When you are looking for business and accounting solutions that are creative, innovative and forward thinking, look at SS&C.

When you look at SS&C you will see we are not your typical CPA firm. We go beyond the expected to help you prosper today while strengthening your plans for tomorrow. We are small enough to offer highly personalized service, but also large enough to offer unmatched versatility and expertise.

The SS&C family of companies’ history goes back to 1984, yet we are always thinking ahead.

The SS&C family is comprised of Summers, Spencer & Company, P.A., Certified Public Accountants, SS&C Solutions, Inc., an employee-owned business services firm, and SS&C Wealth Management Group, LLC.

We go beyond tax planning, filling out forms and auditing. We advise clients about their current financial situation and prepare them for a better future, helping them retain more of their earnings along the way.

As the first CPA firm to become employee owned, we have a uniquely vested interest in providing our clients with remarkable service. Unlike traditional CPA firms we operate without internal barriers. This enables us to tailor our collective talents to meet your unique needs.

We continually embrace the latest technologies for the security and convenience of our clients. SS&C’s secure private client portals allow our clients a convenient means to share files with us and to exchange information electronically.

SS&C Solutions, Inc. is your trusted business adviser. We serve our clients in many capacities and will find the right mix of services to meet your specific needs.

  • Tax planning and return preparation for individuals, businesses, trusts and estates.
  • CFO and accounting services including accounts payable management, financial statement preparation and detailed analysis and benchmarking
  • Paperless payroll solutions.
  • Business Valuation services including succession and exit planning.
  • ESOP feasibility and installation services including ESOP valuation
  • Accounting software selection and implementation 

With the number of accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.

As accounting professionals, we are exposed to most programs through trade journals and actual use. We can help you choose and implement the system that best fits your needs. We have certified QuickBooks™ Pro Advisor available to help you with QuickBooks™ set up and training. We are also authorized re-sellers of Best MAS200™ and sage Intacct™ Cloud Accounting.