Summit Bookkeeping
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: healthcare, e-commerce, retail, law firms (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Summit Bookkeeping | home page | |
| Website | https://www.summitbkpg.com/ | home page | |
| Office locality | Bellingham, WA | home page | |
| Phone | +13607565020 | home page | |
| Offers bookkeeping | Documented: Summit Bookkeeping | Bellingham, WA | Bookkeeping & Payroll Service top of page Flexible Bookkeeping... | home page | |
| Monthly bookkeeping | Documented: ...we offer bookkeeping services when and where it's most convenient for you. Contact Us Monthly Bookkeeping Our services include but are not limited to: Reconciling bank accounts... | /services | 8 pts (max 8) |
| AP / AR | Documented: ...account records. Review, analyze and reconcile general ledger accounts for accuracy. Accounts Receivable Send invoices and review A/R aging report. Record revenue and sales... | /bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: Summit Bookkeeping | Bellingham, WA | Bookkeeping & Payroll Service top of page Flexible Bookkeeping Support That Fits Your Business Needs... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...financial details so that you can focus on the big picture. Contact Us Bookkeeping & Month-End Close Prepare and record all necessary journal entries to reflect correct account... | /bookkeeping-services | 6 pts (max 6) |
| Industries served (documented) | healthcare, e-commerce, retail, law firms | /about | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...tax returns with payroll withholding records including Form 941 and 940, L&I and SUI quarterly reports. Accounts Payable Prepare and reconcile all accounts payable transactions.... | /bookkeeping-services | 4 pts (max 4) |
| 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 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched Washington State Board of Accountancy open data (data.wa.gov pzcu-jpab firms, 6du3-3h9e CPAs) for CPA firm records named 'Summit Bookkeeping' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
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: Washington State Board of Accountancy license search and business registry search.
- 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 Summit Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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