Yajat Bhakta
Hi, I’m Yajat Bhakta, the founder of Summit Books. I started this bookkeeping business with one goal in mind: to help small businesses gain clarity and confidence in their finances.With a Bachelor’s degree in Finance, experience in commercial banking, and my current role in tax consulting, I bring a strong foundation in both numbers and strategy. I’ve worked with business owners on everything from loan underwriting and financial analysis to tax planning and compliance—so I understand what lenders, accountants, and the IRS are looking for.At Summit Books, I offer accurate, reliable, and easy-to-understand bookkeeping tailored to the needs of small business owners. Whether you’re just getting started or looking to clean up your books, I’m here to make sure your finances are organized, up-to-date, and ready for whatever’s next.Please see my licenses that I have received in my time as a professional.
My Services
What’s Included:Monthly categorization of income & expensesBank and credit card reconciliationFinancial reports: Profit & Loss, Balance Sheet, and Cash FlowOngoing support via email or textQuickBooks setup & management (or your preferred platform)Year-end reporting package for your CPA or tax pro🎉 First Month Trial: $50
Let’s get to know each other. We'll review your books, clean things up if needed, and show you the value of working with Summit Books.📆 Ongoing Monthly Plan: $250/month
Flat-rate pricing with no surprise fees. You get full-service monthly bookkeeping, timely reports, and peace of mind.
Contact Us
Have questions or ready to get started? I’d love to connect.📱 Phone: (325) 575-1306
📧 Email: [email protected]
