Meet the Founder
Behind the numbers. Beside your business.
Summit Ledger Financial Services is a woman-owned business built on the belief that financial clarity creates freedom.
I founded Summit Ledger to help small business owners connect the back office and front office, turning financial information into practical action. With the right systems, accurate books, and strategic guidance, you can make confident decisions and focus on what you do best.
My mission is simple: deliver clarity, strategy, and support so you can grow with confidence.
Clarity
We bring clarity to your financials so you can see what’s working and what’s holding you back.
Strategy
We turn numbers into strategic insights that drive smarter decisions.
Support
We’re more than your bookkeeper. We’re your partner in growth.
Growth
We help small businesses build strong foundations and scale with confidence.
Let’s Connect
Let’s Build Financial Clarity Together
Whether you need better systems, cleaner books, or strategic guidance, we’re here to help your business move forward with confidence.
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Business Information
👤 Jena Swann
🏢 Summit Ledger Financial Services
📍 979 Woodland Pkwy, Ste 101 PMB 1003
San Marcos, CA 92069
🌐 summitledgerfs.com
Our Location
WHAT OUR CLIENTS SAY
“Summit Ledger cleaned up years of disorganized books and gave us clarity we never had.”
“Payroll is always on time, and the reports help me make better decisions.”
“Their Launch & Ledger package set us up for success from day one.”
“She made the messy business stuff feel calm, clear, and completely doable.”
“Our website finally feels like something we are proud to send customers to.”
“The storefront setup feels smoother, cleaner, and so much easier to manage.”
“The support felt personal, organized, and built around how small businesses really operate.”
“Instead of just handing over reports, Summit Ledger helped me understand what the reports meant.”
“It felt like having someone in my corner who understood the numbers and the vision.”