Case Studies


Here are some real world examples of how we can serve our clients.

Tess Arnold – Tusk Hair

I really appreciate the time and effort that summit have given to me. They make running a business hassle free, respond whenever I need help and no request is too much for them. I feel like I have their full support and they will never let me down. They have a familiar and family like approach that's makes dealing with them a delight. 

Jody Reid – Arkarra Tea Gardens

We purchased the abandoned “Arkarra Tea Gardens” in 2012, with the vision to rebuild it to its former glory as a Café. During rebuild process we chose Summit Financial Services as our accountant. We were impressed with way Summit approached our venture, providing excellent practical financial direction to kick us off.

Unlike other accounting practices we have used in the past, where the only communication was only around Tax time, Summit encouraged us to communicate with them on a regular basis. They also proactively monitor our financials regularly, which has proven valuable to our business. Their advice is based around sound principles, which enables us to keep control and aware of our businesses financial position.

While initially sceptical about the accounting software Xero offered by Summit, we are glad to say Xero has proven to be a simple to use, time saving tool.

We would not hesitate to recommend Summit Financial Services and the accounting software Xero to others.