Bookkeeping Cleanup Specialists

Behind on your books?
That ends here.

We clean up the backlog, organize your financials, and keep your books accurate every month — backed by over 15 years of financial services expertise.

Book a Free 30-Minute Discovery Call See services

We'll discuss your bookkeeping challenges, answer your questions, and determine whether we're a good fit to work together.

MBA, Finance
15+ Years Financial Services
Durham, NC & Remote

Sound familiar?

Your books are a problem
you keep putting off.

Service business owners are great at what they do. Bookkeeping usually isn't it. The longer the backlog grows, the more it costs — in stress, in tax exposure, and in decisions made without real numbers.

  • Your books are months — or years — behind
  • Tax season turns into a scramble every year
  • You don't know if you're actually profitable
  • Your CPA keeps asking for records you can't find
  • You're making financial decisions without real data
82%
of small businesses fail due to cash flow problems — most rooted in poor financial visibility
$4,800
average cost to a small business for a single year of messy books at tax time
30 days
average time to complete a full cleanup and have your books current and accurate

The process

From messy to clean
in three steps

01

We scope the work

A free 30-minute discovery call. We assess how far behind your books are, identify what needs to be fixed, and give you a clear quote — no surprises, no obligation.

Free discovery call
02

We clean the books

Month by month reconciliation. We fix categorizations, clear unreconciled transactions, correct the chart of accounts, and deliver a full cleanup report with corrected financials.

Scoped cleanup project
03

Clean books every month

After cleanup, your books stay clean. Monthly reconciliation, accurate financial statements, and a plain-English summary of what your numbers are telling you — on time, every month.

Monthly retainer

Services & pricing

Two services.
One financial partner.

Bookkeeping Services Starting at $400 Per Month

Monthly bookkeeping customized to your business needs. Cleanup projects scoped individually — because every backlog is different.

Final pricing is customized after reviewing your business's recent financial activity. Book a discovery call and we'll provide a clear quote before any work begins.

Monthly Bookkeeping
Recurring bookkeeping tailored to your business
Solo & Small
Solo & Small
Starting at $400/mo
Ideal for owner-operated businesses and service professionals seeking accurate monthly bookkeeping and financial clarity.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
Growing Business
Growing Business
Custom Pricing
For businesses experiencing growth, increased transaction volume, multiple accounts, or expanded reporting needs.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
  • ✦Multi-account reconciliation
  • ✦Expanded reporting package
Established Business
Established Business
Custom Pricing
For businesses requiring advanced reporting, multiple entities, KPI tracking, and ongoing financial support.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
  • ✦Multi-entity support
  • ✦KPI reporting dashboard

Final pricing is customized after reviewing your business's recent financial activity and bookkeeping needs.

Cleanup Bookkeeping
Scoped individually — every backlog is different
Every cleanup is scoped individually.

Cleanup pricing depends on the size of the backlog, account complexity, and the overall condition of the books. We assess the cleanup during the discovery call and provide a clear flat-fee quote before any work begins.

  • Months of backlog
  • Number of accounts and entities
  • Reconciliation condition of existing records
  • Complexity of chart of accounts
What you get
"A flat-fee quote, a clear timeline, and books that are current and accurate when we're done."
  • ✦Month-by-month reconciliation
  • ✦Corrected Profit & Loss
  • ✦Corrected balance sheet
  • ✦Cleanup issues report
  • ✦Transition to monthly retainer
Get a Cleanup Quote

Not sure where you fall? Book a discovery call — we'll scope it and quote you before any work begins.

Built for service businesses

🔧
HVAC
🧹
Cleaning
🌿
Landscaping
🚛
Trucking
✂️
Salons

Is this right for you?

We work best with the right clients

✓
We work best with
  • ✓Service-based businesses
  • ✓Business owners who want accurate financial reporting
  • ✓Companies preparing for growth, financing, or acquisition
  • ✓Owners who want to understand what their numbers mean
✗
We may not be the right fit if
  • ✗You're looking for the lowest-cost provider
  • ✗You only need year-end tax filing
  • ✗You want bookkeeping with little involvement from ownership
  • ✗You're a startup with no transactions yet
Why business owners trust Summit Business Services
MBA in FinanceGraduate-level financial training applied to every engagement
15+ years financial servicesDeep background in financial analysis, lending, and business finance
Specialized in cleanup & monthly bookkeepingNot a generalist firm — focused exclusively on what we do best
Serving clients remotely & throughout North CarolinaLocal roots, remote capability — we work where you work
Melvin Bonner — Founder, Summit Business Services
Melvin J. Bonner, MBA Founder, Summit Business Services

About

Bookkeeping backed by
financial expertise.

MBA, Finance 15+ Yrs Financial Services QuickBooks Online
"I spent over a decade analyzing business finances before I ever touched a client's books. I know what clean financials look like — and exactly what messy ones cost."

Summit Business Services exists because most bookkeepers can reconcile transactions. Not many can tell you what your numbers mean, where your margins are leaking, or what your financials look like to a lender or investor. That difference comes from financial training — not just bookkeeping training.

With over 15 years in financial services and an MBA in Finance, I bring a depth of financial analysis to your books that most bookkeepers simply cannot offer. The credentials are not the service — they are the standard of thinking behind it. You get accurate records, and someone who actually understands what they mean.

Book a Free 30-Minute Discovery Call

The longer you wait,
the bigger the backlog.

Ready to stop guessing and start knowing what your numbers mean?

Book a Free 30-Minute Discovery Call

We'll discuss your current bookkeeping challenges, answer your questions, and determine whether we're a good fit to work together.

Free 30-minute call  ·  Flat-fee quote included  ·  No commitment required