisco
HoursMon–Fri, 9:00–17:30 PT
Response timeOne business day
VisitorsBy appointment
Before you write

Pre-engagement questions.

Q.01

Do I need to clean my books before you'll take me?

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No — arriving messy is normal. Cleanup is the first movement of the engagement, quoted with the estimator.

Q.02

What do you need from my previous accountant?

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A handover file and access; we make the request and chase it ourselves.

Q.03

When in the year can I switch?

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Any month. Mid-year switches carry a short overlap while we tie out the opening balances.

Q.04

What does onboarding cost?

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The cleanup engagement is quoted separately and fixed before we start — no surprises on the first invoice.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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