Welcome!
My passion is helping businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.
What Can I Do For Your Business?
I am an avid problem-solver and take pride in diving deeper into the numbers, providing insight and analysis to business owners that help decrease expenses, reduce taxes, identify opportunities for increased margins, and help drive revenue.
What Can You Expect?
-
Accurate, well-maintained financial records
-
Thoughtful review—not just data entry
-
Clear communication around what your numbers are showing
-
Financial clarity that empowers informed decisions
From day one, I focus on clarity, consistency, and thoughtful review—so you can trust your numbers and use them with confidence.
I don’t just track numbers. I help you understand them.
I am located in Raleigh, NC but also work with clients nationwide.
***Services Offered***
Quickbooks Online Training:
-
1 to 1 training with a Certified Advanced ProAdvisor
-
Company setup
-
Tracking sales & invoicing customers
-
Categorizing expenses
-
Integrations
-
Reviewing & understanding reports
-
Specialties
-
Sales tax
-
Payroll
-
Quickbooks Cleanup & Startup:
-
Build/verify QuickBooks chart of accounts
-
Create Balance Sheet, Vendors, Donors, Customers
-
Evaluate Statement of Activity for accuracy
-
Analyze payments and deposits
-
Integration of POS and/or donation system with QuickBooks
-
Rolling historical bank reconciliations & cash flow analysis
Ongoing Monthly Bookkeeping:
-
Maintain QuickBooks account comprising all daily transactions
-
Monthly reconciliations
-
A/P and A/R advisory assistance
-
Comprehensive financial reports
-
QuickBooks support
-
Sales tax tracking
-
Year-end 1099s
-
Meetings as needed or desired
What Sets Us Apart?
**Accuracy First**
**Clarity That Empowers**
**A Partner in Growth**
Contact me today for a personalized consultation, and let's embark on a journey to reach your business goals together!
Terri Provencher - Owner & Founder
Email: terri@summitpointbookkeeping.com
Call:207-890-3235
Raleigh, NC 27610
My professional bookkeeping solutions are designed to streamline your financial processes, alleviate the burden of managing your books, and provide you with peace of mind.
Whether you are an individual seeking personalized solutions or a business looking to enhance your operations, I have you covered.
