Summit Books | Lewisville, TX

Service Area: Lewisville, TX
Team Size: 1 employee

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

Hi, I’m Yajat — a certified bookkeeper through Intuit with a BBA in Finance from Texas Tech University. I currently offer freelance bookkeeping services for small businesses, freelancers, and real estate professionals who need clear, organized financials without the stress.

Professionally, I’ve worked as a Property Tax Consultant and previously interned as a Credit Analyst, where I gained valuable experience analyzing financial statements, managing records, and supporting business clients. These roles gave me a strong foundation in financial reporting, compliance, and client service — all skills I now apply to bookkeeping.

If you’re looking for someone who understands the numbers and takes a detail-oriented, reliable approach to managing your books, I’d love to help. Whether it’s cleaning up your records, staying on top of monthly reconciliations, or preparing for tax season — I’ve got you covered.

Let’s connect and keep your finances in great shape.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Yajat Bhakta
- Completed on 6/1/2025

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