SUMMIT & LINDHOLM
CORE BOOKKEEPING SERVICES
At Summit & Lindholm, we specialize in maintaining precise and organized financial records to keep your business running smoothly. Our core services include transaction recording, ensuring all sales, purchases, receipts, and payments are accurately documented. We expertly manage accounts payable and receivable, keeping your cash flow steady with timely invoice processing and bill payments. Our bank and credit card reconciliation services guarantee that your records align with financial statements, reducing discrepancies. Additionally, we provide general ledger maintenance, structuring and organizing financial data to give you a clear picture of your business’s financial health.
FINANCIAL REPORTING AND ANALYSIS
We provide financial reporting and analysis to give you a clear and accurate understanding of your business’s financial health. Our profit & loss statements (P&L) summarize revenues, costs, and expenses over a set period, helping you track profitability. We prepare balance sheets that offer a snapshot of your assets, liabilities, and equity, ensuring a solid financial foundation. Our cash flow statements monitor the movement of funds in and out of your business, helping you manage liquidity effectively. Additionally, we create custom financial reports tailored to your unique business needs, providing valuable insights for strategic decision-making.
PAYROLL AND COMPLIANCE
Managing payroll and staying compliant with ever-changing regulations can be challenging. Summit & Lindholm lifts the burden from your shoulders by providing comprehensive payroll and compliance services. Our payroll processing guarantees accurate wage calculations, tax withholdings, and direct deposits for your employees. We offer tax preparation support by organizing financial data to assist with tax filings. Our sales tax filing service tracks, calculates, and submits sales tax, helping you effortlessly meet compliance requirements. Additionally, we manage 1099 preparation, ensuring proper documentation and filing for contractors so you stay ahead of tax deadlines.
ABOUT SUMMIT & LINDHOLM
At Summit & Lindholm, we provide boutique bookkeeping services tailored to the unique needs of small businesses and nonprofits. Our approach goes beyond just balancing the books—we offer personalized financial insights, strategic guidance, and meticulous attention to detail to help you make informed decisions with confidence. With a strong commitment to accuracy, efficiency, and trust, we simplify your financial processes so you can focus on what you do best—growing your business. Whether you need day-to-day bookkeeping, payroll management, or financial reporting, we are your dedicated partner in financial clarity and success.
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