Specialized CPA accounting support for Odoo and QuickBooks powered businesses
We help you move from questioning your numbers to knowing exactly where your business stands and what to do next.
Trusted by businesses across the U.S.
Industries we serve
Trades & Construction
E-commerce & Retail
Professional Services
Healthcare & Wellness
Logistics & Transportation
Real Estate
Creative & Digital Businesses
Tech Startups & SaaS
Federal Contractors
Your accounting department.
Without the overhead.
Summa CPA is a CPA-led outsourced accounting firm serving small and mid-sized businesses across the United States. We operate as an extension of our clients’ accounting teams, delivering the expertise, structure, and responsiveness needed to support better decisions.
Sound familiar?
You’re not alone. These may be signs your accounting is holding your business back. The good news?
We’re here to help.
-
Books are
always behind
You’re constantly waiting on reconciliations, reports, or cleanup.
-
You don't trust
your reports
The numbers don’t feel accurate enough to rely on.
-
Cash flow
is unclear
You don’t have enough visibility into what’s coming in and going out.
-
Your accountant
takes too long
to respond
You need answers faster than you’re getting them.
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Your company is
growing faster
than your accounting
The systems that worked before are no longer enough.
-
You need
decision
ready financials
Your books need a detailed review.
Meet Monica Rios, CPA
Monica Rios is a Florida-licensed CPA with Big Four experience at KPMG and a background supporting growth-stage companies, public companies, and multi-entity organizations.
Today, through Summa CPA, she helps small and mid-sized businesses strengthen their financial operations, improve visibility into performance, and build scalable accounting processes that support better decision-making.
The Summa CPA team became a trusted extension of our business during a critical staffing shortage. They took ownership of our accounting, kept our financials accurate, and communicated professionally with customers and vendors. Their expertise, reliability, and deep knowledge of Odoo made them an invaluable partner.
Summa CPA has been an invaluable asset to our business, providing exactly the bookkeeping expertise we needed. Their attention to detail, proactive approach, and thoughtful recommendations have helped streamline our financial operations and support our growth. Beyond managing our books, they have provided valuable insights that have improved our financial decision-making and overall efficiency. Their dedication and expertise make them truly irreplaceable—we only wish we could work with them on all our ventures!