Summa is not your grandpa’s accounting and bookkeeping firm. Our cloud ecosystem allows us to work with clients from coast to coast, in a virtual environment.
How do we do it?
Starting with a customized, flat fee monthly plan, you'll gain access to smart cloud accounting software, support from our friendly chartered accountants, and all the professional accounting and bookkeeping services your business needs.
Get the best apps
Real-time performance tracking
Collaborate with your Summa team through our client file-sharing portal.
No more taking the shoebox full of slips to your accountant – save time by simply snapping a picture of your receipts through intelligent cloud applications on your smartphone.
Ready to see how?
For a free consultation, contact us today.
Our Cloud Technology Stack:
Xero – Cloud Accounting Platform
Log in online anytime, anywhere on your Mac, PC, tablet or phone and see up-to-date financials
Run your business on the go
Get paid faster
Reconcile in seconds
Understand your real-time cash position
Collaborate with your accounting team
Protect your business data
Hubdoc – Cloud Document Management
You receive a lot of financial documents in the form of receipts, invoices bills and statements. With Hubdoc you can:
Snap & send paperwork
Link your accounts for automatic delivery
Forward invoices from your inbox
Convert it all into usable data – automatically have your documents fetched for you, no more data entry and it syncs with Xero.
When connecting your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud. Hubdoc uses OCR technology to analyze your receipts and invoices to extract the data that is needed.
Wagepoint – Cloud Payroll Platform
Payroll is mission critical to your business, and we totally get it!:
Employees Paid by Direct Deposit
Automatic CRA remittances
Year-end T4’s and T4A’s
Electronic Records of Employment (ROE) – sent directly to Service Canada
Secure Online Employee Portal – access to pay statements and year-end T4’s and T4A’s
Modernize Your Accounting Today!
We are your one source, cloud based, accounting partner.
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