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What type of accounting systems do you use? 

We use the most common ones: QuickBooks, QBO, Xero, and Myob. But we can adapt to any system.

Will I lose control of my business by outsourcing my accounting services?

We take as much or as little control as you want. Every situation is different—we’ll work the way you want to work. 

Do you handle Individual Returns?


Are you familiar with various State Laws? 

Yes. As a distributed company, we have employees in most of the 50 states and we manage multi-state issues daily.

How do you communicate with clients? Is it all over the phone?

While our company is based in Indiana, we work remotely with about 80% of our clients. We're big fans of GoToMeeting and do a lot of screensharing and follow-up email and video summaries. We also text! In a world of increasingly distributed companies, we pride ourselves in our ability to offer value remotely.

How soon can we start working together?

For sanity reasons, we have limited our onboarding to no more than 4 new companies per month. Depending on demand, you may have to wait a few weeks before we can officially get things started.

I'm nervous about giving you and your team access to my accounting infrastructure. How do you handle data security?

We offer secure data-transfer via a client portal and have never experienced data security problems.

Why should I use Summit CPA Transactional Services?

Why not? Our team has the experienced “credentials” some companies demand. Due to our being a distributed company we have the luxury of hiring the crème of the crop, with no geographic limitations. Additionally, our team has a profound knowledge of “process” – they know how to tackle tasks, get them done, and meet deadlines.

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