Summer Morris, CPA

Summer Morris, CPA

New
New

About

Summer Morris CPA, founded in 2014 and located in Santa Rosa, CA, is a reputable accounting firm offering a broad range of services. Their expertise encompasses bookkeeping, compliance, business planning, CFO advisory, and back-office solutions. Catering to law firms, non-profit organizations, construction, and professional service businesses, they operate virtually to deliver efficient and effective services. They utilize QuickBooks Online and integrated applications to provide high-quality solutions. The firm, launched by Summer Morris, leverages her two decades of experience in the accounting field, underscoring their commitment to quality and customer satisfaction.


Highlights

Serves Santa Rosa , CA

Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Business Coach
Business Consulting
Quickbooks Bookkeepers