You run the business
We'll run the numbers
As a business owner, you have enough on your plate without managing the books. And let’s face it, you probably hate doing it, are not good at it, or both.
That’s where we step in. We take all of the tedious bookkeeping tasks off your plate so you have time to focus on what’s really important, running and growing your business.
Our Services
Full Service Bookkeeping & Financial Operations
Weekly Bookkeeping
Transaction processing and accrual-based accounting. Updated weekly
Accounts Receivable
Get cash quicker! Create invoices, apply payments, and follow-up on past due accounts
Bank Reconciliations
Monthly reconciliations on all bank and credit card accounts
Accounts Payable
We make sure your bills are paid on time, every time. We also track and file 1099s with the IRS
Financial Reporting
Monthly financial statement package. Custom reporting & dashboards
Coordinate with Partners
Coordinate communication and information requests from CPAs, tax preparers, lawyers, & bankers
Who We Are
Will Kreuz, CFA
Managing Partner
Will Kreuz is the Founder and Head of Advisory Services for Summa Bookkeeping. He has over a decade of experience in various finance and accounting roles in multiple industries, most recently managing capital markets and liquidity for a leading fintech small business lender.
Will founded Summa Bookkeeping to help entrepreneurs and business owners improve their bookkeeping and accounting functions. With a focus on bringing corporate accounting and finance capabilities to small businesses and startups, Will helps modernize and streamline your financial operations.
Will graduated from the University of Toledo with Bachelor of Business Administration degrees in Accounting and Information Systems. He is also a CFA charterholder.