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| Summation Bookkeeping Services - If your firm has between 4 and 29 employees, This Is For You | |
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Full Charge Bookkeeping - Read Details
Full Charge simply means we will deal with every aspect of your firm's bookkeeping needs. Watch Video
Project Bookkeeping & PM Reporting - Read Details
Our bookkeepers are fully versed in Project Management needs for A/E/Design firms. From the Project Detail Report to Budgeting, Scheduling and that wonderful concept that is Consultants Pay-When-Paid, we handle it all for your firm.
It Simply Makes Dollars and Sense - Read Details
Your firm will save thousands of dollars, increasing your bottom line profit without performing one additional professional service. Watch Video
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Financial Reporting - Read Details
We will produce Balance Sheet and Income Statement Reports for you as often as you require them.
Time and Expense Management - Read Details
We will manage entry of all timesheets and expense reports. We help you implement Time Entry by individuals.
Project Invoicing - Read Details
Our Staff has had experience with many firms, producing invoices to clients. We are fully versed in the various invoicing methods such as T&M, Not-to-Exceed, Fixed Fee, Percent Complete by Phase, Cost Plus and others.
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We specialize in Bookkeeping for Architecture, Engineering and Design Firms. Learn More
We do not do Quickbooks.
Technology allows us to access your system, on your LAN in real time. Learn More
Summation Consulting Group was formed in 1990 by Kathy Brewer Gianetti and Mike Gianetti. The pair have worked solely with Professional Service Businesses, exclusively in the Architectural/ Engineering and Design Industry. The firm has grown to include the partners, full time employees and related services associates. Careful, managed growth has been a central concern for the partners, however, service excellence will always be our primary focus.
| Frequently Asked Questions | |
Can this actually work for my firm? By all means yes. If your firm's business is based upon Project Management and Time-Billing, we have the skills needed to streamline your bookkeeping processes. Back to top
How can this be done so inexpensively? We stick to what we do best, bookkeeping. Our Bookkeeping clients already have clerical help to handle the actual paper. Back to top
Will my firm be the first to use this kind of bookkeeping service? Absolutely not. Summation has been providing bookkeeping services to Architects & Engineers since 1990. Over time we have had dozens of bookkeeping engagements. Back to top
Can we start out with some kind of test period? Many of our bookkeeping engagements start out as Temporary Bookkeeping Services. Your bookkeeper goes on Maternity Leave, or has an unfortunate long-term illness or smiply transitions out of your firm. We can step in and help until you find permanent staff to replace us. Bottom line is we are happy to start out on a temproary basis with your firm. You do not need to commit to our services long term. Back to top
How do we terminate our bookkeeping services? Either party can terminate by providing written 60 day notice. Back to top
Does someone actually come to our office? We perform all of our services via online access or collaboration. Back to top
We already own software. Can you use our program? Our bookkeepers are fully versed in the following A/E/D specific programs: InFocus, Vision, Advantage, Sema4. If you don't own one of these, you may consider our Hosted Solution. Back to top
When you say "Hosted Solution" what do you mean? If your firm would prefer NOT to maintain a software maintenance plan nor incur the expense of network upkeep for an Accounting system, you can use our hosted solution. What that means is you will pay monthly for access to InFocus as a hosted solution. That means everyone (that you want to) in your firm has access to the system 24/7 as do our bookkeepers. This negates the need for security issues related to access to your LAN. This also saves on yearly software maintenance & support costs. Back to top
From time to time our Accountant will have questions. How do you handle these? Included in our fee is liason with your Accountant. This is especially important at year end. Back to top
Do you process Payroll? If your software can process Payroll from within, we will be happy to run your Payroll for you. However, we cannot be there to make sure that remittance to Federal, State & Local happens in a timely manner. Also, updating of the deductions tables can be an issue. We Strongly Suggest that your firm utilize a Payroll Service. Back to top
How do your bookkeepers know what we need entered? We have developed a system that makes delivery of information to our bookkeepers easy. Though you are welcome to deliver paper to us, most of our clients scan and send us pdf's. Back to top
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