Partner profile

Summa Financial Services

We sync directly with Roy AI to make your numbers smarter and your forecasts faster.

For all your cloud and traditional accounting needs.

Summa Financial Services is a Dartmouth, NS–based accounting and consulting firm offering both cloud-based and traditional financial services across Canada. They provide expert solutions—from bookkeeping and payroll to CFO support and strategic consulting—leveraging technology like Xero for real-time insights and streamlined workflows. With strong experience across industries like real estate, construction, retail, and service sectors, they deliver tailored financial guidance to help small and mid‑sized businesses thrive.

OUR CLIENTS

We work especially well with:

Small to medium-sized businesses across Canada.

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Industries including real estate, construction, retail, and service-oriented firms.

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Businesses seeking scalable accounting solutions—ranging from cloud accounting and outsourced CFO services to traditional bookkeeping.

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Companies in phases such as starting, buying, selling, or troubleshooting strategy/goals.

WHAT WE DO

Our Services

1. Cloud Accounting: Summa + Xero Integration

2. CFO for Hire: virtual or on-site CFO support

3. Traditional Accounting: for industries like construction, real estate, retail, etc.

4. Bookkeeping & Accounting: transaction recording, reconciliations, monthly reporting, analysis

5. Business & Financial Consulting

6. Financial Statements

7. Getting it Right: Accuracy Assurance

8. Payroll Services: Automated with Wagepoint

9. Starting, Buying or Selling a Business support

10. Strategy Troubleshooting: Goal-setting and performance improvement

TESTIMONIALS

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