At Summit Ridge Bookkeeping, our mission is to provide accurate and reliable accounting services to small businesses. We strive to help our clients achieve financial clarity and success through expert guidance - making tax season a breeze.
Find the plan that fits your business needs
Best for freelancers, solopreneurs, and side hustles
Includes:
- Up to 150 transactions per month
- 1 bank account or business credit card
- Transaction Categorization
- Monthly Bank Reconciliation
- Basic Financial Reports (Profit & Loss, Balance Sheet)
- Email Support
Best for small service-based businesses
Includes:
- Up to 400 transactions per month
- Up to 3 financial accounts
- Transaction Categorization
- Monthly Bank Reconciliation
- Custom Reports (Profit & Loss, Balance Sheet, and Statement of Cash Flows)
- Basic Accounts Payable & Receivable tracking
- Location/Class Tracking
- Free email and phone support
- Monthly TEAMS check-in
Best for Growing Businesses with more complexity and advisory needs
Includes:
- Unlimited Transactions per month
- Unlimited Financial Accounts
- Accounts Payable & Receivable Tracking and Aging Reports
- Custom Reports (Profit & Loss, Balance Sheet, & Statement of Cash Flows)
- Monthly Bank Reconciliation
- Location/Class Tracking
- Inventory Tracking
- Project Profitability Tracking
- Monthly TEAMS review and performance summary
- Budget vs. Actual Tracking
Available add-ons for the plans above
We’ll track vendor payments, collect W-9s, and file your 1099s on time so you stay compliant without the hassle.
Get clear budgets and financial forecasts to plan ahead, manage costs, and keep your projects on track.
Monthly payroll processing using QBO Payroll Core. Includes tax filing and employee payments for one business.
Premium payroll processing via QBO Payroll Premium. Includes automated taxes, time tracking (via TSheets), and HR features.
Project-based fee for initial quickbooks setup / cleanup.
Hi, I’m Carson Wood — the founder of Summit Ridge Bookkeeping, based in Cornelius, North Carolina. I started this business with one clear goal: to help small business owners stay organized, confident, and financially informed through simple, reliable bookkeeping.
I hold a degree in Finance and Accounting from the University of South Florida, and I’m a Certified QuickBooks ProAdvisor and Intuit Certified Bookkeeping Professional. My experience includes working with government agencies on financial reporting and accounting operations, where precision and accountability were critical.
At Summit Ridge Bookkeeping, I bring that same standard of accuracy and professionalism to local businesses. Whether you're just starting out or growing fast, I’ll help you make sense of your numbers so you can make smarter decisions — without the stress.
If you're looking for a bookkeeper who’s responsive, local, and knows how to keep things simple, let’s talk.
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