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← Back to Top 23 Bookkeepers Elsewhere in California (2026)Summer Morris
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Summer Morris Cpa) · 8383 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Summer Morris | home page | |
| Website | http://summermorriscpa.com/ | home page | |
| Office locality | Santa Rosa, CA | home page | |
| Phone | +17073180410 | home page | |
| Offers bookkeeping | Documented: ...I spent a lot of time researching/trying to find a QBO expert who could handle my bookkeeping, tax needs - as well as potentially help me with financial planning. I found Summer... | home page | |
| Monthly bookkeeping | Documented: ...help me evaluate important financial decisions. Schedule a Clarity Session We provide monthly accounting, historical accounting cleanup, and on-demand accounting support to help... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...compliance and ease of mind. She’s made sure I met all my deadlines and even does our payroll for us now. I strongly recommend Summer for any tax or payroll needs you may have.”... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...She is worth every penny.” Tracy M. San Francisco, CA “Summer helped us get together financial statements to apply for a contractor’s license. She was very easy to work with. Her... | home page | 6 pts (max 6) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Summer Morris Cpa) · 8383 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Oct 31, 2026 | 8 pts (max 8) |
| What is included / excluded | Documented: ...that are driving the rest - and focus there first. arrow_drop_down_circle Divider Text WHAT'S INCLUDED A structured financial assessment - not a general consulting call We... | /clarity | 5 pts (max 5) |
| Named contact / team | Summer Morris, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...I also appreciate her upkeep with technology. She is easily reachable by email and her secure portal makes it easy to upload and download any tax files. I highly recommend Summer... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2026-10-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Summer Morris's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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