Strategy-backed services for sustainable growth

every solution supports the full structure of your organization, aligned to your goals, your systems, and your next stage of growth.

    • Bookkeeping & Accounting

      • Monthly reconciliations

      • Accounts payable/receivable

      • Financial statements

      • Cleanup services

      • And more, built for accuracy, transparency, and momentum

    • Payroll Services

      • Full-service payroll support

      • Filings, and reporting

      • Handled reliably, so you never miss a step

    • Entity Setup & Structure

      • Guidance on choosing the right business structure

      • Setting up your entity

      • Building a foundation that fits your long-term goals

    • CFO Advisory

      • Strategic support when and where you need it

      • Cash flow planning

      • Decision-making, reporting, and leadership guidance

    • Budgeting & Forecasting

      • Create living financial plans that help you

        • Anticipate

        • Adapt

        • Allocate with intention

    • Financial Review & Decision Support

      • Regular reviews of your numbers

      • Insight into what’s working

      • What needs attention

      • Where to focus next

    • Tax Preparation & Advisory

      • Seamless, expert tax support

      • Through our partner, Hale McGee & Associates

      • Available to all Summit clients

    • Leadership Development

      • Practical leadership tools

      • Coaching and frameworks to help you grow yourself while growing your organization

    • Strategic Planning

      • Set a smarter course

        • Aligned goals

        • Clear roadmaps

        • Actionable plans to get there

    • Lean / Operational Excellence

      • Bring clarity and consistency to your operations

      • Proven techniques to eliminate waste, reduce friction, and unlock potential

    • Exit & Value Readiness

      • Position your business for maximum value when it’s time to sell

      • Financial cleanup and reliable reporting buyers can trust

      • Systems and processes that reduce owner dependency

      • Strategic planning to highlight strengths and reduce risks

Why We Offer What We Do

Every service we provide is shaped by the real challenges leaders face, whether you're:

  • Cleaning up your books

  • Strengthening your systems

  • Trying to make better decisions in uncertain times

We’re here to simplify the complex, support your goals, and help you move forward with confidence.

Let’s Build on What Matters Most

Whether you’re starting fresh or strengthening what’s already working, we’d love to learn more about your goals and how we can help you reach them.