Summa CPA

Need accurate monthly financials without the cost of building an in-house accounting department?

SUMMA CPA is a U.S.-based CPA firm providing outsourced accounting, month-end close, bookkeeping cleanup, financial reporting, and fractional controller support to startups and growing businesses using Odoo and QuickBooks.

Our firm is led by Monica Rios, CPA, a former KPMG auditor and former assistant controller for a publicly traded company. We combine hands-on accounting support with CPA-level review and oversight to help clients maintain reliable books, close on time, improve cash-flow visibility, and build scalable financial processes.

OUR SERVICES

Monthly Accounting and Month-End Close
• Bank, credit card, loan, and balance-sheet reconciliations
• Accounts payable and accounts receivable management
• Accruals, adjusting entries, payroll, and intercompany accounting
• Financial statement preparation and review
• Management and cash-flow reporting

Accounting Cleanup and Catch-Up
• Multi-month and multi-year cleanups
• Correction of unreconciled or inaccurate accounts
• Commingled business and personal transactions
• Historical reconciliations and opening balances
• Chart of accounts redesign

Odoo and QuickBooks Support
• Odoo accounting setup and ongoing support
• QuickBooks Online and Enterprise accounting
• Bank-feed and reconciliation troubleshooting
• Month-end processes and internal controls

Fractional Controller Support
• Month-end close oversight
• Cash-flow reporting and forecasting
• Multi-entity and intercompany accounting
• Audit, lender, and investor readiness
• Accounting process development and team support

SOFTWARE EXPERIENCE

Odoo, QuickBooks Online, QuickBooks Enterprise, Amazon, Shopify, Faire, Etsy, Stripe, Square, A2X, Expensify, Relay, LoanPro, PayPal, ADP, Gusto, TaxDome, Trello, Connecteam, Asana, and Monday.com.

WHY CLIENTS HIRE US

Clients typically contact us when their books are behind or unreliable, month-end is taking too long, financial reports cannot be trusted, or the business has outgrown basic bookkeeping.

Clients value our responsiveness, clear communication, attention to detail, and ability to bring structure to growing businesses. We focus on issues that materially affect financial reporting, cash flow, and decision-making without creating unnecessary interruptions for management.