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February 2023 by Kelly L.
We are a small construction company who just started out last year. Summer has helped us navigate all aspects of QuickBooks. She is knowledgeable and incredibly patient. It's helpful how she explains every step along the way. She'll also be assisting us with our taxes this year.
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August 2021 by joey s.
In November of 2020 I hired Summer Morris CPA based on other reviews I saw here on Yelp. I am a new small business owner and needed some help with bookeeping and taxes and based on previous reviews and our initial intake conversation it seemed like she was a good fit. Apparently neither of us listened to each other- I needed help with bookeeping and taxes and she offeres an 11 session $2000 flat fee financial and lifestyle coaching. Summer is transitioning from being a bookeeeper/CPA to sort of a financial life coach. I did not feel like that was clear when I forked over the $2k. Summer is a lovely person and it sounds like her business is shifting to this coaching to more yoga/lifestyle stuff (see her other yelp page). I believe her target market is folks much wealthier than I - not really new entrepreneurs who need help actually crunching numbers as much as the touchy feely of our relationships with money. Based on previous yelp reviews I kept waiting for us to get to the quickbooks training, the help with my confusing 2020 taxes. These services were offered after the $2,000, 11 session life coaching. I WISH IT HAD BEEN CLEAR ON YELP THAT SUMMER IS NO LONGER TAKING TAX PREP AND BOOKEEEPING CLIENTS I WOULD HAVE MOVED ALONG. During our 11 weeks I also went through some personal trauma and suggested we put a pause on our time together - but Summer insisted there was some method she was following that meant we MUST persevere. So, having paid for her time I continued these sessions (while unemployed, living on debt, and solo parenting a toddler during the pandemic, etc etc etc. It was a rough time for me). I have previously worked with both life coaches and business coaches and usually get a lot out of it- but I finished my course with Summer wondering what I had just wasted my money on. I wish she had a little more intuition to thing maybe we should have stopped. And I REALLY wish it was clear, written in stone, instead of implied that the $2,000 was for 'coaching' instead of actual bookkeeping and tax prep. I have hired another small business CPA with a bookkeeeping team to do what I had hoped Summer would do. I just wish I had saved my money for the actual work I'm currently having done. Summer is a kind person, I can tell she cares as deeply about her new business as I do mine, but clarity on what she was offered felt really lacking and our communication seemed really off
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August 2021 by Sandra V.
Summer does what she does out of love and that is obvious. She treated me like an associate, not a sales ticket. She is authentic, genuine and sincere.
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May 2021 by Ian W.
This review is long overdue! I had the pleasure of working with Summer for both my personal and my companies 2020 bookkeeping and tax filing. She was a HUGE help in getting my finances organized and my books cleaned up. It was amazing to work with such a holistically minded accountant and CPA. She demonstrated incredible skill in navigating Quickbooks. She was knowledgeable and efficient. She was able to keep up with my pacing, and help reel me back in when I went astray. She not only helped me in managing the fine details and cleaning up the chart of accounts, but she helped me be a more strategically minded self-reliant bookkeeper in managing my own books and budgeting. She even helped me succesfully navigate pushing through a home refinance and the scrutiny of the underwriters. I strongly and whole heatedly recommend Summer for anyone's needs, both in managing the more discrete day to day bookkeeping tasks, as well as the bigger picture support in growing ones wealth and implementing the systems to sustain it.
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January 2021 by Sarah R.
This past year my husband and I completed a 12 week money coaching session with Summer and it was transformative! Summer was so helpful with regards to goal setting and creating action steps towards our own personal life goals. She spent time to really getting to know us and delivered very skillful and effective advice. I looked forward to meeting with Summer every session! The plan we created with her and started implementing has greatly decreased my anxiety around money decisions and has brought us to a whole new level of financial confidence.
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October 2020 by Linda S.
In June 2020 I hired Summer Morris as my new CPA and money coach. I had recently retired and needed help building a roadmap in how to move from running my own successful business to planning for a long and happy retirement. In addition to tax planning and filing, she has enabled me to transition from being the tortoise to the hare in the race to get caught up with my retirement process. I still have quite a bit left to do, but it feels great to have come this far. I highly recommend Summer.
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February 2020 by Rick N.
Knowing I was in over my head with a matter which was a combination of legal issues and an in depth tax question, Ms. Morris was highly recommended as very qualified to tie the two issues together. She was able to explain not only what the issue was, but how to correct it and where she got her information from the Federal Tax code in which the lawyers were able to refer back to. Her rates were reasonably priced as well. I am well pleased.
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February 2020 by Myss T.
I went to Summer based on the good reviews. During my first visit I had trouble communicating with her, it was like we were speaking two different languages. I ultimately did not choose her as a bookkeeper so this is not a review of her talents.
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July 2018 by Haley M.
Summer took away ALL of my anxiety about small business accounting. She set me up for success and will now help me every step of the way. She explained everything in a way that is understandable, concise and she was intimidating at all! I felt like I can ask her any question on my long list without receiving any judgment. I would highly recommend using Summer for your accounting needs!
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March 2018 by Sandy J.
Summer is professional and absolutely follows through. She gives knowledgeable and personal service. High recommend her for your CPA needs.
