BY Summit finacial group llc
Get to know us
Since 2017, Financial Report Card—operated by Summit Financial Group LLC—has helped small businesses turn financial data into clear decisions. Our team brings 110+ years of combined accounting experience across public accounting, corporate finance, payroll operations, and audit. We specialize in practical, plain-English guidance that keeps your books accurate and your business moving.
What We Do
Bookkeeping: Monthly closes, reconciliations, and clean, audit-ready records
Payroll: Accurate, on-time runs and filings with employee self-service options
Cleanup & Catch-up: Rapid remediation for backlogs and messy charts of accounts
Advisory: Budgeting, cash-flow insights, KPI dashboards, and year-end readiness
How We Work
Plain English: We translate Profit & Loss and cash flow into action items—not jargon
Modern Stack: QuickBooks Online, Gusto/ADP, and secure cloud document exchange
Remote-First: Fast onboarding without a physical office; secure digital workflows
Fixed & Transparent Pricing: Scope-first proposals with clear deliverables and timelines
Standards You Can Trust
Consistent close calendars and reconciliations
Documented internal controls and review checklists
Bank-level security practices and multi-factor authentication on all systems
Proactive communication and on-time delivery
The Promise
You’ll always know where your business stands and what to do next—no guesswork, no surprises. If you’re ready for clean books and clearer decisions, we’re ready to help.
